simPRO Connect A26-ANKU
CreditsNone
Estimated Length: 1 hour(s) and 40 minute(s)
Overview
  • Overview
  • Resources
Description
simPRO Connect | Ordering E0096-AN00 topics covered: 
  • Workflows in Connect
  • Create job purchase orders
  • Stock Purchase Orders 
  • Purchase Order Numbers
 
simPRO Connect | Asset Maintenance E0095-AN00 topics covered: 
  • Workflows in Connect
  • Manage Assets in Connect
 
simPRO Connect | Tools E0094-AN00 topics covered: 
  • Retrieve Projects
  • Tasks
  • Activities
  • Reports
  • Speech to text
 
simPRO Connect | Billing E0093-AN00 topics covered:
  • Workflows in Connect
  • Connect and simPRO Mobile
  • How to update pricing in Connect
  • How to create an invoice in Connect
  • How to apply a payment in Connect
 
simPRO Connect | Jobs E0092-AN00 topics covered: 
  • Workflows in Connect
  • How to open an create jobs in Connect
  • Create a customer
  • Mobile statuses
  • Audits, Attachments, work notes and job times
  • Record used materials
  • Sign off on a job
  • View and update job pricing
  • Submit a job
 
simPRO Connect | Quotes E0091-AN00 topics covered: 
  • Workflows in Connect
  • How to open and create quotes in Connect
  • Create a customer or lead
  • Change mobile statuses
  • View and update quote pricing
  • Audits, Attachments, and work notes
  • Email quotes
  • Record quote times
  • Submit a quote
  •  
simPRO Connect | Overview E0090-AN00 topics covered:
  • Download and Login to Connect
  • Navigate the Dashboard
  • Navigating the Runsheet
  • Connect Notifications
  • Sync Connect
Modules
simPRO Connect | Ordering E0096-AN00
Content Types:
This material will help you understand how to create purchase orders in the field using the Connect application.
simPRO Connect | Asset Maintenance E0095-AN00
Content Types:
This material will help you understand how to create, update and test assets in the field using the Connect application.
simPRO Connect | Tools E0094-AN00
Content Types:
This material will help you understand how to retrieve projects, run reports and manage tasks, activities and reports in Connect.
simPRO Connect | Billing E0093-AN00
Content Types:
This material will help you understand how to create invoices and process payments in the field using the Connect application.
simPRO Connect | Jobs E0092-AN00
Content Types:
This material will help you understand how to complete jobs in the field using the Connect application.
simPRO Connect | Quotes E0091-AN00
Content Types:
This material will help you understand how to complete quotes in the field using the Connect application.
simPRO Connect | Overview E0090-AN00
Content Types:
This material will help you understand the basics of Connect and provide you with a overview of what technicians can do in the field.