simPRO is constantly evolving. Due to the growing number of companies choosing to implement simPRO to help them run their business more efficiently we are always coming across new and better ways to get the job done.
March’s Tips & Tricks include – RECS/VECS, Custom Client Fields, Plant Upgrades, Call Centre Upgrades, Employee Preferences
A while ago the government announced an Emissions Trading Scheme (ETS) and part of that involved trading Renewable Energy Credits from items used to offset carbon emissions generated by some of the big boys. However for the contractor managing the POS for these RECS (and in Victoria also the VEECS – Victorian Energy Efficiency Credits) was next to impossible.
To help alleviate the problem for our clients we have developed simPRO to be able to track the RECS (and VEECs) used on jobs and what the potential POS discount to the customer would be, this can then be applied against the actual invoice at the end (if you actually claim the RECs from the client to trade yourself) or can just be used to give the customer an estimate on what their costs are likely to be after they trade the RECs in themselves.
The REC values and number of credits are put on the pre builds into each REC and VEEC zone then the location’s postcode does a lookup to determine automatically which zone it is in for calculating purposes.
Now with all that free time you’ll have from not needing to manage a complex REC system, why not go home early or head off for a round of golf?
This will be released in this months version 10.5.0, for more information as always feel free to contact us anytime.
Ever wanted to capture some information about a client that you just didn’t have a field for? What about their date of birth, or whether or not they are a good account payer. Perhaps you integrate your system with something else and would love somewhere to keep track of different identifiers between the two systems.
Enter custom fields. Just like the asset builder, you can now define your own custom fields on a client. To do this head over to admin > clients > Custom. You can create text fields, list fields and date fields to apply to individual client records. Once you have done this you can then search through those fields and within the clients you will have a new tab called “custom” which will display all this additional information.
Again this will be released in this month’s version 10.5.0, for more information contact us anytime!
One of the most underutilised modules of simPRO is the plant manager. With plant you can track your own plant and equipment, who has it, when it was allocated to them, when it was brought back, when it’s due for a service etc.
Plant can also be scheduled to jobs, as such plant can now also be allocated to zones. Remember, the same with employee’s you don’t need that piece of equipment to be in the zone of the job to schedule it, it only helps for filtering purposes
The call centre module is coming along very nicely. We now have a few clients on board using it and putting it through the paces. The idea of the call centre is a simple one page screen to log jobs and schedule them in (with a few extra nice bits and pieces put in there).
This month we have added some new functionality including outbound campaigns, more comprehensive searching abilities, quote lookups and more flexible zoning options for auto scheduling.
So if you manage high volume inbound (and now outbound) calls and need a simple tool to manage the job logging and scheduling, ask us about the call centre module addon.
It’s inevitable that with the overall scope that simPRO caters for within business that some users have preferences to the way they would like things displayed or to work.
We have put in the first of these preferential options now with individual employee’s being able to determine in their estimating how they prefer to work with time, in hours or minutes. For now this option is located under the employee’s profile tab. As we expand on these options we will move all employee’s preferences under a separate tab within the employee card.
With this particular option employee’s can set whether they prefer to use minutes or hours when creating quotes and jobs, editing pre builds and catalogue items. Now, who wants seconds?
For more information on these or any other benefits simPRO can deliver for you, please feel free to contact us anytime.
Tags: call centre, Client Fields, Plant, preferences, recs, vecs
Insightful post. I really appreciated reading through it.
Hi Jeff, It is quite an simple process importing invoices from suppliers, You just need to go to admin -> import -> supplier invoices then select t
Hi Ann, You just need to go to admin -> import -> supplier invoices then select the wholesaler that you will be importing from. There are a few in
Hello, Could you send me some information regarding importing invoices from Haymans. I would like to know if it is possible & if so what is involv
Hi Carlo, Thank you for the positive feedback and glad you found the article interesting. If there is anything else you would like addressed or kno
I would like to know more about the invoice imports, what cost and setup is involved, are Reece and Tradelink the only ones so far, and how does this
thank you for the last cool post. It sure was really interesting.
Hi, I just noticed your blog (again!) so this time I thought'd I'd say thanks for the awesome site! Keep it up :D
That guy looks like he is going really fast!!
Hurry places are limited and we would love for you to come along!