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.
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.
- Outline the training plan and agenda
- Set goals, define milestones and outline responsibilities
- Designate employees and assign job duties
- Create an employee communication plan
- 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.
- Import supplier and vendor catalogs
- Set up your rates
- Learn how to manage quotes and jobs
- Set up Simpro Mobile
- 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!
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.
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.
- Outline the training plan and agenda
- Set goals, define milestones and outline responsibilities
- Designate employees and assign job duties
- Create an employee communication plan
- 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.
- Import supplier and vendor catalogs
- Set up your rates
- Learn how to manage quotes and jobs
- Set up Simpro Mobile
- 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!
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.
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:
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
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.
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.
Frequently Asked Questions
There's no sugarcoating it, good things take time, and we believe in doing things right. Implementation time will depend on the size and complexity of your business. For those with smaller and simpler business structures it may move a bit faster, but it’s wise to plan for around 60 days. This gives us both time to do all the due diligence, to ensure a seamless transition, with full setup, and customization of your workflows. We also have extensive help documentation plus plenty of personalized trainings available so you and your team are ready to embrace the smarter Simpro way from day one. Ready to get to work? Talk to us today or request a personalized demo.
There's a lot of power under Simpro's hood, so yes, you should expect a learning curve. But don’t worry, we’ve got your back. We've already helped over 9,000 businesses successfully transition to Simpro. Our onboarding, training, and implementation process is tried, tested, and rock-solid. Plus, the support doesn’t stop once you’re up and running — our friendly, locally-based support teams are just a call away, ready to help 24 hours a day, 6 days a week. Ready to learn how Simpro will work for your business? Contact us for a personalized demo now.
Yes, our team offers comprehensive support to transfer your existing data into Simpro, minimizing disruption and ensuring accuracy. We can either guide your team how to do it themselves, or we can migrate your data for you.