Connect Quotes

Create a quote in the field and generate quote details by selecting from customers, sites, cost centres and service fees created in Simpro Premium. You can also create a new customer, site, or lead.

Once you have created a quote, customer, lead, or site, your data is updated in Simpro Premium where you can manage the information as normal.

To create a quote in Connect:

1. Go to the dashboard, then tap Project.
2. If you are operating in a multi-company build, select the Company.
3. Under Type, tap Quote.
4. Tapping Select customer, then enter and tap the customer name from the drop-down list.
   • Use the filter options to view Customers, Leads, or All.
   • Alternatively, you can Create a customer or lead.
5. Tap Select site to select the site from the drop-down list.
   • Use the filter options to view Customer sites or All sites.
   • Alternatively, you can create a New Site. Enter the Site Name and address details, then tap Finished.
6. Select a Cost Centre. Additional cost centres can be added in Simpro Premium.​
7. Assign a Technician.
   • ​​Only field technicians with the same cost centre and / or zone assigned to their card file in Simpro Premium are available to select. The current Connect user is assigned by default.
8. Enter the Due Date for the quote to be completed.
9. Select a Salesperson if required.
   • If you are marked as a Salesperson in your employee card file in Simpro Premium, you are automatically selected.
10. Apply a Service Fee if required.
11. Enter an Order No, Request No, and Description as required.
12. Tap Finished.

You can then View quote details to begin your quote workflow. To advance through the workflow, use the jump menu in the top left or the navigation arrows at the bottom of the page.

To return to the dashboard, tap the Connect logo in the top left.

To create quotes in Connect, you need to enable your project creation user permissions enabled in your Adjust general and billing settings for Connect in Simpro Premium and your device needs to be connected to the internet.

Create a customer or lead

To create a new customer / lead for a quote:

1. Go to the dashboard, then tap Project.
2. Tap New Customer.
3. Tap Individual / Company to define the customer type.
4. Enter the First Name and Last Name / Company Name.
5. Select the Customer Type.
6. Enter the customer's Individual Phone / Company Phone number, Email, and address details.
7. Tap Finished.

When you access a quote in Connect, you are taken to the Details page.

As the first page of the workflow, the Details page is the first page where you can Adjust the mobile status.

Update quote pricing, including that of materials, labour, and final pricing in the Pricing page. You can also enter or adjust the quote Description.

For example, if you have created a new quote for a new or existing customer:

1. Navigate to the Pricing page of the quote using the jump menu or navigation arrows.
2. Enter the Description of estimated works.
3. Add billable materials to a quote and Add a labour rate as required.
4. Review what you have added and Edit final pricing as required.
5. When ready, navigate to the Quote Summary page where you can email the quote, have the customer review and accept it, and collect the customer signature.
   • Learn more in Accept and email the quote.

To view the Pricing page, tap the jump menu list icon in the top left, then tap Pricing, or tap the navigation arrows at the bottom of any workflow page.

To adjust quote pricing in Connect, you need to set up automatic job card approval in Simpro Premium and your device needs to be connected to the internet.

If the customer has accepted and signed off on the quote in the Quote Summary page, any changes to the Pricing page deletes the signature, regardless of whether the price of the quote has been altered.

Add billable materials to a quote

After you have created a quote with an existing or new customer, you can build it when you Add items from a catalogue / pre-build / stock as well as Add service fees. Tap the pencil icon on an item to edit the quantity and unit price, or delete the item.

Add items from a catalogue / pre-build / stock

To add items from your catalogue / pre-builds / stock to a quote:

1. Navigate to the Pricing page of the quote using the jump menu or navigation arrows.
2. Tap Add Material > Catalogue / Pre-Builds / Stock Items.
3. Tap Filter > Select Group / Select Storage to narrow your search according to a specific catalogue group / pre-build group / storage device if required.
   • Tap Select Sub-Group to narrow according to a specific catalogue / pre-build subgroup. All subgroups within the main group are listed in the drop-down.
4. Enter the name or part number of the item in Search Catalogue / Prebuilds / Stock, then tap Search.
   • Alternatively, tap Search to view all catalogue / pre-build / stock items.
5. Enter the Qty for the relevant items, then tap Add Parts.
   • Alternatively, tap the icon as required, then tap Add Parts.
6. Tap Finished.

To quickly add catalogue items that you use regularly, you can mark these as Favourite in their item card file in Simpro Premium to add them to the Favourites group. Learn more in How to Create a Catalogue Item.

