Getting Started

Service Management Enterprise is a robust solution for your service business with a lot of functionality including work order management, field technician dispatch, and inventory tracking. The videos below are available to help you orient yourself in SME and get you started.

Creating New Customers

Learn how to create a new customer record in SME
Create a parent customer record with multiple job sites
How to search customer records and find all job sites for a parent

Create a new Service Order

Create a basic service order
Add material and a service item to the order
Print a standard service order ticket

Allocating Stock to a Service Order

Learn how to check stock for material on a service order
Introduction to the Material Allocation window and Item Status
An easy way to place a purchase order for material on a service order

Service Management Enterprise is a robust solution for your service business with a lot of functionality including work order management, field technician dispatch, and inventory tracking. The videos below are available to help you orient yourself in SME and get you started.

Scheduling Technicians

Schedule technicians on the Dispatch window
Understand the link between the Dispatch window and labor items
Scheduling technicians using Quick Schedule

Close and Invoice a Service Order

Update order after technician has completed work in the field
Close the order and generate an invoice
View the standard invoice in SME

Customer History and Equipment

View a customer's service order history in customer history
View a customer's invoice in customer history
View the Customer Equipment module to see equipment installed on site