©Copyright Axcis.Net 2005
©Copyright Axcis.Net 2005
s o l u t i o n s
SMP
is the most complete and affordable service management software on the market today. Each fullyintegrated module focuses on key elements of the service industry, helping you to establish efficient and productive operations. Each module has been designed to ensure detailed, accurate information accessible in seconds.
k n o w l e d g e
SMP
is designed to provide complete and instant knowledge of all customer information anywhere within the program. Everyone in the company knows customer contacts, equipment lists, service history, receivable status, and extensive notes. Provide your customers with total customer satisfaction by having complete knowledge of the customer.w o r k f l o w
SMP
modules guide your team effortlessly through an efficient work flow for your service business. Single interface and single data entry is the goal throughout the program. This means your people are spending more time servicing customers rather than double entering data. from our customers.f l e x i b l e • a d a p t a b l e
SMP
is a comprehensive database, affording a vast and detailed capacity for managing your information. SMP gives you the choice to use it in many varying degrees—your database can be as detailed or as simple as required. Unlike many products, which force you to adjust to its limits,SMP
o p t i m i z e
SMP
optimizes company resources by guiding through tasks, effectively dispatch field technicians and resources, keeping everyone in sync on all activities and knowledge, storing information in a knowledge base, managing projects, utilizing subcontractors, and allowing movement of employees since all knowledge is accessible through SMP.v i s i b i l i t y
SMP
provides decision makers with complete visibility of key business issues such as sales activities, pipelines, and forecasts; customer satisfaction; service and technician effectiveness; inventory levels; assets, and invoices and payments. Having this business visibility at your fingertips allows quick response to critical business issues.f i n a n c i a l
Tracking of key financial areas allows a very rapid return on investment of
SMP
. SMP allows tracking of precise inventory levels and Just In Time (JIT) inventory management, staff optimization, invoice aging, customer balances, and payment tracking.c o l l a b o r a t i o n
SMP
allows all users to see updated information in real-time, no more waiting for paper printouts. All information is instantly accessible by all users with proper security clearances. Users only see modules they are authorized to see, but can see the information instantaneously. Users can assign tasks and alarms to other users for timely and efficient collaboration and communication.Customers, employees, and the business wins when all team members work together with up to date information
s c a l a b l e
SMP
is scalable as the business and customer base grows. SMP can support a single user or over 50 users. The SMP data can reside on a peer-to-peer computer, a Windows server, a Linux server, or a UNIX server. Client machines run on Windows computers networked to the central data store. Remote users connect to the data through VPN, SSL, or web connections.Module Design
SMP is a multiple user SQL database which allows all users to see up to date business and customer information. The database is organized into separate modules for easy navigation and maintenance
All modules throughout SMP are fully integrated, ensuring that the information in your database is updated as tasks are performed by any users
Easy point-and-click navigation makes getting around your software a snap.
Organization
SMP administers all data pertaining to your business. The database is organized into separate modules for the easy navigation and maintenance of data. The modules are organized into groups based on the main areas of your service business, such as your sales leads, your customer base, your service calls, your receivables, and your inventory. Easy-to-read tabs throughout the modules organize the data in each module and facilitate data entry. All modules provide access to a variety of reports and forms.
Navigation
The module bar is the control center for module navigation, providing quick and easy point-and-click access throughout the database. Although modules are visually separated for navigation, they are still fully integrated. This integrated design allows data to be shared and updated throughout the database. Integrated modules allow for single data entry for all business tasks.
Record Management
View and manage your customers quickly and easily, with advanced search capabilities that help you find specific records quickly. Preference memory retains each user’s favorite search settings. Record management includes powerful features such as copying information to your Contacts Rolodex, moving customers to inactive status, and automated task notification and tracking with the Message Center. Enhanced flexibility allows you to generate orders and invoices directly from within many modules.
Special Features
• Integrated desktop management • Multiple database tracking • Live updates via the internet
• Timesaving shortcuts help minimize errors • Define and track module-level security
• Call backs & activities with alarms assignable to any user
• Unlimited note and comment fields
• Fully integrated reports throughout all modules • Choose or customize specially designed forms and
reports
• Help features at all levels
• Complete contacts and parts rolodexes
Customers
The Customer Moduletracks every aspect of your most valuable asset— yourcustomers. Customer records are accessible throughout the program, increasing the efficiency and productivity of your staff.
