SME Field Service Application
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Overview: Service Management Enterprise (SME) is a powerful software program designed especially for service companies. It will provide tools to help you manage your customers, staff schedules, maintenance, inventory and more. SME uses a Microsoft SQL database and can be used to sync with QuickBooks data or your Outlook schedules, tasks, and contacts. Web access is also an available feature to give your technicians and customers a portal to create, edit, and manage work orders.
Features:
Benefits:
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E N T E R P R I S E |
"After implementing the system our operations and profits improved after only a few months. As a business owner, I can tell you that the Return on Investment for the SME software has already been multiple times the cost of the system - and we haven't even been using it for a year." Christopher E. Hugman "Over 15 years with High 5 Software, I am comfortable knowing their software will deliver what they promise. The manpower and labor we save on a yearly basis is insurmountable." Gary Horn "SME automated our process, reduced excessive costs, and eliminated inefficiencies in our technician tracking and billing. SME gives a customized solution for any service business." Burke Smith |
Modules: |
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Customer Relationship Management (CRM): Customer service history tracking Automated actions and activity reminders Subcontractor management Equipment, Contracts, and Information Logs to track all aspects of your customers |
CRM Screenshot |
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Maintenance Contracts: Scheduled preventative services Service Level Agreements Recurring Invoices Repair and maintenance tracking |
Contracts Screenshot |
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Sales & Lead Tracking: Contact and lead management Schedule activities and notifications Email and direct marketing Bids, quotes, proposals management |
Sales Screenshot |
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Order Management: Complete service, install, and work order tracking Updated labor, material, and equipment logging Field technician dispatch and scheduling Project or proposal generation and management |
Orders Screenshot |
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Project Management: Assign proposals, service, work, and install orders or invoices to projects with drop down menus Create multiple orders or invoices from one proposal to manage even the largest projects Complete stored document management Progress bars to track billing and project status until completed |
Projects Screenshot |
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Dispatch/Scheduling: Day, week, 2 week, and monthly schedule/project views View and schedule technician orders Track available time and total scheduled time Automatically update technician logs and service work histories to keep up to date records on work orders |
Dispatch Screenshot |
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Inventory: Purchase order tracking to monitor all inventory ordered and received Returned Merchandise Authorization (RMA) facilitation Create packaged inventory to ease invoicing and orders with set price levels Set reminders for stock and inventory replenishing points to notify yourself when to make reorder supplies |
Inventory Screenshot |
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Assets: Track data for any asset including vehicles or computers and store maintenance or warranty records for all assets Complete asset history of services performed, maintenance, depreciation, and identification Maintain your company's vehicle fleet data with handling maintenance, fuel receipts, mileage, and anything pertinent to your business Set reminders and recurring invoices |
Assets Screenshot |
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Receivables & Invoicing: Forecast expected revenue and provide detailed tracking of billing information, invoices, payments, statements and invoice credits Recurring invoices Partial and progress billing Full integration with QuickBooks for a complete solution free of double entry |
Invoicing Screenshot |
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Help Desk: Comprehensive knowledge base and help desk functionality for technical support Document problems and solutions for customers and employees Advanced search fields and unlimited text fields Separate database from SME data with the same functionality and software wide integration |
Help Desk Screenshot |
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Reports & Document Management: A large collection of accessible reports are pre-made and ready for you to personalize Create invoices, reports, and order forms with company logos and other theme customization to fit each business style Forms are compatible with black & white laser printers, all forms include print-friendly (black & white with less shading) versions, as well as simpler versions for dot matrix printers. Pictures, documents, files, orders, tickets, equipment lists can all be accessible with one click. |
Reports Screenshot |
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User Groups: Hide views Designate Certain users into specific categories with shared access and relevant viewing ability Increased company security and data integrity Get the information you need faster by eliminating the areas unimportant to each user's expertise |
User Groups Screenshot |
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Setup & Customization: Requires data link to a Microsoft SQL server database See a customization strategy when integrating SME into your business Complete administrative ability to grant access and privileges for any user Concurrent licenses pricing allows for more users depending on how often software will be used |
Setup Screenshot |
