Difference between revisions of "SME Module Guides"

From High5Wiki
Jump to navigation Jump to search
Line 25: Line 25:
 
* [[Users]]
 
* [[Users]]
 
* [[User Preferences]]<br>
 
* [[User Preferences]]<br>
 +
'''Dispatching Technicians'''<br>
 +
Learn about the different ways available to schedule<br>your technicians.
 +
* [[Dispatch Guide]]
 
<br>
 
<br>
 
<br>
 
<br>
Line 32: Line 35:
 
<br>
 
<br>
 
<br>
 
<br>
<br>
+
 
<br>
 
<br>
 
 
|[[File:ServiceOrdersIcon.png]] '''Service and Install Module'''
 
|[[File:ServiceOrdersIcon.png]] '''Service and Install Module'''
 
Create service or install orders for your customers.<br>Also setup recurring service orders.
 
Create service or install orders for your customers.<br>Also setup recurring service orders.
Line 64: Line 65:
 
* [[Creating Drop Downs for Reports]]
 
* [[Creating Drop Downs for Reports]]
 
<br>
 
<br>
'''Dispatching Technicians'''<br>
+
 
Learn about the different ways available to schedule<br>your technicians.
 
* [[Dispatch Guide]]
 
  
 
|'''SME and QuickBooks Sync'''
 
|'''SME and QuickBooks Sync'''
Line 92: Line 91:
 
* [[Leads]]<br>
 
* [[Leads]]<br>
 
* [[Proposals]]<br>
 
* [[Proposals]]<br>
<br>
 
<br>
 
<br>
 
 
<br>
 
<br>
 
<br>
 
<br>

Revision as of 18:35, 11 October 2012

CustomersIcon.png Customers Module

The Customers module tracks every aspect
of your most valuable asset, your customers.


InventoryIcon.png Inventory Module
A complete collection of comprehensive
inventory control tools allowing you to quickly
and easily manage your entire inventory


Setup Module
Setup SME to fit your business. Setup User
Groups, assign usernames and passwords.

Dispatching Technicians
Learn about the different ways available to schedule
your technicians.








ServiceOrdersIcon.png Service and Install Module

Create service or install orders for your customers.
Also setup recurring service orders.


InvoicesIcon.png Receivables Module
Convert service orders to invoices or create a new
itemized invoice. Setup recurring
invoices linked to maintenance contracts.


ReportsIcon.png Reports Module
Learn how to copy a standard report and customize
to fit your business



SME and QuickBooks Sync

Synchronization between SME with QuickBooks
for a full business solution


Common / Other
There are tools in SME you will use throughout
all the modules.


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


Sales Module
Track leads and proposals in the
Sales module.









High 5 Wiki

  1. Welcome to High5 Wiki


Click the Wiki Books link for a more organized grouping of information.