SMO versus SME
Revision as of 22:25, 3 October 2013 by Marks (talk | contribs) (→Detailed Comparison, SME vs. SMO)
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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 |