The Active and Inactive Customer Status allows you to track your customer records.
The Maintenance Contracts Module provides the ability to enter and maintain maintenance contracts.
Use the Subcontractor Module to manage your subcontractors for service and install orders. .
Data Entry & Display Tabs
Site Enter and view complete site information. Save time and minimize errors by copying site data to the billing section. Enter, view and print driving directions, sub-contractor and site information.
BillingEnter, view and track company-specific billing information such as labor, material and tax rates. Multiple sites can be assigned to one billing company. Systems Enter, view and track customer-specific system information. Track installations, maintenance and warranty contracts, and system sales
information.
Equipment Enter and view trunks, phone lines, IP address and other industry specific information with custom fields.
Industry Specific Enter, view and edit customer phone line lists and generate reports.
Service History View a complete history of open and closed service calls, and instantly access specific service calls from the list.
Invoices View a complete history of invoices, and instantly access any invoice from the list.
Notifications Automate your workflow! Define preset reminders and email notifications when different tasks are performed.
Periodic Maintenance Set up automated recurrent tasks for account maintenance or services. Tasks appear in your message center, prompting you when they need to be performed.
Quotes Track both open and closed bids and quotes for your sales leads and customers. (Bids and quotes may also be created and tracked in the Contacts & Sales Modules, described later in this information.) Prepayments Record deposits and other types of prepayments on a customer’s account, to apply to future purchased products or services, or to a specific order.
Special Features
• Use auto text entries for common features
• Copy site information to the billing tab • Add customers to Contacts Rolodex • Move customers to inactive status • Generate orders and invoices directly
from within the Customers Module • E-mail statements and past due invoices • Use the call back feature to schedule
automatic reminders to contact your customers or other individuals • Use the Message Center and Periodic
Maintenance Module for automated task notification and tracking.
• Complete order and invoice histories • Set up maintenance contracts and
automated recurring billing using the Contracts Module
• User-defined or system generated customer numbers
• Preview, print, and email customer data and reports
• Enter unlimited customer and sales notes for each customer record.
• Customizable field labels.
Service & Installation
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The Service and Installation Modulesgenerate your service calls and installation orders, system moves or changes, inventory, equipment and product orders, and technicians. They also track sale prices, allowing you to instantly quote accurate prices to customers and sales leads, which are critical requirements to manage your services and customer relationships.
The Service Calls Moduletracks service calls pending, in
progress, or closed.
The Install Orders Module tracks install orders pending, in progress or closed
Data Entry & Display Tabs
ServicesProvides two unlimited text fields for the entry and editing of services requested by and provided to your customer.
LaborAssign technicians to work on your service calls. Enter estimated and actual hours, and edit labor and travel rates on-the-fly.
Materials Enter, edit and view items ordered by your customer. Select items from an inventory list or enter new items. Edit or add to posted records; invoices are automatically updated. Print or preview a Material Request List.
Services Enter predefined services for quick entry of typical services.
Item Repairs Enter repair description on existing customer equipment.
ChargesView a summary of the default rates as they appear in the customer record.
CustomerView general customer and account data such as credit limits and account aging. Edit and print driving directions.
EquipmentView or edit equipment at your customer’s site. Select items from an inventory list or enter as new items. Edit or add to posted records; invoices are automatically updated. Print or preview a Customer Equipment List. View system data including installation and warranty information.
HistoryView a complete history of past service calls & customer history.
Special Features
• Instantly access any customer record. • Print and email service tickets and invoices,
both of which can be fully customized. • Use auto text entries for common services. • Technician scheduling and tracking with
Dispatch Control Utility.
• Use the Call Back feature to schedule
automatic reminders to contact your customer or other individuals.
• Automate notifications with the Message Center.
• Email capability on all orders.
SMP automatically performs many automated functions when service calls are completed:
• Updates account information • Invoices accounts receivable • Updates customer history
• Updates customer equipment lists • Updates service call history • Updates technician’s history
Dispatch Control
Dispatch Control is a powerful tool that allows you to view the availability of your technicians on any given date, based on your service calls and installation orders. Dispatch Controlmakes choosing and scheduling
technicians quick and easy, eliminating the double-booking of your technical staff’s time.
