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Service Management Enterprise™ (SME) is software designed with the service organization in mind. SME provides modules that synchronize field and office operations so employees can focus on creating value for customers and growing and protecting revenue.
SME provides modules for sales and proposal generation, customer account management, work orders management, field technician dispatch, and inventory management.
There are also a number of add on products available to make SME even more valuable for customers that want to eliminate double data entry in QuickBooks, increase communications with their customers, and provide their technicians with more capabilities while in the field.
Below are quick video tours of the each module and add on product for SME.
SME Overview
Tools to better manage customer tracking, work orders, technician dispatch and scheduling, inventory, invoicing, proposals, and synch with QuickBooks.
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Work Order Management
Work order tracking that records date and time of service, description of work, technician hours and material required. Automatically updates other modules.
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Field Technician Dispatch
Drag and drop technician schedules on the visual dispatch board and automatically update work orders. SME intelligent scheduling ensures technician compliance.
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Inventory Management
Tools to view, track, and manage inventory levels and detail across open purchase orders and active work orders. Fully synchronizes with QuickBooks.
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Customer Equipment
See equipment installed at customer sites, item details including warranty and maintenance contracts. See service history and generate service orders.
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Maintenance Contacts
Maintenance contracts allow you to setup recurring invoicing and choose service, parts, labor, and supplies covered along with service level agreement.
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Recurring Orders
Set up recurring rules to generate service orders for routine maintenance and periodic inspection. SME will automatically notify you when maintenance is due.
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CRM
Complete visibility to customer billing and account information, service history, equipment tracking, time and date stamped notes and activity management.
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Leads and Proposals
Track, manage, and report on sales prospects. View leads by any field, see activities and pipeline. Auto- populates standard or customized proposals.
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Service Management Enterprise Add-On Product Video Resources
QuickBooks Link for SME
QuickBooks Link provides full two-way synchronization between SME and QuickBooks so you can eliminated double data entry and information silos.
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TechPortal for SME
TechPortal is a web-based application that provides your field technicians with the ability to access and update their work orders in the field.
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TechService for SME, an Android™ Application
Technicians can access and update open orders assigned to them using their native Android application for SME.
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Automated Workflow
Automated Workflow is an add on product for SME which allows your customers to initiate a service order or help desk issue ticket in SME by simply sending an email.
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Auditing for SME
Auditing for SME allows you to track changes to a record when the record updated. Auditing helps with regulatory compliance and internal controls.
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CustomerPortal for SME
CustomerPortal is a web-based application that provides your customers with the ability to quickly view and enter orders and issues, view equipment, and more.
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Add-on Products for SME
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