System Setup

Overview

Control every aspect of your processes from the System Setup.

Labour

Set up your labour rates, service fees and schedule rates.

Learn more in Set Up Labour.

Materials

Set up your material defaults or pricing tiers and units of measurement.

Learn more in Set Up Materials.

Commissions

Calculate the cost of commission payments for your employees.

Learn more in How to Set up and Manage Commissions.

Memberships

Offer discounted membership pricing to your customers.

Learn more in About Memberships.

Security Groups

Use security groups to restrict or limit access to various functions in simPRO.

Learn more in How to Set Up Security Groups.

Activities

Schedule and keep track of non-billable time for your technicians.

Learn more in How to Use Activities.

Accounts

Set up your financial information.

Learn more in Set Up Accounts.

Filters

Organise your database by making information easier to find.

Learn more in Set Up Filters.

Workflow

Improve your workflow efficiency by setting up statuses and stages and archive reasons.

Learn more in Set Up Your Workflow.

Asset Types

Create asset types to categorise the customer assets you maintain.

Learn more in How to Create Asset Types.

Plant Types

Define categories of plant items, such as vehicles or office equipment, so that you can manage them easily.

Learn more in How to Create Plant Types.

Currencies

Set up multiple currencies in simPRO for your business operations in different countries.

Learn more in How to Use Currencies.