About Connect

Overview

simPRO Connect is an add-on product of simPRO in the form of a mobile application for field employees to use on a smart phone or tablet when working in the field.

Effectively an electronic runsheet and job card, Connect enables field employees to:

• View job, quote, activity, and task details.
• Schedule activities
• Create new jobs and quotes, as well as new customers, sites, and leads . Learn more in Connect Jobs and Connect Quotes.
  • Update times, pricing and work notes.
  • Complete pre-audits and post-audits for jobs and quotes.
  • Photograph jobs, documents, and assets and attach these to a job or quote.
• View, create and receipt job purchase orders and Create stock purchase orders.
• Manage customer assets .
• Sign off on a job
• Submit and convert a quote.
• Invoice a job and Email a job invoice.
• Apply a payment to a job

You can reflect any activity or changes made in Connect in your simPRO system when you Sync Connect with simPRO.