To load quotes or jobs from your simPRO database:

1. Click the Work tab.
2. Select Quotes or Jobs.
3. Select Scheduled or Not Scheduled and select the date range.
4. Under Due Date, select the date range.
5. Narrow down your search by using the filters:
   • Cost Centres
   • Status
   • Technician
   • Business group
   • Zone.
6. Click More filters to filter by:
   • SalesPerson
   • Project Manager
   • Customer Groups
   • Customer Profile
   • Job Type.
7. Select your date range and relevant cost centres.
8. Click Search.

simTRAC now connects with simPRO and load all jobs or quotes within the specified date range. View job details by clicking a job in the list or by clicking the pin on the map.

Click the arrow under your company name to change the search filter.

To load sites from your simPRO database:

1. Click the Work tab.
2. Select Sites.
3. Click Search.
4. Select the size and site type from the drop-down lists at the bottom of the Work tab and click Save Sites to create the sites on the map.

These sites remain on the map even when simTRAC is not connected to simPRO.

Incorrect addresses

If there is a line through a site name in the results list, this means that Google has been unable to locate that specific address. This may be because the wrong address has been entered into simPRO and then imported into simTRAC.

Hover over the site name to locate any close matches. You can select another address to pin the job in the correct place.

To edit the site address, go to Settings > Manage Geofences and Sites and click the edit icon.

If you have integrated simTRAC with simPRO, you can link your simPRO sites to your simTRAC sites and have them update automatically instead of importing or editing them manually.

To integrate simPRO sites with simTRAC:

1. Log in to simPRO.
2. Go to System Setup > Defaults > Extensions.
3. Under Tracking Extensions > simTRAC, select On.
4. Click Connect to simTRAC.
5. Enter your simTRAC username and password.
6. Select a Default Radius for all the sites you create in simPRO.
   • Click Update List to view all the updated options.
7. If you want to send newly-created sites to simTRAC automatically, select the Send sites automatically when they are created or updated check box.
   • Alternatively, clear the check box to manually Send sites to simTRAC.
8. Click Save.

Sites deleted in simPRO are not deleted in simTRAC even if they are linked.

Only sites you create manually can be sent automatically to simTRAC. Sites are not automatically linked if they have been:

• imported into simPRO through the site import or through a third-party API
• created through the customer portal. Learn more in View, edit, and create sites.
• created when creating a customer. Learn more in Create a customer.
• created in Connect. Learn more in Create a customer or lead .
• created from an initial import from the accounting link
• imported into simTRAC in the Work tab. Learn more in Load sites.

If you have Garmin navigation units in your vehicles, you can send job details directly to vehicles from simPRO.

Set up messaging in simPRO

To enable simTRAC messaging from simPRO:

1. Log in to simPRO.
2. Go to System Setup >Defaults > Extensions.
3. Under Tracking Extensions > simTRAC, select On.
4. Click Connect to simTRAC.
5. Enter your simTRAC username and password.
6. Click Save.

You need to assign each vehicle to the relevant employee or contractor using your employee cards in simPRO.

To assign a vehicle to an employee or contractor :

1. Go to People > Employees / Contractors and click the name of an employee / contractor.
2. Under Profile > Details > Vehicle Registration, click Connect to simTRAC.
3. Log in to simTRAC.
4. Under Vehicle Registration, select the vehicle you want to assign.
5. Click Save.

To send job details to vehicles, you need access to the correct security group.

To allow a security group to send job details:

1. Go to System > Setup > System Setup > Security Groups.
2. Click the security group you want to have access.
3. Under Permissions, click the Schedules tab.
4. Select the Send Vehicle check box.
5. Click Save or Finish.

Send a message from simPRO

To send a message from simPRO:

1. Go to Schedules > Day / Week View.
2. Right-click a schedule for an employee / contractor who has a vehicle assigned.
3. Hover over Send and click Vehicle.

The driver's navigator receives all job details as a message.