Difference between revisions of "SME Module Guides"

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New to SME? Start HERE!
 
New to SME? Start HERE!
 
* [[File:QuickStart.pdf]] - High 5 Software Quick Start Guide
 
* [[File:QuickStart.pdf]] - High 5 Software Quick Start Guide
 +
* [[File:GettingStartedVideos.png|link=Getting Started]]
 
[[File:CustomersIcon.png]] '''Customers Module'''
 
[[File:CustomersIcon.png]] '''Customers Module'''
 
The [[Customers module]] tracks every aspect <br>of your most valuable asset, your customers.
 
The [[Customers module]] tracks every aspect <br>of your most valuable asset, your customers.

Revision as of 17:47, 25 February 2015

New-customer.png New Customers

New to SME? Start HERE!

CustomersIcon.png Customers Module The Customers module tracks every aspect
of your most valuable asset, your customers.


InventoryIcon.png Inventory Module
Inventory Management provides a complete
collection of comprehensive inventory control tools
allowing you to quickly and easily
manage your entire inventory


Setup Module
Setup SME to fit your business. Setup User
Groups, assign usernames and passwords.


Dispatching Technicians
Learn about the different ways available to schedule
and dispatch your technicians.




ServiceOrdersIcon.png Service and Install Module

Create service or install orders for your customers.
Also setup recurring service orders.


InvoicesIcon.png Receivables Module
Convert service orders to invoices or create a new
itemized invoice. Setup recurring
invoices linked to maintenance contracts.


ReportsIcon.png Reports Module
Learn how to copy a standard report and customize
to fit your business


SME and QuickBooks Sync

Synchronization between SME with QuickBooks
for a full business solution


Searching and Navigating


Common / Other
There are tools in SME you will use throughout
all the modules.


Help Desk Module
Track issues and build your knowledge base in the
Help Desk module.


Sales Module
Track leads and proposals in the
Sales module.


File:QuickStart.pdf

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