Pre-Implementation Resources

Overview

Before we begin implementing Simpro Premium into your business, you need to download, view, and complete several documents to ensure your implementation goes as smoothly and quickly as possible.

For detailed information about what you need to prepare in your accounting package, please consult our article about Pre-Implementation Accounting Requirements.

If you have any questions or comments, please do not hesitate to call our Operations team using the number(s) provided in your welcome email.

Employee Training Planner

Download and complete: Employee Training Planner

In the planner, you can specify which of your employees are completing the training, whether any employees have any knowledge or experience with Simpro Premium, and of course, the areas of Simpro Premium they need to be trained in.

This is useful for scheduling your employees for training, as well as for your trainer to plan each module.

If you require training in more than one location, you need to complete a form for each additional location and specify whether any training material needs to be repeated for the different location(s). This is useful for determining how much training you require for each location.

Implementation Guide

Download and view: Simpro Premium Implementation Guide

Simpro Premium Implementation Guide is a quick glance of your implementation milestones. This guide helps you understand what happens at each milestone stage and who is the correct resource to attend that phase from your team. It also outlines your preparation required to make each implementation milestone significant and your training sessions more efficient. Our team can provide you with the required support and answer your questions, if any.

Overhead and Employment Cost Calculator

Download and complete: Overhead and Employment Cost Calculator

It is important that your overhead figure is accurate so that you can track your profit and loss in Simpro Premium. You should review and calculate these costs regularly to keep figures up-to-date.

To calculate your overhead and employment costs, follow the instructions provided and enter your relevant company information.

When entering employee data into the calculator, you cannot copy and paste any rows from the light blue columns at the end of the sheet. You can copy and paste all the manually entered data, as needed.

Watch the videos below for more detail:

How to use the Simpro Premium Overhead and Employment Cost Calculator

Apply Overhead and Employment Cost Calculator values in Simpro Premium

Supplier Catalogues

Download and complete: Catalogue Import Template

You can obtain and import supplier price lists specifically formatted for your Simpro Premium system. Learn more about supplier-specific catalogues in How to Import Specific Catalogues.

Alternatively, you can download and complete the Catalogue Import Template to create and import supplier price files in a generic format.

To enter the accurate catalogue item information and pricing, you can obtain a quote from your supplier for the most commonly used items over approximately the past six months, or alternatively, consult your invoices over approximately the past three months. When manually entering items, ensure that the cost price is accurate, up-to-date, and not a discounted version from a special project to prevent generating underestimated quotes.

You can also convert a PDF catalogue created in tables to a Microsoft Excel file. This method may require a lot of work and may not be sufficient.

Once the files are prepared, the trainer will guide you through importing the price files. When formatted correctly, the import process is brief.

Suppliers may issue a Microsoft Excel file containing their price list that is not in a compatible format. It is your responsibility to reformat these incompatible files before importing.

Employee Training Planner

Download and complete: Employee Training Planner

In the planner, you can specify which of your employees are completing the training, whether any employees have any knowledge or experience with Simpro Premium, and of course, the areas of Simpro Premium they need to be trained in.

This is useful for scheduling your employees for training, as well as for your trainer to plan each module.

If you require training in more than one location, you need to complete a form for each additional location and specify whether any training material needs to be repeated for the different location(s). This is useful for determining how much training you require for each location.

Implementation Guide

Download and view: Simpro Premium Implementation Guide

Simpro Premium Implementation Guide is a quick glance of your implementation milestones. This guide helps you understand what happens at each milestone stage and who is the correct resource to attend that phase from your team. It also outlines your preparation required to make each implementation milestone significant and your training sessions more efficient. Our team can provide you with the required support and answer your questions, if any.

Overhead and Employment Cost Calculator

Download and complete: Overhead and Employment Cost Calculator

It is important that your overhead figure is accurate so that you can track your profit and loss in Simpro Premium. You should review and calculate these costs regularly to keep figures up-to-date.

To calculate your overhead and employment costs, follow the instructions provided and enter your relevant company information.

When entering employee data into the calculator, you cannot copy and paste any rows from the light blue columns at the end of the sheet. You can copy and paste all the manually entered data, as needed.

Watch the videos below for more detail:

How to use the Simpro Premium Overhead and Employment Cost Calculator

Apply Overhead and Employment Cost Calculator values in Simpro Premium

Supplier Catalogues

Download and complete: Catalogue Import Template

You can obtain and import supplier price lists specifically formatted for your Simpro Premium system. Learn more about supplier-specific catalogues in How to Import Specific Catalogues.

Alternatively, you can download and complete the Catalogue Import Template to create and import supplier price files in a generic format.

