Simpro Mobile A28-ANKU
CreditsNone
Estimated Length: 2 hour(s) and 40 minute(s)
Overview
  • Overview
  • Resources
Description

Simpro Mobile | Service E0077-AN00 topics covered: 

  • Basic Simpro Mobile navigation
  • Manage the Service Schedule
  • Times page
  • Clock on / off
  • Schedule Activities
  • Job Overview
  • Complete Jobs and Quotes
  • Building and Presenting Options

 

Simpro Mobile | Invoicing and Payments E0078-AN00 topics covered;

  • Invoicing in Simpro Mobile
  • Setup billing for Simpro Mobile
  • Set up Square for Simpro Mobile
  • Add Billable Labour and Materials
  • Create an Invoice
  • Process a Payment

 

Simpro Mobile | Quote and Sales E0076-AN00 topics covered:

  • Navigation of Simpro Mobile
  • Sales Agenda
  • Drafts
  • Create new Jobs and Quotes
  • Update existing Jobs and Quotes
  • Build Options
  • Present Options

 

Simpro Mobile | Timesheets E0075-AN00 topics covered: 

  • Simpro Mobile navigation
  • Timesheet module settings
  • Timesheet Agenda
  • Create Time Blocks
  • Clock on and off

 

Simpro Mobile | Assets E0079-AN00 topics covered: 

  • View assets
  • Test assets
  • Add assets
  • Manage assets

 

Simpro Mobile Stock Module E0180-ANKU topics covered: 

  • Introduction to the Stock Module
  • Stock Module Setup
  • View a purchase order
  • Create a purchase order

 

Simpro Mobile | Audits E0080-AN00 topics covered: 

  • Add questions to audits
  • Use audit templates
  • Preview audits in Simpro Premium
  • Audit groups
  • Create an audit
  • Audits in Simpro Mobile
  • Audit forms
  • Completed audits

 

Simpro Mobile | Task Module E0198-AN00 topics covered: 

  • Navigation of Simpro Mobile
  • Tasks Module Setup
  • Tasks Module
  • Tasks Module Workflow
Modules
Simpro Mobile | Service E0077-AN00
Content Types:
This material will help you understand how to use the Service module in Simpro Mobile to complete jobs in the field.
Simpro Mobile | Assets E0079-AN00
Content Types:
This material will help you understand how to create, update and test assets in the field using Simpro Mobile.
Simpro Mobile | Invoicing and Payments E0078-AN00
Content Types:
This material will help you understand how to invoice jobs and apply payments in the field using Simpro Mobile.
Simpro Mobile | Quote and Sales E0076-AN00
Content Types:
This material will help you understand how to use the Quote and Sales module in Simpro Mobile to create and complete quotes in the field.
Simpro Mobile | Timesheets E0075-AN00
Content Types:
This material will help you understand how to record times and clock on and off in the field using the Timesheets module, in Simpro mobile.
Simpro Mobile Stock Module E0180-ANKU
Content Types:
This material helps you use the Stock Module on Simpro mobile. It teaches you how to view and create a purchase order in the field.
Simpro Mobile | Audits E0080-AN00
Content Types:
This material will help you set up Audits to be completed by technicians using Simpro Mobile.
Simpro Mobile | Task Module E0198-ANKU
Content Types:
This module will help you set up Tasks in the Task module and learn about Task module workflow.