Add service fees

To add a service fee to a quote:

1. Navigate to the Pricing page of the quote using the jump menu or navigation arrows.
2. Tap Add Material > Service Fees.
3. Under the relevant cost centre, select the service fee you wish to add to the quote.
4. Tap Finished.

You can only add service fees to service quotes.

Add a labour rate

To add a labour rate to a quote in Connect:

1. Navigate to the Pricing page of the quote using the jump menu or navigation arrows.
2. Tap Add Labour.
3. Select the labour rate you wish to apply to the quote.
4. Tap Add.

Tap the pencil icon to edit the time and sell price of a labour rate, or delete the labour rate.

Edit final pricing

You can edit the final pricing of a quote in the Pricing page in Connect, as well as update the Simpro Premium-defined tax code and apply a discount or additional fee.

To edit the final price of a quote in Connect:

1. Navigate to the Pricing page of the quote using the jump menu or navigation arrows.
2. In the Quote Totals table, tap Edit.
3. Enter the final Price.
4. Select the Tax Code.
   • Select Inc. Tax to include tax in the final price, or clear the option to exclude tax from the final price.
5. Under Direction, select:
   • Down (Discount) to apply a discount to the final price if required.
   • Up (Fee) to apply an additional fee to the final price if required.
6. Enter the Percentage or Amount of the Discount / Fee if applicable.
7. Tap Finished.

When working through a quote cost centre that is part of a quote with multiple cost centres, you can only edit the final pricing of the cost centre sub-total. You cannot edit the Quote Totals.

If the customer has accepted and signed off the quote, any changes to the Pricing page deletes the signature, regardless of whether the price of the quote has changed.

Complete pre-audits in Connect to assess safety conditions, work methods and equipment quality before starting a quote.

Simpro audits are arranged in three types: Safe Work Method Statements (SWMS), Job Safety Analysis (JSA) and Quality Assurance (QA). How to Set Up Connect Audits in Simpro Premium to make them available in Connect.

Pre-audits marked as Required are mandatory to complete and restrict access to almost all other pages in the workflow until they are completed. A green spanner icon indicates a pre-audit is in progress. Certain questions in pre-audits may contain responses that, if selected, are set up to prevent the user from submitting a quote as Complete.

Once a pre-audit is complete and a sync is performed, you can view the completed audit in Connect and Simpro Premium.

To complete a pre-audit in Connect:

1. Navigate to the Pre Audits page of the quote using the navigation arrows or the jump menu.
2. Select additional field technicians to include to complete the audit if required, then tap Next.
3. Answer the questionnaire as required, tapping Next to continue.
4. Confirm any audit messages, then tap Get Signature.
5. Trace your signature using a finger or a digital pen, then tap Done.
   • To re-write your signature, tap Cancel > Get Signature.
6. Tap Finished.

To start a pre-audit again and erase your existing answers, tap Cancel > Yes to confirm, then begin the audit as normal.

You can still access the Pricing, Attachmentsand Email Quote pages in the workflow when a required pre-audit has not been completed.

View completed pre-audits

After you Sync Connect with Simpro Premium, completed pre-audits save as PDF attachments when youView attachments in Connect, as well as when you view the quote attachments in Simpro Premium. Learn more in How to Use Attachments.

PDFs are formatted according to the audit type selected.

View and download quote attachments to your mobile device, as well as Capture and upload an image and Upload an image from the gallery to a quote in Connect. After syncing your Connect device, you can view attachments in Simpro Premium in Details > Attachments in the quote.

The download icon indicates an attachment has not been downloaded to the device. The magnifying glass icon indicates that the attachment has been downloaded and can be viewed.

To view and download an attachment in Connect:

1. Navigate to the Attachments page of the quote using the navigation arrows or the jump menu.
2. Tap the attachment to download and view on your device.
3. Depending on your device functionalities, copy, message or email the audit as required.

Tap the trash icon to delete an attachment.

Your device needs to be connected to the internet when downloading attachments.

Capture and upload an image

You can capture a photo from within Connect to attach to the quote.

To capture a photo to upload to a quote:

1. Navigate to the Attachments page of the quote using the navigation arrows or the jump menu.
2. Tap Take Photo.
3. Capture the image using your device's camera functionalities.
   • Tap Retake to retake a photo.
4. When you have captured the image, tap Use Photo.
5. Enter the image name in Enter new name here.
6. Tap Finished.

If you tap Cancel when renaming the image, the image still appears as an attachment under its original name.