To enter the accurate catalogue item information and pricing, you can obtain a quote from your supplier for the most commonly used items over approximately the past six months, or alternatively, consult your invoices over approximately the past three months. When manually entering items, ensure that the cost price is accurate, up-to-date, and not a discounted version from a special project to prevent generating underestimated quotes.

You can also convert a PDF catalogue created in tables to a Microsoft Excel file. This method may require a lot of work and may not be sufficient.

Once the files are prepared, the trainer will guide you through importing the price files. When formatted correctly, the import process is brief.

Suppliers may issue a Microsoft Excel file containing their price list that is not in a compatible format. It is your responsibility to reformat these incompatible files before importing.

Employee Training Planner

Download and complete: Employee Training Planner

In the planner, you can specify which of your employees are completing the training, whether any employees have any knowledge or experience with Simpro Premium, and of course, the areas of Simpro Premium they need to be trained in.

This is useful for scheduling your employees for training, as well as for your trainer to plan each module.

If you require training in more than one location, you need to complete a form for each additional location and specify whether any training material needs to be repeated for the different location(s). This is useful for determining how much training you require for each location.

Implementation Guide

Download and view: Simpro Premium Implementation Guide

Simpro Premium Implementation Guide is a quick glance of your implementation milestones. This guide helps you understand what happens at each milestone stage and who is the correct resource to attend that phase from your team. It also outlines your preparation required to make each implementation milestone significant and your training sessions more efficient. Our team can provide you with the required support and answer your questions, if any.

Overhead and Employment Cost Calculator

Download and complete: Overhead and Employment Cost Calculator

It is important that your overhead figure is accurate so that you can track your profit and loss in Simpro Premium. You should review and calculate these costs regularly to keep figures up-to-date.

To calculate your overhead and employment costs, follow the instructions provided and enter your relevant company information.

When entering employee data into the calculator, you cannot copy and paste any rows from the light blue columns at the end of the sheet. You can copy and paste all the manually entered data, as needed.

Watch the videos below for more detail:

How to use the Simpro Premium Overhead and Employment Cost Calculator

Apply Overhead and Employment Cost Calculator values in Simpro Premium

Supplier Catalogues

Download and complete: Catalogue Import Template

You can obtain and import supplier price lists specifically formatted for your Simpro Premium system. Learn more about supplier-specific catalogues in How to Import Specific Catalogues.

Use the Catalogue Import Template to create and import supplier price files in a generic format.

To enter the accurate catalogue item information and pricing, you can obtain a quote from your supplier for the most commonly used items over approximately the past six months, or alternatively, consult your invoices over approximately the past three months. When manually entering items, ensure that the cost price is accurate, up-to-date, and not a discounted version from a special project to prevent generating underestimated quotes.

You can also convert a PDF catalogue created in tables to a Microsoft Excel file. This method may require a lot of work and may not be sufficient.

Once the files are prepared, the trainer will guide you through importing the price files. When formatted correctly, the import process is brief.

Supplies may issue a Microsoft Excel file containing their price list that is not in a compatible format. It is your responsibility to reformat these incompatible files before importing.

Employee Training Planner

Download and complete: Employee Training Planner

In the planner, you can specify which of your employees are completing the training, whether any employees have any knowledge or experience with Simpro Premium, and of course, the areas of Simpro Premium they need to be trained in.

This is useful for scheduling your employees for training, as well as for your trainer to plan each module.

If you require training in more than one location, you need to complete a form for each additional location and specify whether any training material needs to be repeated for the different location(s). This is useful for determining how much training you require for each location.

Implementation Guide

Download and view: Simpro Premium Implementation Guide

Simpro Premium Implementation Guide is a quick glance of your implementation milestones. This guide helps you understand what happens at each milestone stage and who is the correct resource to attend that phase from your team. It also outlines your preparation required to make each implementation milestone significant and your training sessions more efficient. Our team can provide you with the required support and answer your questions, if any.

Overhead and Employment Cost Calculator

Download and complete: Overhead and Employment Cost Calculator

It is important that your overhead figure is accurate so that you can track your profit and loss in Simpro Premium. You should review and calculate these costs regularly to keep figures up-to-date.

To calculate your overhead and employment costs, follow the instructions provided and enter your relevant company information.

When entering employee data into the calculator, you cannot copy and paste any rows from the light blue columns at the end of the sheet. You can copy and paste all the manually entered data, as needed.

Watch the videos below for more detail:

Supplier Catalogues

Download and complete: Catalogue Import Template

You can obtain and import supplier price lists specifically formatted for your Simpro Premium system. Learn more about supplier-specific catalogues in How to Import Specific Catalogues.

Use the Catalogue Import Template to create and import supplier price files in a generic format.

