Last Updated: December 12 2024
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.
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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:
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Below is the simplified workflow for creating, closing, and converting a lead:
Learn more in:
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Learn how to create a service or project quote using the following simplified workflows.
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Below is the simplified workflow for creating a service quote:
Learn more in How to Create a Service Quote.
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Below is the simplified workflow for creating a project quote:
Learn more in:
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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.
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Below is the simplified workflow for creating and assigning / scheduling a service job to be completed in the field:
Learn more in:
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Below is a simplified workflow for updating a service job in Simpro Premium:
Learn more in How to Complete Job Cards in Simpro Premium and How to Create a Service Job.
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Below is the simplified workflow for creating, coordinating, and claiming a project job:
Learn more in:
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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.
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Below is a simplified workflow for creating a standard or linked variation:
Learn more in Types of Variations and How to Set Up Retention.
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Below is the simplified workflow for creating a purchase order, raising a supplier invoice, and exporting the supplier invoice an accounting package:
Learn more in:
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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.
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Click to view the Invoice Types diagram below to learn which invoice is applicable for your different projects.
Learn more in Invoicing Overview.
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Below is a simplified workflow for creating a customer invoice, posting it to your accounting package, and applying payment in Simpro Premium:
Learn more in:
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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:
Learn more in:
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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:
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Below is a diagram displaying the workflow of inventory tracking:
Below is a diagram displaying the different types of financial tracking available in Simpro Premium:
Learn more:
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Below is a diagram detailing each sharing collection for Multi-company:
Learn more in Multi-Company FAQs.
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Learn how to set up Maintenance Planner and complete jobs using it.
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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.
Learn more in How to Set Up Maintenance Planner.
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Below is a simplified workflow for completing asset maintenance works in a Maintenance Planner job:
Learn more in Create Jobs with Maintenance Planner and How to Test Customer Assets.