Difference between revisions of "SMO versus SME"

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| || Account || Yes || No ||
 
| || Account || Yes || No ||
 
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| || Rates || Yes || No ||
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| || Install Info || Yes || No ||
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| || Customer History || Yes || Yes ||
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| || Notifications || Yes || No ||
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| || Stored Documents || Yes || Yes ||
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| || Notes || Yes, multiple types || Yes ||
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| || Activities || Yes || No ||
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| || Custom Tabs || Yes || Yes ||
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| Contacts || Contacts || Yes || Yes ||
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| Maintenance Contracts || || Yes || No ||
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| || Contract Management: Hours or Dollars || Yes, Prepaid Hours & Services || No ||
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| Customer Equip || Inventory/Fixed Assets/Equipment || Yes || No ||
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| Service || Service Orders || Yes || Yes || SMO has "jobs"
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| || Service Requested || Yes || Yes || SMO need message types
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| || Service Performed || Yes || Yes || SMO need message types
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| || Item List || Yes || Yes ||
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|-
 +
| || Labor/Task || Yes || Yes ||
 +
|-
 +
| || Materials || Yes || Yes ||
 +
|-
 +
| || Services || Yes || Yes ||
 +
|-
 +
| || Link to Equip/Fixed Assets || Yes || No || SMO: need improved design from SME
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| || Assets || Yes || No || SMO: Link Customer fixed assets and Tenant fixed assets to order
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| || Subcontractors || Yes || Yes || SMO: Not a separate tab for subcontractors
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|-
 +
| || Assignments || Yes || Yes ||
 +
|-
 +
| || Stored Documents || Yes || Yes ||
 +
|-
 +
| || Notes || Yes || Yes ||
 +
|-
 +
| || Custom Tabs || Yes || Yes ||
 +
|-
 +
| || Close Order || Yes || Yes ||
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|-
 +
| || Invoice Order || Yes || Yes ||
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|-
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| || Taxes on Order || Yes || No || SMO: Need to show on orders and total
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| || Rental || Partial || No ||
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|-
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| Install || Install Orders || Yes || No ||
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|-
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| Projects || Projects || Yes || No || SMO: Jobs
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|-
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| Scheduled Service || || Yes || No ||
 +
|-
 +
| Recurring Order || || Yes || No ||
 +
|-
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| Time Entry || Tech enters time to job/order || Yes || Yes || SMO: Tech time entry, weekly time entry, supervisor time entry
 +
 
 
|}
 
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Revision as of 22:25, 3 October 2013

Back to SMO main page

Overview

SMO and SME are for very different markets and businesses
This guide will help determine if your business should use SMO or SME

Choose SME if your business needs the following capabilities:

  • Inventory Management: SME has extensive inventory management with multiple warehouses, serialized inventory, and detailed inventory counts.
  • On-premise solution: SME is offered on-premise on your in house servers.
  • Microsoft SQL Server: SME runs on Microsoft SQL server allowing you to leverage other MS SQL tools and capabilities.
  • Recurring Invoices and Recurring Orders: SME handles robust recurring invoices and orders.
  • Maintenance Contracts: SME supports maintenance contracts connected to customer equipment and recurring invoices.
  • Customer Equipment Management: SME has extensive customer equipment management with hierarchical views, warranty tracking and custom fields
  • QuickBooks Sync with SQLink - SME to QuickBooks synchronization: Most robust QuickBooks synchronization in the market with QuickBooks Gold certification.


Choose SMO if your business needs the following capabilities:

  • Online, hosted, Software as a Service (SaaS) solution so no servers or infrastructure is required for your business
  • High speed, searchable, online solution available on any browser including Windows PC, Apple Mac, iPad, iPhone, Android, Smartphones, and Notebooks.
  • Help Desk ticketing system
  • Work Orders with items, tasks, and totals
  • Item management without inventory management
  • QuickBooks or QuickBooks Online Sync through Intuit Anywhere and Intuit Sync Manager on Intuit Partner Platform

Detailed Comparison, SME vs. SMO

Area/Module Feature SME SMO Notes
Deployment On-Premise or Hosted Client/Server Saas/Cloud SME offers hosting option. SMO requires no additional equipment for customer
Pricing $1195 per concurrent user plus $200/license/year $30/user/month SME pricing not including hosting
Office Users per concurrent 3 $1195 $30 SMO pricing still in planning
Tech Users per month 5 $20 $30 SMO may have tiered pricing
QuickBooks sync QB Desktop QB Online SMO future will sync with QB Desktop also
QuickBooks sync pricing $795 - $1595 per company Included
Auditing $1295 per company No
Investment First Year $5580 $2880
Second Year and Beyond $2000 $2880
Sales
Leads/Prospects Yes Yes
Proposals Yes No SMO has order status: proposal, approved, workorder, invoice
Direct Marketing Yes No
Email Marketing Depricated No SMO API
Customers
Customers Yes Yes
Customer sync with QB Yes Yes
Customer/Job Site Hierarchy Yes Yes
Account Yes No
Rates Yes No
Install Info Yes No
Customer History Yes Yes
Notifications Yes No
Stored Documents Yes Yes
Notes Yes, multiple types Yes
Activities Yes No
Custom Tabs Yes Yes
Contacts Contacts Yes Yes
Maintenance Contracts Yes No
Contract Management: Hours or Dollars Yes, Prepaid Hours & Services No
Customer Equip Inventory/Fixed Assets/Equipment Yes No
Service Service Orders Yes Yes SMO has "jobs"
Service Requested Yes Yes SMO need message types
Service Performed Yes Yes SMO need message types
Item List Yes Yes
Labor/Task Yes Yes
Materials Yes Yes
Services Yes Yes
Link to Equip/Fixed Assets Yes No SMO: need improved design from SME
Assets Yes No SMO: Link Customer fixed assets and Tenant fixed assets to order
Subcontractors Yes Yes SMO: Not a separate tab for subcontractors
Assignments Yes Yes
Stored Documents Yes Yes
Notes Yes Yes
Custom Tabs Yes Yes
Close Order Yes Yes
Invoice Order Yes Yes
Taxes on Order Yes No SMO: Need to show on orders and total
Rental Partial No
Install Install Orders Yes No
Projects Projects Yes No SMO: Jobs
Scheduled Service Yes No
Recurring Order Yes No
Time Entry Tech enters time to job/order Yes Yes SMO: Tech time entry, weekly time entry, supervisor time entry
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