To enter the accurate catalogue item information and pricing, you can obtain a quote from your supplier for the most commonly used items over approximately the past six months, or alternatively, consult your invoices over approximately the past three months. When manually entering items, ensure that the cost price is accurate, up-to-date, and not a discounted version from a special project to prevent generating underestimated quotes.

You can also convert a PDF catalogue created in tables to a Microsoft Excel file. This method may require a lot of work and may not be sufficient.

Once the files are prepared, the trainer will guide you through importing the price files. When formatted correctly, the import process is brief.

Supplies may issue a Microsoft Excel file containing their price list that is not in a compatible format. It is your responsibility to reformat these incompatible files before importing.

Employee Training Planner

Download and complete: Employee Training Planner

In the planner, you can specify which of your employees are completing the training, whether any employees have any knowledge or experience with Simpro Premium, and of course, the areas of Simpro Premium they need to be trained in.

This is useful for scheduling your employees for training, as well as for your trainer to plan each module.

If you require training in more than one location, you need to complete a form for each additional location and specify whether any training material needs to be repeated for the different location(s). This is useful for determining how much training you require for each location.

Implementation Guide

Download and view: Simpro Premium Implementation Guide

Simpro Premium Implementation Guide is a quick glance of your implementation milestones. This guide helps you understand what happens at each milestone stage and who is the correct resource to attend that phase from your team. It also outlines your preparation required to make each implementation milestone significant and your training sessions more efficient. Our team can provide you with the required support and answer your questions, if any.

Overhead and Labor Burden Calculator

Download and complete: Overhead and Labor Burden Calculator

It is important that your overhead figure is accurate so that you can track your profit and loss in Simpro Premium. You should review and calculate these costs regularly to keep figures up-to-date.

To calculate your overhead and employment costs, follow the instructions provided and enter your relevant company information.

When entering employee data into the calculator, you cannot copy and paste any rows from the light blue columns at the end of the sheet. You can copy and paste all the manually entered data, as needed.

Watch the videos below for more detail:

How to use the Simpro Premium Overhead and Employment Cost Calculator

Apply Overhead and Employment Cost Calculator values in Simpro Premium

Vendor Catalogs

Download and complete: Catalog Import Template

Use the Catalog Import Template to create and import vendor price files in a generic format.

To enter the accurate catalog item information and pricing, you can obtain a quote from your vendor for the most commonly used items over approximately the past six months, or alternatively, consult your invoices over approximately the past three months. When manually entering items, ensure that the cost price is accurate, up-to-date, and not a discounted version from a special project to prevent generating underestimated quotes.

You can also convert a PDF catalog created in tables to a Microsoft Excel file. This method may require a lot of work and may not be sufficient.

Once the files are prepared, the trainer will guide you through importing the price files. When formatted correctly, the import process is brief.

Vendors may issue a Microsoft Excel file containing their price list that is not in a compatible format. It is your responsibility to reformat these incompatible files before importing.

Employee Training Planner

Download and complete: Employee Training Planner

In the planner, you can specify which of your employees are completing the training, whether any employees have any knowledge or experience with Simpro Premium, and of course, the areas of Simpro Premium they need to be trained in.

This is useful for scheduling your employees for training, as well as for your trainer to plan each module.

If you require training in more than one location, you need to complete a form for each additional location and specify whether any training material needs to be repeated for the different location(s). This is useful for determining how much training you require for each location.

Implementation Guide

Download and view: Simpro Premium Implementation Guide

Simpro Premium Implementation Guide is a quick glance of your implementation milestones. This guide helps you understand what happens at each milestone stage and who is the correct resource to attend that phase from your team. It also outlines your preparation required to make each implementation milestone significant and your training sessions more efficient. Our team can provide you with the required support and answer your questions, if any.

Overhead and Labor Burden Calculator

Download and complete: Overhead and Labor Burden Calculator

It is important that your overhead figure is accurate so that you can track your profit and loss in Simpro Premium. You should review and calculate these costs regularly to keep figures up-to-date.

To calculate your overhead and employment costs, follow the instructions provided and enter your relevant company information.

When entering employee data into the calculator, you cannot copy and paste any rows from the light blue columns at the end of the sheet. You can copy and paste all the manually entered data, as needed.

Watch the videos below for more detail:

How to use the Simpro Premium Overhead and Employment Cost Calculator

Apply Overhead and Employment Cost Calculator values in Simpro Premium

Vendor Catalogs

Download and complete: Catalog Import Template

Use the Catalog Import Template to create and import vendor price files in a generic format.

To enter the accurate catalog item information and pricing, you can obtain a quote from your vendor for the most commonly used items over approximately the past six months, or alternatively, consult your invoices over approximately the past three months. When manually entering items, ensure that the cost price is accurate, up-to-date, and not a discounted version from a special project to prevent generating underestimated quotes.

