Last Updated: December 06 2023
Overview
Before you begin setting up Simpro Premium, give yourself a headstart by preparing some important information:
- Request price files from your suppliers. You may request catalogue files specifically formatted for Simpro Premium from supported suppliers, or format a price list to be imported as a generic supplier catalogue. Learn more in How to Import Specific Catalogues and How to Import Generic Supplier Catalogues.
- Complete the Overhead Oncost Calculator you received in your Simpro Premium welcome email.
- You need to know your hourly overhead, employment costs and pay rate per employee.
- Create a list of labour hourly sell rates and standard service fees (including how much labour is included in each fee).
- Print your current chart of accounts.
- Create a list of cost centres
US: Cost Center. A method for separating operational costs of the business for reporting and financial management. you are thinking about using (based on areas of your business you wish to report on). - Discuss and list potential customer groups A method of categorising customers by type for searching and reporting., customer profiles A method of labelling customers for easy identification., tags A method for categorising jobs, quotes and customers., and zones A designated area or territory that can assist in scheduling and reporting..
- Print an example of a customer quote and invoice that displays your current layout.
- Prepare high-level workflow charts of your do-and-charge jobs, simple quoted works, scheduled maintenance jobs, and complex (project) quoted works.
- Ensure you have access to databases that include your customers The entity (individual or company) that receives the invoice for work provided. A customer may be associated with multiple sites, for example, if they are a franchise., suppliers US: Vendor. A business that you order materials from using purchase orders., employees, contractors, assets An item or piece of equipment you service or maintain on behalf of your customer. Customer assets could include items such as fire equipment, air conditioners, security equipment. and plant equipment Equipment that your business owns and maintains, such as vehicles, mobile devices, machinery, specific tools, etc..
All of this data is used to build your Simpro Premium database and System Setup, and form the basis of your workflows in Simpro Premium.