Under Construction – simPRO 11 – A Sneak Peek

July 29th, 2010 by Brad

Thanks to everyone that participated in all the user forums so far this year.  One of the sessions we went through was about the future of your business management system (simPRO Enterprise and simPRO Fire).  We have been working hard on a number of concepts for over a year now. Read the rest of this entry »


simPRO Recent Development Highlights – July 2010

July 13th, 2010 by Brad

simPRO DevelopmentRecent Development Highlights

As always at simPRO we are improving the system to make it easier to use for our customers and able to deliver better results.

Here is a look at a few of our more recent developments.

Labour Type Multiplier / Fit times

So you have a prebuild library of all the different work you do, but you find that when you use a prebuild on an estimate you’re not entirely confident that you have allowed the correct amount of labour because the scenario for this job is slightly different to what was in mind when the prebuild was created.

Or perhaps you may want to know, based on the labour demographics that you’re using, how much time should be allowed on the job taking into account the skill levels and productivity of apprentices vs. fully qualified engineers?

Hmmm… what to do?

Enter, labour type multipliers and fit times. First I’ll go through them separately, though if you pair these two up, you end up with some very powerful functionality giving you great flexibility in your estimating.

Labour Type Multipliers

Go to Admin → Setup → Labour → Rates. In here you can specify as many different labour rates as you like. Typically these will be configured for the different charge out rates you have and often this will also mean different rates for tradesman vs apprentices etc. There is now an additional column called Multiplier.

Here is how it works: lets say to do a particular job, a tradesman will take 1hr, where an apprentice will take 1.5hrs. Here, because we are basing our rates on what the tradesman can do we will leave that labour type at a multiplier of 1 and put the apprentice labour type with a multiplier of 1.5. This is indicating that a second year apprentice will take 50% longer to complete the work than a fully qualified engineer, so the 1.5 hours listed instead of 1 hour indicates that it will take 50% longer for that labour type to do the work, (if a multiplier of 2 was used, that would indicate that this labour type would take 100% longer to do the work, or 2 hours instead 1).

Now lets jump to a job (add/edit items). With this configuration if I put my engineer’s labour on the job it will say I need 60 mins. If I change that labour type to apprentice then it tell me that I will need 90 mins on the job. However, if I put a tradesman and an apprentice on the job I will now need 75 minutes on the job as it averages across the 2.

Fit times

Ok, in this instance I may base (for example) all my prebuilds time on the basis of installing to plasterboard. But what happens when I need to fix to concrete, hard wood, brick etc? Now simPRO has the option of applying different fit times for different scenarios that you can apply to the same prebuild which will increase the estimated time required to complete the job.

To configure the fit times head over to Admin → Setup → Labour → Fit Times.

Create as many as you want. Think of these perhaps as degree’s of difficulty. You can put in your fit time name (eg. Concrete, Normal, Hard Wood, Poor Access etc) then apply the appropriate multiplier. As with the labour multiplier, you use 1.1 to increase the time by 10%, 1.5 for a 50% increase in time etc.

Back in our job now (add/edit items), next to all the items on the job you can set in the time column what the fit time should be. So if I have my original prebuild at 60 minutes, and apply a fit time of say concrete which has a 2x multiplier on it, the prebuild will now need 120 minutes to install.

Pretty cool huh.

Now let’s get tricky with it. Let’s say we have a prebuild with 60 minutes required on it. I apply the concrete fit time, which now says I need 120 minutes, however I am going to use an apprentice and a tradesman to do it for me. Now I am actually going to need 2.5 hours to do it all up.

Well, that should take out a whole lot of the guess work for you and allow you get much more accuracy in your estimates and your labour allowances for different installs.

I encourage you guys to go into the system and have a play with the different scenario’s and how they effect the billable time on the jobs. If you need any more help, please feel free to head over to our online help.


Xero & simPRO – Official Release

July 2nd, 2010 by Brad

simPRO_XeroThe simPRO to Xero and simPRO Digital Pen to Xero integrations have now officially been released!

Although we have numerous clients using both, it has just be officially signed off and published by the Xero team as a tried & true integration.

It was announced by Xero this week in their June 2010 Product Update Newsletter.

They have also made a nice little video, I must admit that the Xero team are excellent at make very succinct videos that give enough info to whet your interest without going too deep into details, something we need to learn from.

If you want more detail on the Xero online accounting and simPRO online estimating, job management and invoicing solutions, please see below:

Xero & simPRO Enterprise

Xero & simPRO Mobile Digital Pens

If you are looking for an estimation or project management package that gives you flexibility and delivers real productivity benefits then you can’t afford to miss the pairing of simPRO Enterprise and Xero – web based solutions at their best.


Major Update Released in June – simPRO Version 10.6

June 21st, 2010 by Brad

simPRO Enterprise version 10.6 was released this month with a huge range of updated functionality included, here is a quick look at some of the key updates:

General Enterprise Items

Labour Multipliers – Labour types can now have multipliers which will proportion estimated fit times. For example if you decide an apprentice takes 20% longer to do the work of a fully qualified engineer, then you would give them a multiplier of 1.2x. From then on, if your quote has an estimated time of 10 hours and you assign an apprentice to do the job it will estimate & bill for 12 hours.

