Connect to simPRO Mobile A43-ANKU
CreditsNone
Estimated Length: 50 minute(s)
Overview
  • Overview
  • Resources
Description

The content in these eLearnings are best optimised to work on a tablet or desktop computer. You can complete these eLearnings on mobile phone, however, the interactive content in the eLearnings will be unavailable.


This course is designed to help field staff transition from using Connect to simPRO Mobile. It shows you the differences between the two apps and how you were able to perform a workflow in Connect, compared to how it is completed now in simPRO Mobile. It also covers the additional feature that you can now perform with simPRO Mobile.

 

Setup Tasks and Timesheets E0175-ANKU topics covered: 

  • Connect to simPRO Mobile
  • In-app settings
  • Notifications
  • Syncing
  • Runsheets and Managing Times
  • Retrieve jobs and quotes
  • Tasks
  • Stock Orders

Connect to simPRO Mobile - Jobs E0176-ANKU topics covered: 

  • Create a job
  • Job details
  • Audits
  • Job tasks
  • Materials
  • Attachments
  • Notes and work completed
  • Times
  • Sign off and Submit

Connect to simPRO Mobile - Assets E0177-ANKU topics covered: 

  • Search assets
  • Add assets to jobs
  • Create an asset
  • Test assets

Connect to simPRO Mobile - Billing E0178-ANKU topics covered: 

  • Connect to simPRO Mobile
  • Access Invoices
  • Create Invoices
  • Record payments
  • Make payments with square

Connect to simPRO Mobile - Quotes E0179-ANKU topics covered: 

  • Connect to simPRO Mobile
  • Create a quote
  • Quote details
  • Pricing
  • Audits
  • Attachments
  • Quote Tasks
  • Notes and work completed
  • Times
  • Sign off
Modules
Connect to simPRO Mobile: Setup, Tasks and Timesheets E0175-ANKU
Content Types:
This material helps you transition from Connect to simPRO Mobile. It teaches you how to manage times, tasks, ordering and navigate simPRO Mobile.
Connect to simPRO Mobile: Jobs E0176-ANKU
Content Types:
This material helps you transition from Connect to simPRO Mobile. It teaches you how to create and complete basic service jobs in the field.
Connect to simPRO Mobile: Assets E0177-ANKU
Content Types:
This material helps you transition from Connect to simPRO Mobile. It teaches you how to manage and test assets in the field. Ensure to complete E0176-ANKU prior to completing this eLearning for an understanding of how to complete jobs in simPRO Mobile.
Connect to simPRO Mobile: Billing E0178-ANKU
Content Types:
This material helps you transition from Connect to simPRO Mobile. It teaches you how to manage invoices, create new invoices, record payments and apply actual payments in the filed with Square.
Connect to simPRO Mobile: Quotes E0179-ANKU
Content Types:
This material helps you transition from Connect to simPRO Mobile. It teaches you how to create and process quotes in the field.