How to Create Sites

Use the Custom sub-tab to store additional information under custom fields created in System > Setup > Custom Fields. You can then search using these custom fields in local and global searches.

Learn more in How to Use Custom Fields.

Learn more in How to Create Contacts.

Assign preferred technicians to sites in Profile > Preferred Technician in the site card file. If you have nominated preferred technicians in the associated customer card file, they are automatically assigned to new sites created against that customer. This is useful if a technician knows the site well or has specific skills required to work on the site.

Then when you create a job or quote for that site without Maintenance Planner, the technician with the number one Preference is automatically assigned. If you create a job or quote using Maintenance Planner, the employee with the relevant Asset Type or Service Level listed highest in the Preferred Technician table is assigned as the technician.

To assign a preferred technician to a site:

1. Create or access the site. Learn more in Create a site.
2. Go to Profile > Preferred Technician.
3. Search and select the technician from the drop-down list.
4. Click Add.
5. Assign a preferred technician to an asset type and / or service level in a site if required.
6. Click Save and Finish.

Click the icon to remove a preferred technician.

Additional preferred technicians defined in the site card file override those set at the customer level.

When you add preferred technicians to a customer card file, they are not automatically added to any existing sites associated with the customer.

Learn more in What are Preferred Technicians in Simpro Premium?.

You can display important information prominently for specific sites using banners.

These banner alerts are only visible in Simpro Premium and not in Simpro Mobile.

Banner alerts are intended to be used to convey simple bold warnings. Due to how banner alerts are presented, some formatting options such as bullet points, number sequences and tables are not supported.

It is recommended to test and preview the format when creating banner alerts.

To create a banner alert:

1. Go to the Banner Alerts tab and click Create Banner Alert.
2. Enter the banner alert Name.
3. Select a Trigger for when the alert should appear.
4. Enter the Message.
5. Click Create.

Use the Tax Settings sub-tab to select taxes to apply to a site or apply the customer default.

Go to the Rates tab of a site to assign specific rates for that given site.

General rates

1. Toggle on Site Specific Rates to enable and assign labour rates on the relevant site. This overrides any Customer Rates when creating a job.
2. Select a Service Fee to automatically apply to all new jobs created for the customer. This is useful if you use a specific service fee for the majority of quotes and jobs raised against this site. Learn more in How to Set Up Service Fees.
3. You can also select a customer-specific Part Tax Code and Labour Tax Code to apply to quotes and jobs. Alternatively, select Use Customer Default to apply the individual item's tax code. Learn more in How to Use Tax Codes.

Labour rates

You can manage labour rates in the Rates > Labour tab of a site to assign specific rates for the given site.

In the Labour sub-tab you can add or remove labour rates defined in System Setup > Labour > Labour Rates. Learn more in How to Create Labour Rates.

You can also override the system default labour rate by selecting a site specific default, or modify the Sell Rate of a labour rate according to your agreement with customers on this site.

To add labour rates against a site:

1. Create or access a site and go to Rates > Labour.
2. Select a labour rate in the drop-down list and click Add.
3. To specify a labour rate as the site Default, click the tick icon.
4. Click Save and Finish.

Click the delete icon to remove a specific labour rate from the list.

Refer to the Hierarchy of rates on jobs and quotes to ensure the appropriate rate is used.

Manage customer assets An item or piece of equipment you service or maintain on behalf of your customer. Customer assets could include items such as fire equipment, air conditioners, security equipment. in the Customer Assets tab of a site to provide preventative maintenance and repair. Learn more in How to Manage Customer Assets.

You can also create new assets from here. Learn more in How to Manually Create Assets.

Access customer asset options

Click Options on an asset to access the following options:

Edit Customer Asset	Enter the customer asset and edit details. You can also access the asset by clicking it.
Create Job	Create a new service job with the Job Cost Centre defined in the asset type in System > Setup > System Setup > Customer Assets > Asset Builder.
Print Barcode	If applicable, print a barcode entered in a custom field if applicable.
Transfer Customer Asset	Transfer the asset to another site by searching and selecting the site, then clicking Save.
Maintenance Planner	Click: Change Contract to select a different contract from the associated customer card file Change Service Start Date Change Service Dates to select a new date for the asset's next service Remove Service Levels.
Archive Customer Asset	Archive a customer asset. You can view archived customer assets by going to Utilities > Customer Assets > Advanced > Customer Asset Status, then selecting Archived or Active & Archived. To make a customer asset active in your system again, click Options > Activate Customer Asset.
Delete Customer Asset	Permanently delete a customer asset

Use the Customers tab to create or add existing customers to associate with a site. If you have created a site within a customer card file, the customer is automatically associated. Learn more in How to Create Customers.

To create a new customer to associate to a site:

1. Access the site, then go to the Customers tab.
2. Click Create Customer and enter details as required.
3. Click Save and Finish.
4. Click Save and Finish.

To add an existing customer to a site, search and select the Customer Name, then click Add.

To remove a customer from a site, click Options > Remove from Site, or alternatively, select the customer, then click Remove from Site.

As customer assets are managed within sites, multiple customers associated to one site may be able to access other customer assets when accessing jobs and quotes in the customer portal.

Use the History tab in a site card file to view a history all quotes, jobs and invoices raised against the site in Simpro Premium.

Add, organise and download site-specific attachments, such as blueprints and maps, in the Attachments tab of a site card file. Learn more in How to Use Attachments.

Enter site-specific notes in the Notes tab of a site card file. Public Notes are visible in Simpro Mobile and could include public site information such as parking instructions. Private Notes are for internal reference only and are not visible in Simpro Mobile.