FAQ
The SmartPartner software is a true multi-user software system. You can create unlimited companies within the software preferences, each one having unlimited locations and users. Each user is assigned to a company/location and when the user logs into SmartPartner with their password, they are automatically in control of all functions for that particular company/location.
Each user can be assigned as an Administrator, Manager or User. Each user can also be given access rights to over 50 aspects of the software such as proposal creation, ability to change product prices, ability to add new products, etc. Administrators can see all Proposals and Projects in the system and dynamically filter this down to only those they created. Managers see only the Proposals and Projects they are assigned to as a Project Manager and can dynamically filter this down to only those they created. Users can only see the Proposals and Projects they've created.
SmartPartner is a true multi-user database. Multiple users can access the software simultaneously on either a Client/Server or Peer-to-Peer Network, using any Windows or Macintosh computer platform. They can also seamlessly share data on a hybrid network consisting of both Windows and Mac computers. Up to 50 simultaneous users can access the SmartPartner database and share data in real-time. The SmartPartner software also has automatic record locking capability to prevent data corruption.
SmartPartner uses proprietary Directed Database technology developed exclusively by Horizon Software. This technology enables Proposals and Projects to be presented to clients, job costed, or project managed by Discipline, Zone/Area, or Installation Phase. Any Proposal or Project can be automatically reorganized by Discipline, Zone/Area or Installation Phase with a simple click of a button.
The SmartPartner software makes extensive use of Product Supplements which can be assigned to Products and are automatically included in your proposal. These Supplements can consist of multiple kinds of labor and hourly rates, with labor times assigned to multiple installation phases. Parts Supplements associated with a Product can be assigned along with Parts Labor. Both bulk and precut Wire & Cable Supplements associated with a Product can be assigned along with Wire Labor. Installation Tasks required to properly install a Product are also Supplements that can be assigned to a Product. All of these Labor, Parts, Wire, and Tasks Supplements can be automatically assigned to Products by Group and/or individually assigned/modified for each Product.
SmartPartner creates a one write invoicing system in real-time with Quickbooks using XML technology. Purchase Orders and Sales Invoices created in SmartPartner are automatically replicated in Quickbooks where you can approve or modify them before being posted to your QB general ledger.
Products received on your SmartPartner Purchase Orders are automatically updated in on the QB Purchase Orders and Sales Invoices in SmartPartner can be either itemized product or payment invoices.
If a contact or product does not exist in Quickbooks then it will be automatically created when the SmartPartner invoice is created in QB.