# Simpro Help Guide

> Official product documentation for Simpro, a field service management platform for trade and service businesses. Sections are split by platform: Simpro Premium (the browser-based office application), Simpro Mobile (the technician app for iOS and Android), Lightning (the AI and automation layer that spans both), and the standalone products Simtrac, Digital Forms, and eForms.

The Simpro Help Guide covers Simpro Premium, Simpro Mobile, Lightning, and related products including Simtrac, Digital Forms, eForms, Maintenance Planner, Data Feed, Takeoffs, and simPOS. Every section below begins with its top-level overview page, so start from that link and follow the more specific articles beneath it. Choose the platform section that matches where the user is working: office and administration tasks live under Simpro Premium, on-site technician tasks under Simpro Mobile. Several Lightning features (JobReady, JobScribe, JobBrief, GPS Time Tracking) are used inside Simpro Mobile but are documented under Lightning. Content can vary by region, product licence, security group, and enabled add-ons. Prefer the most recently updated help article when release-specific instructions differ.

## Product Overviews

Top-level entry points. Each links to the full documentation tree for that product or guide area.

- [Products](https://helpguide.simprogroup.com/articles/#!help-guide/i-products): Index of every Simpro product covered by this help guide.
- [Simpro Premium](https://helpguide.simprogroup.com/articles/#!help-guide/i-service-enterprise): Top-level hub for the browser-based Simpro Premium application.
- [Simpro Mobile](https://helpguide.simprogroup.com/articles/#!help-guide/i-simpromobile): Top-level hub for the Simpro Mobile technician app.
- [Lightning](https://helpguide.simprogroup.com/articles/#!help-guide/lightning): Top-level hub for Simpro's AI and automation features.
- [Simtrac](https://helpguide.simprogroup.com/articles/#!help-guide/i-simtrac): Top-level hub for Simtrac fleet tracking.
- [Simpro Digital Forms](https://helpguide.simprogroup.com/articles/#!help-guide/i-simpro-digital-forms): Top-level hub for Simpro Digital Forms.
- [eForms](https://helpguide.simprogroup.com/articles/#!help-guide/i-eforms): Top-level hub for the eForms product.
- [Getting Started](https://helpguide.simprogroup.com/articles/#!help-guide/getting-started): Top-level hub for implementation and initial configuration.
- [Resources](https://helpguide.simprogroup.com/articles/#!help-guide/i-faqs): Top-level hub for FAQs, troubleshooting, glossary, and support.
- [Release Notes](https://helpguide.simprogroup.com/articles/#!help-guide/release-notes): Top-level hub for release notes across all Simpro products.

## Simpro Premium (Web): Overview and Navigation

- [Simpro Premium](https://helpguide.simprogroup.com/articles/#!help-guide/i-service-enterprise): Overview page for the Simpro Premium web application.
- [How to Navigate Simpro Premium](https://helpguide.simprogroup.com/articles/#!help-guide/navigate-simpro): Overview of moving around the Simpro Premium interface.
- [Quick Navigation](https://helpguide.simprogroup.com/articles/#!help-guide/quick-navigation): Find key areas quickly.
- [How to Access Simpro Premium](https://helpguide.simprogroup.com/articles/#!help-guide/accessing-simpro): Sign in to the web application and manage access.
- [How to Use the Dashboard](https://helpguide.simprogroup.com/articles/#!help-guide/simpro-dashboard): Read and customise the Simpro Premium dashboard.
- [How to View Alerts](https://helpguide.simprogroup.com/articles/#!help-guide/alerts): Review system alerts raised against your build.
- [How to View Pop Up Notifications](https://helpguide.simprogroup.com/articles/#!help-guide/popup-notifications): Understand in-app notifications.
- [How to Search Simpro Premium Data](https://helpguide.simprogroup.com/articles/#!help-guide/search-simpro-data): Find records across the application.
- [How to Organise Simpro Premium Data](https://helpguide.simprogroup.com/articles/#!help-guide/organise-simpro-data): Sort, filter, and arrange list views.
- [How to Work on Multiple Projects](https://helpguide.simprogroup.com/articles/#!help-guide/working-on-multiple-projects): Switch between concurrent pieces of work.
- [How to Hand Over Access](https://helpguide.simprogroup.com/articles/#!help-guide/handover-access): Transfer a locked record to another user.
- [Standard Workflows](https://helpguide.simprogroup.com/articles/#!help-guide/standard-workflows): Follow the end-to-end lead, quote, job, and invoice workflow.

## Simpro Premium (Web): Getting Started and Implementation

- [Getting Started](https://helpguide.simprogroup.com/articles/#!help-guide/getting-started): Overview page for implementation, initial configuration, and core concepts.
- [Before You Begin](https://helpguide.simprogroup.com/articles/#!help-guide/before-you-begin): Review prerequisites before configuring Simpro Premium.
- [The Basics](https://helpguide.simprogroup.com/articles/#!help-guide/the-basics): Learn the essential concepts and common workflows.
- [How to Set Up Company Information](https://helpguide.simprogroup.com/articles/#!help-guide/set-up-company-information): Set company details, branding, and contact information.
- [Set Up Your Workflow](https://helpguide.simprogroup.com/articles/#!help-guide/set-up-your-workflow): Configure Simpro Premium to match business processes.
- [Set Up Your Data](https://helpguide.simprogroup.com/articles/#!help-guide/setting-up-your-data): Prepare and load initial business data.
- [Post-Implementation Guide](https://helpguide.simprogroup.com/articles/#!help-guide/post-implementation-guide): Next steps after go-live.

