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{|style= cellpadding="8"
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Click the [[Wiki Books]] link for a more organized grouping of information.
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||[[File:New-customer.png]]  
 
'''New Customers Start Here'''
 
* QuickStart Guide - High 5 Software Quick Start Guide http://high5software.com/mediawiki/images/f/f9/QuickStart.pdf
 
* [[Getting Started]] - High 5 Software Getting Started Videos
 
* [[Welcome to High5 Wiki]] - Your Instant Reference Tool
 
* [[OpenEdge Payment Integration]] - How to process payments in SME
 
 
<br>
 
<br>
[[File:CustomersIcon.png]] '''Customers Module'''
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'''Service & Install Module Guide'''<br>
The [[Customers module]] tracks every aspect <br>of your most valuable asset, your customers.
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* [[Service & Install Orders]]<br>
* [[Customers]]
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* [[Recurring Orders]]<br>
* [[Maintenance Contracts]]
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* [[Projects]]<br>
* [[Customer Equipment]]
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'''Inventory Module Guide'''<br>
<br>[[File:InventoryIcon.png]]  '''Inventory Module'''
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* [[Inventory]]<br>
<br>[[Inventory Management]] provides a complete<br>collection of comprehensive inventory control tools<br>allowing you to quickly and easily<br> manage your entire inventory
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* [[Material Allocation]]<br>
* [[Inventory Setup]]
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* [[Packages]]<br>
* [[Inventory]]
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* [[Services]]<br>
* [[Material Allocation]]
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* [[Vendors]]<br>
* [[Packages]]
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* [[Returns]]<br>
* [[Services]]
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* [[Transfers]]<br>
* [[Vendors]]
 
* [[Purchase Orders]]
 
* [[PO Cost Adjustments]]
 
* [[Warehouses]]
 
* [[Returns]]
 
* [[Transfers]]
 
 
* [[Inventory Quantity Reconciliation]]<br>
 
* [[Inventory Quantity Reconciliation]]<br>
<br>'''Setup Modules'''<br>
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'''Receivables Module Guide'''<br>
Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords.
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* [[Invoicing]]<br>
* [[Company]]
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* [[Payments]]<br>
* [[Users]]
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* [[Recurring Invoices]]<br>
<br>'''Setup Functions'''<br>
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* [[Syncing SME Invoices with QuickBooks]]<br>
These functions help with the direction of SME to assure best practices.
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* [[Batch Print/Email Invoices]]<br>
* [[User Groups]]
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'''Dispatch and  Scheduling'''<br>
* [[SME Lookup Lists]]<br>
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* [[Dispatch Guide]]<br>
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'''Setup Module'''<br>
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* [[Company]]<br>
 
* [[Default Export to QuickBooks Settings]]<br>
 
* [[Default Export to QuickBooks Settings]]<br>
* [[Email Settings]]<br>
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* [[User Groups]]<br>
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* [[Users]]<br>
 
* [[User Preferences]]<br>
 
* [[User Preferences]]<br>
 
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'''Other'''<br>
<br>'''Dispatching Technicians'''<br>
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* [[Activities]]<br>
Learn about the different ways available to schedule<br>and [[dispatch]] your technicians.
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* [[Stored Documents]]<br>
* [[Dispatch Guide]]
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* [[Custom Tabs and Fields]]<br>
<br><br>
 
 
 
 
 
|[[File:ServiceOrdersIcon.png]] '''Service and Install Module'''
 
Create [[service or install orders]] for your customers.<br>Also setup recurring service orders.
 
* [[Service & Install Orders]]
 
* [[Labor Editor Defaults]]
 
* [[Add Items to Orders]]
 
* [[Changing Material Quantities on Orders]]
 
* [[Discounts]]
 
* [[Dispatch Guide]]
 
* [[Recurring Orders]]
 
* [[Projects]]<br>
 
* [[Prepaid Hours]]<br>
 
* [[Tech Compliance]]<br>
 
* [[Lock Taxes]]<br>
 
<br>[[File:InvoicesIcon.png]] '''Receivables Module'''
 
<br>Convert service orders to [[invoices]] or create a new<br>itemized invoice. Setup recurring<br>invoices linked to maintenance contracts.
 
* [[Invoicing]]
 
* [[Editing a Combined Invoice]]
 
* [[Payments]]
 
* [[Recurring Invoices]]
 
* [[Syncing SME Invoices with QuickBooks]]
 
* [[Batch Print/Email Invoices]]<br>
 
* [[Late Fees / Finance Charges]]<br>
 
* [[Post Credit to Invoice]]<br>
 
<br>[[File:ReportsIcon.png]] '''Reports Module'''
 
<br>Learn how to copy a standard report and customize<br>to fit your business
 
* [[Reporting]]
 
* [[Duplicating Standard Reports for Custom Use]]
 
* [[Adding Barcodes to Reports]]
 
* [[Adding Item Repair Equipment to Order Item Report]]
 
* [[Add TechPortal Signature to Order Report]]
 
* [[Wrap Description column in Order Item Reports]]
 
* [[Add Custom Fields to Report]]
 
* [[Creating Drop Downs for Reports]]
 
 
 
 
 
 
 
|'''SME and QuickBooks Sync'''
 
Synchronization between SME with [[QuickBooks]]<br>for a full business solution
 
* [[SQLink]]
 
* [[SQLink Settings]]
 
* [[SQLink FAQ]]
 
* [[Common SQLink Errors]]
 
* [[SMP_ Items]]
 
* [[GL Entries for SME Inventory]]
 
* [[Default Export to QuickBooks Settings]]
 
* [[PO Cost Adjustments]]
 
* [[Payment Syncing]]
 
<br>'''Searching and Navigating'''
 
 
* [[Search Window]]<br>
 
* [[Search Window]]<br>
* [[Lookup Menu]]<br>
 
 
* [[Navigate Button]]<br>
 
* [[Navigate Button]]<br>
* [[Next / Prior Buttons]]<br>
 
 
* [[Arrange Grids]]<br>
 
* [[Arrange Grids]]<br>
* [[Delete/ Manage Search Views]]<br>
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'''Customers Module'''<br>
<br>'''Common / Other'''
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* [[Customers]]<br>
<br>There are tools in SME you will use throughout<br>all the modules.
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* [[Maintenance Contracts]]<br>
* [[Activities]]<br>
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* [[Customer Equipment]]<br>
* [[Stored Documents]]<br>
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'''Help Desk Module'''<br>
* [[Custom Tabs and Fields]]<br>
 
* [[Price Books]]<br>
 
* [[Notes]]<br>
 
* [[SLA Category]]<br>
 
<br>'''Help Desk Module'''
 
<br>Track issues and build your knowledge base in the <br>Help Desk module.
 
 
* [[Help Desk]]<br>
 
* [[Help Desk]]<br>
<br>'''Sales Module'''
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* [[Issues]]<br>
<br>Track leads and proposals in the <br>[[Sales module]].
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'''Reports Module'''<br>
* [[Leads]]<br>
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* [[Duplicating Standard Reports for Custom Use]]<br>
* [[Proposals]]<br>
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'''SME and QuickBooks Sync'''<br>
 
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* [[SQLink]]<br>
 
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* [[SQLink FAQ]]<br>
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* [[Common SQLink Errors]]<br>
  
|}
 
 
[[File:QuickStart.pdf]]
 
  
 
High 5 Wiki <br>
 
High 5 Wiki <br>
 
#[[Welcome to High5 Wiki]]<br>
 
#[[Welcome to High5 Wiki]]<br>
 
 
Click the [[Wiki Books]] link for a more organized grouping of information.
 
<br>
 

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