SME Module Guides

Customers Module The Customers module tracks every aspect of your most valuable asset, your customers. Customers Maintenance Contracts Customer Equipment

Service and Install Module Create service or install orders for your customers. Also setup recurring service orders. Service & Install Orders Recurring Orders Projects

SME and QuickBooks Sync Synchronization between SME with QuickBooks for a full business solution SQLink SQLink FAQ Common SQLink Errors

Inventory Module A complete collection of comprehensive inventory control tools allowing you to quickly and easily manage your entire inventory Inventory Material Allocation Packages Services Vendors Returns Transfers Inventory Quantity Reconciliation

' Receivables Module Convert service orders to invoices or create a new itemized invoice. Setup recurring invoices linked to maintenance contracts. Invoicing Payments Recurring Invoices Syncing SME Invoices with QuickBooks Batch Print/Email Invoices

Common / Other There are tools in SME you will use throughout all the modules. Activities Stored Documents Custom Tabs and Fields Search Window Navigate Button Arrange Grids

Setup Module Setup SME to fit your business. Setup User Groups, assign usernames and passwords. Company Default Export to QuickBooks Settings User Groups Users User Preferences

Reports Module Learn how to copy a standard report and customize to fit your business Duplicating Standard Reports for Custom Use

Help Desk Module Track issues and build your knowledge base in the Help Desk module. Help Desk

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