People
6 (Closed courses will not be included.)
Overview
  • Overview
Description
This catalogue contains learning resources on how to create and manage people card files in Simpro Premium.
Courses
In Simpro Premium, a contact is an individual whose details can be associated with a customer, site, or supplier. You can then add contacts to leads, quotes and jobs, to follow up for the work to be performed.
Learn how to create and import customers.
Learn how to create and import employees.
Learn how to create and import sites.
Learn how to create and import suppliers.
Working with contractors? From creating to managing their invoices, we have you covered.