Standard Simpro Premium Workflows

Overview

Most of the action in Simpro Premium happens in workflows. In just a few minutes, you can complete a workflow and create a quote, job, invoice, purchase order, and more.

You can use the following simplified workflows as a reference. There are lots of ways to proceed through a workflow, so feel free to explore and test what suits you and your business best.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Actions

Below is the simplified workflow for creating, closing, and converting a lead:

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Learn how to create a service or project quote using the following simplified workflows.

Below is the simplified workflow for creating a service quote:

Learn more in How to Create a Service Quote.

Below is the simplified workflow for creating a project quote:

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Learn how to create a service or project job, recurring job template, job variation, or a job in the field with the following simplified workflows.

Below is the simplified workflow for creating and assigning / scheduling a service job to be completed in the field:

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Below is a simplified workflow for updating a service job in Simpro Premium:

A screenshot of a manual update workflow diagram for service jobs.

Learn more in How to Complete Job Cards in Simpro Premium and How to Create a Service Job.

Below is the simplified workflow for creating, coordinating, and claiming a project job:

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Below is a simplified job workflow to use in Connect. You can customise your workflow to suit your business in your Set up your Connect workflow in Simpro Premium.

Learn more in Connect Jobs and Set up your Connect workflow.

Below is the simplified workflow for creating a recurring job template and creating and scheduling a new job from it:

Learn more in How to Create Recurring Jobs and Connect Jobs.

Below is a simplified workflow for creating a standard or linked variation:

The Standard and Linked Variation workflow map.

Learn more in Types of Variations and How to Set Up Retention.

Below is the simplified workflow for creating a purchase order, raising a supplier invoice, and exporting the supplier invoice an accounting package:

A screenshot of the workflow for purchase orders.

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Learn about the different types of invoices you can create in Simpro Premium, as well as how to create a customer invoice and recurring invoice template.

Click to view the Invoice Types diagram below to learn which invoice is applicable for your different projects.

A table displaying the different invoice types.

Learn more in Invoicing Overview.

Below is a simplified workflow for creating a customer invoice, posting it to your accounting package, and applying payment in Simpro Premium:

A screenshot of an invoice workflow diagram.

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Below is a simplified workflow for creating a recurring invoice template, creating an invoice from it, and sending the invoice to the customer:

A screenshot of a recurring invoice workflow diagram.

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Below is a simplified job workflow to use in Simpro Mobile. You can customise your workflow to suit your business. Learn more in Set up Simpro Mobile workflow in Simpro Premium.

Learn more in Simpro Mobile.

Below is a simplified workflow for creating a contractor work order with or without retention withheld, updating a contractor work order in the contractor portal, and receiving and processing a contractor invoice:

A screenshot of a workflow diagram for creating a contractor invoice.

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Below is a diagram displaying the workflow of inventory tracking:

A screenshot of a diagram displaying the workflow of inventory tracking.

Below is a diagram displaying the different types of financial tracking available in Simpro Premium:

A screenshot of a diagram displaying the types of financial tracking.

Learn more:

Below is a diagram detailing each sharing collection for Multi-company:

A screenshot of a diagram detailing the various sharing options for Multi-company.

Learn more in Multi-Company FAQs.

Learn how to set up Maintenance Planner and complete jobs using it.

Below is a simplified, recommended workflow for setting up Maintenance Planner in your Simpro Premium system. You can customise this workflow to suit your business.

It is recommended to test your setup workflow with a small number of assets added to one site. This will assist in planning your Maintenance Planner implementation before going live.

The recommended maintenance planner setup workflow.

Learn more in How to Set Up Maintenance Planner.

Below is a simplified workflow for completing asset maintenance works in a Maintenance Planner job:

A screenshot of a workflow diagram for completing a Maintenance Planner job.

Learn more in Create Jobs with Maintenance Planner and How to Test Customer Assets.