Simpro Enhancement Pack

Cut through the noise of a lot of alerts, and filter your job and quote alerts by zone. This enhancement provides a dropdown box containing all of the zones setup in Simpro, and instantly filters the information on the screen to your chosen zone.

For those times where you just want to quickly see the stock take discrepancies. This enhancement provides a switch to Simpro's stock take screen, enabling you to quick remove any stock take lines that are of zero value. Additionally, this enhancement changes the export function, ensuring that the file you download also does not contain the zero values.

When adding assets, it can be time consuming to remove all of the service levels that are within that asset type. In order to remove many service levels within Simpro, you need to go through the list and select which ones you would like to remove - one by one. This is particularly time consuming when you have a large list of service levels. This enhancement provides the functionality of selecting all service levels at once. Using this can speed up the removal process, as now all you have to do is select all and then unselect the service levels you wish to keep.

Probably one of the most exciting additions to Simpro's Maintenance Planner functionality, Single Works Order. Simpro's standard functionality provides the ability to create multiple maintenance jobs automatically. When these jobs are to be actioned by a third party contractor, a contractor works order needs to be raised for every job that has been created. This involves a lot of admin time both in setting up, completing and invoicing.

Our Single Works Order functionality provides the ability to be able to provide one single works order to your contractor for each maintenance planner job, whilst ensuring asset maintenance and testing is kept to schedule.

Simpro only has the capability of adding multiple contacts' email addresses one by one on a job Form, and only a single email on a Contractor Works Order. This enhancement provides the ability to quickly add all contacts to an email-to field on a job Form, and provides access to a contractors secondary email when sending a works order.

When an asset test fails, a quote has to be raised and then converted to a job. This Simpro Premium enhancement reduces the time it takes, when a quote is not required, by providing the ability to quickly create a job.

When a job card is declined, Simpro takes the decision that it is no longer required and removes it from the system - together with asset testing information and all notes. This simple enhancement removes the job card decline button so that job cards can be edited and fixed without having to deal with the lost data.

When working with multi-companies in Simpro, it is easy to forget which company you are currently working in. This enhancement makes the Simpro dashboard and navigation bar the same colour as the companies colour set in Simpro's multi-company settings, providing very clear visibility and understanding of whether you are in the correct company or not before time is spent on the task in hand.

Simpro's powerful task functional does not provide the ability to assign tasks to whole Teams. Rather than needing to work through a list of people to try and pick out the right people, this enhancement provides a dropdown to select the Teams you want to allocate the tasks to. No more scrolling through and selecting multiple people just to miss someone, choose the wrong people or both.

Simplified payments with an average of 47% cost saving. Our Direct Debit enhancement brings the power of GoCardless to Simpro Premium, enabling direct payments to be taken for invoices, recurring invoice payments collected automatically and payments recorded within Simpro automatically.

Useful for companies involved in Printing and Manufacturing, our CalcWizard will enable you to calculate your costs using variables such as material width and length, production time and the costs involved in running any machinery (or labour)  for a particular item you are selling.

Simpro's maintenance planner will create one job where an asset's service level is different but each service level falls on a different day. This enhancement enables you to create one job per service level directly from the Maintenenace Planner.

Part prices can be changed over the lifetime of a job, with no visibility, potentially eating away at job profitability. This enhancement create a record of the price change within the Timeline section of a job/cost centre creating a full audit trail of price changes. Additionally, users can enter a reason for the price change.

With this feature of the Simpro Enhancement Pack adds the ability to calculate sell prices based on a margin. 
As standard, Simpro only provides the ability for sell prices to be calculated using markup. As well as calculating prices using margin, this enhancement will also allow you to hide the markup box - effectively replacing markup with margin. 
If you ever wanted margin instead of markup within Simpro, here is your solution. 

With Simpro you can import recurring invoices, however this only imports the structure of the invoice and not the line items themselves.  

What this enhancement does: Provides another recurring invoice import option that will allow you to populate the Simpro import template with all invoice lines.  

When a new customer is created in Simpro, “Create Site” is ticked by default, this enhancement unticks this so that a new site is not created for every new customer created.  

This gives the option whether to hide or show the invoice box on the receipt screen, this eliminates the issue of customers putting in the delivery note number in the invoice field. 

This enhancement maintains budgetary control by setting a specific financial approval limit for Contractor Works Orders based on a user's security group. 

