SME Module Guides

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Revision as of 17:20, 23 June 2011 by Amy (talk | contribs)
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CustomersIcon.png Customers Module

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


ServiceOrdersIcon.png Service and Install Module

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

SME and QuickBooks Sync

Synchronization between SME with QuickBooks
for a full business solution


InventoryIcon.png Inventory Module

A complete collection of comprehensive
inventory control tools allowing you to quickly
and easily manage your entire inventory


'InvoicesIcon.png Receivables Module

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


Common / Other

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

Setup Module

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


ReportsIcon.png Reports Module

Learn how to copy a standard report and customize
to fit your business


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


Help Desk Module

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




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