Set Up Filters

Overview

These filtering tools can help organise your database by making information easier to find. When searching for data or running reports, simply select the filters you need and only the relevant results are displayed.

Custom fields

Custom fields are used to store additional information on individual people, transactions, materials, tasks, and job cards. These can be simple text fields, drop-down lists, or date pickers. They can be set as mandatory to complete when creating a new data entry.

Learn more in How to Use Custom Fields.

Tags

Tags are labels that can be applied to leads, quotes, jobs and customers. For example, you may wish to create a tag to apply to warranty jobs. Tags are helpful to expand on cost centres and business groups to allow more comprehensive reporting.

You can add as many tags as you like, which you can then use to filter most reports in Simpro Premium.

Learn more How to Use Tags.

Teams

Use teams to group together technicians, contractors and plant items that are often scheduled as a unit. This is faster than scheduling each resource individually, and can help you detect conflicting schedules.

They can also be used to filter your schedule if you have a high number of employees, contractors and plant items.

Learn more in How to Create Teams.

Customer groups

Use customer groups to categorise your customers by what type of customer they are, such as domestic, industrial, commercial, etc. You can then use these groups to filter search results and reports.

You can only assign one customer group per customer.

Learn more in How to Use Customer Groups.

Customer profiles

Create customer profiles and assign them to customers so that you can easily identify the quality or maturity of your relationship with the customer. Profiles, such as gold, silver, or bronze, assist in evaluating the level of commitment or financial risk associated with your customers and can be used to filter search results and reports.

You can only assign one customer profile per customer.

Learn more in How to Use Customer Profiles.

Zones

In Simpro Premium, a zone is a geographical area used to schedule efficiently and minimise travel time for technicians.

After zones are set up, they can be assigned to a site, employee, contractor, or plant item.

For example, if you assign a zone to a site, then create a job for that site, you can only view and schedule technicians assigned to that zone.

Learn more in How to Use Zones.