The Calendar allows you to select a day or week to view. The Today’s Labor shows technicians orders for
the day.
The Day Planner shows scheduled tech time in a graphical format for the day. Orders can be dragged and dropped for flexible reallocation of resources.
The Week Planner shows a graphical view for the week.
The Tech To do List shows other tasks assigned to techs.
Special Features
• Use the monthly calendar to select a date to view scheduled orders and available times for your technicians
• The today’s labor shows all orders scheduled for the day with details.
• The day planner shows a graphical view of daily activities for technicians.
• Track proposals, service calls, and install orders with color coding for open, closed, and invoiced orders or proposals.
• The week planner shows a graphical view of weekly activities for technicians.
• You may view technicians individually, or as a group. • Can assign subcontractors as technicians or assign
critical assets or resources as technicians so they are scheduled and billed.
Inventory
The Inventory Modulesare a complete collection of comprehensive inventory control tools allowing you to quickly and easily manage your entire inventory. Full integration with the other components of SMP ensures that your inventory accurately adjusts with the use of other modules.
The Inventory Module provides detailed tracking of inventory. The Packages Module allows you to combine items into packages. The Vendors Module allows you to store and track vendor
information.
The Services Module allows you to establish typical or standard services.
The Purchase Orders Module allows you to track your vendor orders. The RMA Items Module provides tracking for returned inventory.
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Inventory Tabs
Information Tracks inventory item information.
Ordering Info Define detailed order information for your inventory item, such as stock and order levels, manufacturer and preferred vendor.
Pricing Levels Set pricing levels and markup, including Automatic Markup, which automatically adjusts your sales price based on cost increases.
StockEnter and adjust your inventory. Notes Enter general notes about each item. Purchase History View the purchase order history.
Selling History View the complete ordering history.
Vendor Tabs
Account Information General information about your account including different reps contact info.
Comments General notes about each vendor.
Products A complete list of products each vendor carries,
including their pricing and lead time.
Products Purchased View a complete purchase history. Purchase Orders View a complete purchase order list. RMAs Displays a complete list of returned merchandise authorizations for each vendor.
Purchase Order Tabs
PO Items Tracks inventory ordered and received
Vendor & Shipping Information Displays the vendor supplying the items on your purchase order, including a separate tab for shipping information.
Notes Enter general notes for each purchase order.
Vendor PO History Displays a complete list of purchase orders for each vendor
RMA Tabs
Items Facilitates items returned or in repair.
Comments Allows you to enter comments on an item-specific
basis.
Special Features
• A full Parts Rolodex saves you time with detailed tracking of prices and descriptions, before they are ordered and added to inventory. This is among your most valuable tools for tracking competitor costs for bid competition.
• Available and committed stock summaries. • Order date & repair materials tracking. • Minimum level and reorder settings.
• Detailed inventory control with multiple warehousing (inventory locations) capabilities.
• Full purchase and sales histories. • Bar coding scanning.
• Show a picture of inventory item.
• Just-In-Time (JIT) inventory management.
• Print inventory lists by name, location, system type, and minimum levels, plus many detailed parts reports. Print purchase orders and reports.
Receivables
The Receivables Modulesallows you to forecast expected revenue and provide detailed tracking of billing information, invoices, payments, statements and invoice credits. Full integration with the rest of the software ensures that your receivables adjust with the use of other modules.
The Invoicing Module allows you to work with individual invoices.
The Payments Module facilitates the posting of payments to individual invoices.
The Recurring Billing Module allows you to set up and generate recurrent billing.
Invoicing Data Entry & Display Tabs
Totals Shows individual and summary charges. Payments Shows payments received.
Services Shows services requested and performed. Labor Shows technicians assigned and their time. Materials Shows equipment and products. RatesShows a customer rate summary; choose technician or customer default rates for billing.
Customer Shows basic customer record information, account aging, and provides access to site directions, customer notes, and sales notes.
Invoices Displays a list of additional open invoices for the customer.
Service History Shows a full history of service calls and installation orders.
Receivables Management Features
• Full invoicing capabilities
• Includes statements and past due notices. • Order-based and independent invoice creation. • Automatic update of account information,
customer history, and sales journal. • Full account aging.
• Automated invoice numbers or create your own. • Use auto text entries for common services. • Complete payment, deposit and credit tracking. • Distribute payments among multiple invoices.
