Manage the schedule
Swipe from the top on the Schedule page or tap the refresh icon to load updates from Simpro Premium.
For quotes and jobs, following details are displayed:
- Scheduled time
- Company name
- For multi-company build users, if the technician is assigned to multiple companies, the company that the quote or job is scheduled in is displayed next to the scheduled time.
- Work type and number
- Customer name
- Quote or job name
- Site name
- Site address
- If no site address exists, this field appears blank.
Tap the Present 
icon if you know a quote or job is ready to be presented to a customer. Use the 
icon to access the built-in maps application based on the site coordinates on your mobile device.
Use the icon to launch your device's default maps application based on the site coordinates.
Tap the 
icon to view all work contacts including customer, site, quote / job contact, quote salesperson and job project manager.
Tap All Contacts to list the available contact information, including all of the site and customer contacts. Tap for the required contact and choose from the following options:
- Tap Call to open the default phone application with the contact number populated.
- Tap Message to open the default phone messaging application with the contact number populated.
- Tap Copy number to copy the phone number to your device and paste it in another location.
To access and update a scheduled or assigned quote or job, tap the 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 Schedule, you can then access and process the Options.
Updating the schedule 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.
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 Schedule 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 Schedule 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.