## Simpro Premium (Web): People and Customers

- [About People](https://helpguide.simprogroup.com/articles/#!help-guide/about-people): Overview page for customer, site, supplier, employee, contractor, and contact records.
- [How to Manage Customers](https://helpguide.simprogroup.com/articles/#!help-guide/manage-customers): Create and maintain customer records and related information.
- [How to Manage Sites](https://helpguide.simprogroup.com/articles/#!help-guide/manage-sites): Create sites and assign preferred technicians.
- [How to Manage Suppliers](https://helpguide.simprogroup.com/articles/#!help-guide/manage-suppliers): Set up suppliers used for purchasing and catalogue pricing.
- [How to Manage Contacts](https://helpguide.simprogroup.com/articles/#!help-guide/manage-contacts): Maintain contacts linked to customers, sites, and suppliers.
- [How to Manage Employees](https://helpguide.simprogroup.com/articles/#!help-guide/manage-employees): Configure employee records, licences, and operational details.
- [How to Manage Contractors](https://helpguide.simprogroup.com/articles/#!help-guide/manage-contractors): Set up contractors, work orders, and contractor invoices.
- [About Memberships](https://helpguide.simprogroup.com/articles/#!help-guide/memberships): Sell, allocate, and apply customer memberships.
- [How to Set Up the Customer Portal](https://helpguide.simprogroup.com/articles/#!help-guide/customer-portal): Give customers self-service access to their jobs and invoices.
- [How to Set Up the Employee Portal](https://helpguide.simprogroup.com/articles/#!help-guide/employee-portal): Give employees access to schedules and timesheets.
- [How to Set Up the Contractor Portal](https://helpguide.simprogroup.com/articles/#!help-guide/contractor-portal): Give contractors access to assigned work orders.
- [Manage Users and Seats](https://helpguide.simprogroup.com/articles/#!help-guide/manage-users-and-seats): Administer user access and licensed seats.

## Simpro Premium (Web): Leads, Quotes, and Jobs

- [How to View Quotes](https://helpguide.simprogroup.com/articles/#!help-guide/view-quotes): Overview page for finding and managing existing quotes.
- [How to Manage Existing Jobs](https://helpguide.simprogroup.com/articles/#!help-guide/managing-existing-jobs): Overview page for finding and maintaining existing jobs.
- [How to Create a Lead](https://helpguide.simprogroup.com/articles/#!help-guide/create-a-lead): Capture, convert, and close sales leads.
- [How to Create a Service Quote](https://helpguide.simprogroup.com/articles/#!help-guide/service-quotes): Build and issue service quotes.
- [How to Use the Breakdown Table in Quotes](https://helpguide.simprogroup.com/articles/#!help-guide/breakdown-table): Add labour, materials, and adjustments to a quote.
- [How to Convert a Quote](https://helpguide.simprogroup.com/articles/#!help-guide/convert-a-quote): Turn an approved quote into a job.
- [How to Create a Service Job](https://helpguide.simprogroup.com/articles/#!help-guide/service-jobs): Create and manage service job workflows.
- [How to Create Recurring Jobs](https://helpguide.simprogroup.com/articles/#!help-guide/recurring-jobs): Configure work that repeats on a schedule.
- [How to Use the Breakdown Table in Jobs](https://helpguide.simprogroup.com/articles/#!help-guide/breakdown-table-jobs): Manage estimated and actual job costs.
- [How to Copy Quotes and Jobs](https://helpguide.simprogroup.com/articles/#!help-guide/copying-quotes-and-jobs): Duplicate existing work to save re-entry.
- [How to Import Jobs](https://helpguide.simprogroup.com/articles/#!help-guide/import-jobs): Bulk create jobs from a spreadsheet.

## Simpro Premium (Web): Projects

- [Projects](https://helpguide.simprogroup.com/articles/#!help-guide/i-projects): Overview page for project quotes, jobs, stages, costs, and progress.
- [How to Create a New Project Quote](https://helpguide.simprogroup.com/articles/#!help-guide/create-a-new-project-quote): Start a project as a quote.
- [How to Structure Your Project](https://helpguide.simprogroup.com/articles/#!help-guide/structure-your-project): Organise project stages, cost centres, and related work.
- [How to Build Your Project](https://helpguide.simprogroup.com/articles/#!help-guide/build-your-project): Add labour, materials, and resources to a project.
- [How to Create a New Project Job](https://helpguide.simprogroup.com/articles/#!help-guide/create-a-new-project-job): Convert or create a project job.
- [How to Manage a Project Job](https://helpguide.simprogroup.com/articles/#!help-guide/manage-project-jobs): Run a project job through delivery.
- [How to Use Variations](https://helpguide.simprogroup.com/articles/#!help-guide/types-of-variations): Manage standard and linked variations.
- [How to Use Change Orders](https://helpguide.simprogroup.com/articles/#!help-guide/types-of-change-orders): Manage standard and linked change orders (US).
- [How to Set Up Retention](https://helpguide.simprogroup.com/articles/#!help-guide/retention): Configure retention on project work.
- [How to Use the Project Overview in Jobs](https://helpguide.simprogroup.com/articles/#!help-guide/project-overview-jobs): Track projected costs, materials, resources, and production.
- [How to Create Advanced Project Jobs](https://helpguide.simprogroup.com/articles/#!help-guide/advanced-project-jobs): Use advanced project job features.

