Simply Reliable's SmartOffice Suite is the only all-in-one business solution for the System Integrator. Here are just some of the ways that SmartOffice can help your business.

SmartOffice brings together all of the business systems and processes into a single location. This makes keeping track of people, products, and tasks simple. From the moment you meet a potential new client creating proposals, ordering and receiving inventory, managing projects, creating work orders and scheduling, developing drawings and documentation, to job costing and invoicing SmartOffice provides a clear path to help ensure your business is profitable.

One of the keys to long term client retention is managing the relationship with the client. With SmartOffice you now have all your prospect’s, client’s and vendor’s information in one place. Because SmartOffice supports a multi-user environment the information need only be added once and is available to all who use the system. Everyone is kept up to date, saving you time and enhancing your professional image.

Knowledge + Application = Power. SmartOffice gives you the power. Related contacts allows you to connect people who work together. Connect all the players on your client’s project such as the builder, electrician, interior designer, etc. Connect all the projects you are involved with a builder, architect, contractor, etc. Print the related contact report to bring to meetings. Provide the report to the installation team so that they have every contact they need to get the answers in a timely fashion. This reduces phone calls to the office saving time and energy and increasing efficiency.

Putting your finger on a memo, or an e-mail at the moment you need it can make the difference when working with important clients. SmartOffice allows you to tie e-mails, memos, tasks to your contact list. You can even create labels, address envelopes, and create faxes. Now all the information is right where it should be and available to access easily saving you time and improving accuracy.

Creating proposals has never been easier. Tools such as QuickSpecs (allows you to add multiple items to multiple rooms), Product Packages (provides rapid additions like home theaters to single locations) and Advanced Proposal Design (the most graphical easy to use solution for creating professional proposals) make your time in front of the computer fast and easy while producing the best looking proposals in minutes. Now you can spend time in front of your prospects instead of your computer and close more sales.

No longer do you have to spend hours figuring out exactly who and what to bill. With SmartOffice you bill directly from the information you provided in the proposal. You can use progress billing which ties payments to phases as they are started or completed, or line item billing which bills individual items and labor as they are completed. Either way you choose SmartOffice is flexible and gives you the comfort of knowing your billing is accurate and timely.

Easily one of the most frustrating tasks as a manager is working the schedule. Time is a valuable resource and it is important to maximize your team’s time and get as much efficiency as possible. SmartOffice stores staff and client schedules easily and provides access for anyone in the office. Quickly determine how busy the next day, week or month will be by viewing color-coded scheduling charts. Use the quick schedule for rapid installation deployment. View by phase or the project’s status. View individual project schedules, individual staff schedules or every project and every appointment at once. Notify employees via email about upcoming jobs and send clients reminders that someone is coming. Print out copies of the schedule for a quick reference in the field. SmartOffice takes the hassle out of scheduling giving you more time and less anxiety.

In order to schedule work the person doing the work needs to know what to do. SmartOffice makes it simple to convey the tasks necessary. Add items to a work order in phases or individually. Choose who and when and the information is automatically available on the schedule. Choose to view or e-mail the work orders to the installation team or even the client. The new work order preferences allows even further customization such as rolling up multiple parts into the main installed device, choosing to view by zone, discipline or phase. And, when the work is complete simply fill out the time and your job cost is instantly updated. SmartOffice work orders save you time and help you ensure nothing is forgotten.

Adding products is easy with SmartOffice’s Central Library. Search by manufacturer, sku number, category or all. When you find the product you are looking for a one button press will import the product into your personal database. When you opt in to using the Central Library your data and the data of all the other SmartOffice users is available to the whole SmartOffice network. Only product data is shared, no personal information.

Knowing what you need, when you need it, and who needs to be there to accomplish tasks is at the heart of project management. SmartOffice is the best way to ensure jobs get done on time and on budget. Requesting inventory for your project creating work orders and managing the schedule are all tied together in real time and virtually all the information you need is generated directly from the original proposal. Know exactly what has been accomplished and where you are with your budget from SmartOffice’s extensive reporting.

