Archive for the ‘Updates’ Category

simPRO Recent Development Highlights – July 2010

Tuesday, July 13th, 2010

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.


Major Update Released in June – simPRO Version 10.6

Monday, June 21st, 2010

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.


Full List of Updates – simPRO 10.5.0

Friday, March 12th, 2010

The March update for simPRO Enterprise was released today, here is a full list of the new features & updates:

Updates

  • Support for RECS and VEECS is now available – Australia Only
  • Custom fields can now be set up for use under clients. Admin > Clients > Custom Tab.
  • The delivery docket form will now allow you to tick / untick all the items at once.
  • Lookup option added for ABN numbers – Australia Only
  • Departments, Business Groups, Payroll Categories, Currencies and Tax codes are now grouped under Setup >Accounts
  • Company Groups and Company Profiles are now grouped under Setup >Identifiers
  • “Do Not Call” option now available in client profile.
  • New Default – When invoicing a job leave it in current stage or move to complete (as currently done)
  • Call Centre Campaigns – Ability to create campaigns for call centre staff to call clients for specific sales campaigns.

Fixes

  • Fixed issue with printing reports on Firefox
  • Fixed issue with job card alert for quotes showing jobs
  • Fixed issue with due date on client side for Firefox

Recent simPRO Enterprise Development Highlights – March 2010

Tuesday, March 9th, 2010

simPRO as a SaaS product is constantly evolving to meet the demands of it’s massively growing client base. Due to needs of the growing number of companies choosing to implement simPRO to help them run their business more efficiently we are always coming across new and better ways to get the job done.

Here are some of the most recently development highlights:

CIS Management – UK Only

As part of HMRC’s attempts to control the taxation of the self-employed trades, CIS (Construction Industry Scheme) was introduced about 2 years ago as a means to collect tax from the primary contractor who withholds (usually) 20% of the labour component when they pay their subcontractors invoices.

As part of this months release of simPRO 10.5.0 there will be a full CIS integration giving complete control over invoice creation, amounts to withhold, reporting and calculating CIS payments due. Not to mention the most important thing – built in reminders that tell you when you need to complete your CIS paperwork and when to make your CIS payments to HMRC so you don’t get fined.

simPRO Enterprise will have full CIS integration making it suitable for both the prime contractor and subcontractor roles. simPRO Lite will have CIS integration only available for the subcontractor roles. This feature combined with the RCTI (recipient created tax invoice) feature means that you can now get into full control of your paperwork and the paperwork of your smaller (less organised) subcontractors.

It is designed to work for any business that gets caught up in the CIS system.

More details and screen shots will be released soon, but if you would like a copy of the scope of the CIS integration please let us know and we will be happy to forward you a copy and discuss how it will apply for your business.

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Full List of Updates – simPRO 10.4.0

Tuesday, February 9th, 2010

The February update for simPRO Enterprise was released today, here is a full list of the new features & updates:

simPRO Version 10.4.0

Upgrades

  • Tasks can now be created for Quotes
  • Contractors can now be scheduled to Quotes
  • View estimated times in minutes or hours. New setting in employee profile.
  • Plant now supports zones
  • Debt Collection Report now has the ability to include invoices up to a date.
  • Job Search – Option for searching for jobs and quotes with no order number has been added
  • Call Centre – now has the functionality to search for and view quotes.
  • Call Centre – new button under Auto Schedule panel to show all employees able to be scheduled, rather than just employees on zone.

Fixes

  • Fixed issue with updating Description Purchase Orders.
  • Fixed issue with merging of departments within job/quote.
  • Fixed issue with charge rate on assets not saving when updating a contract.
  • Fixed issue with Tax Code not being applied when quote is converted to a job.
  • Fixed issue with Task Templates attachments

