SIMPRO TRAINING & CONSULTING
Our Training
Whether you’re looking to use some extra features of simPRO or have a new staff starting, you can always benefit from training with a professional simPRO trainer.
Our Experience
We have helped almost 700 customers since 2008 set up, train and implement simPRO. We can help you with any aspect from first time user to super user.
Our Style
Our trainers will guide you through each session with at a speed that is right for you. After each training session you’ll get a set of notes and To-Do list if there are any tasks still to complete.
Our Quality
To ensure we have the time to answer all your questions and provide a quality service we offer only full day or half day training sessions. Of course you can book multiple days to handle more training or larger groups.
Training Plan
Contact Platinum Consultants before booking your training and we’ll help you to plan the most suitable schedule for your needs.
Training FAQ
Q) What sort of topics can we cover?
A) Any topic related to simPRO or business. (See examples below)
Q) Do you do simPRO health checks?
A) Yes, we do half day or full day health checks where we run through the whole system from top to bottom and provide assistance to ensure simPRO is set up as effectively and efficiently as it can be based on all the new features that have been added since the initial / last check, adapting to the changes in your business processes, correcting data entry issues such as duplicate contact records, etc.
We will fix anything that can be done at the time and provide a list of tasks that can be done over the next few days or weeks to finish correcting any issues found.
Q) Do you have any example topics that you cover in your simPRO training?
A) Here’s a short list of possible topics;
simPRO basics such as:
Setup options and configuration
Customers, Sites and Contacts
Employees, Contractors and Plant & Equipment
Service Quotes & Project Quotes
Service Jobs & Project Jobs
Suppliers, Purchase Orders & Supplier Invoices
Catalogue, Prebuilds and Takeoff Templates in simPRO
Scheduling and Timesheets in simPRO
simPRO Connect and simPRO Mobile Field App
Invoicing and Progress Claiming
Managing and Maintaining Customer Assets with recurring jobs and maintenance planner
simPRO built in Reports and the Business Intelligence (BI) Reporting Tool
Custom quote templates / forms and custom invoice templates / forms
Auto importing supplier pricing and invoices
Accounting Link import / exports to Quickbooks / Reckon, MYOB Desktop, MYOB Account Right Live, Xero, Quickbooks Online (QBO), etc.
simPRO Addons advice such as Groundplan, T-sheets, Plandroid, Zapier, simPRO API, etc.
Q) Do you have a projector that you can bring?
A) Yes, we have access to a projector but we do not bring it to every training session. We will need advance notice if a projector is required. Just let us know as early as possible so we can ensure we have one available on the training day.
Q) Are you able to create Quote & Invoice Templates for us?
A) Yes, if you have the graphics and a good idea of exactly how you want your quote or invoice to look we can do it for you. The best option would be if you have a concept created by a graphic designer and provide the concept and graphics to us we can create that quote in simPRO for you.