Meet your team of techies

Let us help you do what you do.

Our dedicated Simpro Implementation Consultants are your tech coaches. They will guide you and your team through a successful onboarding experience with Simpro Premium.

Get Started

how to set-up Simpro?

Your Simpro journey

Getting Started

Help your team develop a strategy to manage and prepare for the changes ahead

Stage one of your journey with your Simpro tech team involves preparing for change. Yes, it’s a lot of work to move from paper and various systems to one piece of software, but you’ve got this.

  • check icon

    Outline the training plan and agenda

  • check icon

    Set goals, define milestones and outline responsibilities

  • check icon

    Designate employees and assign job duties

  • check icon

    Create an employee communication plan

  • check icon

    Map your current workflow processes

System Set Up

Now you’re ready for team training

This is your opportunity to lay a solid foundation for making the most out of Simpro Premium.

  • check icon

    Import supplier and vendor catalogs

  • check icon

    Set up your rates

  • check icon

    Learn how to manage quotes and jobs

  • check icon

    Set up Simpro Mobile

  • check icon

    Learn how to manage any other tasks related to your unique business requirements

Training

Personalization for your business and workflows
Online is one thing, in-person is quite another. Working with your Simpro Implementation Consultant allows you to set up workflows and processes that are personalized to YOUR business. We’ll work with you to define the training that is right for you.

Regardless of whether we’re on-site or in-person with you, these trainings are the optimal time to involve your team. They’ll have questions. Our implementation consultant will have the answers!

training

Go Live

This is the congrats phase! Following your training, you’re ready to “go live”

Always a bit of a scary moment BUT, remember that Simpro is flush with ongoing training, resources and tools to help with any snags.

go-live

Getting Started

Help your team develop a strategy to manage and prepare for the changes ahead

Stage one of your journey with your Simpro tech team involves preparing for change. Yes, it’s a lot of work to move from paper and various systems to one piece of software, but you’ve got this.

  • check icon

    Outline the training plan and agenda

  • check icon

    Set goals, define milestones and outline responsibilities

  • check icon

    Designate employees and assign job duties

  • check icon

    Create an employee communication plan

  • check icon

    Map your current workflow processes

System Set Up

Now you’re ready for team training

This is your opportunity to lay a solid foundation for making the most out of Simpro Premium.

  • check icon

    Import supplier and vendor catalogs

  • check icon

    Set up your rates

  • check icon

    Learn how to manage quotes and jobs

  • check icon

    Set up Simpro Mobile

  • check icon

    Learn how to manage any other tasks related to your unique business requirements

Training

Personalization for your business and workflows <br> Online is one thing, in-person is quite another. Working with your Simpro Implementation Consultant allows you to set up workflows and processes that are personalized to YOUR business. We’ll work with you to define the training that is right for you.

Regardless of whether we’re on-site or in-person with you, these trainings are the optimal time to involve your team. They’ll have questions. Our implementation consultant will have the answers!

training

Go Live

This is the congrats phase! Following your training, you’re ready to “go live”

Always a bit of a scary moment BUT, remember that Simpro is flush with ongoing training, resources and tools to help with any snags.

go-live

Continual learning

Maximize your investment

Leverage Simpro at your growing business with continual learning options

Once you’re a Simpro, pro, we don’t leave you high and dry. Never. We offer additional trainings and learning tools so that you’re always up-to-speed on the latest Simpro Premium features and integrations. Check out our primary training tools:

stamp icon
Online Training

Need extra help or advice implementing a new feature? Schedule a one-on-one online training session or join one of our shared workshops

stamp icon
Onsite Follow-up Training

Want to implement new workflows, optimize or give certain employees a deeper dive? Spend more time with our awesome Implementation Consultants.

stamp icon
Self-paced Learning

Use our online training tools in the Learning Toolbox to upskill your current employees, train new staff, or learn about new features.