Full List of Updates – simPRO Version 10.3.0

Wednesday, February 3rd, 2010

The January update for simPRO Enterprise was released last week, here is a full list of the new features & updates:

simPRO Version 10.3.0

  • Profiles now support approval £ limits for both orders and quotes. If this option is enabled, quotes will not be able to be emailed/printed or converted to jobs unless approved. Orders will not be able to be emailed/printed unless order has been approved.
  • Profiles now support read only modes for jobs, quotes, invoices and orders. Prompting of emails for invoices, quotes, orders and jobs is also available on profiles. Please see the Online Resource for further changes to profiles.
  • Maintenance Planner – Prebuilds can now be associated to asset types. Jobs created from the maintenance planner will bill for these assets using the associated prebuilds. Contracts can be setup for clients and charge rates for these prebuilds defined. Inflation dates and amounts can also be setup on the contracts.
  • Prebuilds now support part quantities (decimals) for build items.
  • One off Items now appear like prebuild/catalogue items in the list of billable items. Ability to enter cost price, markup and sell all supported. One off items will now be marked up automatically if a new markup is entered on the overview page.
  • New report – Employee Logs. This report combines the job logs, order logs and quote logs to create an employee log. This report is useful to see what employees have been doing over a date range.
  • Schedule day view page will now show a legend of job status names / colours when “Schedule Colours” default is set to “Job Status”.
  • Run sheet icon on schedule day view page will now only print employees that show on the schedule day view page under the seleted criteria rather than all employees.
  • Prospect page – when clicking Email Prospect an email of the appointment is now sent as well for calendar import.
  • New automated status change “The deposit for the job has been completely paid” added.
  • Payroll export now exports job numbers.
  • Sales Activity report now has option ‘Quotes Due’ which will show all quotes due in the date range entered
  • Calendar appointments now compatible with Google calendar.

simPRO Recent Development Highlights

Wednesday, February 3rd, 2010

simPRO is constantly evolving.  Due to the growing number of companies choosing to implement simPRO to help them run their business more efficiently and with their feedback we are always coming across new and better ways to help you get the job done.

So here is a batch of new updates that were released this week in the version 10.3.0 release:

Google CalendarGoogle calendars updates

When sending calendar appointments from simPRO they are now compatible with both Outlook calendar appointments and Google calendar appointments.  Watch this space, over the coming months there will be a lot more integration work happening with various Google components (like the recently released Google maps integration) and for Google Apps.

Task upgrades

Tasks have been used by many businesses to manage the smaller jobs that need to occur within a job, or to log all support/help related enquiries from customers to process later.

Recently we have made some more enhancements to this area.   Users can now specify a completed date (which auto populates when a task is closed), a location and a contact related to the task.  This will also enhance the reporting capabilities of tasks.

simPRO also now can accept tasks on quotes.

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How to Change Your VAT Rate in simPRO

Monday, January 4th, 2010

First of all, a Happy New Year to you all, we hope that you have a great 2010 and that with simPRO you take control of your business.

With the VAT rate returning to it’s normal level, if you haven’t yet changed your default VAT rate up from 15% to 17.5%, then you should do so now. See below for tips on how to do this.

simPRO Lite & simPRO Enterprise Users

Login and go to Admin > Setup > Defaults
Change VAT to 17.5%.

Recent Development Highlights

Monday, December 14th, 2009

simPRO is constantly evolving.  The simPRO philosophy is to continually improve the software so that it is the best available system on the market. Thanks to the growing number of companies choosing to implement simPRO to help them run their business more efficiently we are constantly developing  new and better ways to get the job done.

Some of the recent system developments include:

The Call Centre

simPRO now has a new add-on module called The Call Centre.  Licensed on a per seat basis, the call centre module enables high volumes of calls to be logged, scheduled and dispatched all from a single screen.  (more…)


simPRO Mobile – iPhone, PDAs & Smart Phones: How to leverage simPRO with mobile technology.

Thursday, December 3rd, 2009

MobilePDAWith the constant barrage of information being handed to us about mobile technology it’s easy to get confused!

With the huge success of the iPhone and other smart phones, getting a web browser on your phone with a fast internet connection has become common place and users are now looking for more than just email access for mobile workers.

We are going to briefly look at PDAs and smart phones, including both the popular iPhone and the new comer – Google Android and how they offer another method of collecting field data and updating it directly into simPRO.

Just to be clear, when we are talking about PDA’s and smart phones, we are talking about mobile phone handsets that have a decent sized screen, a fast (3G) internet connection and enough processing power to handle multiple applications. The iPhone, Google Android based phones, Blackberry’s and many other mobile phones.

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