Modus Operandi

16/12/2024

🎯 This Week’s Top Tip for Simpro Users: Customer / Site Banners 🎯

Did you know that Banners can be added to Customers and or Sites in Simpro keeping your team informed and on track?

Banners are a simple yet powerful feature to:
✅ Communicate important updates, like customer or site specific requirements / information
✅ Remind office staff of particulars for customers / sites outside of the normal workflow.

Why Use Banners?
With clear, visible information you can ensure your entire team stays aligned, reduces miscommunication, and focuses on what matters most. You choose where the banner should appear to ensure it's where it's needed.

How are you using Banners to improve operations? Share your ideas below! 👇

28/11/2024

🚨 Attention Simpro Users! 🚨

Are you ready to unlock the full potential of your Simpro data? 📊

Introducing the Simpro BI Reporting Course – designed to teach you how to use the Simpro BI Reporting tool to build your own custom reports and dashboards.

With this course, you’ll learn how to:
✅ Understand and Use the features and functionality of Simpro BI Reporting
✅ Build customised reports and dashboards to display and distribute your reports
✅ Step by Step instructions on how to build 30 reports to get you started on your Simpro BI Reporting journey

💥 Special Offer for the Launch 💥
Use code LAUNCH20 at checkout to get 20% OFF your course! 🎉

Sign Up Today - https://zurl.co/3AOO

18/11/2024

📅 Tip of the Week: Easily Compare Estimated & Actual Time in Scheduling! ⏱️

Did you know you can view both the estimated and actual time for a Cost Centre directly in the Schedule View in Simpro? This feature makes it simpler to see how planned schedules align with the real-world progress, helping you make better decisions on the fly.

🔍 By having this insight at your fingertips while scheduling, you can:

Adjust resources more accurately.
Anticipate project overruns before they happen.
Keep your team on track and ensure that time management aligns with your goals.

Efficient scheduling leads to better project outcomes, and this small but mighty feature is here to make your job easier! 💪

10/11/2024

🔹 Tip of the Week: Make Simpro Work for You with Custom Fields! 🔹

Every business has unique data needs, and Simpro’s Custom Fields feature is here to help! 📋 With Custom Fields, you can easily record information that doesn’t have a designated field within Simpro. Whether it’s tracking specific job requirements, unique customer details, or what your employee's coffee order is, Custom Fields allow you to keep all the information you need right where you need it.

✨ Bonus: Custom Fields can be created in multiple sections across Simpro, making it easy to record data on jobs, quotes, customers, and employees in a way that aligns perfectly with your workflows.

05/11/2024

🔍 Tip of the Week: Make Catalog Items Easy to Identify with Images! 🔍

Finding the right item quickly in Simpro can make all the difference for efficient workflows. Did you know you can add images to your catalog items in Simpro? 📸 This small change can make it easier for everyone—from the office to the field—to instantly recognize items, reducing the chances of mix-ups and speeding up the selection process.

Whether it's unique parts, equipment, or consumables, a clear image can help staff quickly identify what they need. Enhance clarity and boost team efficiency by making your catalog more visual!

💡 Try it out and let us know how it helps your team!

28/10/2024

📣 Got Simpro Questions? We've Got Answers!

Join us for a free Simpro Q&A Webinar, where we'll be answering your Simpro Questions live! Whether you're a seasoned pro or new to the platform, this is your chance. to get real-time help, ask burning questions, and learn from others.

🔨 What to Expect:
- Ask us any Simpro-related question
- Get live solutions and tips

📅 When: Wednesday 30th October 2024 - 11am Brisbane / 12pm Sydney / 2pm Auckland
💻 Where: Register Here - https://zurl.co/HSX0

Don't miss out on this opportunity to maximise your Simpro experience! See you there!

20/10/2024

💡 Simpro Tip of the Week: Save Time and Stay Consistent with Scripts

Tired of repeating the same text or worrying about keeping your communication consistent? With Scripts in Simpro, you can create pre-formatted text, tables, and more that can be quickly inserted into jobs, quotes, emails and so many other areas of Simpro. 📋

Scripts not only reduce manual entry and errors but also ensure that your team maintains consistent messaging and tone across all customer interactions. Whether it’s standard job descriptions, service agreements, or follow-up emails, Scripts make sure your communication stays professional and aligned.

👉 Pro tip: Save your most-used templates to streamline workflows, maintain consistency, and focus on what matters—getting the job done efficiently.

Follow us each week for more Simpro tips and tricks! ✅

14/10/2024

💡 Simpro Tip of the Week: Easily View Your Schedule Log

Ever wonder who made changes to your team’s schedule and when? With this handy feature, you can quickly view a schedule log that lists all staff involved and timestamps for when the schedule was created or updated. ⏰

Tracking changes has never been easier—this log ensures you stay on top of updates and maintain a clear overview of your scheduling history. Perfect for keeping things running smoothly!

To view the Schedule Log, Right Click on a Schedule Block and Select the "View Logs" option.

👉 Follow us to catch more tips every week and unlock even more ways to enhance your Simpro experience!

12/06/2024

29/09/2023

Simprosium Auckland was a fantastic event! Brisbane / Melbourne / Sydney are up next.

Do you already have your tickets?