About Admin

Overview

Ensure that your business is running efficiently by setting up defaults, extensions, and other administrative processes.

Defaults and Extensions

Set system-wide defaults and extensions. Learn more in Defaults and Extensions.

Portals

Allow your customers, employees and contractors to access a limited version of Simpro Premium. Learn more in Portals.

User Log

View active users who are currently logged into. Learn more in How to Use the User Log.

Activity Timeline

View a history of actions performed in a workflow. Learn more in How to Use the Activity Timeline.

Attachments

Store photos, maps, agreements and other documents in Simpro Premium. Learn more in How to Use Attachments.

Tasks

Create tasks as an interactive to-do list for your employees. Learn more in How to Use Tasks.

Text

Use Simpro Premium's internal text formatting. Learn more in How to Format Text.

SPF Record

Ensure that recipients receive your emails with an SPF record. Learn more in How to Set Up an SPF Record.

Licences

Set up licences for your employees to log into Simpro Premium. Learn more in How to Use Licences.