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Click the [[Wiki Books]] link for a more organized grouping of information.
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Welcome to the High 5 Software Wiki. This wiki provides documentation for Service Management Enterprise (SME) and for SME add-on products such as TechPortal for SME and CustomerPortal for SME.
  
High 5 Wiki
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<br>High 5 Software provides service management software solutions for field service companies in a variety of industries. Focusing on companies that need to manage work orders, technicians, inventory, and customer equipment tracking. Industries such as telecom/interconnect installers, security, Information Technology (IT), Fire & Safety, Fitness repair, HVAC, Electrical contractors, and many more rely on SME for daily business operations.
        1 [[Welcome to High5 Wiki]]
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        2 [[Introduction]]
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        3 [[Support Services]]
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[[File:ModuleGuides.png|link=SME Module Guides]][[File:AddOnGuide.png|link=SME Add-On Guides]][[File:Administration.png|link=SME Administration Guides]]<br>
        4 [[Administration and Setup]]
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[[File:UpdatesRevisions.png|link=Updates and Revisions]] [[File:GettingStartedVideos.png|link=Getting Started]] [[File:CloudAccessThroughRDP.png|link=Cloud Access Through RDP]]
            4.1 [[SME Lookup Lists]]
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            4.2 [[SME Backups]]
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            4.3 [[System Requirements]]
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[[File:New-customers.jpg|link=New Customer Links]]
            4.4 [[User Groups]]
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        5 [[What's New 6.3 - Final Build]]
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            5.1 [[What's New: What's Coming]]
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'''NOTICE: High 5 Software does not support for older versions of Internet Explorer (IE) (Edge browser from Microsoft seems to work well) from Microsoft for Mobile Tech for SME, Tech Portal, Customer Portal and Mobile Subcontractor for SME. Please use FireFox, Chrome, Safari, Edge or built-in browsers on smartphones or tablets. We are happy to see that Microsoft made Edge browser compatible with industry standards, however that was not the case for Internet Explorer.
        6 [[Roles]]
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            6.1 [[Receptionist Role]]
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High 5 Software is now offering [[Hosting for QuickBooks and SME]], ask your [mailto:sales@high5software.com salesperson]
            6.2 [[Dispatcher Role]]
 
            6.3 [[Customer Service Role]]
 
            6.4 [[Administration and Setup Role]]
 
            6.5 [[Accounting and Bookkeeping Role]]
 
            6.6 [[Customer Service Role]]
 
            6.7 [[Inventory Controller or Manager Role]]
 
            6.8 [[Field Technician Role]]
 
            6.9 [[Project Manager Role]]
 
            6.10 [[Order Entry Role]]
 
            6.11 [[Marketing Role]]
 
            6.12 [[Purchasing Role]]
 
            6.13 [[Manager or Owner using SME]]
 
            6.14 [[Technical Support Role]]
 
            6.15 [[Subcontractor Coordinator or Manager Role]]
 
            6.16 [[Roles: Sales Person]]
 
        7 [[Feature Details]]
 
            7.1 [[Activities]]  
 
            7.2 [[Inventory Reconciliation]]
 
            7.3 [[Inventory Warehouses]]
 
            7.4 [[Notes]]
 
            7.5 [[Email Marketing Campaign]]
 
            7.6 [[Views]]
 
          7.7 [[Progress Invoicing]]
 
            7.8 [[Search]]
 
            7.9 [[Installing MS SQL Server 2008]]
 
            7.10 [[Finance charges/LateFees]]
 
        8 How To Articles
 
        9 Best Practices
 
            9.1 Best Practices: FirePro
 
        10 Navigation
 
            10.1 Record Navagation: Views
 
        11 User Interface (GUI)
 
            11.1 User Interface: Modules and Sub Modules
 
            11.2 User Interface: Buttons
 
        12 Dispatch
 
        13 Utilities
 
        14 Reporting
 
            14.1 Company Reports
 
            14.2 Module Reports
 
            14.3 Customizing Reports
 
        15 Outlook and Exchange Sync
 
            15.1 Outlook and Exchange Sync: Outlook Sync
 
            15.2 Outlook and Exchange Sync: Exchange Sync
 
        16 SQLink - For QuickBooks
 
        17 WebConnect
 
        18 Field Services
 
            18.1 Field Service Overview
 
            18.2 Field Services
 
            18.3 SME Field Services
 
            18.4 SME Preparation for Field Services
 
            18.5 Install SQL for Field Services
 
            18.6 Installing Field Services
 
            18.7 Configuring Field Services
 
        19 Affiliates and Third Party Services
 
        20 Contacts
 
        21 SME: Service Management Enterprise
 
        22 SME6.2 New Features
 
        23 SME 7.0
 
        24 SME Import Export Process
 
        25 SME Basics
 
        26 SMP Install (Old)
 
            26.1 Best Practices
 
        27 About This Manual
 

Latest revision as of 17:03, 18 November 2016

Welcome to the High 5 Software Wiki. This wiki provides documentation for Service Management Enterprise (SME) and for SME add-on products such as TechPortal for SME and CustomerPortal for SME.


High 5 Software provides service management software solutions for field service companies in a variety of industries. Focusing on companies that need to manage work orders, technicians, inventory, and customer equipment tracking. Industries such as telecom/interconnect installers, security, Information Technology (IT), Fire & Safety, Fitness repair, HVAC, Electrical contractors, and many more rely on SME for daily business operations.


ModuleGuides.pngAddOnGuide.pngAdministration.png
UpdatesRevisions.png GettingStartedVideos.png CloudAccessThroughRDP.png

New-customers.jpg


NOTICE: High 5 Software does not support for older versions of Internet Explorer (IE) (Edge browser from Microsoft seems to work well) from Microsoft for Mobile Tech for SME, Tech Portal, Customer Portal and Mobile Subcontractor for SME. Please use FireFox, Chrome, Safari, Edge or built-in browsers on smartphones or tablets. We are happy to see that Microsoft made Edge browser compatible with industry standards, however that was not the case for Internet Explorer.

High 5 Software is now offering Hosting for QuickBooks and SME, ask your salesperson