## Simpro Premium (Web): Scheduling and Timesheets

- [About Schedules](https://helpguide.simprogroup.com/articles/#!help-guide/schedule-overview): Overview page for the schedule and resource allocation workflow.
- [How to Set Up Schedule Defaults](https://helpguide.simprogroup.com/articles/#!help-guide/schedule-defaults): Configure scheduling behaviour and defaults.
- [How to Set Up Scheduling Tools](https://helpguide.simprogroup.com/articles/#!help-guide/scheduling-tools): Use Simpro tools to plan and dispatch work.
- [How to Schedule in Day View](https://helpguide.simprogroup.com/articles/#!help-guide/day-view): Dispatch and adjust work day by day.
- [How to Schedule in Week View](https://helpguide.simprogroup.com/articles/#!help-guide/week-view): Plan a week of technician work.
- [How to View Schedules in Month View](https://helpguide.simprogroup.com/articles/#!help-guide/month-view): See longer-range scheduled work.
- [How to Schedule in Project View](https://helpguide.simprogroup.com/articles/#!help-guide/project-view): Schedule resources across project stages.
- [How to Schedule in Manual View](https://helpguide.simprogroup.com/articles/#!help-guide/manual-view): Assign blocks of work manually.
- [How to Schedule in Job Focus View](https://helpguide.simprogroup.com/articles/#!help-guide/how-to-schedule-in-job-focus-view): Schedule around a single job.
- [How to Use Timesheets](https://helpguide.simprogroup.com/articles/#!help-guide/timesheets): Review and approve recorded labour time.
- [How to Use Run Sheets](https://helpguide.simprogroup.com/articles/#!help-guide/run-sheets): Produce daily run sheets for field staff.
- [How to Complete Job Cards](https://helpguide.simprogroup.com/articles/#!help-guide/completing-job-cards-in-simpro): Record work performed against a job.

## Simpro Premium (Web): Invoicing and Payments

- [Invoicing Overview](https://helpguide.simprogroup.com/articles/#!help-guide/invoicing): Overview page for the invoicing workflow.
- [How to Use Invoice Stages](https://helpguide.simprogroup.com/articles/#!help-guide/invoice-stages): Control how and when invoices are raised.
- [How to Create a Tax Invoice](https://helpguide.simprogroup.com/articles/#!help-guide/tax-invoice): Raise a standard tax invoice.
- [How to Set Up Deposits](https://helpguide.simprogroup.com/articles/#!help-guide/how-to-set-up-deposits): Configure and take customer deposits.
- [How to Create a Request for Claim](https://helpguide.simprogroup.com/articles/#!help-guide/request-for-claim): Issue claims on project work.
- [How to Create a Progress Claim](https://helpguide.simprogroup.com/articles/#!help-guide/progress-claim): Invoice progressively against a project.
- [How to Create a Retention Claim](https://helpguide.simprogroup.com/articles/#!help-guide/retention-claim): Release retained amounts.
- [How to Apply Payment to Invoices](https://helpguide.simprogroup.com/articles/#!help-guide/invoice-payments): Record and allocate customer payments.
- [How to Raise a Customer Credit Note](https://helpguide.simprogroup.com/articles/#!help-guide/customer-credit-note): Credit an issued invoice.
- [How to Use Payment Methods](https://helpguide.simprogroup.com/articles/#!help-guide/payment-methods): Configure and use payment methods.
- [How to Manage Accrual of Revenue](https://helpguide.simprogroup.com/articles/#!help-guide/accrual-manage): Accrue revenue on work in progress.
- [How to Manage Deferral of Revenue](https://helpguide.simprogroup.com/articles/#!help-guide/deferral-manage): Defer revenue across periods.

## Simpro Premium (Web): Materials, Stock, and Purchasing

- [About Materials](https://helpguide.simprogroup.com/articles/#!help-guide/about-materials): Overview page for materials, catalogues, pricing, and inventory workflows.
- [How to Use the Catalogue](https://helpguide.simprogroup.com/articles/#!help-guide/catalogue-overview): Maintain the materials catalogue and supplier pricing.
- [How to Manage Purchase Orders](https://helpguide.simprogroup.com/articles/#!help-guide/manage-existing-purchase-orders): Raise, receipt, and reconcile purchase orders.
- [How to Manage Stock](https://helpguide.simprogroup.com/articles/#!help-guide/stock-management-overview): Manage storage devices, transfers, and stock takes.
- [What is Inventory Tracking](https://helpguide.simprogroup.com/articles/#!help-guide/inventory-tracking): Understand how Simpro tracks inventory.
- [How to Create a Pre-Build](https://helpguide.simprogroup.com/articles/#!help-guide/create-a-pre-build): Group materials and labour into reusable pre-builds.
- [How to Create a Take Off Template](https://helpguide.simprogroup.com/articles/#!help-guide/create-a-take-off-template): Build templates for repeatable estimating.
- [How to Set Up Pricing Tiers](https://helpguide.simprogroup.com/articles/#!help-guide/pricing-tiers): Configure customer-specific material pricing.
- [How to Set Up Units of Measurement](https://helpguide.simprogroup.com/articles/#!help-guide/units-of-measurement): Define units used for materials and labour.

## Simpro Premium (Web): Assets, Plant, and Maintenance

- [Customer Assets](https://helpguide.simprogroup.com/articles/#!help-guide/i-customer-assets): Overview page for creating, nesting, testing, and invoicing customer assets.
- [Plant and Equipment](https://helpguide.simprogroup.com/articles/#!help-guide/i-plant-equipment): Overview page for tracking, scheduling, and checking out business-owned plant.
- [About Maintenance Planner](https://helpguide.simprogroup.com/articles/#!help-guide/about-maintenance-planner): Overview page for planning recurring asset maintenance.
- [Set Up Assets](https://helpguide.simprogroup.com/articles/#!help-guide/set-up-assets): Configure customer asset types, service levels, and related defaults.
- [Create Asset Types](https://helpguide.simprogroup.com/articles/#!help-guide/asset-types-maintenance-planner): Define asset types and test criteria.
- [Set Up Maintenance Planner](https://helpguide.simprogroup.com/articles/#!help-guide/set-up-maintenance-planner): Configure Maintenance Planner before use.
- [Set Up Plant and Equipment](https://helpguide.simprogroup.com/articles/#!help-guide/set-up-plant-and-equipment): Configure plant types and defaults.

