Simpro Premium 26.1.5

What's new in Simpro Premium: from 8 March 2026 AEST

Add Quote Card section in Quote Form Builder forms

The Quote Card section has been added to the Quote Form Builder templates to provide you with more plugin field options when designing your quote forms. It is especially helpful for site technicians to enter additional quote card details, such as Scheduled Technician Name, Quote Card Custom Fields, and Quote Card Image, while also allowing you to display further quote card details.

Add PDF Viewer Options: Print Automatic Trigger (if Configured)

Previously, previewing a PDF of a quote, invoice, or other documents could trigger the automatic print/email action, as the system interpreted previewing as printing.

We’ve now added a PDF Viewer Option setting, Print Automatic Trigger (if Configured), which allows you to choose whether viewing a document triggers the automated action or if it only triggers when the document is emailed. This gives you more control over automated triggers.

Update Stripe charges exporting to Xero

Previously, when exporting Stripe charges to Xero, the payment for the charge was also exported. This caused issues with reconciliation, as the transaction would no longer appear as available in the bank reconciliation.

Now, when exporting Stripe charges to Xero, Simpro will keep the Stripe charge but no longer export the associated payment. This ensures that the Stripe charge can be correctly reconciled in the bank.

Improvements

• Update the integration interface to align the Connect to Xero and Disconnect from Xero buttons with the current Xero brand identity.
• Previously, the build’s SMS sender ID could be removed occasionally. Now it has been restored. All fixed.
• Previously, the map pin displayed the wrong location for a specific address. This has now been fixed.
• Previously, Simpro mobile users were receiving “Session Expired” notifications and were unable to load the app. Now it has been fixed.
• The Tax Code error message “The tax code you are trying to edit does not exist or may have been deleted” appeared even though the tax code existed in the build. This has now been fixed.
• Previously, when navigating to Materials > Stock > All and selecting an item, the system displayed a blank new item page instead of the correct catalogue item details. This has now been fixed.
• In Utilities > Maintenance Planner, clicking the Asset ID from the search results did not display the Site field as a hyperlink in the pop-up window. Now all fixed!
• When saving jobs or invoices, some calculated numbers (such as estimated values, actual values, and markup profit totals) occasionally became extremely large or extremely small due to calculation errors. Now it has been fixed.
• Previously, when processing the payment for a recurring invoice, the error “Failed to process automatic payment for Stripe" appeared, even though the customer was correctly set up in the customer portal. Now it has been fixed.
• The system would incorrectly direct users back to the leads list, after clicking Save and Finish in a job that was converted from a lead. All fixed!
• Previously, in the Purchase Orders list, clicking the three dots icon on a selected order displayed credit details even when the relevant security group was disabled. Now all fixed.
• In Schedules, when extending a time block to finish at midnight, the block reverted to the previous finish time. Now it has been fixed.
• When copying a recurring job, the primary customer contact was not automatically populated as expected. All fixed.
• In the job Project Overview > Production page, once selecting the New Revision under the Revision field, the quantities in the Completed field would change to 1 regardless of the entered value. Now all fixed.
• Reopening paid contractor invoices intermittently would untick the Complete checkbox and revert work orders from Invoiced to Complete status. Now it has been fixed,
• Previously, when an employee/contractor was archived, they would still appear as the assigned technician or in the Automated scheduling section within active recurring jobs. It has been fixed.
• A customised Order Email Script was incorrectly available in the Purchase Order Supplier Notes section. Now it has been fixed.
• Users could view run sheets without the View Run Sheets option enabled in the security group setting occasionally. All fixed.
• Previously, when adding a task template to a job, the task order didn’t match what was defined in the template in the system setup. It has been fixed now.
• Unassigning a user from a multi-company did not remove them from receiving emails as the recipient of the notifications, after confirming their name was not on the receipt list already. Now it has been fixed.
• In the Recurring jobs table view, selecting None in the Assign Technicians field and clicking Update did not remove the technicians. Now it has been fixed.
• When changing the storage device on a purchase order, the system created a log but didn’t record the previous storage device. All fixed.
• In the Sales Invoices report, filtering by job number or invoice number did not return retention claims. Now it has been fixed.
• After a Square payment was completed, payment details such as address, card number, and CVV were still visible on the Payment Details page. All fixed!
• In a quote, after it was accepted and signed by the customer, the customer’s signature name disappeared after clicking Edit. All fixed.
• The service dashboard displayed all schedules for a job where a response time has been added, instead of displaying only the first schedule. Now it has been fixed.
• In the System Activity Report, clicking Download the CSV file or Print System Activity Report PDF downloaded an HTML file instead of a PDF or CSV file. All fixed.
• Previously, searching for a specific task using the top-right search bar displayed HTML code instead of readable status and priority details. Now it has been fixed.

Learning Toolbox

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