• Credit memos and payment & deposit receipts. • Billing & payment histories.
• Set up automated recurring billing. • Cost analysis.
• Add inventory on-the-fly.
• PO requirements flags and controls. • COD tracking and shipping specifications. • Data link for QuickBooks™.
Knowledge Base
The Knowledge Base Modulesprovide all the tools you need to provide technical support to your customers, including full help desk functionality, a database allowing you to document common problems and solutions, and help features for sales and direct marketing.
The Help Desk, Customer Issues Modules allow you to enter, edit, browse and view records in the respective databases.
The Knowledge Base Module allows you to document problems and solutions among the three individual help databases. You may search, enter, edit, and delete records just as you would in other areas in SMP.
Help Databases
The three help databases are organized by Help Desk, Sales Help and Customer Issues. The databases are independent of one another, and may be accessed from the corresponding module on the navigation bar. These modules allow you to search, view, edit and print existing records. Records are entered (and may also be located, viewed and edited) in the Knowledge Base Module.
The Customer Issues can be connected to a web interface to allow customers to add, edit and view issues. These can be converted to a service or install order with the click of a button.
Knowledge Base Module
The Knowledge Base Module allows you to access the individual Help Desk, Sales Help and Customer Issues databases from a single form. You may locate (more advanced search capabilities are available within the individual modules, accessed from the navigation bar), enter, edit, and delete records just as you would in other areas in SMP. Each help article has its own identification number and title, and allows you to enter a related product and version number, plus unlimited text to document the issue and solution.
Special Features
• Advanced search capabilities.
• Unlimited text fields for detailed documentation.
• Access databases individually or within a single form.
• Print individual help articles or the entire database.
Sales
The Sales Modulearms you with comprehensive tracking of sales and sales prospects. Sales people spend a tremendous amount of time tracking sales. This module will alleviate frustration and eliminate the need for time-consuming compilation of daily and weekly reports. All sales prospects and corresponding information are readily available at the click of a button.
TheSales Moduleorganizesand tracks new opportunities including
direct marketing, sales leads, and bids and proposals, in preparation for turning your lead into an active customer.
The Email Marketing Module allows you to create email campaigns to sales leads, customers, or direct marketing contacts.
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Special Features
Proposals Module
Totals Shows quote totals for various charge categories, including cost and profit totals. Your profit totals also include flags to help you ensure your quotes aren’t generating a loss. Shows sales commission.
Services Proposed Shows the services included in your bid.
Labor Organizes technicians and related labor in connection with your bid.
Materials Organizes products related to your bid. Services Established Typical services for the proposal.
Leads Module
Opportunity Tracks general sales lead contact and salesperson assignment data information. Contacts Organizes the individual contact names and telephone numbers related to the sales lead.
Open & Closed Leads Module
Allows tracking of active (open) and closed leads.
Direct Marketing Module
The Direct Marketing Module allows you to compile a list of sales leads for use in
telemarketing, direct mailing, or email marketing campaigns.
• Change a sales lead to an active customer with the click of a button.
• Use the Call Back feature to schedule automatic reminders to contact your sales lead, customer or other individuals.
• Track your progress with sales stages and closing probability features.
• Track detailed notes and sales notes for each opportunity.
• Preview and print a Sales Lead Snapshot.
• Keep track of bid/quote/proposal information and send via email.
• Print mailing labels.
• Generate sales snapshots and other reports. • Add sales leads to your contacts Rolodex. • View or hide cost and profit details for your bids. • View and print cost vs. profit graphs.
• Use markups and forced calculation to adjust bids. • Create service calls and installation orders directly
from your bids. • Email your bids.
• Create and manage bid templates. • Quickly convert sales leads to customers. • Show only leads for the salesperson.
Assets
The Assets Modulesallow you to track your company’s assets. The modules provide you with the ability to track assignments, warranties and maintenance, asset-related expenses, depreciation and other information about individual assets.
The Fixed Assets Moduletracks assets such as
telecommunications equipment, furniture, etc. The Vehicles Module provides the ability to enter and track very detailed data about your company’s vehicles and fleets.
The Computers Module tracks details on computers, including warranty, hardware, software and maintenance activities.
