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Our goal is to provide a community driven resource that remains clear, concise, constructive, and above all is valuable to everyone. If you would like full access please follow the Register link. | Our goal is to provide a community driven resource that remains clear, concise, constructive, and above all is valuable to everyone. If you would like full access please follow the Register link. | ||
This wiki is a website we can build together. We invite you to share your ideas and ask questions. | |||
This Wiki will provide all documentation and information that is required for a seamless SME experience. | |||
High 5 Software provides service management software solutions for field service companies in a variety of industries. Focusing on companies that need to manage work orders, technicians, inventory, and customer equipment tracking. Industries such as telecom/interconnect installers, security, Information Technology (IT), Fire & Safety, Fitness repair, HVAC, Electrical contractors, and many more rely on SME for daily business operations. | |||
[[Updates and Revisions]] | |||
# [[Introduction]]<br> | |||
# [[Support Services]]<br> | |||
# [[Administration and Setup]]<br> | |||
## [[SME Lookup Lists]]<br> | |||
## [[SME Backups]]<br> | |||
## [[System Requirements]]<br> | |||
## [[User Groups]]<br> | |||
# [[What's New 6.3 - Final Build]]<br> | |||
## [[What's New: What's Coming]]<br> | |||
# [[Roles]]<br> | |||
## [[Receptionist Role]]<br> | |||
## [[Dispatcher Role]]<br> | |||
## [[Customer Service Role]]<br> | |||
## [[Administration and Setup Role]]<br> | |||
## [[Accounting and Bookkeeping Role]]<br> | |||
## [[Customer Service Role]]<br> | |||
## [[Inventory Controller or Manager Role]]<br> | |||
## [[Field Technician Role]]<br> | |||
## [[Project Manager Role]]<br> | |||
## [[Order Entry Role]]<br> | |||
## [[Marketing Role]]<br> | |||
## [[Purchasing Role]]<br> | |||
## [[Manager or Owner using SME]]<br> | |||
## [[Technical Support Role]]<br> | |||
## [[Subcontractor Coordinator or Manager Role]]<br> | |||
## [[Roles: Sales Person]]<br> | |||
# [[Feature Details]]<br> | |||
## [[Activities]] <br> | |||
## [[Inventory Reconciliation]]<br> | |||
## [[Inventory Warehouses]]<br> | |||
## [[Notes]]<br> | |||
## [[Email Marketing Campaign]]<br> | |||
## [[Views]] <br> | |||
## [[Progress Invoicing]]<br> | |||
## [[Search]]<br> | |||
## [[Installing MS SQL Server 2008]]<br> | |||
## [[Finance charges/LateFees]]<br> | |||
# [[How To Articles]]<br> | |||
# [[Best Practices]]<br> | |||
## [[Best Practices: FirePro]]<br> | |||
# [[Navigation]]<br> | |||
## [[Record Navagation: Views]]<br> | |||
# [[User Interface (GUI)]]<br> | |||
## [[User Interface: Modules and Sub Modules]]<br> | |||
## [[User Interface: Buttons]]<br> | |||
# [[Dispatch]]<br> | |||
# [[Utilities]]<br> | |||
# [[Reporting]]<br> | |||
## [[Company Reports]]<br> | |||
## [[Module Reports]]<br> | |||
## [[Customizing Reports]]<br> | |||
# [[Outlook and Exchange Sync]]<br> | |||
## [[Outlook and Exchange Sync: Outlook Sync]]<br> | |||
## [[Outlook and Exchange Sync: Exchange Sync]]<br> | |||
# [[SQLink - For QuickBooks]]<br> | |||
# [[WebConnect]]<br> | |||
# [[Field Services]]<br> | |||
## [[Field Service Overview]]<br> | |||
## [[ Field Services]]<br> | |||
## [[SME Field Services]]<br> | |||
## [[SME Preparation for Field Services]]<br> | |||
## [[Install SQL for Field Services]]<br> | |||
## [[Installing Field Services]]<br> | |||
## [[Configuring Field Services]]<br> | |||
# [[Affiliates and Third Party Services]]<br> | |||
# [[Contacts]]<br> | |||
# [[SME: Service Management Enterprise]]<br> | |||
# [[SME6.2 New Features]]<br> | |||
# [[SME 7.0]]<br> | |||
# [[SME Import Export Process]]<br> | |||
# [[ SME Basics]]<br> | |||
# [[SMP Install (Old)]]<br> | |||
## [[Best Practices]]<br> | |||
# [[About This Manual]]<br> | |||
<br>[[SQLink Help Files]] | |||
Latest revision as of 20:35, 5 October 2011
Welcome to High 5 Wiki!
Our goal is to provide a community driven resource that remains clear, concise, constructive, and above all is valuable to everyone. If you would like full access please follow the Register link.
This wiki is a website we can build together. We invite you to share your ideas and ask questions.
This Wiki will provide all documentation and information that is required for a seamless SME experience.
High 5 Software provides service management software solutions for field service companies in a variety of industries. Focusing on companies that need to manage work orders, technicians, inventory, and customer equipment tracking. Industries such as telecom/interconnect installers, security, Information Technology (IT), Fire & Safety, Fitness repair, HVAC, Electrical contractors, and many more rely on SME for daily business operations.
- Introduction
- Support Services
- Administration and Setup
- What's New 6.3 - Final Build
- Roles
- Receptionist Role
- Dispatcher Role
- Customer Service Role
- Administration and Setup Role
- Accounting and Bookkeeping Role
- Customer Service Role
- Inventory Controller or Manager Role
- Field Technician Role
- Project Manager Role
- Order Entry Role
- Marketing Role
- Purchasing Role
- Manager or Owner using SME
- Technical Support Role
- Subcontractor Coordinator or Manager Role
- Roles: Sales Person
- Receptionist Role
- Feature Details
- How To Articles
- Best Practices
- Navigation
- User Interface (GUI)
- Dispatch
- Utilities
- Reporting
- Outlook and Exchange Sync
- SQLink - For QuickBooks
- WebConnect
- Field Services
- Affiliates and Third Party Services
- Contacts
- SME: Service Management Enterprise
- SME6.2 New Features
- SME 7.0
- SME Import Export Process
- SME Basics
- SMP Install (Old)
- About This Manual