Simpro Premium 25.1.2

What's new in Simpro Premium: from 26 January 2025 AEST

Stock Transfer Reasons

Keep better records of your stock movements - now, when creating a stock take, stock transfer, or stock adjustment, select a Reason select a reason from the drop-down to explain why the stock is being moved.

You can set up reasons for stock transfers and stock takes in the setup and either choose to make providing a reason mandatory or optional. Once you have started to assign reasons to stock transfers, you will be able to see and filter these in the existing Stock Transfers Report.

Get a sneak peek

A screenshot of a Stock Take reason being created.

Additional fields added to Form Builder Form Types

You now have even more options for your Form Builder forms - add fields like Due Date, Tax BreakDown Code Name, Asset Test Readings and Part Image from various areas.

Read the Help Guide

See List of Fields in Form Builder

Single Sign-On

Tired of remembering all your passwords? Streamline your login process by using a Single Sign-On identity provider, like Microsoft Entra or Okta. Learn more in How to Set Up Single Sign-On.

Improvements

  • Sometimes you weren’t able to create retention invoices for contractor work orders. All fixed!
  • If you had retention enabled on a job, and created a final claim, the retention rebate was not being added to the final claim. All fixed!
  • Notifications were being sent to customers even if those customers didn’t have tags that were assigned to the notification. Now the right customers will get the right notification.
  • Trying to create a site from a quote was causing an error. All fixed!
  • If your default team had a lot of employees, going to the Week View schedule was causing a crash. Now the Week View schedule will filter the employee by logged in user, making sure you’re not overloading the page.
  • The Google calendar integration was allowing contractors to create new work orders when they shouldn’t. Now new contractor jobs can only be created if the amount of scheduled labour doesn’t change.
  • The lead activity report was incorrectly calculating the days passed when filtering by leads lost. Now the number of days will be calculated correctly.

Learning Toolbox

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