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Fixed Assets Tabs
Asset Information Track data about the individual asset such as identification, quantity, service dates,
assignment, location and depreciation method. Warranty/Maintenance Record general warranty and maintenance information, including the vendor which you may select from your database.
Assignment History Shows a complete assignment history for the asset.
Depreciation History Shows your asset’s complete depreciation history, and tracks current and past rates of depreciation.
Maintenance History Shows a complete history of maintenance on the asset, including the services requested and performed.
Vehicles Tabs
Vehicle Information Tracks very detailed information about individual company vehicles, such as descriptions, VIN, tag and plate identifications, and insurance, financial and lien information.
Fuel Receipts Enter fuel receipts and track fuel costs and mileage, where the vehicle was fueled and the name of the driver.
Maintenance Schedule & History Schedule maintenance items for your vehicles and enter estimated service costs. Shows full history of completed maintenance tasks, including actual cost for services.
Notes Record general notes about each vehicle record.
Computer Tabs
Computer Information Track information about individual computers such as model, assignee, location and status.
Purchase Information Details about the purchase.
Assignment History Shows a complete assignment history for the asset.
Warranty, Hardware, Software and Maintenance Provides detailed information for all areas of the computers.
Special Features
• Show an image of your asset.
• Record in service and out of service dates.
• Use the Message Center for automated task notification and tracking for each individual asset.
• Schedule upcoming maintenance and estimated costs, and view a full list of completed maintenance tasks. • Track warranty and maintenance contracts.
• Preview and print vehicle snapshots and a variety of other reports.
• Full search capabilities.
• Record detailed data about the make, model and year of vehicles, including the body style and color.
• Track vehicle inspection dates, as well as expiration
dates for tags, insurance and leases.
• Reminders for expiration dates in the Vehicle Information tab appear in the Message Center 30 days before the date of expiration. Reminders also appear for upcoming scheduled maintenance items.
• Vehicles fuel receipt tracking allows you to enter total fuel cost, per-gallon cost and odometer in order to calculate mileage. Track insurance carrier and lien holder information for vehicles.
• Record miscellaneous time-of-purchase information, such as price and odometer for vehicles.
Utilities & Reports
Reports Module
The Reports Module provides you with one convenient location from which you may generate a variety of integrated reports for all modules throughout your SMP software. This module also allows customization of reports and utilization of the report builder tool. Check out the Forms & Reports page for a full list of the reports and forms available with SMP.
Reports configure and run reports for each and set title, index, date ranges and queries. Document Center allows creation and customization of forms and reports.
SMP Utilities Module
System Utilities Provides access to generate recurring billing invoices and invoice batch printing, generate finance charges, purge invoices and orders, recalculate aging, and viewemail and accounts receivable rollback logs.
QuickBooksTM Data Link Allows you to set up, export and import data for your accounting software. Import & Export Data Allows you to set up, import and export data files for other database applications.
Special Features
The Utilities & Reports Modules allow you to assign global defaults, run and customize
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• Generate recurring billing invoices. • Set inventory counts to zero. • Manage customer account aging. • Customize service tickets and invoices. • Full customization of forms and reports.
• Perform invoice and payment maintenance. • Import and export a variety of data. • Customize customer module field labels. • Review past technician labor schedules. reports, and use other software utility functions.
The Reports Module provides access to the reports for all modules and allows report customization.
The SMP Utilities Module allows you to perform a variety of database maintenance and customization functions.
Setups
The Setups Modules provide you with tools for setting up your software
operations to assist your users with efficiency in their daily workflow. They administrate basic software operations, company information and individual user settings, making the management of your company more efficient.
The Company Defaults Module manages global operations. The User Administration Module administrates a
comprehensive system of user security. The Technicians Module allows configuration of Technicians.
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Company Defaults Tabs
Company Information Allows you to set up your basic company information, including your company logo and address.
System Defaults Defines the basic operations of your software, such as password use, data re-index, fiscal year definition and bar code scanning.
Printing Provides individual print preferences for each report and form. Choose from a variety of print styles and destinations, set up mailing labels and print blank forms for your technicians.
Order Defaults Set up tracking numbers for orders, invoices, RMAs and purchase orders.
Customer Defaults Provides a basic template for use when adding new customers to your database.
Common Service Allows you to define unlimited auto-text entries for use when entering services requested and provided on your service calls and installation orders.
