| GENERAL SUPPORT DOCUMENTATION |
 SI and SO clearing the confusion.pdf
Confused about what’s a Service Identifier and Service Occurrence? This document will explain in simple terms what you need to know about service organization |
SI and SO lifecycles.pdf
A handy guide to your service lifecycles. Describing service requests and initiation from start to finish |
How to create customer licenses.pdf
Now you can keep track of all past and future client licensing – never missing these easy revenue renewals |
QuickBooks Initial Setup.pdf
These simple steps will get you started on preparing your QuickBooks database for invoicing |
How to invoice SOs.pdf
Invoicing used to be a chore, not any more. All your invoicing can now be completed in about 1 hour per month |
Client Inventory Management.pdf
Keep track of all your client’s inventory and technology – these simple steps will show you how |
Managing Email Alerting.pdf
The central command of Service Master, alerting you and your clients of all important service developments and initializations |
User Permissions.pdf
An important understanding of permission levels will streamline and protect your database access and information |
Outlook Sync Process.pdf
Complete instructions on what you need to know to properly synchronize your Service Master data to Outlook |
Outlook Field Mapping.pdf
Your reference guide for exactly what fields and data is synchronized with Outlook |
