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Click the [[Wiki Books]] link for a more organized grouping of information.
Welcome to the High 5 Software Wiki. This wiki provides documentation for Service Management Enterprise (SME) and for SME add-on products such as TechPortal for SME and CustomerPortal for SME.


High 5 Wiki
<br>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.
        1 [[Welcome to High5 Wiki]]
 
        2 [[Introduction]]
 
        3 [[Support Services]]
[[File:ModuleGuides.png|link=SME Module Guides]][[File:AddOnGuide.png|link=SME Add-On Guides]][[File:Administration.png|link=SME Administration Guides]]<br>
        4 [[Administration and Setup]]
[[File:UpdatesRevisions.png|link=Updates and Revisions]] [[File:GettingStartedVideos.png|link=Getting Started]] [[File:CloudAccessThroughRDP.png|link=Cloud Access Through RDP]]
            4.1 [[SME Lookup Lists]]
<br>
            4.2 [[SME Backups]]
<br>
            4.3 [[System Requirements]]
[[File:New-customers.jpg|link=New Customer Links]]
            4.4 [[User Groups]]
 
        5 [[What's New 6.3 - Final Build]]
 
            5.1 [[What's New: What's Coming]]
'''NOTICE: High 5 Software does not support for older versions of Internet Explorer (IE) (Edge browser from Microsoft seems to work well) from Microsoft for Mobile Tech for SME, Tech Portal, Customer Portal and Mobile Subcontractor for SME. Please use FireFox, Chrome, Safari, Edge or built-in browsers on smartphones or tablets. We are happy to see that Microsoft made Edge browser compatible with industry standards, however that was not the case for Internet Explorer.
        6 [[Roles]]
 
            6.1 [[Receptionist Role]]
High 5 Software is now offering [[Hosting for QuickBooks and SME]], ask your [mailto:sales@high5software.com salesperson]
            6.2 [[Dispatcher Role]]
            6.3 [[Customer Service Role]]
            6.4 [[Administration and Setup Role]]
            6.5 [[Accounting and Bookkeeping Role]]
            6.6 [[Customer Service Role]]
            6.7 [[Inventory Controller or Manager Role]]
            6.8 [[Field Technician Role]]
            6.9 [[Project Manager Role]]
            6.10 [[Order Entry Role]]
            6.11 [[Marketing Role]]
            6.12 [[Purchasing Role]]
            6.13 [[Manager or Owner using SME]]
            6.14 [[Technical Support Role]]
            6.15 [[Subcontractor Coordinator or Manager Role]]
            6.16 [[Roles: Sales Person]]
        7 [[Feature Details]]
            7.1 [[Activities]]  
            7.2 [[Inventory Reconciliation]]
            7.3 [[Inventory Warehouses]]
            7.4 [[Notes]]
            7.5 [[Email Marketing Campaign]]
            7.6 [[Views]]
          7.7 [[Progress Invoicing]]
            7.8 [[Search]]
            7.9 [[Installing MS SQL Server 2008]]
            7.10 [[Finance charges/LateFees]]
        8 How To Articles
        9 Best Practices
            9.1 Best Practices: FirePro
        10 Navigation
            10.1 Record Navagation: Views
        11 User Interface (GUI)
            11.1 User Interface: Modules and Sub Modules
            11.2 User Interface: Buttons
        12 Dispatch
        13 Utilities
        14 Reporting
            14.1 Company Reports
            14.2 Module Reports
            14.3 Customizing Reports
        15 Outlook and Exchange Sync
            15.1 Outlook and Exchange Sync: Outlook Sync
            15.2 Outlook and Exchange Sync: Exchange Sync
        16 SQLink - For QuickBooks
        17 WebConnect
        18 Field Services
            18.1 Field Service Overview
            18.2 Field Services
            18.3 SME Field Services
            18.4 SME Preparation for Field Services
            18.5 Install SQL for Field Services
            18.6 Installing Field Services
            18.7 Configuring Field Services
        19 Affiliates and Third Party Services
        20 Contacts
        21 SME: Service Management Enterprise
        22 SME6.2 New Features
        23 SME 7.0
        24 SME Import Export Process
        25 SME Basics
        26 SMP Install (Old)
            26.1 Best Practices
        27 About This Manual

Latest revision as of 17:03, 18 November 2016

Welcome to the High 5 Software Wiki. This wiki provides documentation for Service Management Enterprise (SME) and for SME add-on products such as TechPortal for SME and CustomerPortal for SME.


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.






NOTICE: High 5 Software does not support for older versions of Internet Explorer (IE) (Edge browser from Microsoft seems to work well) from Microsoft for Mobile Tech for SME, Tech Portal, Customer Portal and Mobile Subcontractor for SME. Please use FireFox, Chrome, Safari, Edge or built-in browsers on smartphones or tablets. We are happy to see that Microsoft made Edge browser compatible with industry standards, however that was not the case for Internet Explorer.

High 5 Software is now offering Hosting for QuickBooks and SME, ask your salesperson

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