Welcome to the first article in a series titled “Back 2 Basics” or B2B for short. In the B2B series I’ll be going back to the fundamental roots of simPRO. Whether you are a new user and learning simPRO or an existing user brushing up on your simPRO knowledge there is always something to gain from reviewing some of the simplest practices in your simPRO software package.
As this is the first article in the Back 2 Basics series I will be covering one of the most common question asked to me during implementation and training.
“How do I just create a job?”
Even though there are more than one methods to ‘just create a job’ (with two explained is this article), there are four questions that you must always ask yourself. I like to call these ‘ The 4 W’s’
Who, Where, What and When
Who – Who is paying for the work to be done?
Where – Where is the work to be done?
What – What work is required to be done?
When – When is the work to be done?
All other factors expand upon this.
Absolutely agree. Empower the field worker to focus on their core responsibilities AND support the streamlining of back-end operations toward analysi
I like how straight forward the process is.
Sounds like a good idea but how is that better than just getting a pda solution for guys?
Great article. There's a lot of good information here, though I did want to let you know something - I am running Redhat with the circulating beta of
Looks good - the digital notes can also be transferred straight on the computer, right ?
Hi JDW - yes it would be a great tool for any kind of business that needs to invoice from the road. If any of your clients are contractors or service
Is this real? I need that for my new plumbing company for the lads. But we will use sage for this is there a sage pen?
Interesting - as an accountant I think that would be a great tool to use for busineses of any size that I deal with. Any ideas on when it might be