simPRO 21.4.4

What's new in simPRO: from 14 November 2021 AEST

Advanced Timeline Notes

Better communication with your customers - share activity timeline notes with your customers by making them visible in the customer portal. This triggers an alert for the customer, and they can also create a note for the quote or job that is visible in the activity timeline.

Get a sneak peek

A screenshot of a note an alert in the customer portal.

Read the Help Guide

See How to Use the Activity Timeline

Show Favourites Only for pre-builds

Easily view your favourite pre-builds in the pre-builds table - in Modify Table View, select Show Favourites Only to only include favourites by default.

Add Site on Delivery Label Form

Add a site address when using the Delivery Label PDF form for jobs and quotes.

Improvements

  • In private cloud builds, service levels were being removed from customer assets. Now your service levels will be back where they belong!
  • When sending a notification with a Form Builder form as an attachment, the form was downloading as a generic file instead of a PDF. Now your forms will be sent in the right form.
  • Sell prices for inventory one-off items included in supplier quotes weren’t being updated when the supplier quote was applied to a cost centre in a job. All fixed!
  • When you tried to import a complete catalogue, rows with duplicate part numbers were being ignored. Now you will get one item for each row.
  • In the Stock Required report, no totals were calculating at the bottom of each column. All fixed!
  • In Progress Claim PDF forms, the contract summary table was including VAT but ignoring RCT VAT. All fixed!
  • In Jobs tables, the status code font colour sometimes didn’t stand out enough. Now your font colour will have a better contrast depending on the background colour.
  • Importing a file to update existing customer contacts was causing an error. All fixed!
  • Trying to export Gas Service assets was causing an error. Now you’ll be able to export your gas assets.
  • In Multicompany, sometimes you were able to move a job to a different company even if it had tasks assigned. All fixed!
  • Sometimes you weren’t able to send emails from jobs because no PDF or Form Builder templates were available to select. All fixed!
  • The CIS Deductions report was incorrectly calculating the amount of CIS for consolidated invoices. Now your CIS deductions will be accurate.
  • In jobs, the Orders tab was displaying incorrect receipt amounts. All fixed!
  • Sometimes an email with an attachment was sent from a job, but the attachment was not showing up in the job log. Now you’ll be able to find your email attachments.
  • Importing supplier invoices was creating duplicate blank receipts. All fixed!
  • Adding a new cost centre to a job, created from a recurring job template, was automatically adding a default labour rate to the cost centre, even if there was no default labour rate in System Setup. All fixed!
  • In BI Reporting, quotes were showing up with project tags even if the project tags had been removed from System Setup in simPRO. Now your deleted project tags won’t haunt you.

Learning Toolbox

Get up to speed by completing a quick learning material in simPRO's Learning Toolbox.