Fit Time Multipliers – Fit time multipliers can now be setup and selected for each item on a quote/job. The multiplier will adjust the estimated time to complete the job/quote and bill for the revised time. Essentially this allows you to have a standard rate for a fit time and then allow extra automatically for more complicated situations.Examples of this may be that your standard price to fit conduit is to solid concrete, so you can a time multiplier for when required to fit to something more difficult such as a glass wall etc.

Post Codes – (Australia only) will now automatically populate once suburb and state are entered. UK post code look ups are in the pipeline.

Photo Attachments – simPRO will now allow the attachment of photos and other attachments to jobs and quotes from simPRO Mobile Digital Pens.

Location Contacts – You can now select a location contact on jobs and quotes as well as a client contact.

Xero Accounting Link – Interface has been developed and is now available for the Xero accounting system.

Maintenance Planner:

• Assets may now have multiple failure points on them for testing.
• Jobs created will now add any default scripts to descriptions.
• Description of assets is now added to each relevant department as well.
• Service level is recorded against each asset as a separate field now under Assets tab.
• Clients “on stop” will not be able to have jobs created.
• Maintenance planner jobs do not add a labour type with zero hours automatically now.

Ultra Mobile (Tablet PC, iPad etc):

• Can now schedule any employees in the system.
• New default to switch on/off the automatic updating of labour hours when completing job.

Field Mobile (PDA):

• Editing of Assets now available

Call Centre:

• Now available from the Projects menu when logged in as administrator or supervisor.
• Adding job description and adding/editing of assets now available.
• Call Centre Campaigns report added under the Reports->Sales->Campaigns menu of simPRO

As always, if you have any questions on these updates, please contact your simPRO rep.


The 1 Reason Why Digital Pen Beats PDA

June 8th, 2010 by Brad

As you would know, we offer PDA’s, Digital Pens, Tablet, Laptop, Netbook and any other data capture & input devices available.

But when it comes to field service engineers or mobile engineers – the Anoto based Digital Pen beats the PDA hands down – here is why:

Field engineers are more expensive than office staff when you include pay rates, vehicles, fuel, mobile phones, tools etc.

Based on that simple statement above we can quickly deduce where the cost savings can be made in work processes – get the engineer to spend less time on paperwork and more time delivering billable hours.

The use of PDA’s actually builds in time delays for the field staff due to the nature of it’s use (menu driven, slower to input and navigate). Use of the digital pen is intuitive and fast and therefore alleviates the time burden of paperwork on the (expensive) field engineers and places that back with (lower cost) back office staff. As it is delivered electronically, there are still huge savings in time for the back office staff as well.

Therefore the digital pen is the best tool to use to speed up the work the engineers do in the field and to distribute that information back to the office already to integrate to the back end system.

Each system has it’s own pros & cons of course – but for the majority of field service and service management organisations – the digital pen is the hands down winner for electronic field based data collection.


Curtis Shows us simPRO on the Apple iPad

May 28th, 2010 by Brad

As you may know, the Apple iPad was launched today in the UK.

We knew that there was a lot of interest in using the iPad as a tool for simPRO users – both for the engineers to record job data, times, materials usage etc and for management to be able to access all their simPRO business information no matter where they are. We wrote about the iPad previously and how it would run simPRO – but many of you wanted proof.

So, we sent out our intrepid head techie, Curtis Thomson, to get one as soon as it was available and put simPRO through it’s paces.

Curtis queued for hours and endured the company of Apple Fan Boys just to be able to bring this to you, for that we salute his fortitude!

Curtis_Waits_For_iPad

Watch the video below for the first look at simPRO running on the iPad.

The simPRO access via the iPad can be done in a number of different ways:

Engineers can access it through:

The standard `Employee’ login, or

The Ultra Mobile login – click here for more details.

Managers can access it through:

Their standard simPRO address and login.

The great thing about the simPRO system is that it will work immediately on the inbuilt web browser on the iPad. That means you can take the iPad out of the box, turn it on, open the browser and then open simPRO.

No need to download anything

No need for apps.

Like all parts of simPRO – it just works!

Note: That wasn’t really a photo from Curtis, I just found it on this website – just for a laugh.


Bad Round Sees no Points in simPRO Racing Formula Ford

May 25th, 2010 by Brad

Andre Borell suffered in Round 3 of the Formula Ford downunder – championship looks out of reach now.

Read full article on simPRO Aussie Blog.

If you missed it – here was round 2.


Xero Accounting Session – London

May 25th, 2010 by Brad

I attended the Xero session at the beautiful ICAEW building at 1 Moorgate Place London this morning and met Gary Turner (UK MD) and Rod Drury (Kiwi Co-Founder of Xero).

They gave an excellent presentation as to the where Xero came from, the entire philosophy of their business model and where Xero is going.

