Platinum Consultants

Simpro Training
by Specialists.

Whether you are looking to unlock extra features in Simpro or you have new staff starting, you will always benefit from training with a professional Simpro trainer.

Plan Your Training
1200+
Simpro implementations
3000+
Businesses helped
Since '08
Helping businesses grow
Any
Level — first time to super user
What to expect

Training Built Around You.

Our Training
Whether you are looking to use extra features of Simpro or have new staff starting, you can always benefit from training with a professional Simpro trainer. We cover everything from day-to-day workflows to advanced configuration.
Our Experience
We have helped over 3000 customers since 2008 set up, train, and implement Simpro. We can help you with any aspect of the platform — from first time user through to super user.
Our Style
Our trainers will guide you through each session at a speed that is right for you. After each training session you will receive a set of notes and a To-Do list covering any tasks still to complete.
Our Quality
To ensure we have time to answer all your questions and provide a quality service, we offer half day or full day training sessions only. You can book multiple days to cover more training or accommodate larger groups.
Get started

Let's Plan Your Training.

Contact Platinum Consultants before booking your training and we will help you plan the most suitable schedule for your needs — whether that is a single session or a multi-day program for your whole team.

Simpro Specialists Since 2008
1200+ Implementations
Australian Trade Industry Benchmarks
No Guesswork. No Generic Advice.
Common questions

Consulting & Training FAQ.

A few of the most common questions we get about our Simpro consulting, health checks, and training sessions. Can't find what you're after? Get in touch and we will run through it with you.

Any topic related to Simpro or your wider business processes. Training is tailored to where your team is at, whether that is a brand new setup, a refresher for existing staff, or getting new hires up to speed. See the full topic list below for examples.

Yes. We run half day or full day health checks where we go through your entire system from top to bottom. This includes reviewing your setup against the latest Simpro features released since your last check, adapting configuration to changes in your business processes, and correcting data entry issues such as duplicate contact records.

Anything that can be fixed on the day is fixed on the day. For anything larger, we provide a clear list of tasks that can be worked through over the following days or weeks.

Learn more about our Simpro Health Checks.

Here is a short list of possible topics. If it is not listed and it relates to Simpro or your business processes, ask us anyway, we can very likely cover it.

Simpro Basics
  • Setup options and configuration
  • Customers, sites and contacts
  • Employees, contractors and plant & equipment
  • Service quotes and project quotes
  • Service jobs and project jobs
  • Suppliers, purchase orders and supplier invoices
  • Catalogue, prebuilds and takeoff templates
  • Scheduling and timesheets
  • Simpro Connect and the Simpro mobile field app
  • Invoicing and progress claiming
  • Customer assets, recurring jobs and maintenance planner
  • Built in reports and the Business Intelligence (BI) reporting tool
Beyond the Basics
  • Custom quote and invoice templates or forms
  • Auto importing supplier pricing and invoices
  • Accounting link imports/exports (QuickBooks, Reckon, MYOB Desktop, MYOB AccountRight Live, Xero, QuickBooks Online, etc.)
  • Simpro add on advice (Groundplan, Tsheets, Plandroid, Zapier, Simpro API, etc.)

Both. Onsite training works well for whole-team sessions, health checks, and hands-on workflow changes, while remote sessions are a great fit for smaller groups, one-on-one training, or quick refreshers. Let us know your preference and we will work out the best format for what you need covered.

Sessions can be run one-on-one or with your whole team. Group size just affects the format. Larger groups tend to work best as a guided walkthrough with hands-on exercises, while smaller groups and one-on-ones allow us to go deeper into specific workflows relevant to that person's role.

Yes. If you have graphics and a clear idea of how you want your quote or invoice to look, we can build it for you. The best outcome comes from having a concept designed by a graphic designer. Provide us with that concept and your graphics and we will build the template in Simpro to match.

Learn more about our Simpro Form Templates.

Pricing depends on the format (onsite or remote), the length of the session, and what you need covered. We offer half day and full day sessions as well as shorter, focused sessions on a single topic. Get in touch with a rough idea of what you are after and we will put together a quote.

You will walk away with any quick fixes already actioned, plus a clear, prioritised list of follow-up tasks. If you would like us to complete those tasks for you rather than doing it in house, we are happy to help with that too. We are also available for ongoing support if questions come up after the session.

Yes. We help new customers get set up correctly from day one, including migrating data across from other job management or accounting software, so your customers, sites, catalogue, and history come across cleanly rather than needing to be re-entered by hand.