Inventory Defaults Allows you to define different defaults for inventory shipping, and to edit or add to Warehouse, Item Groups and Shipping Methods lists.
Lists Allows custom configuration of all drop down selections throughout the software.
User Administration Tabs
Personal Info Define user names, passwords and basic employment information.
Email Allows you to define user email settings.
Module Security Clearances Provides your administrator with the ability to limit or grant access to read and write access, at the module level for each user.
Notifications Setup notifications for any module with any message to email or SMP users.
As Salesperson Allows you to include the user as a salesperson and define commission rates, as applicable.
Administrative Clearance Provides clearances on a per-user basis to sensitive database operations.
Technician Tabs
Technician Information Define technicians,
subcontractors or labor code as technicians with details. Rates Define levels of rates for each technician.
Order History Show all history of labor performed for each technician.
SMP Features
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General Features
Stand-Alone & Network Versions Integrated Modules Update All Related Records
Live Updates via the Internet Multiple Company Capability Advanced Search Functionality
Easy Navigation for Both Mouse & Keyboard Time-Saving Shortcuts Help to Minimize Errors Define and track Module-Level Security User-Level Print Preference Memory Unlimited Notes & Comments Fields Direct Screen Printing
Integrated Desktop Management Activity and Call backs
Search-Capable Contacts & Parts Rolodexes with Detail & List Views, and Data Copy Calculator
Multiple-Page Email Attachment Capabilities Fully-Integrated Reports Throughout All
Modules
Preview and Print Reports & Report Packets Choose from Many Specially-Designed Forms
or Customize Your Own Help Features at All Levels No Record Limits
Reports & Forms
Fully-Integrated Reports
Full-Color and Print Friendly Forms Use Your Own Company Logo
Customize or Design Your Own Invoices and Service & Install Tickets
Active Customer Benefits
12 Months Technical Support FREE 12 Months Product Upgrades FREE Support Agreements with FREE Updates
Customers Modules
Inactivate & Reactivate Customers Detailed Site & Billing Information
Contracts Module includes Recurring Billing Periodic Maintenance for Recurring Services Create Invoices & Orders from Customers Email Statements and Past Due Notices Message Center Automates Call Backs, Periodic Maintenance Notifications, and Other Tasks
Complete Order & Invoice Histories Copy Customers to Contacts Rolodex Multiple-site Single Billing Configuration Record Deposits & Other Types of
Prepayments
Define Credit Limits & Rates
Billing Summary Includes Full Account Aging User-Defined or System Customer Numbers Use Default or Customer-Specific Information Detailed Customer Equipment & Trunk Lists Track Multiple System Information
Fully-Customizable Field Labels Enter Driving Directions and Site Notes General, Sales and Subcontractor Notes
Contacts & Sales Modules
Track Sales Leads & Move to Active Customer
Track Your Direct Marketing Quote Proposal Tracking
Selling Prices, Close Dates & Ratings Define and View Next Activity Date
Service & Install Modules
Open & Closed Orders
Services Requested & Performed
Use Autotext Entries for Common Services Technician Labor Scheduling and Tracking with
Dispatch Control Utility
Assign Multiple Technician to Orders
Use Customer Rates or Override with Technician Rates on an Order-Specific Basis
Billing Summary Includes Full Account Aging COD Customer Flags & Controls
Purchase Order Requirement Flags & Controls Use Default System-Generated Order Numbers or
Define Your Own On-The-Fly
Automate Notifications with the Call Back Feature Email Capability for All Orders
Integrated Orders Automatically Update Inventory
Enter New Materials On-the-Fly Assign Custom Service Codes Customer & Account Summaries Complete Service History
Edit & Print Equipment, Materials & Trunk Lists View Customer’s System Information
Order-Specific Contact Information
Access, Edit & Print Customer Record Notes Complete Vehicle and Fleet Tracking
Vehicle Fuel Receipt and Maintenance Schedule and History Tracking
Inventory Modules
Comprehensive Inventory Management Multiple Warehouse Location Capability Track Distributor Information and Vendors Track Products Sold
