Learning Toolbox Modules and Courses

People

Course Title	Module Title	Topics covered
Create and Import Contacts	Create a Contact	Create a contact Methods for creating a contact Enter Contact Details Associate a contact with a site Merging and Deleting Contacts Duplicate Contacts Report
	Import and Export Contacts	Contacts database Importing contacts Preparing to import customer and supplier contacts Import customer and supplier contacts Import site contacts Export contacts
Create and Import Customers	Create a Customer	Create a customer Add a site to a customer Adjust customer settings Manage customer notes Apply specific customer rates View customer statement
	Import Customers	Import customers Export customers Import settings Match import columns Import summary
Create and Import Employees	Create an Employee	Create an employee Set up an employee card file Set up scheduling availability Set up pay rates and schedule rates Set up licences Set up emergency contacts
	Import Employees and Contractors	Import employees and contractors Import settings Match import columns Import summary
Create and Import Sites	Create a Site	Create a supplier Set up a supplier card file View supplier history, attachments and notes
	Import Sites	Create an import file Adjust site import settings View imported sites
Create and Import Suppliers	Create a Supplier	Create a supplier Set up a supplier card file View supplier history, attachments and notes
	Import Suppliers	Import suppliers Export suppliers Import settings Match import columns Import summary
Create and manage Contractors & Contractor Invoices	Contractor Invoices	Create a contractor invoice Create and approve RCTIs Send RCTI for contractor approval Alert for rejected RCTI Mark invoices as paid
	Contractor Work Orders	Create and schedule contractor work orders Assign the contractors and individuals Set up and email work orders Dispatch jobs and work orders
	Create and Manage Contractors	Create a contractor Set up a contractor card file Set up scheduling availability Set up pay rates and schedule rates Upload attachments History of plant items checked out Use notes to maintain a record

Service Workflows

Course Title	Module Title	Topics covered
Create and Manage Service Quotes	Service Quote Management	Update quotes Convert quotes Archive quotes
	Scheduled Service Quote Workflow	Create single-cost-centre service quotes Schedule quotes Add parts and labour to quotes Email and print quotes
	Service Quote Workflow	Create single-cost-centre service quotes Add parts and labour to quotes Email and print quotes
	Service Quote Navigation and Setup	Setup Service quote overview Locate service quotes System setup options
Recurring Jobs	Recurring Jobs	Create a recurring job Add required material and labour Add assets to be serviced View due recurring jobs Skip recurring job period Update recurring job pricing Create jobs from recurring job Scheduling and invoicing new pending jobs
Schedules and Timesheets	Schedules Using Month View	Outline of Schedule: Month View How to use the Month View Schedule Options Project Scheduling Options
	Schedule Using Day and Week View	Outline of Schedule: Day & Week View Schedule a Job or Quote Schedule an Activity Advanced Schedule Functions Project Scheduling Functions
	Schedule Overview	Overview of run sheets Printing and emailing run sheets Setting up run sheets
	Schedule Runsheets	Benefits of Scheduling Who can be scheduled What can be scheduled Accessing schedule Scheduling Setup
Service Jobs	Service Job Schedule Management	Create schedules Remove schedules Adjust schedules Update billable labour
	Service Job Materials Management	Service job materials overview Assign and unassign stock Create a purchase order from a service job Update billable materials
	Job Cards	Job card overview Job card setup Send and receive job cards Review and approve job cards
	Service Job Management	Update job notes, attachments and tasks Update job settings Archive jobs
	Quoted Service Job Workflow	Workflow overview Review and assign required materials for quoted service jobs Schedule service jobs
	Do and Charge Service Job Workflow	Create single cost centre service jobs Schedule service jobs
	Service Job Navigation and Setup	Service job overview Locate service jobs System setup options

Projects Workflows

Course Title	Module Title	Topics covered
Tasks	Tasks	Task Overview Linked tasks Create a task Complete a task Gantt Charts Task templates Task categories
Create and Manage Leads	Leads Management	Update leads Convert leads Archive leads
	Leads Workflow	Create leads Schedule leads Email and print leads
	Leads Navigation and Setup	Leads overview Access leads System setup options
Create and Manage Project Jobs	Variations	Add variation cost centres Approve variations Invoice variations
	Manage a project job	Manage a project job Use notes and logs Manage project tasks
	Create a project job	Create a project job Structure a project job Add parts and labour
	The Project Overview in Jobs	The Project Overview tab Budget summary and projected remaining costs Adjust materials sell, markup and resources
Create and Manage Project Quotes	Manage a project quote	Manage a Project Quote Use Notes and Logs Manage Project Tasks
	Create a project quote	Create a project quote Structure a project quote Send a project quote
	The Project Overview in Quotes	The Project Overview tab Projected budget and remaining costs Adjust materials sell, markup and resources
Manage costs in Simpro Premium	Where the Numbers come from in Simpro Premium	Simpro Premium calculations Profit and loss Actual costs Estimate costs
Recurring Jobs	Recurring Jobs	Create a recurring job Add required material and labour Add assets to be serviced View due recurring jobs Skip recurring job period Update recurring job pricing Create jobs from recurring job Scheduling and invoicing new pending jobs
BI Reporting	How to Use BI Reporting	Reporting BI Reporting Create a question Create a dashboard
Schedules and Timesheets	Schedules Using Month View	Outline of Schedule: Month View How to use the Month View Schedule Options Project Scheduling Options
	Schedule Using Day and Week View	Outline of Schedule: Day & Week View Schedule a Job or Quote Schedule an Activity Advanced Schedule Functions Project Scheduling Functions
	Schedule Runsheets	Overview of run sheets Printing and emailing run sheets Setting up run sheets
	Schedule Overview	Benefits of Scheduling Who can be scheduled What can be scheduled Accessing schedule Scheduling Setup

