Simpro Mobile
Connect the field to the office with Simpro Mobile and enhance team efficiency.
Connect the field to the office with Simpro Mobile and enhance team efficiency.
Total Ratings
Worldwide
Description
Achieve end-to-end operations management with Simpro (www.simprogroup.com), a complete job management software solution for your business.
The Simpro Mobile app gives field staff the ability to do more on the job. Update job details, access site and asset history, view timesheets and present quotes with ease.
FIELD SERVICE FEATURES:
Enhance your field processes with Simpro Mobile, an end-to-end field app. Streamline field service workflows, manage customer assets, increase first-time fixed rates and enhance the customer experience.
* Live scheduling updates
* Record travel time and time spent on-site
* Access scheduled and assigned, as well as search for any pending or progress jobs.
* See who else is scheduled to be on-site for the job
* Status changes, such as a completed job card, will trigger workflow processes for office staff
* Offline functionality
* Invoice and accept payments in the field, with different options including cash or credit card payments (Square Payments integration available depending on location)
* Click-to-call site and job details
* Pre and post-audits for enhanced safety
* Pause work to stop the clock at any time
* Comprehensive asset management
* Inventory management
* Add notes, photos and other attachments with immediate sync to office
* Capture staff and customer signatures and email a signed job card directly to any contact
* High accuracy GPS navigation
TIMESHEET FEATURES:
Build a workforce of time-savvy staff. Easily track costs throughout project and service work, and provide scheduling information to field staff to maximise productivity.
* Clock on and off daily
* Create new time blocks for quotes, jobs and activities
* Use pre-defined travel schedule rates (eg after hours or long distance) to categorise travel time
* Add or edit billable and non-billable work hours in real-time or retrospectively
* Update records in real-time or retrospectively for billable and non-billable work
* Easily spread time between multiple cost centres based on hours or percentage of working time
* Access site, customer and schedule notes along with other key details such as activities, job descriptions and cost centre information
* Copy time blocks for employees, contractors and plant equipment
* View multiple weeks including past, current and upcoming scheduled time.
* Compare work scheduled and completed to identify and rectify unaccounted blocks of time or conflicts
CUSTOMER QUOTE AND SALES FEATURES
Upsell and close more sales in the field with Simpro Mobile.
* Add images, videos and manuals to create visually appealing quotes on the fly
* Offer multiple quote options such as basic, intermediate and premium
* Incorporate memberships and other services with standard pricing and savings displayed
* Apply add-on pricing for discounted rates such as for multiple or same-day services
* Email quotes and invoices to the customer
Screenshots
Version History
Releasing updates every 11 days on average. Last update 2 days ago.
Bug fixes
Added support for using flashlight while recording videos
Bug fixes
Technical upgrade
Bug fixes
Bug fixes
Bug fixes
Adding the ability to email Purchase Order from Simpro Mobile
Bug fixes
Bug fixes
Added support for accepting payments using Stripe Terminal
Bug fixes
Bug fixes
Bug fixes
Bug fixes
Bug fixes
Attach video, images and files to Jobs, Quotes, Tasks, and Assets through a revamped user interface. Search and organise attachments across folders.
Bug fixes
Bug fixes
Bug fixes
Interface enhancements on Work Completed Notes and Bug fixes
Bug fixes
Add Barcode Scanning capability to Catalogue/Stock search
Bug fixes
Technical Enhancements
Bug fixes.
Bug fixes
Logging Improvements.
Bug fixes.
Bug fixes.
Bug fixes.
Bug fixes.
Bug fixes.
Minor Improvements.
Improvements on the Catalogue and Stock search capabilities.
Bug fixes.
Bug fixes.
Ability to set default Maps other than Apple Maps for iOS and the setting to only view first Quote/Job for the next day on iOS and Android.
Bug fix to show job number for failed and passed Square payment transactions.
Bug fixes.
Pagination to Stock page.
Ability to edit Site Notes.
Shortcut for copying customer address to site address when creating jobs.
