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− | + | |[[File:CustomersIcon.png]] '''Customers Module''' | |
− | + | The Customers module tracks every aspect <br>of your most valuable asset, your customers. | |
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− | [[File:CustomersIcon.png]] '''Customers Module''' | ||
− | The | ||
* [[Customers]] | * [[Customers]] | ||
* [[Maintenance Contracts]] | * [[Maintenance Contracts]] | ||
* [[Customer Equipment]] | * [[Customer Equipment]] | ||
<br>[[File:InventoryIcon.png]] '''Inventory Module''' | <br>[[File:InventoryIcon.png]] '''Inventory Module''' | ||
− | <br> | + | <br>A complete collection of comprehensive<br>inventory control tools allowing you to quickly<br> and easily manage your entire inventory |
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* [[Inventory]] | * [[Inventory]] | ||
* [[Material Allocation]] | * [[Material Allocation]] | ||
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* [[Vendors]] | * [[Vendors]] | ||
* [[Purchase Orders]] | * [[Purchase Orders]] | ||
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* [[Warehouses]] | * [[Warehouses]] | ||
* [[Returns]] | * [[Returns]] | ||
* [[Transfers]] | * [[Transfers]] | ||
* [[Inventory Quantity Reconciliation]]<br> | * [[Inventory Quantity Reconciliation]]<br> | ||
− | <br>'''Setup | + | <br>'''Setup Module'''<br> |
Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords. | Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords. | ||
* [[Company]] | * [[Company]] | ||
+ | * [[Default Export to QuickBooks Settings]] | ||
+ | * [[User Groups]] | ||
* [[Users]] | * [[Users]] | ||
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* [[User Preferences]]<br> | * [[User Preferences]]<br> | ||
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|[[File:ServiceOrdersIcon.png]] '''Service and Install Module''' | |[[File:ServiceOrdersIcon.png]] '''Service and Install Module''' | ||
− | Create | + | Create service or install orders for your customers.<br>Also setup recurring service orders. |
* [[Service & Install Orders]] | * [[Service & Install Orders]] | ||
* [[Labor Editor Defaults]] | * [[Labor Editor Defaults]] | ||
* [[Add Items to Orders]] | * [[Add Items to Orders]] | ||
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* [[Discounts]] | * [[Discounts]] | ||
* [[Dispatch Guide]] | * [[Dispatch Guide]] | ||
* [[Recurring Orders]] | * [[Recurring Orders]] | ||
* [[Projects]]<br> | * [[Projects]]<br> | ||
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* [[Tech Compliance]]<br> | * [[Tech Compliance]]<br> | ||
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<br>[[File:InvoicesIcon.png]] '''Receivables Module''' | <br>[[File:InvoicesIcon.png]] '''Receivables Module''' | ||
− | <br>Convert service orders to | + | <br>Convert service orders to invoices or create a new<br>itemized invoice. Setup recurring<br>invoices linked to maintenance contracts. |
* [[Invoicing]] | * [[Invoicing]] | ||
* [[Editing a Combined Invoice]] | * [[Editing a Combined Invoice]] | ||
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* [[Syncing SME Invoices with QuickBooks]] | * [[Syncing SME Invoices with QuickBooks]] | ||
* [[Batch Print/Email Invoices]]<br> | * [[Batch Print/Email Invoices]]<br> | ||
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<br>[[File:ReportsIcon.png]] '''Reports Module''' | <br>[[File:ReportsIcon.png]] '''Reports Module''' | ||
<br>Learn how to copy a standard report and customize<br>to fit your business | <br>Learn how to copy a standard report and customize<br>to fit your business | ||
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* [[Add TechPortal Signature to Order Report]] | * [[Add TechPortal Signature to Order Report]] | ||
* [[Wrap Description column in Order Item Reports]] | * [[Wrap Description column in Order Item Reports]] | ||
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* [[Creating Drop Downs for Reports]] | * [[Creating Drop Downs for Reports]] | ||
− | + | <br> | |
− | + | '''Dispatching Technicians'''<br> | |
+ | Learn about the different ways available to schedule<br>your technicians. | ||
+ | * [[Dispatch Guide]] | ||
|'''SME and QuickBooks Sync''' | |'''SME and QuickBooks Sync''' | ||
− | Synchronization between SME with | + | Synchronization between SME with QuickBooks<br>for a full business solution |
* [[SQLink]] | * [[SQLink]] | ||
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* [[SQLink FAQ]] | * [[SQLink FAQ]] | ||
* [[Common SQLink Errors]] | * [[Common SQLink Errors]] | ||
* [[SMP_ Items]] | * [[SMP_ Items]] | ||
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<br>'''Common / Other''' | <br>'''Common / Other''' | ||
<br>There are tools in SME you will use throughout<br>all the modules. | <br>There are tools in SME you will use throughout<br>all the modules. | ||
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* [[Stored Documents]]<br> | * [[Stored Documents]]<br> | ||
* [[Custom Tabs and Fields]]<br> | * [[Custom Tabs and Fields]]<br> | ||
+ | * [[Search Window]]<br> | ||
+ | * [[Navigate Button]]<br> | ||
+ | * [[Arrange Grids]]<br> | ||
* [[Price Books]]<br> | * [[Price Books]]<br> | ||
* [[Notes]]<br> | * [[Notes]]<br> | ||
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* [[Help Desk]]<br> | * [[Help Desk]]<br> | ||
<br>'''Sales Module''' | <br>'''Sales Module''' | ||
− | <br>Track leads and proposals in the <br> | + | <br>Track leads and proposals in the <br>Sales module. |
* [[Leads]]<br> | * [[Leads]]<br> | ||
* [[Proposals]]<br> | * [[Proposals]]<br> | ||
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High 5 Wiki <br> | High 5 Wiki <br> |