## Simpro Premium (Web): Reporting

- [Reports](https://helpguide.simprogroup.com/articles/#!help-guide/reports): Overview page for operational and financial reporting.
- [How to Schedule Reports](https://helpguide.simprogroup.com/articles/#!help-guide/schedule-reports): Deliver reports automatically on a schedule.
- [How to Use BI Reporting](https://helpguide.simprogroup.com/articles/#!help-guide/bi-reporting): Build and share business intelligence reports.
- [Job Reports](https://helpguide.simprogroup.com/articles/#!help-guide/i-reports-job): Report on job performance and costs.
- [Profit / Loss Reports](https://helpguide.simprogroup.com/articles/#!help-guide/i-reports-profit-loss): Report on profitability by job, customer, or period.
- [Staff Reports](https://helpguide.simprogroup.com/articles/#!help-guide/i-reports-staff): Report on labour hours and productivity.
- [Asset Reports](https://helpguide.simprogroup.com/articles/#!help-guide/i-reports-assets): Report on customer assets and testing.
- [Mobile Reports](https://helpguide.simprogroup.com/articles/#!help-guide/i-reports-mobile): Report on Simpro Mobile activity.

## Simpro Premium (Web): System Setup

- [System Setup](https://helpguide.simprogroup.com/articles/#!help-guide/i-system-setup): Overview page for company-wide defaults, rates, workflows, and security.
- [How to Create Labour Rates](https://helpguide.simprogroup.com/articles/#!help-guide/labour-rates): Define labour rates used in quoting and costing.
- [How to Create Schedule Rates](https://helpguide.simprogroup.com/articles/#!help-guide/schedule-rates): Configure rates applied to scheduled time.
- [How to Set Up Security Groups](https://helpguide.simprogroup.com/articles/#!help-guide/set-up-security-groups): Control what each user role can see and do.
- [How to Set Up Two-Factor Authentication](https://helpguide.simprogroup.com/articles/#!help-guide/set-up-2fa): Enforce 2FA for account security.
- [How to Use Custom Fields](https://helpguide.simprogroup.com/articles/#!help-guide/custom-fields): Capture additional data on records.
- [How to Use Tags](https://helpguide.simprogroup.com/articles/#!help-guide/tags): Categorise records with tags.
- [How to Use Cost Centres](https://helpguide.simprogroup.com/articles/#!help-guide/cost-centres): Structure work and reporting by cost centre.
- [How to Use Business Groups](https://helpguide.simprogroup.com/articles/#!help-guide/business-groups): Separate reporting across parts of the business.
- [How to Set Up Chart of Accounts](https://helpguide.simprogroup.com/articles/#!help-guide/chart-of-accounts): Map Simpro activity to accounting codes.
- [How to Use Tax Codes](https://helpguide.simprogroup.com/articles/#!help-guide/tax-codes): Configure tax rates and codes.
- [Status Codes and Automatic Triggers](https://helpguide.simprogroup.com/articles/#!help-guide/status-codes-and-automatic-triggers): Drive workflow with statuses and triggers.
- [How to Set Up Notifications](https://helpguide.simprogroup.com/articles/#!help-guide/notifications): Configure system and email notifications.
- [How to Use Response Times](https://helpguide.simprogroup.com/articles/#!help-guide/response-times): Set response times for service work.
- [How to Use Zones](https://helpguide.simprogroup.com/articles/#!help-guide/zones): Group sites geographically for scheduling.
- [How to Create Teams](https://helpguide.simprogroup.com/articles/#!help-guide/teams): Group technicians into schedulable teams.
- [Multi-Company](https://helpguide.simprogroup.com/articles/#!help-guide/multi-company-overview): Run multiple companies in one build.

## Simpro Premium (Web): Admin

- [About Admin](https://helpguide.simprogroup.com/articles/#!help-guide/about-admin): Overview page for defaults, logs, attachments, and tasks.
- [Defaults](https://helpguide.simprogroup.com/articles/#!help-guide/i-defaults): Set system-wide default behaviour.
- [How to Use the User Log](https://helpguide.simprogroup.com/articles/#!help-guide/user-log): Audit user activity.
- [How to Use the Activity Timeline](https://helpguide.simprogroup.com/articles/#!help-guide/activity-timeline): Review the history of changes on a record.
- [How to Use Attachments](https://helpguide.simprogroup.com/articles/#!help-guide/attachments): Attach files to Simpro records.
- [How to Use Tasks](https://helpguide.simprogroup.com/articles/#!help-guide/tasks): Assign and track internal tasks.
- [How to Set Up an SPF Record](https://helpguide.simprogroup.com/articles/#!help-guide/spf-record-setup-for-emails): Configure DNS so Simpro email is delivered.

## Simpro Premium (Web): Forms and Templates

- [Forms Setup](https://helpguide.simprogroup.com/articles/#!help-guide/i-forms-setup): Overview page for customisable Simpro forms.
- [How to Set Up Forms](https://helpguide.simprogroup.com/articles/#!help-guide/forms-setup): Configure form templates and branding.
- [Lead, Quote and Job Forms](https://helpguide.simprogroup.com/articles/#!help-guide/lead-quote-job-forms): Customise customer-facing sales forms.
- [Invoice and Statement Forms](https://helpguide.simprogroup.com/articles/#!help-guide/invoice-statement-forms): Customise invoices and statements.
- [Maintenance and Asset Forms](https://helpguide.simprogroup.com/articles/#!help-guide/maintenance-asset-forms): Customise asset and maintenance documentation.
- [Supplier Quote and Purchase Order Forms](https://helpguide.simprogroup.com/articles/#!help-guide/supplier-quote-purchase-order-forms): Customise purchasing documents.
- [Technician Forms](https://helpguide.simprogroup.com/articles/#!help-guide/technician-forms): Customise job cards and field paperwork.
- [How to Use Form Builder Templates](https://helpguide.simprogroup.com/articles/#!help-guide/form-builder-templates): Build reusable templates in Form Builder.