Bug fixes.
Security improvements.
Bug fixes.
Bug fixes.
Bug fixes.
Feature ability to prevent viewing past jobs, and only show upcoming jobs for current and future days.
Improvements to logging to help understand reported bugs. A bug fix to remove error when sending quotes from Quotes and Sales module.
Improvements to logging to help understand reported bugs.
Paging has been added to the asset search results to better handle large lists. A bug was fixed causing “Invalid date” to sometimes show when recording travel and work time.
Improvements to logging to help understand critical bugs.
Fixed a bug where billed labour would be incorrect after editing it in the app.
Branding updates and bug fixes including an issue causing data loss when closing the app before submitting work, and a fix for the “Email Invoice” toggle in the Service Module.
Attachment lists now have paging to allow long lists to work smoothly.
Search terms entered for assets will be remembered and reloaded on return to the assets list.
Several bug fixes for specific configurations.
Fixed some bugs including some issues causing used materials to double up, and an issue in Audits preventing completion when the last question was skipped.
simPRO Mobile users who have their licence removed by an administrator will now be automatically logged out from the app.
We’ve updated Pre-Audits and Post-Audits so that when someone successfully answers a question that has a 'Stop, allow job completion' Action, the current audit will be passed and completed, and the next queued audit will open.
This release also includes some bug fixes.
We've fixed an issue from our last release where information edited on previously submitted jobs where not saving.
We have fixed an issue for customers where Time blocks
were recording only the Travel times and missing the normal times when job card is submitted to enterprise
Logs to help understand critical bugs.
We have fixed the following issues where Attachments folder was duplicating opening the same Job/Quote, Asset creation in Mobile adding all service levels, Previous day schedules extending longer than 24 hours, Plant names displaying on the Job and
Quote and Sales Module - 'Quote email setup' where body shows correctly when quote is emailed.
simPRO Mobile users who have their password changed by an administrator will now be logged out of the app.
We’ve fixed an issue for customers with large numbers of employees and contractors where the audits would sometimes crash.
We’ve also fixed an issue where in some cases failing an audit would allow work to continue.
For companies that have the Single Quote/Job View turned on, you will now be able to allow simPRO Mobile users to create a job or quote and work on it. This is set up in their Mobile Security Group.
We’ve fixed an issue preventing negative numbers to be entered into Asset Test Readings, and fixed another issue causing Job Descriptions to sometimes not load correctly.
We've fixed a bug where user unable to download attachments.
We’ve upgraded the Assets features in the Service Module. You can now add and view attachments on Assets, Asset Types and Asset Tests in the Service Module. You can also see the previous test date on the asset list and apply customer contracts to assets. You will now see the different severity names for failure points if you have the Maintenance Planner.
We've fixed a bug where editing details of a Job Card on Mobile would unlock the Job Cards from other days on the same project.
We fixed a bug that was not allowing users to login to simPRO Mobile when job sites scheduled had very large quantities of assets.
Bug fixed where simPRO Mobile was not correctly loading settings from older simPRO builds for allowing field staff to work on edit archived and invoiced jobs.
Bug fixed to support the Storage Device simPRO Mobile setup options inside some older versions of simPRO.
Support for simPRO Mobile Security Groups! With simPRO version 22.2.5, Mobile Security groups can be created in simPRO, which will turn features on and off in Mobile. As well as what you could already turn off in the Mobile Setup, we’ve added some extras such as turning on/off emailing the Job Card, capturing signatures, emailing quotes and viewing pricing.
You can now enable a single Quote/Job View to only show the current/next job or quote in simPRO Mobile.
Fixed an issue resulting in occasionally showing an access denied message.
Sometimes the device database was being corrupted and information would not be submitted. All fixed now!
You can now enable a single Quote/Job View to only show the current/next job or quote in simPRO Mobile.
Fixed an issue resulting in occasionally showing an access denied message.
Sometimes the device database was being corrupted and information would not be submitted. All fixed now!
