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5 Key Tools From simPRO To Kickstart Your 2020

January 17th, 2020

2020 is going to be a year of organization and smashing goals for you and your team. How do we know? Well, because we've bundled up 5 simPRO solutions to help you make it so!

These tools will enable you to automate workflows, minimize manual data entry, and improve the overall productivity and communication of your team.

#1 Make the most of your resources with simPRO's scheduling feature

simPRO scheduling illustration

Let's be honest, if you aren't using this feature yet then you're either brand new to the software or you're just not making the most of your system!

With different views, color-coded schemes and easy-to-access job and field staff information all available in one place, the scheduling feature in simPRO is a great tool.

It can help you plan weeks worth of work and ensure you're putting the right people to the right task. It is THE solution for managing people and understanding where your team is, at any given time (if we do say so ourselves).

To see the latest feature we've added for scheduling in simPRO, click here.

#2 Stock up on your inventory with catalog ordering in simPRO

simPRO catalogue ordering illustration

There's no better feeling than unwrapping a piece of inventory to use on a job. Oh man, when you peel back that plastic and see the shiny surface underneath? Nothing beats it.

But there's also nothing worse than having to delay the completion of a job, schedule a second attendance and miss out on that sweet feeling of unwrapping a product because you didn't have enough inventory in the first place.

Prepare for the influx of work as the new year gets underway by using simPRO's catalog ordering feature to top up your inventory levels.

Not only will this help your team enter the field with confidence in 2020, but it also gives you the chance to maintain customer satisfaction straight off the bat by completing a job without needing to extend the timeframe for attendance.

Click here to try the simPRO Learning | Toolbox course on catalog ordering.

#3 Get the formalities out of the way fast with online quote acceptance

simPRO online quote acceptance illustration

One of the most frustrating parts of trade contracting can be the limbo between sending out a quote and getting customer's acceptance.

Your crew is waiting for the go-ahead, your customer has said that they're happy with the quote, and yet you've got no signature, scan or document that says you can get started.

Skip all of that and instead get notified quickly and easily of your customer's approval using simPRO's online quote acceptance feature. It enables customers to sign digitally and can improve sales turnaround time while ensuring compliance is maintained.

To learn more about online quote acceptance, click here.

#4 Make payments more accessible with simPRO's Square integration.

simPRO integration illustration

Both your business and your customers will benefit from the exciting new partnership with Square Payments that we announced in 2019.

Our users can now collect card payments with simPRO Mobile, or from the office, thanks to our world-first integration with Square's secure online payments portal. Not to mention they can also issue invoices from either the office or while still on-site!

This doesn't just make payments more accessible for your customers, it also is a great tactic for minimizing the number of unpaid invoices and improving cash flow.

Square also hands over your money faster, making it easier to manage cash flow within your business. When a customer pays in the field with Square, you can have the funds in your account as soon as the next business day!

To learn more about the simPRO and Square integration, click here.

#5 Use the latest simPRO reporting updates to manage and monitor your workflows

simPRO reporting and workflows illustration

If you're looking to scale your business in 2020, then you need to keep an eagle eye on your profits.

Which is why you should make sure to check out our updated Contract Profitability report. It has been enhanced to make it easy to look at the profitability of all, or multiple, contracts simultaneously.

You can also better monitor your key performance indicators that may impact profitability, like job completion, using simPRO's different reports.

In fact, we have recently introduced a new Job Completion report that shows the time taken to reach various milestones, allowing you to identify bottlenecks in your job management processes!

To learn more about these simPRO reporting updates, click here.

Introduce these simPRO features into your workflows to make 2020 your best year yet.

As a system, simPRO is constantly evolving to ensure we are incorporating the latest in industry technology and learning.

Every year we release updates to our system, as well as brand new features, for our customers that can enhance and build upon their already strong digital workflows.

To see some of our key Product Releases from 2019, click here.

If you're interested in a particular simPRO product or would like to learn more about simPRO as a whole, give us a call on (855) 338-6041.