Last Updated: December 04 2023
Learning Toolbox Modules and Courses
Overview
Simpro's Learning Toolbox has over 242 individual learning modules and 83 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 About Simpro's Learning Toolbox.
Simpro Premium
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 Premium | Where the Numbers come from in Simpro Premium |
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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 Premium |
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Setup Payment Methods |
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Chart of Accounts and Simpro Premium 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 Premium and Xero |
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Financial tracking in Simpro Premium (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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Invoicing | Void an Invoice |
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Raise Customer Credit Notes |
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Apply Payment to Invoices |
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Manage Commissions |
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Invoices - Request for Claim |
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Invoices - Progress Claims |
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Invoices - Deposit Invoices |
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Invoices - Tax Invoices |
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Invoices Overview |
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Invoicing Retention |
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Recurring Invoices |
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Navigation
Course Title | Module Title | Topics covered |
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Simpro Premium Navigation | View Alerts |
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Accessing Simpro Premium |
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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 Premium 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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Form Builder |
Integrations
Course Title | Module Title | Topics covered |
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Integrations | Simpro Premium 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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Simpro Mobile
Course Title | Module Title | Topics covered |
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Simpro Mobile | Invoicing and Payments | Simpro Mobile | Invoicing and Payments |
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Simpro Mobile | Service | Simpro Mobile | Service |
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Simpro Mobile | Quote and Sales | Simpro Mobile | Quote and Sales |
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Simpro Mobile | Timesheets | Simpro Mobile | Timesheets |
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Simpro Mobile | Assets | Simpro Mobile | Assets |
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Simpro Mobile | Stock Module | Simpro Mobile | Stock Module |
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Simpro Mobile | Audits | Simpro Mobile | Audits |
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Simpro Mobile | Tasks | Setup, Tasks and Timesheets |
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Connect to Simpro Mobile | 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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Simtrac
Course Title | Module Title | Topics covered |
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Simtrac | Introduction to Simtrac |
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Simtrac - Integrate with Simpro Premium |
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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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Simpro eForms
Course Title | Module Title | Topics covered |
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Simpro Premium eForms | Using the eForms App |
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Managing eForms Templates |
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eForms Introduction |
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Digital Forms
Course Title | Module Title | Topics covered |
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Simpro Digital Forms | Manage Simpro Digital Forms |
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Create Simpro Digital Forms |
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Simpro Digital forms: Reference Data |
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Getting Started
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 Premium |
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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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