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	Reports Module	Help Desk Module
Setup SME to fit your business. Setup User Groups, assign usernames and passwords.	Learn how to copy a standard report and customize to fit your business	Track issues and build your knowledge base in the Help Desk module.
* Company	* Duplicating Standard Reports for Custom Use	* Help Desk
* Default Export to QuickBooks Settings		* Issues
* User Groups
* Users
* User Preferences

Customers Module

• Customers
  
• Maintenance Contracts
  
• Customer Equipment
  

Service and Install Module

• Service & Install Orders
  
• Recurring Orders
  
• Projects
  

Inventory Module

• Inventory
  
• Material Allocation
  
• Packages
  
• Services
  
• Vendors
  
• Returns
  
• Transfers
  
• Inventory Quantity Reconciliation
  

Receivables Module

• Invoicing
  
• Payments
  
• Recurring Invoices
  
• Syncing SME Invoices with QuickBooks
  
• Batch Print/Email Invoices
  

Reports Module

• Duplicating Standard Reports for Custom Use
  

Dispatch and Scheduling

• Dispatch Guide
  

Setup Module

• Company
  
• Default Export to QuickBooks Settings
  
• User Groups
  
• Users
  
• User Preferences
  

Other

• Activities
  
• Stored Documents
  
• Custom Tabs and Fields
  
• Search Window
  
• Navigate Button
  
• Arrange Grids
  

Help Desk Module

• Help Desk
  
• Issues
  

SME and QuickBooks Sync

• SQLink
  
• SQLink FAQ
  
• Common SQLink Errors
  

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