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Click the [[Wiki Books]] link for a more organized grouping of information.
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Welcome to the High 5 Software Wiki. This wiki provides documentation for Service Management Enterprise (SME) and for SME add-on products such as TechPortal for SME and CustomerPortal for SME.
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<br>High 5 Software provides service management software solutions for field service companies in a variety of industries. Focusing on companies that need to manage work orders, technicians, inventory, and customer equipment tracking. Industries such as telecom/interconnect installers, security, Information Technology (IT), Fire & Safety, Fitness repair, HVAC, Electrical contractors, and many more rely on SME for daily business operations.
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[[File:ModuleGuides.png|link=SME Module Guides]][[File:AddOnGuide.png|link=SME Add-On Guides]][[File:Administration.png|link=SME Administration Guides]]<br>
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[[File:UpdatesRevisions.png|link=Updates and Revisions]] [[File:GettingStartedVideos.png|link=Getting Started]] [[File:CloudAccessThroughRDP.png|link=Cloud Access Through RDP]]
 
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<br>
[[Dispatch Guide]]<br>
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<br>
'''Service & Install Module Guide'''<br>
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[[File:New-customers.jpg|link=New Customer Links]]
[[Service & Install Orders]]<br>
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[[Recurring Orders]]<br>
 
[[Projects]]<br>
 
'''Inventory Module Guide'''<br>
 
[[Inventory]]<br>
 
[[Material Allocation]]<br>
 
[[Packages]]<br>
 
[[Services]]<br>
 
[[Vendors]]<br>
 
[[Returns]]<br>
 
[[Transfers]]<br>
 
[[Inventory Quantity Reconciliation]]<br>
 
'''Receivables Module Guide'''<br>
 
[[Invoicing]]<br>
 
[[Payments]]<br>
 
[[Recurring Invoices]]<br>
 
[[Syncing SME Invoices with QuickBooks]]<br>
 
[[Batch Print/Email Invoices]]<br>
 
  
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'''NOTICE:  High 5 Software does not support for older versions of Internet Explorer (IE) (Edge browser from Microsoft seems to work well) from Microsoft for Mobile Tech for SME, Tech Portal, Customer Portal and Mobile Subcontractor for SME.  Please use FireFox, Chrome, Safari, Edge or built-in browsers on smartphones or tablets.  We are happy to see that Microsoft made Edge browser compatible with industry standards, however that was not the case for Internet Explorer. 
  
High 5 Wiki <br>
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High 5 Software is now offering [[Hosting for QuickBooks and SME]], ask your [mailto:sales@high5software.com salesperson]
#[[Welcome to High5 Wiki]]<br>
 
# [[Introduction]]<br>
 
# [[Support Services]]<br>
 
# [[Administration and Setup]]<br>
 
## [[SME Lookup Lists]]<br>
 
## [[SME Backups]]<br>
 
## [[System Requirements]]<br>
 
## [[User Groups]]<br>
 
# [[What's New 6.3 - Final Build]]<br>
 
## [[What's New: What's Coming]]<br>
 
# [[Roles]]<br>
 
## [[Receptionist Role]]<br>
 
## [[Dispatcher Role]]<br>
 
## [[Customer Service Role]]<br>
 
## [[Administration and Setup Role]]<br>
 
## [[Accounting and Bookkeeping Role]]<br>
 
## [[Customer Service Role]]<br>
 
## [[Inventory Controller or Manager Role]]<br>
 
## [[Field Technician Role]]<br>
 
## [[Project Manager Role]]<br>
 
## [[Order Entry Role]]<br>
 
## [[Marketing Role]]<br>
 
## [[Purchasing Role]]<br>
 
## [[Manager or Owner using SME]]<br>
 
## [[Technical Support Role]]<br>
 
## [[Subcontractor Coordinator or Manager Role]]<br>
 
## [[Roles: Sales Person]]<br>
 
# [[Feature Details]]<br>
 
## [[Activities]] <br>
 
## [[Inventory Reconciliation]]<br>
 
## [[Inventory Warehouses]]<br>
 
## [[Notes]]<br>
 
## [[Email Marketing Campaign]]<br>
 
## [[Views]] <br>
 
## [[Progress Invoicing]]<br>
 
## [[Search]]<br>
 
## [[Installing MS SQL Server 2008]]<br>
 
## [[Finance charges/LateFees]]<br>
 
# [[How To Articles]]<br>
 
# [[Best Practices]]<br>
 
## [[Best Practices: FirePro]]<br>
 
# [[Navigation]]<br>
 
## [[Record Navagation: Views]]<br>
 
# [[User Interface (GUI)]]<br>
 
## [[User Interface: Modules and Sub Modules]]<br>
 
## [[User Interface: Buttons]]<br>
 
# [[Dispatch]]<br>
 
# [[Utilities]]<br>
 
# [[Reporting]]<br>
 
## [[Company Reports]]<br>
 
## [[Module Reports]]<br>
 
## [[Customizing Reports]]<br>
 
# [[Outlook and Exchange Sync]]<br>
 
## [[Outlook and Exchange Sync: Outlook Sync]]<br>
 
## [[Outlook and Exchange Sync: Exchange Sync]]<br>
 
# [[SQLink - For QuickBooks]]<br>
 
# [[WebConnect]]<br>
 
# [[Field Services]]<br>
 
## [[Field Service Overview]]<br>
 
## [[ Field Services]]<br>
 
## [[SME Field Services]]<br>
 
## [[SME Preparation for Field Services]]<br>
 
## [[Install SQL for Field Services]]<br>
 
## [[Installing Field Services]]<br>
 
## [[Configuring Field Services]]<br>
 
# [[Affiliates and Third Party Services]]<br>
 
# [[Contacts]]<br>
 
# [[SME: Service Management Enterprise]]<br>
 
# [[SME6.2 New Features]]<br>
 
# [[SME 7.0]]<br>
 
# [[SME Import Export Process]]<br>
 
# [[ SME Basics]]<br>
 
# [[SMP Install (Old)]]<br>
 
## [[Best Practices]]<br>
 
# [[About This Manual]]<br>
 

Latest revision as of 17:03, 18 November 2016

Welcome to the High 5 Software Wiki. This wiki provides documentation for Service Management Enterprise (SME) and for SME add-on products such as TechPortal for SME and CustomerPortal for SME.


High 5 Software provides service management software solutions for field service companies in a variety of industries. Focusing on companies that need to manage work orders, technicians, inventory, and customer equipment tracking. Industries such as telecom/interconnect installers, security, Information Technology (IT), Fire & Safety, Fitness repair, HVAC, Electrical contractors, and many more rely on SME for daily business operations.


ModuleGuides.pngAddOnGuide.pngAdministration.png
UpdatesRevisions.png GettingStartedVideos.png CloudAccessThroughRDP.png

New-customers.jpg


NOTICE: High 5 Software does not support for older versions of Internet Explorer (IE) (Edge browser from Microsoft seems to work well) from Microsoft for Mobile Tech for SME, Tech Portal, Customer Portal and Mobile Subcontractor for SME. Please use FireFox, Chrome, Safari, Edge or built-in browsers on smartphones or tablets. We are happy to see that Microsoft made Edge browser compatible with industry standards, however that was not the case for Internet Explorer.

High 5 Software is now offering Hosting for QuickBooks and SME, ask your salesperson