You can also convert a PDF catalog created in tables to a Microsoft Excel file. This method may require a lot of work and may not be sufficient.

Once the files are prepared, the trainer will guide you through importing the price files. When formatted correctly, the import process is brief.

Vendors may issue a Microsoft Excel file containing their price list that is not in a compatible format. It is your responsibility to reformat these incompatible files before importing.

Employee Training Planner

Download and complete: Employee Training Planner

In the planner, you can specify which of your employees are completing the training, whether any employees have any knowledge or experience with Simpro Premium, and of course, the areas of Simpro Premium they need to be trained in.

This is useful for scheduling your employees for training, as well as for your trainer to plan each module.

If you require training in more than one location, you need to complete a form for each additional location and specify whether any training material needs to be repeated for the different location(s). This is useful for determining how much training you require for each location.

Implementation Guide

Download and view: Simpro Premium Implementation Guide

Simpro Premium Implementation Guide is a quick glance of your implementation milestones. This guide helps you understand what happens at each milestone stage and who is the correct resource to attend that phase from your team. It also outlines your preparation required to make each implementation milestone significant and your training sessions more efficient. Our team can provide you with the required support and answer your questions, if any.

Overhead and Employment Cost Calculator

Download and complete: Overhead and Employment Cost Calculator

It is important that your overhead figure is accurate so that you can track your profit and loss in Simpro Premium. You should review and calculate these costs regularly to keep figures up-to-date.

To calculate your overhead and employment costs, follow the instructions provided and enter your relevant company information.

When entering employee data into the calculator, you cannot copy and paste any rows from the light blue columns at the end of the sheet. You can copy and paste all the manually entered data, as needed.

Watch the videos below for more detail:

How to use the Simpro Premium Overhead and Employment Cost Calculator

Apply Overhead and Employment Cost Calculator values in Simpro Premium

Supplier Catalogues

Download and complete: Catalogue Import Template

Use the Catalogue Import Template to create and import supplier price files in a generic format.

To enter the accurate catalogue item information and pricing, you can obtain a quote from your supplier for the most commonly used items over approximately the past six months, or alternatively, consult your invoices over approximately the past three months. When manually entering items, ensure that the cost price is accurate, up-to-date, and not a discounted version from a special project to prevent generating underestimated quotes.

You can also convert a PDF catalogue created in tables to a Microsoft Excel file. This method may require a lot of work and may not be sufficient.

Once the files are prepared, the trainer will guide you through importing the price files. When formatted correctly, the import process is brief.

Supplies may issue a Microsoft Excel file containing their price list that is not in a compatible format. It is your responsibility to reformat these incompatible files before importing.

Employee Training Planner

Download and complete: Employee Training Planner

In the planner, you can specify which of your employees are completing the training, whether any employees have any knowledge or experience with Simpro Premium, and of course, the areas of Simpro Premium they need to be trained in.

This is useful for scheduling your employees for training, as well as for your trainer to plan each module.

If you require training in more than one location, you need to complete a form for each additional location and specify whether any training material needs to be repeated for the different location(s). This is useful for determining how much training you require for each location.

Implementation Guide

Download and view: Simpro Premium Implementation Guide

Simpro Premium Implementation Guide is a quick glance of your implementation milestones. This guide helps you understand what happens at each milestone stage and who is the correct resource to attend that phase from your team. It also outlines your preparation required to make each implementation milestone significant and your training sessions more efficient. Our team can provide you with the required support and answer your questions, if any.

Overhead and Employment Cost Calculator

Download and complete: Overhead and Employment Cost Calculator

It is important that your overhead figure is accurate so that you can track your profit and loss in Simpro Premium. You should review and calculate these costs regularly to keep figures up-to-date.

To calculate your overhead and employment costs, follow the instructions provided and enter your relevant company information.

When entering employee data into the calculator, you cannot copy and paste any rows from the light blue columns at the end of the sheet. You can copy and paste all the manually entered data, as needed.

Supplier Catalogues

Download and complete: Catalogue Import Template

Use the Catalogue Import Template to create and import supplier price files in a generic format.

To enter the accurate catalogue item information and pricing, you can obtain a quote from your supplier for the most commonly used items over approximately the past six months, or alternatively, consult your invoices over approximately the past three months. When manually entering items, ensure that the cost price is accurate, up-to-date, and not a discounted version from a special project to prevent generating underestimated quotes.

You can also convert a PDF catalogue created in tables to a Microsoft Excel file. This method may require a lot of work and may not be sufficient.

Once the files are prepared, the trainer will guide you through importing the price files. When formatted correctly, the import process is brief.

Supplies may issue a Microsoft Excel file containing their price list that is not in a compatible format. It is your responsibility to reformat these incompatible files before importing.