## Simpro Premium (Web): Utilities, Data, and Accounting

- [About Utilities](https://helpguide.simprogroup.com/articles/#!help-guide/about-utilities): Overview page for import, export, backup, and toolkit utilities.
- [How to Import Data into Simpro Premium](https://helpguide.simprogroup.com/articles/#!help-guide/import-overview): Import records in bulk.
- [How to Export Simpro Premium Data](https://helpguide.simprogroup.com/articles/#!help-guide/export-simpro-data): Extract data for external use.
- [How to Manage Database Backups](https://helpguide.simprogroup.com/articles/#!help-guide/database-backups): Request and manage database backups.
- [How to Use the Business Toolkit](https://helpguide.simprogroup.com/articles/#!help-guide/business-toolkit): Use business planning and costing tools.
- [Simpro Premium Accounting Setup](https://helpguide.simprogroup.com/articles/#!help-guide/i-accounting-link): Overview page for connecting and configuring the accounting link.
- [How to Use Simpro Premium SMS](https://helpguide.simprogroup.com/articles/#!help-guide/use-simpro-sms): Send SMS from Simpro Premium.

## Simpro Premium (Web): Integrations

- [Integrations](https://helpguide.simprogroup.com/articles/#!help-guide/i-integrations): Overview page for supported third-party integrations.
- [How to Set Up Single Sign-On](https://helpguide.simprogroup.com/articles/#!help-guide/sso-overview): Configure SSO for user access.
- [About Gmail Integration](https://helpguide.simprogroup.com/articles/#!help-guide/about-gmail): Connect Gmail for email sending and tracking.
- [About Outlook Integrations](https://helpguide.simprogroup.com/articles/#!help-guide/about-outlook-integrations): Connect Outlook email to Simpro.
- [About Office 365 Integration](https://helpguide.simprogroup.com/articles/#!help-guide/about-office-365-integration): Connect Office 365 to Simpro.
- [About Google Calendar Integration](https://helpguide.simprogroup.com/articles/#!help-guide/about-google-calendar-integration): Sync schedules with Google Calendar.
- [About Zapier](https://helpguide.simprogroup.com/articles/#!help-guide/about-zapier): Automate workflows between Simpro and other apps.
- [About VoIP](https://helpguide.simprogroup.com/articles/#!help-guide/about-voip): Link phone systems for call tracking.
- [About Honeywell](https://helpguide.simprogroup.com/articles/#!help-guide/about-honeywell): Connect Honeywell devices and services.
- [Delight](https://helpguide.simprogroup.com/articles/#!help-guide/about-delight): Collect customer feedback and reviews with Delight.
- [About Taxify - US Only](https://helpguide.simprogroup.com/articles/#!help-guide/about-taxify): Automate US sales tax calculation.

## Simpro Premium (Web): Add-ons

Optional products licensed on top of Simpro Premium. The standalone products with their own apps are listed under Other Products.

- [Add-Ons](https://helpguide.simprogroup.com/articles/#!help-guide/i-add-ons): Overview page for optional Simpro products and features.
- [About Simpro Data Feed](https://helpguide.simprogroup.com/articles/#!help-guide/about-simpro-data-feed): Import structured information into supported Simpro workflows.
- [About Simpro Takeoffs](https://helpguide.simprogroup.com/articles/#!help-guide/about-simpro-takeoffs): Estimate from digital plans with Takeoffs.
- [About simPOS](https://helpguide.simprogroup.com/articles/#!help-guide/about-simpos): Sell over the counter with simPOS.
- [About Simpro SMS](https://helpguide.simprogroup.com/articles/#!help-guide/about-simpro-sms): Enable and manage the SMS add-on.
- [Fast Cash AR Agent](https://helpguide.simprogroup.com/articles/#!help-guide/fast-cash-ar-agent): Automate accounts receivable follow-up.

## Simpro Mobile: Overview, Setup, and Administration

Configured in Simpro Premium by administrators, applied to the Simpro Mobile app used by field staff.

- [Simpro Mobile](https://helpguide.simprogroup.com/articles/#!help-guide/i-simpromobile): Overview page for the Simpro Mobile technician app.
- [Set Up Simpro Mobile](https://helpguide.simprogroup.com/articles/#!help-guide/set-up-mobile): Prepare Simpro Premium and devices for mobile use.
- [Simpro Mobile Settings](https://helpguide.simprogroup.com/articles/#!help-guide/simpro-mobile-overview): Configure app behaviour and available modules.
- [Simpro Mobile Setup Page](https://helpguide.simprogroup.com/articles/#!help-guide/mobile-setup-page): Manage mobile setup options in Simpro Premium.
- [How to Set Up Simpro Mobile Security Groups](https://helpguide.simprogroup.com/articles/#!help-guide/mobile-security-group): Control what technicians can access in the app.
- [How to Set Up Audits](https://helpguide.simprogroup.com/articles/#!help-guide/simpro-mobile-audits): Configure mobile audit requirements.
- [How to Set Up Statuses](https://helpguide.simprogroup.com/articles/#!help-guide/simpro-mobile-statuses): Define statuses technicians can apply in the field.
- [How to Manage Mobile Attachments](https://helpguide.simprogroup.com/articles/#!help-guide/manage-mobile-attachments): Add and manage files and photos from mobile workflows.
- [How to Use Reminders in Mobile](https://helpguide.simprogroup.com/articles/#!help-guide/mobile-reminders): Prompt technicians to complete required steps.
- [Mobile Notifications](https://helpguide.simprogroup.com/articles/#!help-guide/notifications-mobile): Configure push notifications for field staff.

