Service Management Enterprise is a complete application to accelerate and optimize your service business. For 20 years, High 5 Software has provided leading software solutions for your service business along with our best in class support to ensure your success. The product includes Seven main modules to manage your business including Sales/CRM, Customers, Service & Install, Receivables, Inventory, Assets, and Help Desk Knowledge Base. SME is the only complete QuickBooks integrated solution that handles advanced inventory management and dispatch scheduling to get the right parts and people to the job site at the right time.
The Sales Module is a Customer Relationship Management (CRM) module to track leads, create proposals, handle direct marketing programs, and generate email campaigns. Converting a sales lead to a customer requires just one button click with no double entry of data. Proposals are converted to service and install orders with just a single click. The direct marketing allows close tracking of your direct mail campaigns with the ability to convert direct mail leads into customers with a single click. The email campaign tools allow you to create newsletters, announcements or marketing campaigns to existing sales leads, direct mail leads, active customers, or inactive customers. Keep notes on all sales leads and customers so that sales people can exchange information or pick up where other sales people leave off. Stay in excellent communication with your leads and customers and always know all activities with your leads.
The Customer module allows tracking of all activities of customers and the ability to designate customers as active or inactive. Keep track of all invoices, payments, equipment lists, installed equipment serials numbers, and any other data required to fully service your customers. Keep customer and sales notes on customers so that everyone in your organization is aware of all activities with every customer! Stay in communication with customers through email, fax, phone, and mail. The Customer module also includes a maintenance contract section to track maintenance schedules with customers so that you automatically track customer maintenance schedules. SME scheduling is the most flexible in the market. The Customer module also allows you to track Subcontractors to keep all history of subcontractor work including a subcontractor rating system. Bills can automatically be generated from subcontractor services.
The Service & Install module allows the creation of service tickets, install tickets, or complex project management of large customer projects. The Service ticket includes services requested and performed, labor, materials, subcontractors, services, charges, customer directions and notes, and all previous history for the customer. The Install ticket includes all the same information for install orders. The Project module allows the creation of multiple services and installs with a tracking facility. The Scheduled Service module allows recurring service tickets to be generated and automatically created on a flexible scheduled timeframe.
The Receivables module handles invoicing, payments, and recurring billing. Track all invoices through to payment. Information links to QuickBooks to eliminate double entry of data.
The Inventory module includes a comprehensive inventory with the ability to have multiple warehouse locations, track distributor information and vendors, track products sold, handle returned & repair materials, automatically update received PO items, order date tracking, cost & selling price tracking, price variation by part number, available & reserved items summary, minimum level & reorder settings, parts rolodex, and bar code scanning and product labeling. SME handles all aspects of your inventory management and is integrated with customers, orders, and receivables.
The Assets module allows tracking and scheduling of critical assets such as fixed assets, vehicles, and computers. High 5 Software maximizes your utilization of these assets by scheduling, deploying, and maintaining for best results.
The Help Desk is a Knowledge Base for your customer, equipment, and business. Capture all the knowledge created from your employees and customers to improve service and accelerate answers to known issues. Track information on past issues and search for this knowledge rapidly.
High 5 will make you successful by providing an excellent product along with 12 months of unlimited technical support. The product also has complete reporting capability and full user security rights security.