How to Use Activities

Use Day View and Week View to schedule activities using visual time blocks.

You can schedule activities for a specific technician while viewing their entire schedule for 24 hours or for a whole week in Day View and Week View respectively, as well as schedules of other technicians.

Use the Legend at the bottom of the page for quick colour code reference.

In Day View, each technician has a grey box next to their name. The number next to the clock icon displays a technician's available hours on a standard work day. The spanner icon displays how many jobs they have been scheduled to.

When you schedule an activity for a Mobility-enabled technician, an automatic notification is sent to their device 30 seconds after the activity has been scheduled. Alternatively, you can manually send notifications that include a message relevant to the activity.

It is recommended that before you create and adjust schedules in Simpro Premium, set your browser Zoom to 100% to avoid any scheduling errors.

To schedule an activity in Day View or Week View:

1. Go to Schedule > Day View / Week View.
2. Under Schedule, select Activity from the drop-down list.
3. Click Search Activities and select an activity from the drop-down list.
   • Alternatively, click Search Activities or Search to view all activities, or alternatively, enter the activity, then click Search.
     • Narrow your search results using the Cost Centre, Zone, Employee and Stage filters as required, then locate and click the required activity.
4. Click the displayed month to select a schedule date from the calendar.
   • Alternatively, if in Day View, click the single blue arrows to view the required month, then click the grey dates to view the schedule.
   • If in Week View, click the single blue arrows to move the displayed week forward or back by a day. Click the double blue arrows to move the displayed week forward or back by a week.
5. Click Filter to view options to narrow the schedule to a particular Employee, Cost Centre, Zone or Team.
6. Click the time block to schedule the activity in.
   • You can click and drag the activity to a different time block or employee schedule and use the white arrows to extend or shorten the length of the time block.
7. Click Finish.

​To schedule the same activity for a different technician, simply right-click the activity, click Copy Schedule, then right-click the schedule of the technician and click Paste Schedule.

To change the schedule rate on existing activity schedule blocks, right-click and select Edit Schedule Rate. Select the new schedule rate from the drop-down list and click OK.

To remove a scheduled activity, right-click the activity, then click Remove Block.

Learn more in How to Schedule in Day View and How to Schedule in Week View.

To schedule a recurring activity:

1. Schedule an activity as normal.
2. Right-click on the activity, then click Recur Schedule.
3. Select from the When and Every drop-down lists to choose how often you want this activity to be scheduled.
4. Under Until, select the date for which the schedule should stop recurring.
5. Click Save.

To remove all recurring activities scheduled from a certain day onwards, right-click the activity, click Remove Recurring, then click OK to confirm. Removing the original scheduled activity removes all recurring activities.

Use Manual View to schedule activities for a single technician using a timesheet process instead of the visual format used in Day View and Week View.

To schedule an activity manually:

1. Go to Schedule > Manual View.
2. Select the employee for whom you need to schedule an activity from the drop-down list in the top left corner. If the employee has any existing jobs, quotes or activities, these appear at the top of the table.
3. Under Type, select Activity from the drop-down list.
4. Under Reference, search for the activity or simply select from the drop-down list.
5. Enter the Date, as well as Start and Finish times of the activity.
6. Select a Rate if applicable.
7. Click Save or Finish.

To delete an activity in Manual View, select the check box next to the activity, then click Delete.

You cannot send schedule notifications in Manual View.