SME Module Guides

Customers Module The Customers module tracks every aspect of your most valuable asset, your customers. Customers Maintenance Contracts Customer Equipment 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 Purchase Orders Returns Transfers Inventory Quantity Reconciliation 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

Service and Install Module Create service or install orders for your customers. Also setup recurring service orders. Service & Install Orders Labor Editor Defaults Add Items to Orders Discounts Dispatch Guide Recurring Orders Projects Tech Compliance 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 Reports Module Learn how to copy a standard report and customize to fit your business Reporting Duplicating Standard Reports for Custom Use Adding Barcodes to Reports Adding Item Repair Equipment to Order Item Report Add TechPortal Signature to Order Report Wrap Description column in Order Item Reports Add Unit Price to Order Item Report Dispatching Technicians Learn about the different ways available to schedule your technicians. Dispatch Guide

SME and QuickBooks Sync Synchronization between SME with QuickBooks for a full business solution SQLink SQLink FAQ Common SQLink Errors SMP_ Items 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 Price Books Notes SLA Category Help Desk Module Track issues and build your knowledge base in the Help Desk module. Help Desk Sales Module Track leads and proposals in the Sales module. Leads Proposals

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