Materials and Plant

Course Title	Module Title	Topics covered
Create and Import Catalogues Australia & New Zealand United Kingdom United States	Create a Catalogue Item	Create a catalogue item Add item details and pricing Associate suppliers Link catalogue items
	Import Catalogue	Import a generic catalogue Import settings Match import columns Import summary
Create and Manage Orders	Description Purchase Orders	Benefits of a description purchase order Create a description purchase order Approve a description purchase order Email a description purchase order
	Create a Catalogue Purchase Order	Create a catalogue purchase order Assign a catalogue purchase order to multiple destinations Approve a catalogue purchase order Email a catalogue purchase order
	Receipt a Purchase Order	Receipt a purchase order overview Receipting catalogue orders or PO numbers View existing receipts Receipt a purchase order Use additional features Adjust Tax Select an item’s cost centre Bulk set invoice quantities to zero Receipt workflows
	Credit a Purchase Order	Credit a purchase order overview Create a credit Enter the credit invoice number Address material warnings
Manage Materials	Take Off Templates	Create take off template groups Create take off templates Add materials, labour and service fees Add take off templates to a quote
	Create a Storage Device	Create a storage device Set default storage device Storage device options Assign a storage device to an employee
	Restock a Storage Device	Restock a storage device from: Purchase orders Supplier quotes Other storage devices Set minimum and restock levels Receive alerts for low stock levels
	Stocktakes and Stock Adjustments	View stock adjustments and stocktakes Perform a stock adjustment Perform a stocktake Approve stock adjustments and stocktakes
	Transfer Stock	Transferring stock Overview Transfer stock between storage devices. Transfer stock to multiple storage devices Transfer stock from within a storage device
	Manage Project Stock	Stock management Create supplier quotes Purchase orders
Plant and Equipment	Plant and Equipment	Create plant items Manage plant items
Pre-Builds	Pre-Builds	Pre-builds Standard Price Pre-Builds Flat Rate Pre-Builds Facts about pre-builds Create a standard price pre-build

