Navigate simPRO
Overview
When you log in to simPRO (Access simPRO) and view the dashboard (simPRO Dashboard), you can use a variety of methods to navigate the system.
Navigate using menus
You can navigate to all areas of simPRO using the following three menus:
These menus can be accessed from anywhere in simPRO.
System menu
Access the System menu in the far top right to:
- View announcements from simPRO, such as feature updates, by clicking the orange circle. If there are no new announcements, the circle does not appear.
- View system alerts by clicking the red circle. To learn when system alerts appear and how to action them, see Alerts.
- Open the VoIP softphone window if VoIP integration is enabled.
- Access your employee card file by hovering over your name, then clicking My Account. You can also click Change Password to update your password.
- Log out of simPRO and make the licence available for another user by clicking the logout icon.
Hover over System to access:
| Setup |
Access setup options for your system, forms, defaults, mobile, company and accounts integration. |
| User Log |
View current licences in use and the system access logs. This is useful if you need to log out inactive users to enable other users to use the licences to log in. The log message PHP Expired indicates a user has been logged out by the system after being idle for four hours. |
Subscriptions  / Licences  |
Manage the number of licences available to your business. See Subscriptions |
The Subscriptions / Licences option only appears in the System drop-down menu for users with company management security group permissions.
Utilities menu
Access the Utilities menu below the System menu to manage how simPRO operates together with your business.
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Documents |
View a printable Job Card Template. You can also set up other documents to be available in this menu. Learn more in Documents Setup. |
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Utilities |
Access:
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Reports |
View and schedule |
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Help |
Click:
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Print the current screen. |
US only: If you use simPRO in the United States, the term 'work order' is used instead of 'job card'.
Main menu
Access simPRO's key functionalities and actions through the main menu below the Utilities menu.
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People |
Create and manage customers, sites, suppliers, employees and contractors Learn more in: |
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Create and manage leads to keep track of potential business. |
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Create and manage quotes at various stages. |
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Create and manage jobs at various stages. |
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View and manage schedules, including for projects |
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Materials |
Manage stock / inventory and create and manage purchase orders and supplier quotes Learn more in: |
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Manage invoices, including contractor invoices |
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Create and manage tasks for your employees to complete. |
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People |
Create and manage customers, sites, suppliers, employees and contractors Learn more in: |
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Create and manage leads to keep track of potential business. |
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Create and manage quotes at various stages. |
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Create and manage jobs at various stages. |
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View and manage schedules, including for projects |
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Materials |
Manage stock / inventory and create and manage purchase orders and supplier quotes Learn more in: |
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Manage invoices, including contractor invoices |
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Create and manage tasks for your employees to complete. |
You can also search for actions, records and card files in your system by using the main menu Global Search bar. You can also view your saved searches. Learn more in Search simPRO Data.
US only: If you use simPRO in the United States, the term 'vendor' is used instead of 'supplier'.
US only: If you use simPRO in the United States, the term 'work order' is used instead of 'job card'.
Return to the dashboard
To return to the dashboard from anywhere in simPRO, click Dashboard in the top left above the main menu.
You can also click the logo in the top left of your screen.
Navigate within card files, projects, and setup
You can navigate within card files, projects, setup, other data entries, and more in simPRO in the following ways:
Click tabs and sub-tabs
Data and settings in simPRO card files, projects, System Setup, and more are organised in tabs, with some tabs broken down further into sub-tabs.
You can click these tabs to locate and update the related data and settings.
The current tab you are viewing appears with a white background, while the other tabs appear in grey. The current sub-tab you are viewing displays with a blue underline, while other sub-tabs appear in white but with no underline.
Save your changes in simPRO
When you create or edit a data entry in simPRO, such as a job, quote, customer, employee, supplier, invoice, and more, you can click one of the following buttons to save or discard your data.
| Cancel |
Exit the data entry without saving. If you have just created the data entry, no record of it saves in simPRO. If you have already clicked Save or you are updating an existing data entry, only your recent changes discard and the data entry still exists in simPRO. |
| Save | Save your data entry in simPRO and continue editing. If you have just created the data entry, clicking Save creates a record with an ID that you can access from its applicable data table. |
| Save and Finish |
Save and exit the data entry, and select from various options for what to do next. For example, in a quote, you have the options to view quotes, convert the quote to a job, edit the quote, or schedule.
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| Next |
When you have created a new job, quote, or recurring template, proceed from the initial job / quote / recurring template setup page to the cost centre or Cost Centre List The job, quote, or recurring template is only created as a record with an ID in simPRO when you click Save after clicking Next. If you click Cancel, no record is saved. |
| Continue |
Save your data and proceed to the Cost Centre List. If you have enabled single cost centre service jobs / quotes in System > Setup > Defaults > System > Service Jobs and Quotes and you are updating a job / quote with one cost centre, you proceed to that cost centre. |
| Unlock | Unlock projects such as purchase orders or invoices to update details and settings. |
US only: If you use simPRO in the United States, the term 'vendor' is used instead of 'supplier'.
Navigate between open projects
When you open or create a project, the projects menu bar appears at the bottom of your screen, listing your recently opened project. If you continue to open additional projects, they also appear on the bar.
Learn more in Multiple Projects.
Scroll in simPRO
In addition to your browser scrolling options, you can also use the simPRO scrolling options on the right side of the screen to quickly move up and down.
Clicking the down arrow scrolls to the bottom of the page.
Clicking the middle up arrow scrolls up to just under the main menu and global search bar.
Clicking the top up arrow scrolls up to the very top of the page.
Warning: Working in simPRO in multiple tabs or windows
simPRO employs a variety of security measures to protect your data. Because of these measures, when you work in simPRO in multiple browser tabs or windows at once, for example, to view the schedule in one tab and a job in the other, you may experience session time-outs.
simPRO refreshes your session if it has timed out, but your most recent action is not completed, meaning you may need to re-enter or check any data you were updating.
You can switch between up to five open projects, such as quotes, jobs, and purchase orders using the projects menu bar at the bottom of your screen. Learn more in Multiple Projects.