online Workshop
At Simpro, we firmly believe in the inherent power of continuous learning, growth, and skill development. Our workshops are specifically designed to equip you with the knowledge and tools necessary to increase your business efficiency.
Upcoming Workshops
Our interactive online workshops ensure a seamless and interactive experience for all. With the convenience of attending from any location, you can choose the time that best suits your schedule.
ADD-ONS:
Introduction to Simpro
Digital Forms
With Simpro Digital Forms (SDF) add-on you can create custom digital forms that will not only create efficiencies for your business but help bring your field operations into the digital age.

This workshop will cover:
  • Accessing Simpro Digital Forms
  • Navigating the SDF Site
  • Creating forms
  • Navigating Simpro Digital Forms Mobile
  • Completing and submitting forms
  • Link SDF & Simpro
register
ADD-ONS:
Advanced Simpro Digital Forms
Join us for an advanced session on Simpro Digital Forms for an in-depth look at more advanced features.

This workshop will cover:
  • Deeper Simpro Integration
  • Reference Data and how to manage
  • Advanced Form Settings
  • PDF Form Advanced Editing Features
register
ADD-ONS:
SIMPRO TAKEOFFS
With Simpro's takeoff add-on, you can create takeoff estimates quickly and easily. Associate your drawings directly with your Simpro Premium projects, create your list of material estimates with associated fit times, and update these directly into the Simpro Premium project's cost centres.

This workshop will cover:
  • Accessing Simpro Takeoffs
  • Navigating Simpro Takeoffs
  • Creating takeoffs and adding parts to drawings
  • 'As Built' drawings
register
ADD-ONS:
Simpro Maintenance Planner
Part 1
Maintenance Planner add-on focused on the preventative maintenance and inspections aspect of customer asset management. This is useful if you require additional functionality to handle high volumes of asset-driven jobs, multiple service levels, advanced asset testing and reporting, and/or rectification quoting.

This workshop will cover:
  • Why Maintenance Planner
  • Operational Workflow
  • Basic Setup
  • Reporting (Overview)
register
ADD-ONS:
Simpro Maintenance Planner
Part 2
Join us for this second part of the Maintenance Planner workshop for an in-depth look at more advanced features.

This workshop will cover:
  • Advanced Setup
  • Testing & Test Results
  • Rectification Quotes
  • Billing
  • Reporting (In-depth)
register
Simpro Mobile
Service Do & Charge
Learn how engineers can use the Mobile Service Module to manage reactive jobs in the field.

This workshop will cover:
  • Logging into Simpro Mobile
  • Viewing of scheduled / assigned jobs
  • Clocking on
  • Actions available in a Service Workflow
  • Review and finish the job
register
Simpro Mobile
Preventative Maintenance
Learn how engineers can manage and maintain customer assets in the field.

This workshop will cover:
  • Logging into Simpro Mobile
  • Viewing jobs
  • Clocking on and starting the job
  • Managing and testing assets
  • Review and finish the job
register
Simpro Mobile
Quoting
Learn how engineers can create and present quotes to customers in the field.

This workshop will cover:
  • Logging into Simpro Mobile
  • Creating quick quotes using Service Module
  • Creating and presenting full quotes to customers using Quote & Sales Module
  • Customer quote approval
  • Review and finish the quote
register
Catalogues
&
Pre-Builds
Delve into the wonderful world of Catalogue Items and Pre-Builds. Learn how to create, edit and curate your catalogue items to leverage Simpros powerful cost analysis and estimation functions. In this workshop you will explore Catalogue items linked with Pre-Builds to enable faster and more accurate billing and estimation.
register
Scheduling
Learn how to effectively schedule your jobs and projects. Optimize your scheduling process and maximize productivity.

This workshop will cover:
  • The day, week, month, project and manual scheduling views
  • Creating jobs from the calendar
  • Use of filters, searches and scheduling
  • Tips and tricks
register
Data Feed
The Data Feed add-on extracts data from emails and attached documents to automatically generate new workflows and save time on manual entry. Learn how to create and modify 'Feeds' to meet your business needs.

Learn how to setup the following examples in a
step-by-step:
  • Receipting Supplier/Vendor Invoices
  • Creating quotes from a website enquiry form email
Note: Data Feed is an add-on that enhances the standard Simpro Premium product.
register
Card files
Card files (Customers, sites, employees etc.) are the foundations of Simpro. In this workshop we will cover the ins and outs of creating and managing your card files, and their relationships to each other.
register
Service
Invoices
Learn how to invoice jobs like a pro. In this workshop we will explore invoicing best practices, including how to create credits, void invoices and apply payments.
register
Service
Quotes
Simpro service quotes are often used to track and manage your smaller more concise opportunities.

This workshop will cover:
  • Setting up a simple service quote
  • Working smarter and faster with quotes
  • Monitoring expected profitability
  • Sending customer-facing documents
register