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. Click the material or course title to open the material or course in the Toolbox.
Learn more about the Toolbox in simPRO Learning | Toolbox.

Accounting Integration
Material Title | Topics covered |
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Business Group Tracking |
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Category Tracking |
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Chart of Accounts and simPRO Financials |
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Financial Tracking Overview |
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Inventory Tracking |
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MYOB AccountRight Live - Accounting Integration Setup |
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MYOB AccountRight Live - Using the Accounting Link |
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QuickBooks Online Plus - Accounting Integration Setup |
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QuickBooks Online Plus - Using the Accounting Link |
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Setup Financial Defaults |
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Setup Payment Methods |
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simPRO and Quickbooks Online |
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simPRO and Xero |
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Xero - Accounting Integration Setup |
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Xero - Using the Accounting Link |
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Getting Started
Material Title | Topics covered |
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AU / NZ: 05 - Accounting Integration Overview |
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AU: 07 - Overhead and Employment Costs NZ: 07 - Overhead and Employment Costs |
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AU / NZ: 09 - Preparation for successful implementation |
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Invoices
Material Title | Topics covered |
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Apply Payment to Invoices |
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Invoices - Deposit Invoices |
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Invoices - Progress Claims |
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Invoices - Request for Claim |
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Invoices in simPRO - Tax Invoices |
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Invoices Overview |
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Manage Commissions |
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Raise a Customer Credit Note |
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Recurring Invoices |
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Void an Invoice |
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Jobs
Material Title | Topics covered |
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Create a Project Job |
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Creating and Scheduling a Service Job |
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Do and Charge Service Job Workflow |
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Job Cards |
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Manage a Project Job |
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Manage Project Stock |
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Quoted Service Job Workflow |
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Recurring Jobs |
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Service Job Management |
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Service Job Materials Management |
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Service Job Navigation and Setup |
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Service Job Schedule Management |
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The Breakdown Table for Jobs |
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The Project Overview in Jobs |
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Variations |
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Leads
Material Title | Topics covered |
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Create and Manage Leads |
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Leads Management |
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Leads Navigation and Setup |
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Leads Workflow |
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Materials
Material Title | Topics covered |
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Create a Catalogue Item |
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Create a Description Purchase Order |
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Create a Flat Rate Price Pre-build |
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Create a New Catalogue Order |
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Create a Standard Price Pre-build |
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Create a Storage Device |
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Create an Item Entry Purchase Order |
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Credit a Purchase Order |
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Import Catalogue-Generic |
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Receipt a Purchase Order |
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Restock a Storage Device |
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Stocktakes and Adjustments |
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Take Off Templates |
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Transfer Stock |
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Receipt a purchase order |
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Credit a purchase order |
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Navigation
Material Title | Topics covered |
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Accessing simPRO |
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Advanced Search |
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How to Navigate Within Card Files, Projects, and Setup | Navigate within card files, projects, setup, and other data entries in simPRO in different ways. |
Modify Table View |
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Quick Navigation |
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Saved Searches |
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The simPRO Dashboard |
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View Alerts |
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People
Material Title | Topics covered |
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Contractor Work orders |
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Create a Customer |
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Create a Site |
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Create a Supplier |
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Create an Employee |
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Create and Manage Contractor Invoices |
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Create Contractors |
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Import Customers |
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Import Employees and Contractors |
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Import Sites |
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Import Suppliers |
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Quotes
Material Title | Topics covered |
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Create a Project Quote |
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Create a Service Quote |
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Manage a Project Quote |
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Optional Cost Centres |
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Scheduled Service Quote Workflow |
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Service Quote Management |
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Service Quote Navigation and Setup |
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Service Quote Workflow |
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The Breakdown Table in Project Quotes |
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The Project Overview in Quotes |
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Schedules/Timesheets
Material Title | Topics covered |
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Schedule Overview |
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Schedule Using Day and Week View |
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Schedules - Run Sheets - Advanced |
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Schedules Using Month View |
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simPRO Mobile
Material Title | Topics covered |
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simPRO Mobile: Quote and Sales |
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simPRO Mobile: Timesheet |
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simPRO Mobile: Service |
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eForms
Material Title | Topics covered |
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Introduction to eForms |
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eForms Managing Form Templates |
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eForms App |
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Connect
Material Title | Topics covered |
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Connect Ordering |
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Connect Assets Maintenance |
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Connect Tools |
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Connect Billing |
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Connect Jobs |
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Connect Quotes |
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Connect Overview |
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Accounting Integration
Course Title | Topics covered |
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Accounting Integration - Overview |
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Accounting Integration - Xero |
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Accounting Integration - MYOB AccountRight Live |
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Accounting Integration - Quickbooks Online Plus |
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Financial tracking in simPRO |
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Getting Started
Course Title | Topics covered |
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AU: Getting Started with simPRO Enterprise NZ: Getting Started with simPRO Enterprise |
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Invoices
Course Title | Topics covered |
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Invoicing |
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Jobs
Course Title | Topics covered |
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Service Jobs |
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Recurring Jobs |
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Create and Manage Project Jobs | The following materials will provide an understanding of project jobs which simplify and break down large projects into more manageable sections. |
Leads
Course Title | Topics covered |
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Create and Manage Leads |
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Materials
Course Title | Topics covered |
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Create and Import Catalogues |
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Manage Materials |
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Pre-Builds |
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Create and Manage Orders |
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Navigation
Course Title | Topics covered |
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simPRO Navigation |
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People
Course Title | Topics covered |
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Manage 'People' in simPRO - Customers, Sites, Suppliers, Employees |
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Create and Import Customers |
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Create and Import Sites |
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Create and Import Suppliers |
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Create and Import Employees |
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Create and manage Contractors & Contractor Invoices |
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Quotes
Course Title | Topics covered |
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Create and Manage Service Quotes |
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Create and Manage Project Quotes | The following materials will provide an understanding of project quotes which simplify and break down large projects into more manageable sections. |
Schedules/Timesheets
Course Title | Topics covered |
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Schedules and Timesheets |
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Mobility
Course Title | Topics covered |
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simPRO Connect |
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