This will fix missing schedule block issue on pause work.
This fixes an issue for iOS users where the More Contacts list would automatically close after opening.
Create tasks in the Service Module for jobs and quotes, and assign them to other employees.
Add attachments to sites in the Service module and Timesheets module.
Bug fixes, support for form builder templates when emailing quotes and passing all untested assets now ask for confirmation before completing
Bug fixes, support for future simPRO updates.
Bug fixes, plus the Purchase Orders page in the Service module can now be hidden using a new setting in simPRO.
Bug fixes, plus you can now navigate to any week in the Times page.
Bug fixes to improve stability and issues syncing data with simPRO.
Bug relating to syncing data has now been addressed.
Bug fixes including fixes for some pricing issues.
Bug fixes and updates including:
Anyone can add a due date when they create a job or quote in the Service module.
If data going back to simPRO is blocked, it will retry automatically every time you refresh data.
The service module will show the site from the cost centre in the schedule or when opened.
Attachments issues in multi-company simPRO setups fixed.
Fixed a bug preventing the site and customer info from showing in some screens of the Service Module
Several bug fixes for audits as well as for date fields in asset test results, editing times and more.
Attachments have been upgraded for jobs inside the Service module and also in the Timesheets module, allowing you to see all attachments, rename and upload smoothly.
You can now change the description and notes of jobs and quotes in the Service module.
Bug fixed related to creating Purchase Orders.
You can now add items to purchase orders for stock and jobs and receive the goods.
You can change the total of quotes and jobs in the service module, and add a discount or fee.
Jobs and quotes can now be created for a customer contract.
Bug fixes following latest release.
You can now open and create quotes in the Service Module. This gives you the extra functionality of adding attachments, recording time and completing audits while quoting.
Find a job in the Service Module now has filters to view your assigned or scheduled jobs that are due within a specific date range and zone.
Bug fixed when using barcode scanner to find assets on site.
You can now enter times for other people or plant using Service and Timesheets modules.
You can now open and complete tasks assigned to you inside jobs using the Service Module.
You’ll now see warnings for licences nearing expiration.
You’ll now see a warning when your stock is running low.
Bug fixes including issues when downloading large attachments.
You can now see assets on a job before starting work.
Choose 12hr or 24hr time in the settings of the app.
Bug fixes including data stability improvements.
You can now access all customer and site contacts.
When you tap to call, simPRO mobile will provide options to call, message or copy the phone number.
Calls and messages to contacts will now be logged in simPRO.
You can now create a Stock Purchase Order in the new Stock Module
Now supporting locked timesheets in simPRO.
Working on assets in the Service Module will now send information back to simPRO whenever an asset is added or tested.
We’ve added a running job button in the title bar of the Service Module schedule to reopen the job you are working on.
Item catalogues will now only download when you need it. This will improve login and refresh times.
Several bug fixes including some related to signatures not always being transferred to simPRO.
Working on assets in the Service Module will now send information back to simPRO whenever an asset is added or tested.
We’ve added a running job button in the title bar of the Service Module schedule to reopen the job you are working on.
Item catalogues will now only download when you need it. This will improve login and refresh times.
Several bug fixes including some related to signatures not always being transferred to simPRO.
You can now receive push notifications to stay up-to-date with changes to your schedule, and messages from admin.
This release also includes several bug fixes.
You can now receive push notifications to stay up-to-date with changes to your schedule, and messages from admin.
This release also includes several bug fixes.
Create a job in the Service module by pressing the + button and choosing New Job.
* Add a salesperson, service fee, multiple cost centres, descriptions, notes and more.
* If you have permission, you can also assign the job to someone else, and enter a due date.
Several bug fixes are also included in this release.
Bug fixes including:
Improved photo quality for attachments.
Fixed a display issue when an asset has more than 15 fields.
Tables in content that are wider than the screen can now be dragged horizontally to see all cells.
Can now copy and paste formatted content into any WYSIWYG content field.
