Learn about the latest improvements to the Help Guide in our Release Notes.
Last Updated: October 01 2020
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 > 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:
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.
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.
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 Overview.
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 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:
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 How to Set Up Maintenance Planner.