Accounting and Invoices

Course Title	Module Title	Topics covered
Accounting Integration Overview Australia New Zealand United Kingdom United States	Tax in Simpro Premium	Tax overview Create and manage tax codes Apply tax codes to override default settings Review and display tax for quotes, jobs
	Setup Payment Methods	Set up payment methods Set up Simpro Premium Payments credit card types
	Chart of Accounts and Simpro Premium Financials	Accounting Integration in Simpro Premium Accounting software packages Import and export of data
Accounting Integration - MYOB AccountRight Live (AU, NZ)	MYOB AccountRight Live - Using the Accounting Link	What transfers between Simpro Premium and MYOB AccountRight Live Post transactions from Simpro Premium to MYOB AccountRight Live Review transfer history
	MYOB AccountRight Live - Accounting Integration Setup	Important preparation How to set up your accounting link Access accounting link for the first time How to import your customers and suppliers from MYOB
Accounting Integration - QuickBooks Online Plus	QuickBooks Online Plus - Accounting Integration Setup	Important preparation steps How to set up your accounting link Access accounting link for the first time How to import your customers and suppliers from QuickBooks Online Plus
	QuickBooks Online Plus - Using the Accounting Link	What transfers between Simpro Premium and QuickBooks Online Plus Post transactions from Simpro Premium to QuickBooks Online Plus Review transfer history
Accounting Integration - Xero	Xero - Using the Accounting Link	What transfers between Simpro Premium and XERO Post transactions from Simpro Premium to XERO Review transfer history
	Xero - Accounting Integration Setup	Important preparation steps How to set up accounting link in Simpro Premium How to import customers and suppliers from Xero
	Simpro Premium and Xero	Xero integration setup Export different types of transactions through the accounting link
Financial tracking in Simpro Premium (AU, NZ, UK)	Category Tracking	How category tracking works Turning on category tracking
	Business Group Tracking	How business group tracking works Turning on business group tracking
	Inventory Tracking	How inventory tracking works Preparing to use inventory tracking Turning on inventory tracking
	Financial Tracking Overview	Inventory tracking Business group tracking Category tracking Tracking compatibility
Account Integration - NetSuite	NetSuite Intergration	Simpro Premium and NetSuite Prepare for NetSuite Connect to NetSuite Setup NetSuite
Invoicing	Void an Invoice	Void an invoice Email a void invoice
	Raise Customer Credit Notes	Credit notes Outstanding credits Stand-alone and bad debt credits Raise a customer credit note Email a customer credit note
	Apply Payment to Invoices	Payments overview Apply payment in Simpro Premium Email a payment receipt
	Manage Commissions	Commissions Outline Creating Commission Tiers Assigning Commission Tiers Including Commission Cost on a Job Triggering Commissions Commission Report
	Invoices - Request for Claim	Request for claim overview Create and convert a request for claim Create an invoice by item request for claim
	Invoices - Progress Claims	Progress claim overview Create a standard progress claim Create an invoice by item progress claim Create a final claim
	Invoices - Deposit Invoices	Deposit invoice overview Create a standard deposit invoice Create a claim per item deposit invoice Create a consolidated deposit invoice
	Invoices - Tax Invoices	Tax invoice overview Create a standard tax invoice Create an invoice by item tax invoice Create a consolidated tax invoice
	Invoices Overview	Invoice Overview Invoice Types Creating an Invoice Invoice Setup
	Invoicing Retention	Invoicing with retention Progress claims with retention Final claims with retention rebate Tax invoice with retention Retention claims Invoice contractor retentions
	Recurring Invoices	Overview of recurring invoices Create a recurring invoice template Create invoices from a recurring invoice template Skip a period Update recurring invoice pricing

Navigation

Course Title	Module Title	Topics covered
Simpro Premium Navigation	View Alerts	View alerts Understand alert types Download alerts
	Accessing Simpro Premium	Log in to Simpro Premium Service Edit account details Log out
	How to Navigate Within Card Files, Projects, and Setup	Navigate within card files, Projects, and Setup Other data entries in Simpro Premium in different ways
	Advanced Search	Use the advanced search feature Wildcard searches
	Modify Table View	Benefit of Modifying Tables Accessing modify table view Understand how to use modify table view Restrict modify table view using security groups
	Saved Searches	Create saved searches Use saved searches
	Simpro Premium Navigation and Dashboards	Simpro Premium menus Benefits of different dashboards Navigate from the dashboard using menus Understand the different dashboard views Return to the dashboard

Simpro Takeoffs

Course Title	Module Title	Topics covered
Simpro Takeoffs	How to use Simpro Takeoffs	About Simpro Takeoffs Setup Simpro Takeoffs Create a takeoff drawing Update Simpro with parts and labour from takeoffs

Forms

Course Title	Module Title	Topics covered
Forms	General Forms Setup	Required Setup Page Setup PDF Viewer Options Email Setup
	Form Builder

Add-ons

Course Title	Module Title	Topics covered
Add-ons	Simpro Premium SMS	Simpro Premium SMS Overview Setup Simpro Premium SMS Setup SMS recipients Setup notification recipients Setup automatic SMS notifications Send Schedule notifications Send custom SMS messages Manage SMS usage
	VoIP	VoIP in Simpro Premium Set Up VoIP integration Set Up VoIP for individual users Set Up VoIP with multi-company Use VoIP integration

Assets

Course Title	Module Title	Topics covered
Assets	Create Customer Assets	Assets and Maintenance Planner Maintenance pre-builds Service levels Failure Points and Recommendations Create asset types Create individual assets.
	Creating Assets From Catalogue	Catalogue items and customer assets Managing Assets as inventory items Create an asset catalogue item Create an asset from a job Create an asset from a receipt.
	Import and Export Assets	Importing Assets Preparing the import Import Assets Export Assets
	Maintenance Planner Workflows	Different workflows available for asset maintenance Notify customers about upcoming maintenance work Create quotes and jobs using the Maintenance Planner Record test results in Connect View failed assets Create Rectification Quote Invoice Maintenance Jobs