## Simpro Mobile: Service and Field Workflows

- [Service Module](https://helpguide.simprogroup.com/articles/#!help-guide/service-module-overview): Overview page for the technician service workflow in the app.
- [How to Manage Service Schedule](https://helpguide.simprogroup.com/articles/#!help-guide/service-schedule): View and work through assigned jobs.
- [How to Create a Job](https://helpguide.simprogroup.com/articles/#!help-guide/service-create-job): Raise a job on site.
- [How to Complete a Scheduled Job](https://helpguide.simprogroup.com/articles/#!help-guide/service-complete-job): Record work, materials, and sign-off on site.
- [Create Quotes in Mobile](https://helpguide.simprogroup.com/articles/#!help-guide/create-a-quote): Quote work from the field.
- [How to Complete a Scheduled Quote](https://helpguide.simprogroup.com/articles/#!help-guide/service-complete-quotes): Finish and submit a quote on site.
- [How to Manage Times](https://helpguide.simprogroup.com/articles/#!help-guide/service-times): Record labour time against service work.
- [How to CLOCK ON and CLOCK OFF](https://helpguide.simprogroup.com/articles/#!help-guide/service-clockonoff): Start and stop time on a job.
- [How to Schedule an Activity](https://helpguide.simprogroup.com/articles/#!help-guide/service-activity): Log non-job activities.
- [How to Manage Allocated Stock](https://helpguide.simprogroup.com/articles/#!help-guide/stock-allocation): Use stock allocated to a technician or vehicle.
- [How to Invoice a Job](https://helpguide.simprogroup.com/articles/#!help-guide/service-invoice-job): Invoice on site at completion.
- [How to Apply Payments](https://helpguide.simprogroup.com/articles/#!help-guide/service-payments): Take customer payment in the field.
- [How to Manage Assets](https://helpguide.simprogroup.com/articles/#!help-guide/view-assets): View customer assets while on site.
- [How to Test Assets](https://helpguide.simprogroup.com/articles/#!help-guide/test-assets): Complete asset tests and record results.
- [Defect Management Mobile](https://helpguide.simprogroup.com/articles/#!help-guide/defect-management-mobile): Raise and manage defects from the field.
- [Speech-to-Text](https://helpguide.simprogroup.com/articles/#!help-guide/speech-to-text): Dictate notes instead of typing.

## Simpro Mobile: Quotes and Sales

- [Quote and Sales Module](https://helpguide.simprogroup.com/articles/#!help-guide/sales-module-overview): Overview page for the mobile sales workflow.
- [How to Manage Schedule and Drafts](https://helpguide.simprogroup.com/articles/#!help-guide/sales-schedule-drafts): Work through sales appointments and drafts.
- [Create Quotes and Jobs](https://helpguide.simprogroup.com/articles/#!help-guide/sales-create-quote-job): Create sales quotes and jobs in the app.
- [How to Build Options](https://helpguide.simprogroup.com/articles/#!help-guide/sales-build-options): Build good, better, and best option sets.
- [How to Present Options](https://helpguide.simprogroup.com/articles/#!help-guide/sales-present-options): Present and close options with the customer.

## Simpro Mobile: Timesheets, Stock, Tasks, and Plant

- [Timesheet Module](https://helpguide.simprogroup.com/articles/#!help-guide/timesheet-module-overview): Overview page for mobile time capture.
- [How to Manage Times Schedule](https://helpguide.simprogroup.com/articles/#!help-guide/timesheet-schedule): View scheduled time in the app.
- [How to Create New Time Blocks](https://helpguide.simprogroup.com/articles/#!help-guide/timesheet-create): Add time blocks manually.
- [How to CLOCK ON and CLOCK OFF](https://helpguide.simprogroup.com/articles/#!help-guide/timesheet-clockonoff): Clock on and off from the timesheet module.
- [How to Manage Times Page](https://helpguide.simprogroup.com/articles/#!help-guide/timesheet-times): Review and submit recorded time.
- [Stock Module](https://helpguide.simprogroup.com/articles/#!help-guide/stock-module): Overview page for stock and purchasing in the app.
- [How to Create a PO Number in Mobile](https://helpguide.simprogroup.com/articles/#!help-guide/create-po-number): Raise a purchase order on site.
- [How to Update a Purchase Order](https://helpguide.simprogroup.com/articles/#!help-guide/update-purchase-order): Receipt and amend purchase orders in the field.
- [Tasks Module](https://helpguide.simprogroup.com/articles/#!help-guide/tasks-module): Overview page for managing assigned tasks in the app.
- [How to Manage Tasks](https://helpguide.simprogroup.com/articles/#!help-guide/tasks-job): Work through tasks attached to a job.
- [Plant and Equipment Module](https://helpguide.simprogroup.com/articles/#!help-guide/plant-and-equipment-module): Overview page for checking plant in and out from the field.
- [How to Manage Plant and Equipment](https://helpguide.simprogroup.com/articles/#!help-guide/manage-plant-and-equipment): Record plant usage on site.
- [About Connect](https://helpguide.simprogroup.com/articles/#!help-guide/connect-overview): Use Simpro Mobile Connect.

## Simpro Mobile: Reference

- [Simpro Mobile FAQs](https://helpguide.simprogroup.com/articles/#!help-guide/simpro-mobile-faqs): Answers to common Simpro Mobile questions.
- [Simpro Mobile Release Notes](https://helpguide.simprogroup.com/articles/#!help-guide/simpro-mobile-release-notes): Current and historical changes to Simpro Mobile.
- [Simpro Mobile Archive](https://helpguide.simprogroup.com/articles/#!help-guide/simpro-mobile-archive): Legacy Simpro Mobile documentation retained for older workflows.

