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:

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:

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.