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.
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 Service Quotes.
Learn how to create a service or project job, recurring job template, job variation , or a job in the field using Connect with the following simplified workflows.
Learn about the different types of invoices you can create in simPRO, 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.
Learn more in Invoicing.
Below is a simplified workflow for creating a customer invoice, posting it to your accounting package, and applying payment in simPRO:
Learn more in:
Below is a diagram detailing each sharing collection 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 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.
Learn more in Setup Overview.