How to Set Up Notifications


Set up notifications to issue email and / or SMS messages regularly, or when certain workflow requirements have been met. Notifications can be used to:

  • remind a salesperson to follow up on a lead
  • send customers a courtesy reminder before their invoices are due
  • send a text message to a contractor to confirm job details
  • email all staff to remind them to submit their timesheets.

Remember, you need to register and pay to use SMS to send notifications in Simpro Premium. Learn more in How to Use Simpro SMS.

Ensure the contact details in your customer, employee, and contractor card files are correct before setting up notifications.