## Lightning

Simpro's AI and automation layer. FieldReady and JustAsk are used in the browser; JobReady, JobScribe, JobBrief, and GPS Time Tracking are used inside the Simpro Mobile app.

- [Lightning](https://helpguide.simprogroup.com/articles/#!help-guide/lightning): Overview page for all Lightning features.
- [About Lightning](https://helpguide.simprogroup.com/articles/#!help-guide/about-lightning): What Lightning includes and how it is enabled.
- [How to use FieldReady: AI Training Agent](https://helpguide.simprogroup.com/articles/#!help-guide/how-to-use-fieldready-ai-training-agent): Train field staff with the FieldReady agent.
- [FieldReady FAQs](https://helpguide.simprogroup.com/articles/#!help-guide/fieldready-faqs): Answers to common FieldReady questions.
- [How to use JobReady in Simpro Mobile](https://helpguide.simprogroup.com/articles/#!help-guide/how-to-use-jobready-in-simpro-mobile): Prepare technicians for a job before they arrive (mobile).
- [How to use JobBrief in Simpro Mobile](https://helpguide.simprogroup.com/articles/#!help-guide/how-to-use-jobbrief-in-simpro-mobile): Generate an AI job briefing on site (mobile).
- [How to use JobScribe in Simpro Mobile](https://helpguide.simprogroup.com/articles/#!help-guide/how-to-use-jobscribe-in-simpro-mobile): Turn spoken notes into job documentation (mobile).
- [How to use GPS Time Tracking in Simpro Mobile](https://helpguide.simprogroup.com/articles/#!help-guide/how-to-use-gps-time-tracking-in-simpro-mobile): Capture time automatically from technician location (mobile).
- [How to Use Two-Way Messaging](https://helpguide.simprogroup.com/articles/#!help-guide/two-way-sms): Message customers and technicians in both directions.
- [About JustAsk: Business Intelligence](https://helpguide.simprogroup.com/articles/#!help-guide/justask): Overview page for asking natural-language questions of Simpro data.
- [JustAsk Quick Start](https://helpguide.simprogroup.com/articles/#!help-guide/justask-quick-start): Get started with JustAsk.
- [How to use JustAsk Workbooks](https://helpguide.simprogroup.com/articles/#!help-guide/how-to-use-just-ask-workbooks): Build and share JustAsk workbooks.
- [How to use JustAsk Workspace with Multi-Company](https://helpguide.simprogroup.com/articles/#!help-guide/how-to-use-just-ask-workspace-with-multi-company): Use JustAsk across multiple companies.
- [Extract Custom Fields and Tags from JSON in Workbooks](https://helpguide.simprogroup.com/articles/#!help-guide/extract-custom-fields-from-json-in-workbooks): Work with custom field data in JustAsk workbooks.
- [How to Set Up Skills & Licences (Lightning Only)](https://helpguide.simprogroup.com/articles/#!help-guide/how-to-set-up-skills-licences): Configure skills and licences, available with Lightning only.

## Other Products

Standalone Simpro products with their own applications and release cycles, documented separately from Simpro Premium and Simpro Mobile.

