How to Create a Pre-Build


Pre-builds can combine materials and labour, materials only, or labour only as a single billable item to appear on jobs, quotes and invoices. The two main types are standard price pre-builds and flat rate pre-builds, which you can adapt as required by adding images, supporting documentation like brochures, and other attachments.

You can use pre-builds for many functions, including:

Pre-builds can also be a useful feature for your customers who use the customer portal, so they can select the work they need done from a list of pre-builds, for example 'Install double powerpoint', when they request a quote or book a job through the portal. Learn more in Customer Portal.

Before creating pre-builds you need to create pre-build groups. Learn more in Create Groups.

To create pre-builds in bulk, read Import Pre-Builds. If you use simPRO in Australia and you use Espro to estimate your projects, see Supplier requirements to learn how to import Espro pre-builds into simPRO.

Alternatively, if you use simPRO in the United States and you use the online flat rate price book Profit Rhino to enable your technicians to upsell more easily, you can import your Profit Rhino pre-builds, also known as tasks, along with their included items directly into simPRO. Learn more in Profit Rhino.

Set price pre-builds are now referred to as flat rate price pre-builds in simPRO.

You need to have the applicable security group permissions enabled to view and edit pre-build details and pricing. Learn more in Pre-build security group permissions.