Upload an image from the gallery

To upload a photo from your device's image gallery to a quote in Connect:

1. Navigate to the Attachments page of the quote using the navigation arrows or the jump menu.
2. Tap Gallery.
3. Navigate through the image gallery as your device permits, then tap the photo.
4. Enter the image name in Enter new name here.
5. Tap Finished.

If you tap Cancel when renaming the image, the image still appears as an attachment under its original name.

View, edit and complete tasks in Connect. You can also record the actual amount of time it takes to complete a task.

Tasks available in Connect are created and assigned to customers in Simpro Premium. You can access tasks from the dashboard, or alternatively, within a scheduled or assigned quote. Learn more in How to Use Tasks.

To complete a task in Connect:

1. Navigate to the Tasks page of the quote using the navigation arrows or the jump menu.
   • Alternatively, go to the dashboard, then tap Tasks.
2. Tap the task.
3. Review the task description and Date Due.
   • If you are completing a task from the dashboard, you can also review the Estimated Time for the task, as well as the Customer, Quote, and Site information, Status, and Priority.
4. Tap Start to create a timestamp a record the actual time to complete the task.
5. Enter Notes as required.
6. Enter the Date Completed.
7. Tap Finished.

Your tasks in Simpro Premium are updated when you Sync Connect with Simpro Premium. When you have completed a task with a Date Completed, the task is marked as Closed in Simpro Premium.

Enter work notes to describe works completed on a quote in the Work Notes page in Connect. You can also view descriptions of past works completed under History.

To enter information about works completed in Connect:

1. Navigate to the Work Notes page of the quote using the navigation arrows or the jump menu.
2. Enter notes as required.
   • Alternatively, tap Insert Script to select scripts created in Simpro Premium and enabled for Connect to describe works completed, then enter any additional information as required. Learn more in How to Use Scripts.
3. When finished, continue through the workflow as required.

To view work notes in Simpro Premium after syncing, access the relevant quote card, then click Actual > Work Completed.

Complete post-audits in Connect to assess safety conditions, work methods and equipment quality after completing work on a quote.

Simpro Premium audits are arranged in three types: Safe Work Method Statements (SWMS), Job Safety Analysis (JSA) and Quality Assurance (QA). Learn more in How to Set Up Connect Audits.

Post-audits marked as Required are mandatory to complete and prevent a quote from being submitted until they are completed. A green spanner icon indicates a post-audit is in progress.

Certain questions in post-audits may contain responses that, if selected, are set up to prevent the user from submitting a quote.

To complete a post-audit in Connect:

1. Navigate to the Post Audits page of the quote using the navigation arrows or the jump menu.
2. Select additional employees to include to complete the audit if required, then tap Next.
3. Answer the questionnaire as required, tapping Next to continue.
4. Confirm any audit messages, then tap Get Signature.
5. Trace your signature by hand or using a stylus, then tap Done.
   • To re-write your signature, tap Cancel > Get Signature.
6. Tap Finished.

To start a post-audit again and erase your existing answers, tap Cancel > Yes to confirm, then begin the audit as normal. Once a post-audit is complete and a sync is performed, you canView completed post-audits in Connect and Simpro Premium.

View completed post-audits

After you Sync Connect with Simpro Premium, completed post-audits save as PDF attachments when youView attachments in Connect, as well as when you view the quote attachments in Simpro Premium. Learn more in How to Use Attachments.

PDFs are formatted according to the audit type selected.

The Quote Summary page of the workflow allows you to record a customer's acceptance of a quote and alters your Connect workflow accordingly. You can also Enter an order number supplied by the customer, and Email a quote to the customer using specific quote forms.

To view the Quote Summary page, tap the jump menu list icon in the top left, then tap Quote Summary, or tap the navigation arrows at the bottom of any workflow page.

If a customer chooses not to accept a quote and proceed with the job, tap No under Is the customer ready to accept? and proceed through the workflow as normal.

If a customer chooses to accept a quote and proceed with the job, you can collect their signature and Submit and convert a quote in the Submit page.

To view and sign off on a quote in Connect:

1. Navigate to the Quote Summary page of the quote using the navigation arrows or the jump menu.
2. Under Does the customer want to proceed?, tap Yes.
3. Enter an order number if required.
4. Verify the Client Name.
   • To edit, tap the name and make changes as required.
5. Tap Get Signature.
6. Allow the customer to trace their signature on the screen by hand or using a stylus.
   • To rewrite a signature, tap Delete Signature > Yes > Get Signature.
7. Tap Done.

To change whether the customer has accepted the quote, tap the pencil icon next to The customer has NOT ACCEPTED / The customer has ACCEPTED.

