SMO Overview

Service Management Online

Efficiently run your help desk or service business with Service Management Online. SMO includes the following best in class features, plus much more.

Call now (800) 585-1696 to speak with someone right away or email sales for a prompt response.

Fast, Efficient Help Desk and Service Order Management

Help Desk Ticket Management: Customer issues from phone are rapidly entered into the system. Issues from email are automatically connected to customer accounts and orders. Responses back and forth are all recorded in the system for excellent customer service and tracking.
Order Management: Add chargeable items to orders and assign technician task to orders so work can be completed with the right parts and people.
Customer Service (CRM): Customer relationship management (CRM) and Sales force automation with proposals and integrated email management. Also manage vendors and partners.
Invoicing / Billing: Invoices are easily created from work orders and automatically synced to QuickBooks with Intuit Partner Platform and Intuit Sync Manager running on the desktop.
Reporting: Analyze your company process & pain points for better business decisions. Set up easy company communication for projects and tasks.
Dashboard: Dashboard shows all the reports and allows integration with Twitter and Facebook so you can monitor customer communications about your company and provide responses.

Productivity & Efficiency: Increase your company's productivity and efficiency by eliminating double entry and having all information available to you in a single all inclusive package.
More Billable Hours: Not only will you never miss a billable opportunity again with the use of automated features, but with less people needed for back office activities you can send more workers to the field to generate revenue on billable hours.
Expand Your Service Area: Increase your client base with top notch customer service and expand your work region using subcontractors all of which is easily managed within SME to help boost revenue.
Professional & Incisive Messaging: Build enterprise ready forms, reports, contracts, proposals, with all of your data and information readily available to you to compose whatever you need.
Reduce Back Office Processing Time: Shorten the cycle between getting paid and servicing your customers as well as proposal turnover, order/service fulfillment, & invoicing.
Longevity: For 20+ years High 5 has been creating long-lasting, trusting relationships with customers looking for irreplaceable software necessary to run their business.

Service Management Enterprise: Provides a complete solution for the service industry to handle sales, customers, service and install orders, invoicing, inventory, document management, contracts, reporting, help desk, and more. SME add-on products include QuickBooks sync, Mobile Tech solutions, Customer portal, Automated email, and Barcode. Choose SME if you need more robust service management with deep inventory management with multiple warehouses and serialized inventory. SME provides a complete service solution with recurring orders or invoices, project management, maintenance contracts, and customization to tune the system for your business. SME is installed on your servers for complete control of the system. Learn More.
Service Management Online: Provides a help desk ticketing and work order management solution with email integration and automatic integration with QuickBooks™ through Intuit® latest sync mechanisms. SMO also connects to Google Apps™ or Inuit Partner Platform™ for single sign-on simplicity. SMO is fully hosted in the Cloud and offered as a low monthly charge per user.
Custom Development: Have us build, support, and integrate the functions and modules you need to make your business work the way you need it to.

Manager/Executive: Contact active customers & monitor profit/loss on projects, proposals, payments, aging accounts, reports, and users activities. Track open work order volume and get notified for any critical activities. Learn How
Sales/Marketing: Track and follow-up with existing sales leads and proposals. Convert proposals into invoices, orders, and customers. Use best practices and sales force automation to generate more revenue. Learn How.
Field/In-House Technician/Support: Technicians within SMO will review customer information, perform/monitor work orders, track customer issues, and contribute to the help desk knowledge base. Learn How (Field). or Learn How (In-House).
Accounting/Bookkeeper: Easily convert orders to invoice and automatically sync with QuickBooks for seamless flow between SMO and QuickBooks. Continue to use QuickBooks to enter payments or update customer information and have this automatically update SMO.

Simple Pricing: Only $39 per user per month automatically billed via ACH or credit card. This includes everything you need to get going with optional QuickBooks sync, email integration, customer management, and ticket or order management.
Free 15 Day Trial: No obligation 15 day trial, no credit card or payment information needed to try!
No Obligation Guarantee: If you are not satisfied with SMO, you can cancel your service at any time.

Technical Support: Our support staff is available via phone or email during regular business hours for PST. We also offer our wiki & blog to offer insights & answers to many of our users questions. Learn More
Setup & Implementation: SMO is hosted in the cloud so you do not need any servers, just signup, optionally sync with QuickBooks and you are ready to go. You will be up and running in minutes.
Training: Training is done via web conferencing or scheduled visits to your site. Training is guided by your needs, questions, and our industry best practices and expertise.