It was aimed at accountants and bookkeepers as Xero tries to encourage them to become partners and bring on new clients under the Xero Partner Edition which allows practises to really get active in managing and supporting their clients.

As a Developer Partner (and a Xero user for Acorn Software), I was most interested in hearing where Xero is heading. Here are some of the highlights that I noted down:

  • By September this year there will access to automated bank feeds to many thousands of banks globally thanks to an integration with some financial aggregator that pretty much all the banks use. That means for the UK that there will be approximately 80 financial institutions with direct feeds into Xero. Can’t wait for that.
  • Also it is expected that by about September that Xero will be able to produce final accounts – making another compelling reason to go Xero.
  • As part of the above change, online filing with HMRC will become available. I’m not too clear on the dates of that coming into play – but I hope that it will in the same sort of roll out time frame.

One thing about Xero that I wasn’t previously aware about was the fact that it manages both Cash & Accrual based accounting simultaneously. All the data is in the system, you choose which reports to run and it prepare the figures accordingly. What a breath of fresh air considering the tortured process of sending these details from simPRO to Sage that we have been experiencing.

It was also interesting to hear Rod talk about coming up with the business concept for Xero and how it came from the “fundamental shift” to cloud computing being driven by the `mass’ of consumers. But for a traditional business model it is hard to create a web based business for consumers as these consumers generally want everything free (think Gmail, Facebook, Twitter etc etc). So the next largest market to target was the small business (Gary mentioned that there were 4.7 million businesses in the UK, 2 million of them with very small often with only 1 employee). There is a mass of them out there with a decent percentage of them willing pay some money for a product that either

a) makes them more money, or

b) saves them money, or

c) gives them more time.

Read the rest of this entry »


Xero Accounting Link – Now Live in Enterprise

May 25th, 2010 by Brad

simPRO_Xero

We are very pleased today to say that the full Xero Accounting link is live and running in simPRO Enterprise bringing all the simPRO family into line.

You can now run simPRO Enterprise, simPRO Lite and simPRO Mobile with direct links into Xero to create and update invoices.

simPRO Lite & simPRO Enterprise

With both Lite & Enterprise you can now easily create your invoices, receipt invoice payments, create credits, add new clients, suppliers and contractors all directly to Xero from your simPRO system.

As both simPRO & Xero are web based applications, all the grunt work happens in the `cloud’ and you get real time feedback on each transaction for success or failure to post with explanations on why a failure may have occurred so you can rectify the error before it is part of the accounts system.

With simPRO’s powerful operational system, even functions that Xero cannot perform on it’s own like  CIS and stock control, can all be managed making the combination of simPRO & Xero the ultimate solution for contractors and service companies.

simPRO Mobile

simPRO Mobile is our powerful Anoto based digital pen solution for service companies and contractors. We have made simPRO Mobile even more powerful now with a direct integration from paper invoices to your Xero accounting package.

Learn more about the simPRO Mobile Digital Pen to Xero integration on the Xero Blog.

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Here is how simple the integration to Xero is:

1. Inside simPRO, connect to Xero

1

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Read the rest of this entry »


Tips & Tricks – May 2010

May 24th, 2010 by Curtis

Quick Tips Due to the constant development of the simPRO software to improve functionality for our users we have decided to share tips & tricks with you regularly so that you can get more out of simPRO.  This month we are going to have a look at a couple of smaller tips to get you using your system more effectively.

Employee activity

Ever wanted to know about what was happening in your simPRO system by whom?  Traditionally you could always look at the log of a job or quote to find out what has happened, though what about an entire activity report so you can ensure that you’re getting the productivity you require or retrace your own steps to find that missing link of some changes you have made.

Enter the employee History log.  Simply this report reads through all the audit trails on the modules with auditing enables, groups it by users and presents the data across the board.  It is a fairly easy report to run, simply go to Reports->Employee->History Log, apply the filtering you are after and click `submit’.

This gives you total transparency as to who has performed what functions in the system.

Un-invoiced jobs

Do you ever wish you could just see at a snapshot of all the jobs you have worked on this month that have not yet had an invoice created? If you run a lot of service jobs I bet the answer is a resounding “YES”.

Another simple and effective report to use that is often underutilised is the Job Activity Report.  There are heaps of options on this report and one of the most useful filters is the “Un-invoiced” option.

Simply head over to Reports > Jobs > Activity apply some filtering (for example current or last month) and turn on the “Un-invoiced” option at the bottom right then click `submit’.   A simple report that will show you any job that has had activity on it (based on your filters) that has not yet had been invoiced.

Job Activity Report - Showing this months uninvoiced jobs.

Uninvoiced Jobs from this Month

Online Resource

Over the past year we have been generating many articles in to what we dub the “simPRO wiki”.  In there you can find plenty of how-to’s, explanations, videos, product walk throughs and technical information.  As we continue to develop new applications and features into simPRO these articles are updated and added into the wiki.

Even the online help system your already familiar with is interfaced with these articles… it is literally a treasure trove of information you can access about your system.

To search for help, articles or tips, simply go to Help > Online Resource and type in your search needs or simply browse by category.