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Last Updated: March 31 2023
Learning Toolbox Modules and Courses
Overview
simPRO's Learning Toolbox has over 100 individual learning modules and 40 courses, covering areas such as navigation, accounting integrations, invoicing, jobs, materials, people and more. Click the course title to open it in the Learning Toolbox.
Learn more about the Learning Toolbox in simPRO's Learning Toolbox.

People
Course Title | Module Title | Topics covered |
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Create and Import Contacts | Create a Contact |
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Import and Export Contacts |
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Create and Import Customers | Create a Customer |
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Import Customers |
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Create and Import Employees | Create an Employee |
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Import Employees and Contractors |
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Create and Import Sites | Create a Site |
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Import Sites |
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Create and Import Suppliers | Create a Supplier |
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Import Suppliers |
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Create and manage Contractors & Contractor Invoices | Contractor Invoices |
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Contractor Work Orders |
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Create and Manage Contractors |
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Service Workflows
Course Title | Module Title | Topics covered |
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Create and Manage Service Quotes | Service Quote Management |
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Scheduled Service Quote Workflow |
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Service Quote Workflow |
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Service Quote Navigation and Setup |
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Recurring Jobs | Recurring Jobs |
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Schedules and Timesheets | Schedules Using Month View |
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Schedule Using Day and Week View |
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Schedule Overview |
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Schedule Runsheets |
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Service Jobs | Service Job Schedule Management |
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Service Job Materials Management |
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Job Cards |
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Service Job Management |
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Quoted Service Job Workflow |
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Do and Charge Service Job Workflow |
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Service Job Navigation and Setup |
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Projects Workflows
Course Title | Module Title | Topics covered |
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Tasks | Tasks |
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Create and Manage Leads | Leads Management |
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Leads Workflow |
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Leads Navigation and Setup |
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Create and Manage Project Jobs | Variations |
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Manage a project job |
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Create a project job |
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The Project Overview in Jobs |
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Create and Manage Project Quotes |
Manage a project quote |
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Create a project quote |
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The Project Overview in Quotes |
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Manage costs in simPRO | Where the Numbers come from in simPRO |
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Recurring Jobs | Recurring Jobs |
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BI Reporting | How to Use BI Reporting |
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Schedules and Timesheets | Schedules Using Month View |
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Schedule Using Day and Week View |
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Schedule Runsheets |
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Schedule Overview |
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Materials and Plant
Course Title | Module Title | Topics covered |
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Create and Import Catalogues |
Create a Catalogue Item |
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Import Catalogue |
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Create and Manage Orders | Description Purchase Orders |
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Create a Catalogue Purchase Order |
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Receipt a Purchase Order |
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Credit a Purchase Order |
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Manage Materials | Take Off Templates |
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Create a Storage Device |
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Restock a Storage Device |
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Stocktakes and Stock Adjustments |
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Transfer Stock |
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Manage Project Stock |
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Plant and Equipment | Plant and Equipment |
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Pre-Builds | Pre-Builds |
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Accounting and Invoices
Course Title | Module Title | Topics covered |
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Accounting Integration Overview
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Tax in simPRO |
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Setup Payment Methods |
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Chart of Accounts and simPRO Financials |
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Accounting Integration - MYOB AccountRight Live (AU, NZ) | MYOB AccountRight Live - Using the Accounting Link |
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MYOB AccountRight Live - Accounting Integration Setup |
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Accounting Integration - QuickBooks Online Plus | QuickBooks Online Plus - Accounting Integration Setup |
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QuickBooks Online Plus - Using the Accounting Link |
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Accounting Integration - Xero | Xero - Using the Accounting Link |
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Xero - Accounting Integration Setup |
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simPRO and Xero |
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Financial tracking in simPRO (AU, NZ, UK) | Category Tracking |
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Business Group Tracking |
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Inventory Tracking |
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Financial Tracking Overview |
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Account Integration - NetSuite | NetSuite Intergration |
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Navigation
Course Title | Module Title | Topics covered |
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simPRO Navigation | View Alerts |
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Accessing simPRO |
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How to Navigate Within Card Files, Projects, and Setup |
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Advanced Search |
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Modify Table View |
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Saved Searches |
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simPRO Navigation and Dashboards |
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simPRO Takeoffs
Course Title | Module Title | Topics covered |
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simPRO Takeoffs | How to use simPRO Takeoffs |
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Forms
Course Title | Module Title | Topics covered |
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Forms | General Forms Setup |
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Add-ons
Course Title | Module Title | Topics covered |
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Add-ons | simPRO SMS |
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VoIP |
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Assets
Course Title | Module Title | Topics covered |
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Assets | Create Customer Assets |
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Creating Assets From Catalogue |
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Import and Export Assets |
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Maintenance Planner Workflows |
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Course Title | Module Title | Topics covered |
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simPRO Mobile | simPRO Mobile | Invoicing and Payments |
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simPRO Mobile | Service |
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simPRO Mobile | Quote and Sales |
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simPRO Mobile | Timesheets |
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simPRO Mobile | Assets |
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Connect to simPRO Mobile | Setup, Tasks and Timesheets |
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Connect to simPRO Mobile - Jobs |
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Connect to simPRO Mobile - Assets |
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Connect to simPRO Mobile - Billing |
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Connect to simPRO Mobile - Quotes |
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Course Title | Module Title | Topics covered |
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simTRAC | Introduction to simTRAC |
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simTRAC - Integrate with simPRO |
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simTRAC - View and Manage Reports |
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simTRAC - Vehicle Maintenance Planner |
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simTRAC - Manage Sites and Geofences |
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simTRAC - View Maps Replays and Messages |
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simTRAC - Manage Alert Triggers |
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simTRAC - Manage Users and Vehicles |
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Course Title | Module Title | Topics covered |
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simPRO eForms | Using the eForms App |
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Managing eForms Templates |
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eForms Introduction |
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Course Title | Module Title | Topics covered |
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simPRO Connect | simPRO Connect | Ordering |
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simPRO Connect | Asset Maintenance |
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simPRO Connect | Tools |
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simPRO Connect | Billing |
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simPRO Connect | Jobs |
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simPRO Connect | Quotes |
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simPRO Connect | Overview |
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Course Title | Module Title | Topics covered |
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Getting Started - |
Preparation for successful implementation |
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Workflows |
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Change Management |
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Introduction to simPRO |
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Accounting Integration Overview |
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Overhead and Employment Costs |
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Cost Centre Setup |
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