Simpro Ideas Portal Guidelines

If you have an idea to improve how you use Simpro Premium, you can submit an idea in the Ideas Portal for the Simpro Product Team to review and consider for future releases, as well as for other Simpro users to view, vote for, and comment on.

This allows us to prioritise the ideas deemed most crucial by the Simpro community, but while we aim to implement the most popular requests, there are several other important factors we need to consider when determining which features to develop, including:

Because of the above factors, we will also continue to work on features requested through channels other than the Ideas Portal.

We will also continue to implement other small but significant changes for continuous improvement of our solutions. Remember, while a new feature may not initially provide much value to your business, it can dramatically improve the user experience for many other businesses using Simpro Premium.

To learn how you can vote for and comment on the ideas you want to be prioritised by the Simpro Premium Product team, see How do I show support for an idea?

Any information communicated through the Product Roadmap and the Ideas Portal is intended for information purposes only and is subject to change, due to:

• Changing client needs
• Features being more complex than initially anticipated.

For this reason, we only publish the ideas in progress, coming up or planned.

When considering purchasing Simpro products, we recommend making these purchasing decisions based on existing features and not features planned for the future.

To access the Ideas Portal, log in to your Simpro Premium build as normal, then go to Help > Submit an Idea.

You need to supply an email address to access the Ideas Portal so that you can submit an idea and keep up to date with its progress. Learn more in How do I submit a feature idea? and How can I view existing ideas?. If you do not have an email entered in your Simpro Premium employee card file, you are prompted to enter one and click Confirm to access the Ideas Portal.

You can only access the Ideas Portal through your Simpro Premium build, but you can still post ideas for Simpro Mobile, eForms, Simtrac, or integrations with Simpro Premium.

When you have accessed the Ideas Portal, click the tabs to view the most Recent and Trending ideas, as well as the Top Ideas voted by Simpro users.

To view the ideas you have created or voted for, click My ideas / My votes, or perform a search to locate a particular idea.

Use the Filter By Status options to filter ideas according to their assigned status, as defined by the Simpro Product Team. Remember, we review all ideas submitted to the Ideas Portal, but we will only provide regular updates on the top 20 ideas voted for by users.

You can also view ideas according to product categories, including Simpro Mobile, eForms, Integrations with the software, Simpro Premium, and Simtrac.

While we provide consistent updates on the top 20 ideas, these are only a work in progress, and are subject to change depending on the number of votes. When considering purchasing Simpro Premium products, we recommend making these purchasing decisions based on existing features, and not features planned for the future.

Check the Simpro Release Notes to see if your idea has already been developed and released. Look out for the icon to view ideas suggested by your fellow users in the Ideas Portal that were reviewed and developed into the final product.

You can only access the Ideas Portal through your Simpro Premium build, but you can still post ideas for Simpro Mobile, eForms, Simtrac, or integrations with Simpro Premium.

The Product Team regularly reviews all ideas and provides consistent updates on the top 20, as voted by Simpro Premium users in the Ideas Portal.

This allows us to prioritise and develop the ideas deemed the most crucial by the Simpro community, providing they correspond with Simpro’s product strategy. Learn more in How does Simpro choose which ideas to develop?.

To vote for an idea, access the Ideas Portal as normal, locate the idea you wish to vote for, and click Vote to the left of the idea. Learn more in How can I view existing ideas?.

You can also add a comment to an idea if you would like to add input or ask for clarification.

To add a comment:

1. Access the Ideas Portal as normal.
2. Locate the idea, then click the icon to the bottom right.
3. Enter your comment and any attachments as required.
   • Refer to the Simpro Ideas Portal contribution guidelines to ensure your comment contributes to a welcoming and collaborative Ideas Portal environment.
4. Click Post Comment.

This will then send an email notification to anyone who has subscribed to the idea.

If you click Subscribe on a feature, you will receive email notifications whenever the idea is updated in the Portal. Click Unsubscribe to stop receiving email notifications about a feature idea.

Before you submit a new idea to the Simpro Ideas Portal, make sure you:

• Check the Simpro Release Notes to see if your idea is due to be rolled out as a feature in the most recent release update.
• Ensure a version of your idea hasn’t already been submitted by a fellow Simpro Premium user. Learn more in How can I view existing ideas?.
• Show support by voting for an idea if it is similar to the one you wanted to submit. Alternatively, add more value to the existing idea by commenting with enquiries or further input. Learn more in How do I show support for an idea?.

To submit a new idea to the Simpro Ideas Portal:

1. Access the Ideas Portal as normal. Learn more in How do I access the Ideas Portal?.
2. Click Add a new idea in the top left.
3. Select the Simpro product your idea applies to.
4. Under Your idea, enter a clear and concise title of your idea.
5. In the text box below, enter more details on your idea to improve the way you use Simpro Premium, and add attachments if required.
   • You may wish to describe the outcome or goal of the proposed feature, and then provide extra context with use cases or scenarios.
   • Remember to contain your idea to one topic, rather than packing in several ideas in one submission. Refer to the Simpro Ideas Portal contribution guidelines to ensure your idea contributes to a welcoming and collaborative Ideas Portal environment.
6. Select the applicable category for your idea from the drop-down list.
   • For example, if your idea relates to managing customers in Simpro Premium, select People.
7. Click Share Idea.

Your idea will then be created in the Ideas Portal for the Simpro Product Team and other Simpro Premium users to view, vote for, and comment on.

To edit your idea after you have submitted it, access the Ideas Portal as normal, then click My ideas. Click the idea you wish to edit, click Edit Idea, then click Save when you have finished making changes.

When your idea has gained enough votes to feature in the top 20, it will be prioritised for review by the Simpro Product Team.

We appreciate the energy and passion of Simpro Premium users in developing Simpro solutions that help you achieve success.

To ensure the Ideas Portal remains a welcoming and collaborative environment, we encourage you to observe the following contribution guidelines:

• Contain ideas to one submission each, rather than packing several ideas into one submission.
• No obscene, indecent, hateful, offensive, defamatory, abusive, harassing, or profane material.
• No spam, advertisements, or otherwise inappropriate comments or ideas.
• No personal attacks. Effective collaboration comes from courteous, respectful, and engaged communication.

Simpro reserves the right to suspend or remove comments or subscribers that do not adhere to the contribution guidelines.

If your business requires a solution that has not yet been developed, you may wish to consider the following alternatives:

• If the feature is business-critical, you may wish to speak to our Sales team about potential customisation work for your Simpro Premium build. Learn more in Customisation FAQs.
• You can get in touch with your local Simpro Customer Success Team using the contact details below to discuss your business needs and potentially find alternative solutions or workarounds within Simpro Premium.