Create project and client related tasks. Assign them to one or multiple staff members. Follow their progress and stay on top of multiple projects. Now you can manage the information and know you are on track to deliver exactly what the sales team proposed.

Time is one of your most valuable resources. Using a Gantt Chart allows you to see how those resources are being used and what resources you may need in the future. With SmartOffice you may Gantt specific projects or view all. You can view by installation team or by client. Using Gantt charts helps you to schedule more accurately and improve efficiencies.

Whether you want to stay on top of inventory loaned out, on display, or at a client’s home, SmartOffice’s Asset Tracking system is there to remember for you. It allows you to Keep track of these assets by saving important information such as serial numbers, registration dates, purchase dates, warranty periods and service history. If there are other records you want to keep, simply define your own fields and customize the system to address your needs. Provide serial number information for insurance purposes, help track warranty status, there are many solutions you can provide for your clients to ensure they know you are on top of things and there to make their experience the best it can be.

There’s no denying it one of the most popular e-mail and address book programs is Microsoft Outlook. SmartOffice integrates fluently with Outlook. Sync contacts, appointments and tasks. You can even link e-mails, faxes and memos to contacts creating an accurate communication trail. Make changes to your schedule, tasks, appointments, send e-mails on the go and then sync them with SmartOffice so that everyone stays informed.

Now standard in SmartOffice, post invoices, purchase orders, payments, contacts to QuickBooks easily. SmartOffice’s integration to QuickBooks allows you to transfer data. SmartOffice can use purchase order and invoice numbers as directed by QuickBooks. Add information manually or set it to automatically send as it gets updated. Your posting preferences can be set or changed at any time. Another way Simply Reliable saves you money and time while ensuring all your information is accurate.

What do I order and when do I order it is a question that is asked throughout the industry daily. With SmartOffice the system tells you when you need to order based upon your setup preferences. Simply request products based upon when they are needed for installation and the buyer will know when to order them. But communications are not a one way street you can be kept up to date on the products estimated time of arrival so that you can plan your projects better. Use a bar code scanner to easily receive and deliver products. SmartOffice provides “Just In Time” inventory management as part of it’s standard package.

Have you ever had that experience where you ordered a product for one client but needed it for another before the first client. Then someone forgets to order it and you have egg on your face or have to pay expensive next day air charges. SmartOffice’s Reallocation Process solves this dilemma. Simply reallocate one client’s product to the client who needs it and automatically the reallocated product is placed back on the need to order screen. Now the buyer and everyone else knows they need to replace the product. Problem solved, life is in balance.

Knowing the status of products, whether they are on order, in transit, or back-ordered is pretty important when dealing with the time constraints of projects. SmartOffice provides all the data surrounding your projects where and when you need it. Purchase Orders are easy to create directly from a proposal with the push of a button. Add items not associated with a job to hit your minimums for freight. You can create job specific purchase orders or create a vendor purchase order and apply all of the needed items from that vendor for multiple projects.

Through advanced proposal and products database integration you can track each item on a proposal even if one line item is split among more than one purchase order (such as a cable that may not all be needed at once). Decide to buy from a different distributor? Now you can change the vendor of a purchase order and send it without recreating the wheel. SmartOffice Purchase Orders simplifies your daily tasks and ensures accuracy.

In this fast paced information age knowledge of where items come from, where they are going, and who they are for is sometimes a daunting task. SmartOffice supports multiple label types from Brother and Dymo, Laser and Ink Jet labels for products. Zip Tape and Panduit wiring labels are supported for labeling wires in the field. Inventory labels provide information such as manufacturer, client name, proposal number, discipline, room name, purchase order, and a unique bar scan for look ups. Wire labels can be customized or provided automatic number sequences.

Knowing who, what when, why, how, and when is a critical part of managing a successful business. SmartOffice provides the reports you need to stay on top of things and know exactly what is happening. From sales reports, inventory reports, dimension reports, related contacts reports, client reports, to accounting reports no other system puts the power of information in your hand.