This enhancement enables site-based service fees, with customer-based labour rates. This will be copied over from the customer to the site. This solves the issue of site-specific rates. Offering pricing flexibility by enabling you to use site-based service fees while keeping customer-based labour rates uniform across all their sites. 

SimPro doesn’t handle serialised goods, however it does allow you to turn an inventory item into an asset. 

With this enhancement, when you receipt an inventory item on a PO, it will prompt you for the serial number, in addition, this adds the ability to sequentially apply the serial numbers, once these have been added, this can be allocated to available stock. When on the job, you’re able to search the serial number in available stock and add this to the job and the customer site. This enhancement also changes the stock availability report to show the serialised items that are available. 

This enhancement ensures compliance and maintenance by allowing you to set multiple reminders for plant and equipment, including the frequency and specific service types required. 

This enhancement enables you to add Bill of Materials against a Catalogue item. 

When in a catalogue item, a new tab will appear where you can put all of the components, this becomes one parent item. Once this is used, a stock adjustment is automatically performed on the component parts. If you were to update one component price, it will recalculate the total cost of the parent item. 

How it functions: 

You would create the Parent item in the catalogue or use an existing catalogue item to add the parts against  

Does work on stock takes, you add the parent item and this will add all the children items with their specified quantities and adjust stock accordingly 

This enhancement adds a "Customer Fields Filters" section below the original search options upon the initial search when viewing Reports for Jobs, Quotes and Invoices, allowing you to further filter results by the Custom Fields on the applicable Report. 

This enhancement enables you to set customer specific pricing at catalogue level, for Percentage, Discount and Fixed price.

This enhancement prevents allocated stock from being reduced once a Picking Slip has been printed for a set quantity. 

This enhancement enables you to know how long is needed to schedule for a service visit. 

Wanting to show the remaining budget to the customer on a form output? Simpro does not have calculated fields as an output in their output documents. This enhancement can easily be adapted, so if auto-calculating project totals is not the calculation you want, get in touch. 

This enhancement provides the ability to show this to the customer, with these being auto calculated. 

When you need reporting at a part level - enable this enhancement to easily categorise each part within a job/cost centre and see the difference between how much you originally quoted it for, how much you are selling it for and how much it is actually costing you - all from within the cost centre itself. 
This enhancement adds an additional tab within the parts and labour tab, easily providing you a deeper understanding of job financial progress at a part level. 

Within Simpro, it is only possible to email attachments that have been set as public. When setting these as public, they also appear in the customer portal. 
This enhancement provides the ability to mark an attachment as emailable, allowing you to send them without requiring them to be visible on the customer portal. 

With this enhancement, when a job is created, it allows for mapping service levels against cost centres, then it can auto-apply the service level to the asset using the cost centre that it is under.  

This enhancement makes tasks visible on the Scheduler and forms part of the costs 

This enhancement adds a “Create invoice” button onto the Job page. Once clicked, a pop up will appear, which will ask if you would like to create the invoice and send it, you will be prompted to select the correct invoice template, If there are multiple business groups associated with the cost centre, you will be prompted to select the correct one, if you choose to email the invoice right away, it will be sent to the primary invoice contact. If you choose not to email the invoice, it will be stored in the unsent invoices page. 

With this enhancement, when on the Jobs form tab, you can select your attachments and click split attachments, this will then create separate attachments for each page, suffixed with each number.  

This enhancement generates a KID code, located in a custom field on the invoice screen. 

This KID Code is comprised of 3 elements: 

1st 6 Digits – Customer Number  

2nd 6 Digits – Invoice Number  

Last Digit – Check Digit, Calculated using Modulo 10 algorithm. 

This KID Code will also be stored in a custom field to be used within reporting.  

This enhancement adds a “Send Invoice(s)” button to the bottom of the invoice list, allowing you to send multiple different invoices to the relevant contacts in one click from the unsent invoices list. 

This enhancement shows only the assets that have a contact that apply to the current company on the Maintenance Planner.

Simpro's maintenance planner will create one job where an asset's service level is different, but each service level falls on a different day.  

This enhancement ensures scheduling accuracy by enabling the maintenance planner to create one job per service level, even if those services fall on different dates 

With standard SimPRO functionality, you are able to create a Purchase Order on a Job, however, SimPRO does not know specific details about the stock requested i.e. if it is needed in 6 months time.

With this enhancement, the Operations team are able to select specific parts that need ordering (from within the job), then when the Purchasing Team create the Stock Still Required Purchase Order, it will only contains the items that the Operations team have selected, rather than all required parts.