Last Updated: September 05 2024
Projects
Overview
Manage every stage of your project, from the first quote to the final retention claim.
Project Quotes
Create a new project quote and then convert it to a job after the quote is accepted. Learn more in:
- Create a Project Quote
- Structure Your Project
- Build Your Project
- Optional Quotes
- Retention
- Breakdown Table
- Project Overview
Project Jobs
Either convert a project quote to a job after the quote is accepted, or create a new project job from scratch. Learn more in:
- Create a Project Job
- Structure Your Project
- Build Your Project
- Variations
- Retention
- Schedule a Project
- Project Stock
- Breakdown Table
- Project Overview
Project Invoices
Raise progress claims to invoice for part of a job, such as when one stage of a project has been completed.
You can claim a percentage of the total value, manually enter a claim amount, or claim per item.
Learn more in:
Get a demo
Interested in Simpro and want to learn how its features can benefit your business? Visit the Simpro website to discover more and request a demo today.