Toolbox Materials and Courses
Overview
The simPRO Learning | Toolbox has over 100 individual learning materials and 25 courses, covering areas such as navigation, accounting integrations, invoicing, jobs, materials, people and more.
Learn more about the Toolbox in simPRO Learning | Toolbox.
Materials
| Material Title | Category 1 |
|---|---|
| Business Group Tracking | Accounting Integration |
| Category Tracking | Accounting Integration |
| Chart of Accounts and simPRO Financials | Accounting Integration |
| Financial Tracking Overview | Accounting Integration |
| Inventory Tracking | Accounting Integration |
| MYOB AccountRight Live - Accounting Integration Setup | Accounting Integration |
| MYOB AccountRight Live - Using the Accounting Link | Accounting Integration |
| QuickBooks Online Plus - Accounting Integration Setup | Accounting Integration |
| QuickBooks Online Plus - Using the Accounting Link | Accounting Integration |
| Setup Financial Defaults | Accounting Integration |
| Setup Payment Methods | Accounting Integration |
| simPRO and Quickbooks Online | Accounting Integration |
| simPRO and Xero | Accounting Integration |
| Tax in simPRO | Accounting Integration |
| Xero - Accounting Integration Setup | Accounting Integration |
| Xero - Using the Accounting Link | Accounting Integration |
| 01 - Getting Started with simPRO Enterprise | Getting Started |
| 02 - Introduction to simPRO | Getting Started |
| 03 - Change Management | Getting Started |
| 04 - Workflows | Getting Started |
| 05 - Accounting Integration Overview | Getting Started |
| 06 - Cost Centre Setup | Getting Started |
| 07 - Overhead and Employment Costs | Getting Started |
| 08 - Catalogue Overview | Getting Started |
| 09 - Preparation for successful implementation | Getting Started |
| Apply Payment to Invoices | Invoices |
| Invoices - Deposit Invoices | Invoices |
| Invoices - Progress Claims | Invoices |
| Invoices - Request for Claim | Invoices |
| Invoices in simPRO - Tax Invoices | Invoices |
| Invoices Overview | Invoices |
| Manage Commissions | Invoices |
| Raise a Customer Credit Note | Invoices |
| Recurring Invoices | Invoices |
| Void an Invoice | Invoices |
| Create a Project Job | Jobs |
| Creating and Scheduling a Service Job | Jobs |
| Do and Charge Service Job Workflow | Jobs |
| Job Cards | Jobs |
| Manage a Project Job | Jobs |
| Manage Project Stock | Jobs |
| Quoted Service Job Workflow | Jobs |
| Recurring Jobs | Jobs |
| Service Job Management | Jobs |
| Service Job Materials Management | Jobs |
| Service Job Navigation and Setup | Jobs |
| Service Job Schedule Management | Jobs |
| The Breakdown Table for Jobs | Jobs |
| The Project Overview in Jobs | Jobs |
| Variations | Jobs |
| Create and Manage Leads | Leads |
| Leads Management | Leads |
| Leads Navigation and Setup | Leads |
| Leads Workflow | Leads |
| Catalogue Overview | Materials |
| Create a Catalogue Item | Materials |
| Create a Description Purchase Order | Materials |
| Create a Flat Rate Price Pre-build | Materials |
| Create a New Catalogue Order | Materials |
| Create a Standard Price Pre-build | Materials |
| Create a Storage Device | Materials |
| Create an Item Entry Purchase Order | Materials |
| Credit a Purchase Order | Materials |
| Import Catalogue-Generic | Materials |
| Receipt a Purchase Order | Materials |
| Restock a Storage Device | Materials |
| Stocktakes and Adjustments | Materials |
| Take Off Templates | Materials |
| Transfer Stock | Materials |
| Accessing simPRO | Navigation |
| Advanced Search | Navigation |
| How to Navigate Within Card Files, Projects, and Setup | Navigation |
| Modify Table View | Navigation |
| Quick Navigation | Navigation |
| Saved Searches | Navigation |
| The simPRO Dashboard | Navigation |
| View Alerts | Navigation |
| Contractor Work orders | People |
| Create a Customer | People |
| Create a Site | People |
| Create a Supplier | People |
| Create an Employee | People |
| Create and Manage Contractor Invoices | People |
| Create Contractors | People |
| Import Customers | People |
| Import Employees and Contractors | People |
| Import Sites | People |
| Import Suppliers | People |
| Create a Project Quote | Quotes |
| Create a Service Quote | Quotes |
| Manage a Project Quote | Quotes |
| Optional Cost Centres | Quotes |
| Scheduled Service Quote Workflow | Quotes |
| Service Quote Management | Quotes |
| Service Quote Navigation and Setup | Quotes |
| Service Quote Workflow | Quotes |
| The Breakdown Table in Project Quotes | Quotes |
| The Project Overview in Quotes | Quotes |
| Schedule Overview | Schedules/Timesheets |
| Schedule Using Day and Week View | Schedules/Timesheets |
| Schedules - Run Sheets - Advanced | Schedules/Timesheets |
| Schedules Using Month View | Schedules/Timesheets |
| Receipt a purchase order | Materials |
| Credit a purchase order | Materials |
| simPRO Mobile: Quote and Sales | simPRO Mobile |
| simPRO Mobile: Timesheet | simPRO Mobile |
| simPRO Mobile: Service | simPRO Mobile |
| Connect Ordering | Connect |
| Connect Assets Maintenance | Connect |
| Connect Tools | Connect |
| Connect Billing | Connect |
| Connect Jobs | Connect |
| Connect Quotes | Connect |
| Connect Overview | Connect |
Courses
| Course Title | Category |
|---|---|
| Accounting Integration - Overview | Accounting Integration |
| Accounting Integration - Xero | Accounting Integration |
| Accounting Integration - MYOB AccountRight Live | Accounting Integration |
| Accounting Integration - Quickbooks Online Plus | Accounting Integration |
| Financial tracking in simPRO | Accounting Integration |
| Getting Started with simPRO Enterprise | Getting Started |
| Invoicing | Invoices |
| Service Jobs | Jobs |
| Recurring Jobs | Jobs |
| Create and Manage Project Jobs | Jobs |
| Create and Manage Leads | Leads |
| Create and Import Catalogues | Materials |
| Manage Materials | Materials |
| Pre-Builds | Materials |
| Create and Manage Orders | Materials |
| simPRO Navigation | Navigation |
| Manage 'People' in simPRO - Customers, Sites, Suppliers, Employees | People |
| Create and Import Customers | People |
| Create and Import Sites | People |
| Create and Import Suppliers | People |
| Create and Import Employees | People |
| Create and manage Contractors & Contractor Invoices | People |
| Create and Manage Service Quotes | Quotes |
| Create and Manage Project Quotes | Quotes |
| Schedules and Timesheets | Schedules/Timesheets |
| simPRO Connect | Mobility |