SME Complete

SME Complete

A complete service management solution for SMBs

(0 reviews)

SME Complete Overview

SME Complete (Service Management Enterprise) is a software program for small to medium-sized service companies that provides various modules and tools for managing customers, staff schedules, maintenance, inventory and more.

The sales prospecting module provides users with comprehensive tools for staying on top of prospects and proposals, and helps with tedious tasks such as compiling daily and weekly reports. Contact information is organized and easily accessible for tracking opportunities, sales leads, bids and proposals.

SME Complete has a built-in CRM (customer relationship management) module that stores customer records and history, and allows users to set follow ups, reminders and notifications. The QuickBooks integration module synchronizes detailed information about each customer, enabling users to efficiently track contracts, billing information, and invoice history.

The customer maintenance contracts module helps schedule and negotiate service contracts and repair work. Maintenance schedules can be set for annual, to weekly, to daily reminders. The inventory module features detailed tracking of inventory with prices and descriptions, vendor information, purchase order history, and more.

SME Complete also offers a work order module for managing service calls, installations, or product orders. Users can schedule and view the availability of technicians with the dispatch control tool and calendar. SME Complete provides the full suite of SME on a cloud-based system and includes four additional mobile products: Mobile Tech, Warehouse Manager, Time Tracker and Dispatch Plus.

Pricing

Starting from
$995
Pricing options
Free Trial
One Time License

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

SME Complete Pricing

Starting from
$995
Pricing options
Free Trial
One Time License

SME is available for $995 plus support for each concurrent license. The QuickBooks Integration module is a one time company charge, starting at $995.

SME Complete Features

  • Automatic Notifications
  • Document Storage
  • Inventory Tracking
  • Invoice Management
  • Monitoring

  • API
  • Activity Dashboard
  • Activity Tracking
  • Audit Trail
  • Auditing
  • Compliance Management
  • Custom Fields
  • Customizable Reporting
  • Data Import/Export
  • Inventory Management
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for SME Complete

Key features of SME Complete

  • Accounts receivable
  • Automated task notifications
  • Bar code scanning
  • Bids & proposals
  • Billing information tracking
  • Customer relationship management (CRM)
  • Customer tracking and records
  • Detailed tracking of inventory
  • Direct marketing
  • Documents
  • Installation orders
  • Inventory management
  • Invoice history
  • Maintenance contracts
  • Photo options to help inventory item differentiation
  • QuickBooks integration
  • Reminders, email notifications
  • Sales and proposal generation
  • Sales and prospects tracking
  • Sales force automation (SFA)
  • Sales leads
  • Scheduled service contracts
  • Service call management
  • Service calls history
  • Staff schedules
  • Stock summaries
  • Synchronization
  • Technician dispatch
  • Track purchase orders
  • Work order management

Benefits

SME Complete enables users to keep field and office operations synchronized at all times, as field data is automatically saved and stored on the cloud.

The dispatch control feature makes choosing and scheduling technicians more efficient, and helps to eliminate double-booking staff time.

Users can create, edit, and send contract proposals as well as track histories for future reference, whether the contract is approved, expired, open or closed.

SME Complete users can automate workflow by enabling recurring tasks for account maintenance or services for more efficient task management.

With SME Complete, an organization's database is securely stored and monitored in a temperature controlled off-site location at all times.

SME Complete FAQs

Below are some frequently asked questions for SME Complete.

Q. What type of pricing plans does SME Complete offer?

SME Complete offers the following pricing plans:

Starting from: $995

Pricing model: One Time License

Free Trial: Not Available

SME is available for $995 plus support for each concurrent license. The QuickBooks Integration module is a one time company charge, starting at $995.

Q. What are the main features of SME Complete?

SME Complete offers the following features:

  • Accounts receivable
  • Automated task notifications
  • Bar code scanning
  • Bids & proposals
  • Billing information tracking
  • Customer relationship management (CRM)
  • Customer tracking and records
  • Detailed tracking of inventory
  • Direct marketing
  • Documents
  • Installation orders
  • Inventory management
  • Invoice history
  • Maintenance contracts
  • Photo options to help inventory item differentiation
  • QuickBooks integration
  • Reminders, email notifications
  • Sales and proposal generation
  • Sales and prospects tracking
  • Sales force automation (SFA)
  • Sales leads
  • Scheduled service contracts
  • Service call management
  • Service calls history
  • Staff schedules
  • Stock summaries
  • Synchronization
  • Technician dispatch
  • Track purchase orders
  • Work order management

Q. Who are the typical users of SME Complete?

SME Complete has the following typical customers:

Mid Size Business, Small Business

Q. What languages does SME Complete support?

SME Complete supports the following languages:

English

Q. What type of pricing plans does SME Complete offer?

SME Complete has the following pricing plans:

One Time License

Q. Does SME Complete support mobile devices?

We do not have any information about what devices SME Complete supports

Q. What other apps does SME Complete integrate with?

SME Complete integrates with the following applications:

QuickBooks

Q. What level of support does SME Complete offer?

SME Complete offers the following support options:

FAQs, Online Support, Phone Support