When you attempt to alter the order number or the Pricing page after the customer has signed off, a warning appears to advise you that any changes delete the customer signature. This occurs even if the final price of the quote remains the same.

Tap Yes to continue making changes and delete the customer signature. Tap Cancel to leave the quote pricing as is and retain the customer signature.

Your device needs to be connected to the internet for a customer to accept a quote.

Use the Times page of the workflow in Connect to Edit actual times and Add a new time block to reflect hours worked or time spent on a quote. You can also Resolve mismatching times to match the scheduled time.

Edit actual times

To edit actual time for a quote:

1. Navigate to the Times page of the quote using the navigation arrows or the jump menu.
2. Under Actual Time, select your actual start and finish times from the drop-down lists.
3. If applicable, select a user-defined schedule rate from the drop-down list.
4. When finished, continue through the workflow as required.

Schedule rates are only available to select in Connect if enabled in Simpro Premium in System > Setup > System Setup > Labour > Schedule Rates. Learn more in How to Create Schedule Rates.

Add a new time block

To add a new time block to a quote:

1. Navigate to the Times page of the quote using the navigation arrows or the jump menu.
2. Tap New Time Block.
3. Select Start and Finish times.
4. If applicable, select a user-defined Rate (such as Overtime 2.0x​) from the drop-down list.
5. Tap Finished.

By default, the logged-in user is selected as the field technician. You can add other technicians or plant items from the Technician drop-down list if they are assigned to the applicable cost centre and zone.

Schedule rates are only available to select in Connect if enabled in Simpro Premium in System > Setup > System Setup > Labour > Schedule Rates. Learn more in How to Create Schedule Rates.

Locked schedules cannot be updated.

Resolve mismatching times

A Time Mismatch warning appears if your actual time does not match the original scheduled time.

To resolve mismatching times:

1. Tap Resolve on the Time Mismatch warning.
2. Tap Update Actual Times.
3. Tap the trash icon to delete the old schedule.
   • If the times are close enough, the actual time is automatically deleted in favour of the scheduled time.
4. When finished, continue through the workflow as required.

The schedule is updated with the new time in Simpro Premium after you Sync Connect with Simpro Premium.

If the customer has not accepted the quote, you can submit the quote as normal in the Submit page by selecting the status, then tapping Submit.

When you submit a quote in Connect that a customer has accepted on the Quote Summary page, you can Convert a quote to a job and start work immediately in Connect if required.

Alternatively, you can Convert a quote to an unassigned job and leave it to be assigned and scheduled in Simpro Premium.

Your device needs to be online and have a stable internet connection to submit and / or convert a quote to a job.

If you attempt to convert a quote to a job without an internet connection, tap Try Again to re-attempt the conversion, or alternatively, tap Try Later to return to the runsheet and attempt to convert the quote when you have a stable internet connection.

You need to enable quote conversion before you attempt to submit and convert a quote to a job in Connect. Learn more in Adjust general and billing settings for Connect.

Convert a quote to a job and start work immediately

When the customer has accepted the quote, you can convert the quote to a job in the Submit page, and immediately begin working in the job in Connect as the assigned technician.

To convert a quote to an unassigned job in Connect:

1. Navigate to the Submit page of the quote using the navigation arrows or the jump menu.
2. Select the quote status from the drop-down list.
3. Select Start Work Immediately.
4. Tap Convert.

You are then taken to the Details page of the newly-converted job, which has been assigned to you. The job appears on the Today page of the runsheet.

A converted job can only be assigned to the field technician who submitted the quote in Connect. You can reassign or reschedule the job to another technician in Simpro Premium.

Convert a quote to an unassigned job

When the customer has accepted the quote, you can convert the quote to a job in the Submit page, and leave the job to be assigned and scheduled in Simpro Premium.

To convert a quote to an unassigned job in Connect:

1. Navigate to the Submit page of the quote using the navigation arrows or the jump menu.
2. Select the quote status from the drop-down list.
3. Tap Submit.

You are then taken to the runsheet with the converted job in the Other page. You can then schedule the job in Simpro Premium as normal.

Quotes with multiple cost centres

Quotes with multiple cost centres in Simpro Premium cannot be managed as a whole in Connect, that is, you can only work in one quote cost centre at a time.

This means that you can submit individual quote cost centres in Connect to be updated in Simpro Premium, but you cannot convert the whole quote to a job in Connect.

When you attempt to submit and convert an individual quote cost centre that is part of a quote with multiple cost centres, the Start Work Immediately option does not appear, and you are redirected to the runsheet.

You can then assign and schedule the job in Simpro Premium as normal.