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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 |
* [[Inventory Setup]] | * [[Inventory Setup]] | ||
* [[Inventory]] | * [[Inventory]] | ||
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* [[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]] | ||
| − | + | * [[User Preferences]]<br> | |
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| − | * [[User | ||
* [[SME Lookup Lists]]<br> | * [[SME Lookup Lists]]<br> | ||
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* [[Email Settings]]<br> | * [[Email Settings]]<br> | ||
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<br>'''Dispatching Technicians'''<br> | <br>'''Dispatching Technicians'''<br> | ||
| − | Learn about the different ways available to schedule<br> | + | Learn about the different ways available to schedule<br>your technicians. |
* [[Dispatch Guide]] | * [[Dispatch Guide]] | ||
<br><br> | <br><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]] | ||
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* [[Lock Taxes]]<br> | * [[Lock Taxes]]<br> | ||
<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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* [[Add Custom Fields to Report]] | * [[Add Custom Fields to Report]] | ||
* [[Creating Drop Downs for Reports]] | * [[Creating Drop Downs for Reports]] | ||
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|'''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]] | ||
* [[SQLink Settings]] | * [[SQLink Settings]] | ||
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* [[Default Export to QuickBooks Settings]] | * [[Default Export to QuickBooks Settings]] | ||
* [[PO Cost Adjustments]] | * [[PO Cost Adjustments]] | ||
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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> | ||