I n t u i t C o n f i d e n t i a l 1 SMP Service Management Professional Solution Introduction May 2007 Mark Stair President, High 5 Software 360-293-3000,

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Presentation transcript:

I n t u i t C o n f i d e n t i a l 1 SMP Service Management Professional Solution Introduction May 2007 Mark Stair President, High 5 Software ,

I n t u i t C o n f i d e n t i a l 2 Solving Customer Needs 5 min. Service Businesses Have Specific Needs… Customer Needs:  Manage and Track “People and Parts  Manage Work Orders  Track Inventory  Schedule and Dispatch Techs  Manage Customer Information  Access Equipment & Service Records  Manage Service Contracts  Invoice Customers (Integrate with Accounting) Things to consider in a Service Management System:  Process improvement: Moving from paper or legacy systems  Return on Investment: Affordable and comprehensive  Savings: Time and Accuracy savings  Customer Info Tracking: Know everything about customer systems  Support and Training: Supporting your company to get & keep going  Provider Reputation: Years in business, Gold Partner  QuickBooks Integration: Complete and Accurate

I n t u i t C o n f i d e n t i a l 3 Target Customer Profile Service & Field Service Industries  Businesses that send techs to install, maintain or service equipment  “Low Voltage Contractors”: IT, Telecom, Communications, Audio/Video, Security, Fire and Safety SMP User: Business Size  SMP Target Customers are business with Employees  Typical Revenue of $400K - $10MM  Often QuickBooks users looking for ways to handle growth Organizational Characteristics:  SMP users Sell, Install & Service Equipment  Most have 1- 5 locations  SMP is used company wide: Sales, Service, Accounting, Inventory Mgmt  Manage increasing complexity of Work Orders, Technicians Scheduling, Parts Management, Service Records, Equipment Lists, and Billing Before SMP companies try to use: Excel, Whiteboards, QuickBooks (alone), or other non-integrated products. 10 min.

I n t u i t C o n f i d e n t i a l 4 Solution Overview 10 min. Key SMP Features & Functionality  Work Order Management: “People and Parts”  Scheduling and Dispatch  Enhanced Inventory Management  Service & Equipment History Competitive Advantages  Complete Business Solution with QuickBooks  The most Affordable and Robust Service Management Solution  18 years in business serving this market  QuickBooks Integration, Gold Partner  Best in Class support QuickBooks Integration  Create customers in QuickBooks or SMP  Use QuickBooks Inventory or Enhanced SMP Inventory  Labor Hours/Time Sheets Transfer from SMP to QuickBooks  Payments go into Undeposited Funds for Batching  Wizard included for easy set up and integration End-User Pricing: SMP $995 per user / SQLink $995 per company

I n t u i t C o n f i d e n t i a l 5 Solution Demonstration 15 min.

I n t u i t C o n f i d e n t i a l 6 Resources Available High 5 Software offers a variety of resources for companies searching for solutions, partners and customers. High 5 Software Website:Website Online User Forum Online Videos / Tutorials / Screen Shots Pricing & Information Case Studies & Testimonials Knowledgeable Sales Team: Live Online Demos (via Go to Meeting) Support Department: 12 Month Support/Upgrade plan Included with Purchase Knowledgeable Tech Support via or Phone Online User Forum Customized Training Available Custom Development & Forms/Reports Partner Info Partner program 5 min.

I n t u i t C o n f i d e n t i a l 7 Recap SMP – Service Management Software Service companies have special needs not met by using QuickBooks alone. SMP is designed to help service companies better manage their business.  Work Order Management  Scheduling & Dispatch  Track Inventory  Service & Equipment Records  Automatically Share Data with QuickBooks 2 min.

I n t u i t C o n f i d e n t i a l 8 Key Contacts High 5 Software Contact Info  Partner Management  Sales & Marketing  Technical Support M-F 7:00AM – 4:00PM