Join Principal Consultant David Meares as he covers the ins and outs of the Simpro Maintenance Planner Add-On. Maintenance Planner improves oversight and shortens site visits. Elevate your asset maintenance processes and propel your recurring service revenue to new heights. Simpro makes it easy to schedule preventative maintenance for customer assets, no matter the scale of your service-level agreements.
This webinar will include:
Part 1:
- Benefits of Maintenance Planner
- Maintenance Planner Set up
- System set up and permissions
- Status Codes and Triggers
- Prebuilds, failure points, recommendations and contracts
- Asset templates
Part 2:
- Customer Contracts
- Asset creation
- Job/Quote Creation
Part 3:
- Billing
- Contract Profitability
- Reporting
- Help and Support