Returned & Repair Materials Tracking Track Purchase Order & Shipping Information Received PO Items Auto Update Inventory Order Date Tracking
Cost & Selling Price Tracking Price Variation by Part Number Available & Reserved Items Summary Minimum Level & Reorder Settings Copy Items to Parts Rolodex
Bar Code Scanning and Product Labeling
Setups Modules
Customize Defaults for Your Company Set Independent Defaults for Each Database Fiscal Year Preferences and Operations Define Default Template for New Customers Define Defaults for Message Center Notifications Default/User-Level Print Pref for Each Form Manage User Names and Passwords
Manage Read & Write Accesses for Each Module on an Individual-User Basis
Limited User Access to Update Individual Profiles Manage Technician Rates & Information, Sales
Force Data, System Types & Codes, Warehouse Locations and Customer Rates Customize Order, Invoice, RMA & PO Numbers Customize System, Service Code, Warehouse
and Billing Terms Lists
Manage Autotext Entries for Common Services Define Bar Code Scanning Preferences Define Invoice & Form Comments Add Your Company’s Logo to Forms
Receivables Modules
Comprehensive Invoicing Tracking Open & Closed Invoices
Order-Based and Independent Invoice Creation
Full Use of Order-Based Billing Elements (Services, Labor, Materials, etc.) for Independent Invoices
Use Default System-Generated Invoice Numbers or Define Your Own On-The-Fly Use Autotext Entries for Common Services Email Capability for Invoices
Recurring Billing & Batch Invoicing Capabilities Statements & Past Due Notices Complete Payment, Deposit & Credit Tracking
Distribute Payments Among Multiple Invoices Automate Notifications with the Call Back Fea Use Customer Rates or Override with Technici Rates on an Order-Specific Basis
Billing Summary Includes Full Account Aging Track Special Billing Information
Purchase Order Requirement Flags & Controls COD Tracking & Shipping Specifications Add Inventory On-the-Fly
Complete Invoice & Order Histories Perform Cost Analysis
View, Edit & Print Equipment, Materials and Trunk Lists
Enter, Edit and Print Invoice-Specific Notes Access, Edit & Print Customer Record Notes
Assets Modules
Track Your Fixed Assets Including Vehicles Track Assignments, Depreciation and Expense Customize the Depreciation Method
Track Warranties and Maintenance Equipment Proposal Tracking Selling Prices, Close Dates & Ratings Define and View Next Activity Date Fuel Receipts & Mileage
Display an Image of your Vehicle or Other Ass Preview and Print a Variety of Reports Tab Expiration Reminders Appear Automaticall Insurance Carrier and Lien Holder Information
Utilities Modules
Generate Reports for All Modules Generate Recurring Billing Invoices
Account Aging, Invoice & Payment Maintenan Accounting Software Links for QuickBooks ™ Data Import and Export Capabilities
Automated Global Value Replacements Comprehensive End of Year Utilities Customize Customer Module Field Labels Customize or Design Your Own Forms Use Labor Utilization to View Details of Labor Performed on Individual Dates and Orders Perform Contract Expiration Searches for
Renewal Marketing
Knowledge Base Modules
Full Help Desk Functionality
Help, Sales and Direct Marketing Databases Full Search Capabilities
Unlimited Text Capacity to Document Issues And Solutions
Print Articles or an Entire Database
*Features subject to change without
SMP Forms & Reports
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Active Customers by Name Inactive Customers by Name Customers by Salesperson Customers by Last Activity Customers by Specific Salesperson Customers by Installation Date Range Customer Labels, Site Address Customer Labels, Billing Address Customer Contact Report Customer Equipment List Customer Trunk List
Warranty Expirations by Date Range Maintenance Expirations by Date Range Billable Customers
Module Reports & Forms
Customer Snapshot
Customer Equipment and Trunk Lists Open or Closed Service Report Service History Report Statements (Print & Email)
Past Due Notices (Print & Email)
Order and Contract Invoices Site Directions Report
General Customer & Site Notes Subcontractor and Sales Notes Inventory Count Sheet
All Inventory Items Inventory Summary Inventory Summary (Retail) Inventory by System Type Inventory by Location Part Number Report Inventory by Item Name Open Purchase Orders Purchase Orders by Vendor Purchase Orders with Backorders Backordered Items by Vendor Open Vendors
Items at Minimum Levels Items Committed on Orders Items Used by Date Package List
