Reporting & Document Management for Service Industry

Custom Reports:

Over 130 accessible reports are pre-made and ready for you to personalize within SME. Report on Customers, Service Calls, Inventory, Equipment, Invoices, Payments, Sales, Receivables, Install Orders and much more! Our report module also comes with a report builder to create your own or tell us what you need for your business and we will create it for you. Learn about what Microsoft SQL provides for your reporting needs for free!

Create invoices, reports, and order forms with company logos and other theme customization to fit any business style. Your forms and reports are related to how your customers view your company so make sure you do it right with SME.

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.

View a full list of SME's standard reports

Preview the Standard Proposal Report

Preview the Standard Service Ticket Report

Preview the Standard Invoice Report

Document Management:

From inventory photos to customer signatures, if you need something stored along with your customer and service data you can with SME. Pictures, documents, files, orders, tickets, equipment lists can all be accessible with one click with the accounts and items you need them to be associated with.

Business Intelligence:

The newest installment of the data visualization industry leader is our latest feature we are offering to bundle with your SME software. Create and share any data analysis and reports you can imagine. Present business information and give your company the power to make better business decisions. Optimize company procedures with business analytics and create graphic reports on key performance indicators to make informed and predictive conclusions. Build Dashboards customized for each user to pinpoint critical information and issues. Graphic customization and full integration of SME with business intelligence software is available to give you all the tools necessary to analyze and grow your business. Business forecasting and visual analytics have never been so easier with SME and data analysis. For more information follow this link: