Last Updated: December 04 2023
The following is a glossary of terms used in solutions.
The terminology used throughout Simpro Premium has been optimised to cover a variety of trade industries, but may not always have the same meaning that you use in your particular industry.
These are used in reporting to track different aspects of the business, for example, a consulting and a service arm. Accounting categories can be used with accounting packages for reporting purposes.
A Simpro Premium program designed to import and export data from Simpro Premium into accounting packages.
An employee who is selected as either project manager or salesperson in their employee card, and is assigned in a customer card.
A third party software which Simpro Premium connects to, to export transactions.
Non-job related billable and non-billable hours. Anything associated with running your business that has an associated labour cost and can’t be charged to jobs.
Costs on a job that are no longer estimated, including costs for receipted materials, costs relating to schedules created in the past, and invoiced contractor work orders.
A way to apply alternative pricing to individual items on jobs.
A tag applied to archived data to help track causes for loss of business.
An item or piece of equipment you service or maintain on behalf of your customer. Customer assets could include items such as fire equipment, air conditioners, security equipment.
A category or group of assets, such as fire extinguishers.
In Simpro Premium, an administrator can set up audits for technicians to complete while on a job site using Simpro Mobile as well as Connect. In Simpro Premium you can set up Safe Work Method Statements, Job Safety Analysis, and Quality Assurance audits.
Some suppliers that have an online portal have integrated with Simpro Premium to allow you to regularly receive updated price files and / or supplier invoices regularly in Simpro Premium instead of manually importing them.
You can create barcodes in Simpro Premium for your catalogue items and customer assets. Then, use a barcode scanner connected to your device to scan barcodes and easily find the right catalogue item / asset in Simpro Premium.
Beta release period
Beta releases provide an opportunity for users to use a new product in their everyday environment, with the goal of uncovering any issues and user feedback so they can be addressed before a general release. Beta tests can either be public or private, public BETA allows all users access to the product and the opportunity to submit feedback on the Ideas Portal while private BETA are limited to a set group of users who have signed up to participate.
Previously called Report Builder. BI Reporting is a tool that allows you to retrieve data from Simpro Premium to create customised reports for informed business decisions.
Ways to assign cost centres to various functions of your business. They are used for reporting and traceability of costs, they are also used for exporting to accounting packages.
A visual representation of your profitability for the last three months that can be used to explore how your profits and margins are affected by adjusting cost and sell prices.
AU, NZ, UK: Catalogue. A list of items used and / or sold by your business, provided by vendors. Not to be confused with inventory (AU, NZ, UK: stock).
Catalogue purchase order
A formal request to a supplier to provide an item or service. A purchase order can be created across multiple cost centres.
AU, NZ, UK: Variation. An add-on or extra work requested by the customer that falls outside of the scope of estimation. This creates a separate cost center that is invoiced with, or separately from the job, depending on the type of change order.
Chart of accounts
Create all your income and expense accounts in Simpro Premium.
UK only: Construction Industry Scheme - contractors register and apply tax deduction rates to customer and / or sub-contractor invoices.
A way of calculating the cost of commission payments for your employees.
Costs that are not yet actualised, but cannot be recovered, including schedules in the future, ordered materials that have not been receipted, and contractor work orders that have not been invoiced.
The first mobile app developed for Simpro Premium. Technicians in the field use Connect to log job and quote details, which are then sent to Simpro Premium in the office.
For multiple jobs that share the same customer and exchange rate, you can create one consolidated invoice instead of multiple individual invoices.
A negotiated price for a set job.
A technician you hire to perform a job.
A method for separating operational costs of the business for reporting and financial management.
The price of an item when purchased from a supplier. Also called nett price.
The ability to obtain goods or services before payment, based on the trust that payment will be made in the future.
The entity (individual or company) that receives the invoice for work provided. A customer may be associated with multiple sites, for example, if they are a franchise.
The individual in a company you communicate with during the workflow process. Separate contacts can be used for different aspects of the workflow process, such as quotes, jobs and invoicing.
Customer credit note
Raise a customer credit note to refund a paid invoice so that the credit value doesn't remain outstanding.
An additional field created for a specific type of card file, workflow or other data entry. Custom fields can be text, list or date fields.
A method of categorising customers. Customer groups can be used for search filters and reporting.
A method of categorising customers. Customer profiles can be used for search filters and reporting.
In Simpro Premium you can create and store up to three database backups at once. A database backup is a copy of all your database information (excluding attachments) and can be restored to revert your database to a previous state.
Simpro Premium Data Feed is a paid add-on that extracts data from emails and attached documents to automatically generate workflows in your Simpro Premium build.
A partial payment for a job, such as a down payment before the work begins.
A type of purchase order where the required item/s are specified in the Description rather than added from the catalogue.
The storage device or job that an item has been ordered to.
An editable form created with blocks for large projects and tenders.
If you have files you want to make accessible to all Simpro Premium users, upload these files in Documents Forms Setup so they are available to view and download from the Documents menu.
Simpro's digital forms system. Design and manage your own forms in the eForms portal, and complete and submit your forms on a mobile device with the eForms app.
Potential costs calculated in a quote or job that are not yet committed or actualised. Estimated labour costs are calculated from labour rates and estimated material costs are the total cost of all items in the Parts table.
The export of data from Simpro Premium into a file format or to an accounting package. Search results and data in tables is exported to a spreadsheet. Transactions are exported to an accounting package.
Criteria for failing a customer asset when recording test results.
A method for grouping catalogue items used regularly or from a specific supplier.
A term used in Form Builder to represent data to be populated on a generated quote form. Fields are enclosed in curly brackets, preceded by a dollar sign.
Flat rate pre-build
A pre-build with a pre-determined sell price, regardless of the material and labour costs involved.
An interface that allows you to create and edit form templates.
In a quote or job, the Gantt Chart tab visualises the progress of the project in a timeline with rows for cost centres and tasks.
A method of finding a mobile user's location when they are using Simpro Connect.
Accessed through the Help menu, the Ideas Portal is a place to submit and vote on feature ideas to be added to Simpro Premium.
The process where data is transferred into Simpro Premium from an external source, either from accounting packages, supplier catalogues or spreadsheets.
AU, NZ, UK: Stock. Materials currently in your storage devices. Not to be confused with the catalog.
AU, NZ, UK: A routine count of your inventory (AU, NZ, UK: stock) currently in storage, or a correction made to your stock levels to rectify errors and improve stock value reporting.
The tracking of inventory movements and cost of goods sold in Simpro Premium and an accounting package.
Labour fit times
Multipliers that help estimate additional labour required. For example, if a site has small ceiling space or concrete walls, or other conditions that will make the work take longer, use a fit time that multiplies the time by a set amount.
The sum of an employee's hourly rate, employment cost and company overhead. For example, if an employee is paid $25 an hour, the cost of their employment is $20 an hour and the overhead is $30 an hour, the Labour Cost Rate should be $75 an hour.
A potential customer not yet associated with a quote, job, or invoice.
Linked change order
US: Linked variation. An add-on or extra works requested by the customer that fall outside the scope of estimation. This creates a new job (or quote if required) that is invoiced separately from the original job.
Catalogue items that have been linked together for the purposes of searching.
AU, NZ, UK: Linked change order. An add-on or extra works requested by the customer that fall outside the scope of estimation. This creates a new job (or quote if required) that is invoiced separately from the original job.
Used in Form Builder to add fields of repeating data, such as section and cost centre information.
An add-on that tracks customer assets and alerts you when they are due to be serviced.
The percentage difference between sell price and profit.
The percentage difference between sell price and actual cost.
A way to give different levels of discounts to regular customers.
Minimum pack quantity
The number of items that are delivered in a pack when ordered from a supplier.
Minimum stock level
When an item in stock (US: inventory) falls below this level, you will receive an alert to restock it.
A Simpro Premium build comprised of multiple companies / franchises.
MYOB AccountRight Live
AU and NZ only: A cloud-based accounting package available to integrate with Simpro Premium.
If you use NetSuite as your accounting package, integrate with Simpro Premium to send transactions and cardfile information directly from Simpro Premium to NetSuite.
The price of an item when purchased from a supplier. Also called cost price.
A method of issuing email or SMS messages regularly, or when workflow requirements have been met.
One off item
Billable or non-billable items not necessarily added to the catalogue. These could be travel costs or specialised tools engineered for a specific job.
When a customer is placed on stop, you cannot create any new jobs, quotes, recurring jobs or recurring quotes for them.
An online document editor which is used as base to create the Form Builder interface.
Used in Simpro Mobile. A collection of parts and labour that becomes and corresponds to a cost centre in Simpro Premium.
Simpro Premium integrates with both your Outlook email and calendar. When you integrate with Outlook Calendar, you can see your Simpro Premium calendar appointments in Outlook and your Outlook calendar appointments in your Simpro Premium schedule. When you integrate with Outlook Email, you can easily create new Simpro Premium contacts, leads and notes from within your Outlook emails.
The costs required to run a business, including rent, accounting fees, marketing, vehicles, internal staff and management wages, and other costs. In Simpro Premium, this figure should be consistent across System Setup and your employee card files.
A type of payment that your business accepts, such as cash, credit card, vouchers etc.
Plant & equipment
Equipment that your business owns and maintains, such as vehicles, mobile devices, machinery, specific tools and more.
A blank purchase order created for technicians to use to purchase from a supplier. Items are then added prior to receipting.
Pop up notifications
Enable pop-up notifications to receive an on-screen notification whenever an important event is triggered in Simpro Premium.
A menu option in Form Builder used to access the fields' list.
An assembly of materials and / or labour to be added to a quote or job as a single billable item.
An employee who has been selected as a preferred technician can be added as such to a customer, site, customer asset or asset service level. The selected employee will be selected preferentially when creating jobs.
A way to encourage customers to buy larger quantities of items by applying discounts based on the quantity purchased. Used in Simpro Premium to control markups.
Labour purchased and paid for prior to a job being performed. Prepaid labour is similar to using gift vouchers. Invoices are sent and charged against prepaid time purchased.
A medium to large job with multiple stages. You can then create progress claims (US: progress invoice) to invoice the customer for part of the job, for example, when a stage has been completed.
A cloud-based accounting package available to integrate with Simpro Premium in Australia, Singapore, New Zealand, the United Kingdom and the United States.
Quick Help is a tool in Simpro Premium that gives you quick knowledge on new features. Hover over the icon to learn more information.
Quote and Sales Module
A module within Simpro Mobile, used for creating and presenting quotes to sell to customers.
Actions to be taken when a customer asset fails an inspection / maintenance service level.
A regular financial record independent of existing jobs in your system. This is typically used for regular billable services provided for the customer, such as security monitoring or planned maintenance.
A job template for multiple use, where you can set the frequency of the job to receive an alert when the job is next due to be created.
On the dashboard, reminders display scheduled or due follow-ups, tasks, leads, quotes, jobs, and activities.
Request for claim
A progress claim (US: progress invoice) that requires approval from your customer. This is not posted to your accounting package, so that if your customer rejects the request you do not need to void the claim.
The collective name for employees, contractors and plant items, which can all be scheduled.
A time that a job is required to be started by. Depending on the industry these could be set up as same day response, 48 hours or any time required to be on site.
The number of items to order to restock an item when it falls below its minimum stock level.
AU, NZ, UK: Retention. A portion of your payment withheld either from you by the customer, or from a contractor by your business until the project is completed to specific standards.
US: Retainage. A portion of your payment withheld either from you by the customer, or from a contractor by your business until the project is completed to specific standards.
A chronological list of scheduled quotes, jobs or activities generated in Simpro Premium.
Keep track of actual costs and manage types of time worked. For example, you may wish to create schedule rates for various levels of overtime, leave and activities.
Preset text that can be selected and automatically added to any communications emailed from Simpro Premium, including quotes, jobs, and more.
Provides access to various features within Simpro Premium. For example, not all employees require access to system defaults, so a security group could be set up to restrict access to system defaults.
An additional charge added to a job or quote, such as a call-out fee including or excluding labour.
A standard do-and-charge or time and materials job.
The frequency of a regular asset servicing.
In Simpro Mobile, use the Service module in the field to access current project information and manage quote / job work in real time.
An estimation of work to be performed, including parts and labour. Create quotes for 'do and charge' jobs, or service quotes, in Simpro Premium. Technicians can also create service quotes in the field with Simpro Mobile.
Simpro Premium Point of Sale is a point of sale system that allows you to scan or choose what you are selling and then process the transaction.
An add-on that helps you remotely monitor the performance of assets on sites by using sensors to detect faults.
Simpro's Learning Toolbox
The Simpro's Learning Toolbox is a resource included with your Simpro Premium licence, and offers self-paced learning materials on various Simpro Premium features and functionality.
Simpro's mobility application, containing the Quote and Sales Module.
NZ only: An extension that allows Simpro Premium and Connect users to process credit card payments online.
Simpro's live vehicle tracking software, involving GPS trackers installed in vehicles.
The physical location where a job is performed.
Simpro Premium's built-in short messaging service, allowing you to send text messages to customers and employees.
A Sender Policy Framework record is set up by your domain host or IT administrator to allow specific programs (in this case Simpro Premium) to send emails on your behalf. This ensures that your contacts are actually receiving emails sent to them from Simpro Premium.
The price of an item when purchased individually, instead of in bulk.
Square is a third-party software and hardware for processing credit card payments. You can integrate Simpro Premium with Square to process credit card payments in Simpro Premium.
Standard price pre-build
A pre-build that calculates the price based on materials and labour. The price of individual components can be changed to affect the total price.
Colour-coded statuses that provide a more detailed breakdown of your workflow than stages. You can customise status codes to suit your workflow and assign them to automatic triggers.
AU only: Small-scale Technology Certificates, an Australian Government rebate used in conjunction with the renewable energy sector.
US: Inventory. Materials currently in your storage devices. Not to be confused with the catalogue.
US: Inventory count. A correction made to your stock levels to rectify errors and improve stock value reporting.
With the Stock module in Simpro Mobile, you can create purchase order numbers that are assigned directly to stock rather than assigning it to a job, without requiring access to the Service module.
US: Inventory count. A routine count of your stock (US: inventory) currently in storage.
A location / vehicle / building where stock (US: inventory) is stored.
A list of items required for a job that is used to compare pricing from different suppliers.
A method for categorising jobs, quotes and customers.
Take off template
A combination of materials and labour commonly used together. Although similar to pre-builds, take off templates can include catalogue items, pre-builds, service fees, labour rates, one off items and other take off templates. The individual components are displayed separate items on the job or quote.
Simpro Takeoffs is a paid add-on. You can create takeoff estimates quickly and easily using drawing tools to add items to your plans.
An interactive to-do list assigned to an employee, related to a specific customer.
A collection of tasks that can be added together to a job.
Tax code member
US only: A tax code that has been added to another tax code.
US only: The Taxify integration allows you to easily calculate tax on quotes, jobs, recurring jobs and recurring invoices, based on site addresses.
A group of employees, contractors and / or plant items that can be scheduled as one unit.
Can be created and edited in the Form Builder, and are used to generate forms such as quotes.
Customisable fields in addition to pass / fail test results, used for more detailed maintenance programs. For example, voltage, pressure, temperature, and other readings.
In Simpro Mobile, the Timesheet module allows technicians to distribute and record scheduled labour time while on the job.
The standard sell price of a supplier, excluding trade or account discounts.
Trade split quantity
The quantity of items required to purchase the item for the trade price instead of the split price.
Units of measurement
A way of defining what quantities items are sold in, such as metres, and if they can be sold as fractions of a whole quantity.
The licence required to be able to log in to Simpro Premium.
Universal Product Code. An exclusively numeric code used for tracking trade items.
US: Change order. An add-on or extra work requested by the customer that falls outside of the scope of estimation. This creates a separate cost centre that is invoiced with, or separately from the job, depending on the type of variation.
AU only: Victorian Energy Efficiency Certificates, a Victorian state government scheme for the renewable energy sector.
Voice over Internet Protocol. Integrate Simpro Premium with your VoIP service to make and receive phone calls in Simpro Premium.
Walk Me Through
A learning resource available in Simpro Premium that gives you step-by-step instructions for workflows.
A formal request for a contractor to provide a job to your customer on your behalf. Also known as a contractor job.
A cloud-based accounting package available to integrate with Simpro Premium in Australia, New Zealand, the United Kingdom and the United States.
With the Simpro Premium Zapier integration, you can integrate Simpro Premium with hundreds of other software applications.
A designated area or territory that can assist in scheduling and reporting.