Module Reports & Forms
Inventory Snapshot Sales & Purchase History Inventory Count Sheet Serial Number List Stock Snapshot Distributor Notes Packages Snapshot Package Sales History Vendor Snapshot Vendor Product List
Open or Closed PO List by Vendor Open or Closed RMA List by Vendor RMA Authorization Ticket
Purchase Order
Inventory Backorder Report Closed Purchase Order History Open Sales Leads
Sales Module Reports
Print Article
Print All Articles by Database
Aging by Billing Name Aging by Site
Payments by Date Range or Salesperson Credits by Date Range
Recurring Billing
Billing History Billing Summary, No Sales Tax
All Customer Statements All Past Due Notices All Open Invoices All Open Purchase Orders Cost of Goods Sold by Date Range Sales Tax, Accrual-Based or Cash-Based Sales by Current Month
Sales by Current Week Sales by Current Day Sales by Date Range
Module Reports & Forms
Invoices (Print & Email)
Statements (Print & Email)
Past Due Notice (Print & Email)
Payment, Credit & Deposit Receipts Service History & Service Detail Reports Materials Request & Material List Reports
General Customer, Sales & Invoice Notes
Shipping Labels Site Directions Report All Vehicles
Vehicle Tags Due by Date Range Vehicle Inspections Due by Date Range
Contacts & Sales Reports
Fixed Asset Snapshot
Fixed Asset Assignment History Fixed Asset Depreciation History Asset or Vehicle Maintenance History Vehicle Maintenance Schedule Vehicle Snapshot
Vehicle Tags Due by Date Range Vehicle Inspections Due by Date Range All Vehicles
Vehicle Fuel Receipts General Fixed Asset Notes Open Sales Leads
Contacts & Sales Reports
Open or Closed Sales Lead Snapshot Proposals (Print & Email Capability)
Rate Graphs
General Sales Lead and Sales Notes Mailing Labels
All Items on File Parts by Manufacturer Parts by Item Name Parts by Part Number Parts by System Parts, Item Cost Parts, Item Selling Price
The following reports are available in both the Service Calls and Installation Order Modules.
Open Service Calls or Installation Orders Open by Request Date
Open by Due Date Open by Technician Open by Service Code Open by Billing Status Closed Service Calls Closed by Date Closed Closed by Technician Closed by Service Code Closed by Billing Status Closed, Billing Summary
Module Reports & Forms
Order Ticket (Basic, Standard, Invoice, Dot Matrix Styles & Print Friendly Versions)
Closed Order Invoice (Print & Email)
Deposit On Account Receipt Technician Hours/Labor Report
Service History & Service Detail Reports Materials Request & Material List Reports
Customer Equipment and Trunk Reports General Customer & Sales Notes Shipping Labels
Site Directions Report Job Cost for Single Order, Detailed
The following reports are available in simple form, with summaries or with full details:
Job Cost for All Orders
Job Cost by Order Number Range Job Cost by Date Range
Job Cost by Customer Name Job Cost by Technician
SMP Forms
Full Color & Print-Friendly
These examples represent just a few of the forms available in SMP. Although these forms are compatible with black & white laser printers, all forms include print-friendly (black & white with less shading) versions, as well as simpler versions for dot matrix printers.
Customize Your Forms
Forms in SMP are fully customizable (as listed under Report Designer of the Forms & Reports List). The Report Designer Utility allows you to access and change the look and general content of the forms.
Use Your Own Logo
The Defaults Module gives you the option to apply your own logo (or other graphics) to your forms.
Standard Style Install Order Ticket (Below) Standard Style Service Call Ticket (Upper Right) Standard Style Invoice (Lower Right)
p r o d u c t
SMP
product packages include:
• SMP for Windows Software• SMP Data on Windows, Unix or Linux servers. • SMP for Windows User’s Manual in pdf
• Full customer service with 12 months of technical support
• Regular updates including new features & enhancements
• New versions as available throughout the year through live update.
p r i c i n g
Please call for pricing.
o r d e r i n g
To order, contact our sales department by telephone oremail. Corporate Headquarters High 5 Software 7104 NE 181st Street Kenmore, Washington 98028 800.585.1696 Toll-Free 360.293.3000 Local & Fax OFFICE HOURS
Monday through Friday 8:00am – 4:00pm Pacific Mailing Address High 5 Software 7104 NE 181st Street Kenmore, Washington 98028 sales@high5software.com www.high5software.com