- [Simtrac](https://helpguide.simprogroup.com/articles/#!help-guide/i-simtrac): Overview page for Simtrac fleet tracking.
- [About Simtrac](https://helpguide.simprogroup.com/articles/#!help-guide/simtrac-overview): Track fleet vehicles and related activity with Simtrac.
- [Set Up Simtrac](https://helpguide.simprogroup.com/articles/#!help-guide/set-up-simtrac): Configure vehicles, drivers, sites, geofences, and alerts.
- [How to Integrate Simtrac and Simpro](https://helpguide.simprogroup.com/articles/#!help-guide/simpro-integration): Link Simtrac vehicle data to Simpro Premium.
- [How to Use the Map](https://helpguide.simprogroup.com/articles/#!help-guide/map): Track vehicles live on the Simtrac map.
- [How to View Replays](https://helpguide.simprogroup.com/articles/#!help-guide/replays): Replay historical vehicle movement.
- [How to Set Up Vehicle Maintenance](https://helpguide.simprogroup.com/articles/#!help-guide/simtrac-maintenance-planner): Schedule fleet servicing in Simtrac.
- [Simtrac Reports](https://helpguide.simprogroup.com/articles/#!help-guide/simtrac-reports): Run activity, mileage, overspeed, and run sheet reports.
- [How to Create Report Subscriptions](https://helpguide.simprogroup.com/articles/#!help-guide/report-subscriptions): Schedule Simtrac reports for automatic delivery.
- [Simtrac Troubleshooting](https://helpguide.simprogroup.com/articles/#!help-guide/simtrac-troubleshooting): Diagnose Simtrac device and data issues.
- [Simtrac FAQs](https://helpguide.simprogroup.com/articles/#!help-guide/simtrac-faq): Answers to common Simtrac questions.
- [Simpro Digital Forms](https://helpguide.simprogroup.com/articles/#!help-guide/i-simpro-digital-forms): Overview page for Simpro Digital Forms.
- [About Simpro Digital Forms](https://helpguide.simprogroup.com/articles/#!help-guide/about-digital-forms): Build and manage digital forms for structured field data capture.
- [How to Sign up and Log in](https://helpguide.simprogroup.com/articles/#!help-guide/signup-login): Create and access a Digital Forms account.
- [Default Digital Forms](https://helpguide.simprogroup.com/articles/#!help-guide/default-digital-forms): Use the forms supplied out of the box.
- [How to Manage Digital Forms](https://helpguide.simprogroup.com/articles/#!help-guide/manage-digital-forms): Overview page for building and maintaining forms.
- [How to Build Mobile Forms](https://helpguide.simprogroup.com/articles/#!help-guide/build-mobile-forms): Design forms for use on mobile devices.
- [How to Manage Work Hub](https://helpguide.simprogroup.com/articles/#!help-guide/manage-work-hub): Overview page for dispatching forms and building form workflows.
- [How to Dispatch Forms](https://helpguide.simprogroup.com/articles/#!help-guide/dispatch-forms): Send forms to field staff.
- [Simpro Digital Forms Mobile App](https://helpguide.simprogroup.com/articles/#!help-guide/simpro-digital-forms-mobile-app): Submit forms from the Digital Forms app.
- [How to Manage Submissions](https://helpguide.simprogroup.com/articles/#!help-guide/submissions): Review and export submitted forms.
- [Integrate Simpro Digital Forms with Simpro](https://helpguide.simprogroup.com/articles/#!help-guide/integrate-with-simpro-premium): Connect Digital Forms to Simpro Premium.
- [How to Manage Your Account](https://helpguide.simprogroup.com/articles/#!help-guide/manage-your-account): Overview page for Digital Forms users, groups, and profile settings.
- [eForms](https://helpguide.simprogroup.com/articles/#!help-guide/i-eforms): Overview page for the eForms product.
- [About eForms](https://helpguide.simprogroup.com/articles/#!help-guide/eforms-overview): Introduction to eForms and its components.
- [How to Manage eForms Users](https://helpguide.simprogroup.com/articles/#!help-guide/eforms-user-management): Administer eForms user accounts.
- [How to Set Up eForms Security Groups](https://helpguide.simprogroup.com/articles/#!help-guide/eforms-security-groups): Control eForms access by role.
- [How to Integrate eForms with Simpro Premium](https://helpguide.simprogroup.com/articles/#!help-guide/eforms-simpro-integration): Connect eForms to Simpro Premium.
- [How to Use the eForms Designer](https://helpguide.simprogroup.com/articles/#!help-guide/eforms-form-designer): Build eForms templates.
- [How to Use the eForms Field App](https://helpguide.simprogroup.com/articles/#!help-guide/2eforms-field-app): Complete eForms on a mobile device.
- [How to Manage Submitted Forms](https://helpguide.simprogroup.com/articles/#!help-guide/eforms-portal): Review submissions in the eForms portal.
- [eForms Troubleshooting](https://helpguide.simprogroup.com/articles/#!help-guide/eforms-troubleshooting-and-error-messages): Resolve eForms errors.

## Reference and Support

- [Resources](https://helpguide.simprogroup.com/articles/#!help-guide/i-faqs): Overview page for FAQs, troubleshooting, glossary, and support.
- [Release Notes](https://helpguide.simprogroup.com/articles/#!help-guide/release-notes): Overview page indexing release notes across all Simpro products.
- [Simpro Premium Release Notes](https://helpguide.simprogroup.com/articles/#!help-guide/premium-release-notes): Current and historical Simpro Premium changes.
- [Simpro Digital Forms Release Notes](https://helpguide.simprogroup.com/articles/#!help-guide/digital-forms-release-notes): Current and historical Digital Forms changes.
- [Simtrac Release Notes](https://helpguide.simprogroup.com/articles/#!help-guide/simtrac-release-notes): Current and historical Simtrac changes.
- [Simpro Data Feed Release Notes](https://helpguide.simprogroup.com/articles/#!help-guide/data-feed-release-notes): Current and historical Data Feed changes.
- [Takeoffs Release Notes](https://helpguide.simprogroup.com/articles/#!help-guide/takeoffs-release-notes): Current and historical Takeoffs changes.
- [FAQs](https://helpguide.simprogroup.com/articles/#!help-guide/faqs): Overview page for frequently asked Simpro questions.
- [API FAQs](https://helpguide.simprogroup.com/articles/#!help-guide/api-faqs): Common questions about the Simpro API.
- [Customisation FAQs](https://helpguide.simprogroup.com/articles/#!help-guide/customisation-faq): Common questions about customising Simpro.
- [Multi-Company FAQs](https://helpguide.simprogroup.com/articles/#!help-guide/multi-company): Common questions about running multiple companies.
- [Simpro Premium Takeoffs FAQs](https://helpguide.simprogroup.com/articles/#!help-guide/takeoffs-faqs): Common questions about Takeoffs.
- [Troubleshooting](https://helpguide.simprogroup.com/articles/#!help-guide/troubleshooting): Overview page for diagnostic and issue-resolution guidance.
- [Simpro Glossary](https://helpguide.simprogroup.com/articles/#!help-guide/simpro-glossary): Definitions of terminology used throughout Simpro.
- [Help and Support](https://helpguide.simprogroup.com/articles/#!help-guide/help-and-support): Overview page for assistance and support resources.
- [Simpro's Learning Toolbox](https://helpguide.simprogroup.com/articles/#!help-guide/simpro-learning-toolbox): Access training courses and materials.
- [How to Use the Helpdesk](https://helpguide.simprogroup.com/articles/#!help-guide/how-to-use-the-help-desk): Raise and track support tickets.
- [How to Use the Customer Hub](https://helpguide.simprogroup.com/articles/#!help-guide/customer-hub): Manage your Simpro account and subscription.
- [Product Roadmap](https://helpguide.simprogroup.com/articles/#!help-guide/product-roadmap): See what is planned for upcoming releases.

## Optional

- [Simpro Website](https://www.simprogroup.com/): Product, company, and commercial information about Simpro.
- [Contact Simpro](https://www.simprogroup.com/contact-us): Sales and company contact options.