You can use the following simplified workflows as a reference. There are lots of ways to proceed through a workflow, so feel free to explore and test what suits you and your business best.
Learn how to create a service or project quote using the following simplified workflows.
Below is the simplified workflow for creating a service quote:
See Service Quotes to learn more.
Learn how to create a service or project job, recurring job template, job variation , or a job in the field using Connect with the following simplified workflows.
Learn about the different types of invoices you can create in simPRO, as well as how to create a customer invoice and recurring invoice template.
Click to view the Invoice Types diagram below to learn which invoice is applicable for your different projects.
See Invoicing to learn more.
Below is a simplified workflow for creating a customer invoice, posting it to your accounting package, and applying payment in simPRO:
See the following links to learn more:
Below is a diagram detailing each sharing collection for Multi-company:
See Multi-Company for more information.
Learn how to set up Maintenance Planner and complete jobs using it.
Below is a simplified, recommended workflow for setting up Maintenance Planner in your simPRO system. You can customise this workflow to suit your business.
It is recommended to test your setup workflow with a small number of assets added to one site. This will assist in planning your Maintenance Planner implementation before going live.
See Setup Overview to learn more.