Set Up Simpro Mobile

Overview

Simpro Mobile is an app which you can download from the Google Play and App store. Maximise your technicians' efficiency in the field by allowing them to:

  • present upsell options to customers with the Quote and Sales module
  • organise and record work time with the Timesheets module
  • complete service workflows with the Service module
  • create purchase orders with the Stock module.

General settings

Simpro Mobile is currently released with the Quote and Sales Module, Timesheet Module, Service Module and Stock Module that integrate exclusively with Simpro Premium.

Adjust the basic settings for the individual modules in Simpro Premium. Learn more in Simpro Premium Setup.

Learn more about the in app settings in Simpro Premium Overview.

Statuses

Enable job and quote statuses for field technicians to update in Simpro Mobile. You can use mobile status colours to make it easier for field technicians to view status of all the jobs on their Run Sheets. The mobile job statuses can also update the job status in Simpro Premium to reflect the progress of the job according to the automatic triggers set up for Mobile Jobs.

Learn more in How to Set Up Statuses.

Audits

Set up pre-audits and post-audits in Simpro Premium for technicians to complete in Simpro Mobile. You can make audits mandatory to complete the job.

Learn more in How to Set Up Audits.