Course Title	Module Title	Topics covered
Simpro Mobile	Simpro Mobile | Invoicing and Payments	Invoicing in Simpro Mobile Setup billing for Simpro Mobile Set up Square for Simpro Mobile Add Billable Labour and Materials Create an Invoice Process a Payment
	Simpro Mobile | Service	Basic Simpro Mobile navigation Manage the Service Schedule Times page Clock on / off Schedule Activities Job Overview Complete Jobs and Quotes Building and Presenting Options
	Simpro Mobile | Quote and Sales	Navigation of Simpro Mobile Sales Agenda Drafts Create new Jobs and Quotes Update existing Jobs and Quotes Build Options Present Options
	Simpro Mobile | Timesheets	Simpro Mobile navigation Timesheet module settings Timesheet Agenda Create Time Blocks Clock on and off
	Simpro Mobile | Assets	View assets Test assets Add assets Manage assets
	Simpro Mobile | Stock Module	Introduction to the Stock Module Stock Module Setup View a purchase order Create a purchase order
	Simpro Mobile | Audits	Add questions to audits Use audit templates Preview audits in Simpro Premium Audit groups Create an audit Audits in Simpro Mobile Audit forms Completed audits
Connect to Simpro Mobile	Setup, Tasks and Timesheets	Connect to Simpro Mobile In-app settings Notifications Syncing Runsheets and Managing Times Retrieve jobs and quotes Tasks Stock Orders
	Connect to Simpro Mobile - Jobs	Create a job Job details Audits Job tasks Materials Attachments Notes and work completed Times Sign off and Submit
	Connect to Simpro Mobile - Assets	Search assets Add assets to jobs Create an asset Test assets
	Connect to Simpro Mobile - Billing	Connect to Simpro Mobile Access Invoices Create Invoices Record payments Make payments with square
	Connect to Simpro Mobile - Quotes	Connect to Simpro Mobile Create a quote Quote details Pricing Audits Attachments Quote Tasks Notes and work completed Times Sign off

Course Title	Module Title	Topics covered
Simtrac	Introduction to Simtrac	Simtrac Introduction to Simtrac Log into Simtrac How to use Simtrac
	Simtrac - Integrate with Simpro Premium	Integrate with Simpro Premium Simpro Premium and Simtrac
	Simtrac - View and Manage Reports	View reports Manage reports Report subscriptions
	Simtrac - Vehicle Maintenance Planner	Service vehicles Manage vehicle maintenance Service levels
	Simtrac - Manage Sites and Geofences	Manage sites Manage geofences Create sites Create geofences
	Simtrac - View Maps Replays and Messages	View maps View replays Send and receive messages
	Simtrac - Manage Alert Triggers	View alerts Create alert triggers Manage alert triggers Manage alerts
	Simtrac - Manage Users and Vehicles	Manage users Create users

Course Title	Module Title	Topics covered
Simpro Premium eForms	Using the eForms App	Simpro eForms Logging in and navigation Completing a form Editing drafts and submitting
	Managing eForms Templates	Create and Manage eForms Templates Basic Form Creation Simpro Premium integrated Fields View and Manage submitted forms
	eForms Introduction	Accessing and logging into the eForms Portal Setting up Security Groups Setting up Users Setting up Simpro Premium Integration

Course Title	Module Title	Topics covered
Simpro Premium Connect	Simpro Premium Connect | Ordering	Workflows in Connect Create job purchase orders Stock Purchase Orders Purchase Order Numbers
	Simpro Premium Connect | Asset Maintenance	Workflows in Connect Manage Assets in Connect
	Simpro Premium Connect | Tools	Retrieve Projects Tasks Activities Reports Speech-to-text
	Simpro Premium Connect | Billing	Workflows in Connect Connect and Simpro Mobile How to update pricing in Connect How to create an invoice in Connect How to apply a payment in Connect
	Simpro Premium Connect | Jobs	Workflows in Connect How to open an create jobs in Connect Create a customer Mobile statuses Audits, Attachments, work notes and job times Record used materials Sign off on a job View and update job pricing Submit a job
	Simpro Premium Connect | Quotes	Workflows in Connect How to open and create quotes in Connect Create a customer or lead Change mobile statuses View and update quote pricing Audits, Attachments, and work notes Email quotes Record quote times Submit a quote
	Simpro Premium Connect | Overview	Download and Login to Connect Navigate the Dashboard Navigating the Runsheet Connect Notifications Sync Connect

Course Title	Module Title	Topics covered
Getting Started - Australia New Zealand United Kingdom United States	Preparation for successful implementation	Going live with Simpro Premium Preparation for your implementation What to expect during your implementation
	Workflows	What is a workflow Why workflows are important in your business How workflows relate to your Simpro Premium implementation How can you map out workflows
	Change Management	The concept of change management The change management cycle How to support people who adopt change in different ways How to support people experiencing difficulty through change
	Introduction to Simpro Premium	The Simpro Premium story The Simpro Premium team at your service How Simpro Premium can help your business What Simpro Premium solutions are available for you in the office What Simpro Premium solutions are available for your staff in the field
	Accounting Integration Overview	Accounting Integration in Simpro Premium Accounting software packages Import and export of data
	Overhead and Employment Costs	Overheads in Simpro Premium Gross & Nett profit system Overhead calculator
	Cost Centre Setup	What are cost centres Cost centres in Simpro Premium Mapping cost centres