Manage Agenda and Drafts

Manage the agenda

Swipe from the top on the Agenda page or tap the refresh icon to load updates from Simpro Premium. The quotes and jobs that have passed their scheduled time move into the Past section, even if they are not completed.

Updating the agenda only sends data one way: from Simpro Premium to the Quote and Sales module. The module only sends data to Simpro Premium when you send a quote or job to Simpro Premium with a stable internet connection.

To access and update a scheduled or assigned quote or job, tap the blue customer name. You can then view the customer, corresponding site, scheduled time, applied membership, quote or job contacts, description, and notes. Once you open a quote or job from the Agenda, you can then access and process the Options.

Manage drafts

Quotes or jobs that are created or updated in the Quote and Sales module are saved as drafts before submitting them to Simpro Premium. These appear with a Draft badge on the Agenda page for the quotes or jobs scheduled or assigned to you for the current day. To view the entire list of drafts that have been scheduled or assigned, regardless of the date, access Agenda and tap Drafts.

You can store up to 50 drafts in the module. Tap the delete icon on a draft and tap YES in the message box to remove a draft from your list.

If you log out of Simpro Mobile, drafts that are not submitted to Simpro Premium are discarded. To avoid losing your data, ensure that you submit all quotes and jobs to Simpro Premium before logging out.