Faster login time by downloading customers and sites only when you need them
Restrict access to archived jobs and fully invoiced jobs independently, configurable in simPRO
Bug fixes
Bug related to syncing custom asset fields back to simPRO is now fixed
Auto schedule update on day change in service
Quick schedule update functionality for every day
Toggle not to submit the recording time block
Cost centre date format display update
WYSIWYG support for work completed notes, technician notes and purchase order notes
Audits will no longer display empty hazard/risk/control measures
Job name will be displayed instead of CC name in site history
Numerous other enhancements and bug fixes
Site name and Company label added to schedule view
Refreshed schedules, new shortcuts
Additional schedule contact information
WYSIWYG formatting fully supported including mobile WYSIWYG editor
Work completed notes available as invoice script
Enhanced single click calendar
Order number added
Find a job refactored for speed, and is online
Enhanced signature capture
Easier submission selection
Asset custom field retrieval rectified
Android native back arrow prompts save
Numerous other bug fixes
* We've altered the asset search to resolve the occasional unresponsive app behaviour. Tap the search icon after entering the required search term to view the assets.
* iOS users were facing issues with the Service Module when adding images as attachments. All fixed now!
*Copy and paste into text input areas.
*Support for bi-directional status codes
*Spell check and auto capitalise first word support
*Listing view for catalogue items in service now displays part number
*Full asset type name always displayed
*Service module schedule refresh icon spins when a refresh is triggered.
*Rectified issue with background sync not retrieving assigned/scheduled jobs
*Rectified issue with refresh icon clearing schedule
*Numerous other bug fixes
Asset Management Features
*Create, manage & test assets in the field!
*Scan assets with in-app QR/barcode reader
*Search for assets in the cost centre, job & site at the same time
*View the full asset test & service history
*View all key asset details on the same screen
*Re-use past test results & readings, failure points, recommendations, & notes
*Specify which employees have access to assets
*Scan & test assets one after another
*Access total pass/fail/untested count for the entire job
Attachments can only be deleted or renamed by the uploader
Multiple time blocks for the same cost centre are no longer lost when entering actual, or editing scheduled times
Travel time block will not appear in simPRO until the job is submitted
Submission statuses are no longer duplicated or missing
Pre-build labour component is always retained
Audit go-to functionality is now operational
Open past dated jobs successfully from info panel
Broken image icons are rectified
Numerous other bug fixes
* Invoice jobs in the field!
* Take payments in the field!
* Support for Square Payments!
* Support for any Square reader!
* Email invoices
* Enjoy support for invoice scripts
* Take part payments of any combination
* Enable or disable invoicing per employee
* Select accounting categories in the field
* Add One-Off items in the labour or material variety!
* Enjoy access to add on prices for both catalogue items and pre-builds when invoicing
Service Schedule automatically refreshes each time it's accessed
Automatic full refresh daily when device idle
Service pull down refresh removed
Better line formatting support
Scripts for work completed notes
Choose date to open (past/future jobs)
Job name added to Timesheet Module & Job search
Technician mobile phone added
Job notes and cost centre notes added
Improved material search
Search terms now fully supported
Rectified missing time blocks in service
Numerous other bug fixes
* An issue with syncing times back to simPRO with work notes and attachments has been fixed
* Google Calendar appointments will now appear correctly when accessed through the service and timesheet modules
* Search stock as well as catalogue by part number
* “No items found” is now displayed in the correct areas
* Start work / Start travel has been simplified, edit times in one place
* Job card now remains editable once work started
* Non-billable items now appear in used materials
* Schedule rates now apply correctly when adding an additional time block
* Service module now updates time blocks correctly from “Times Recorded”
* Discard / Save message now only appears when changes have been made
* Archived and company specific pause statuses rectified
* Schedule blocks now merge successfully
* Recorded time issue resolved for assigned jobs
* Material allocation for multiple techs on same job resolved
* Repeated material submission when job opened by another user fixed
* Data error no longer appears when no timesheet licence allocated
* Service displaying multiple times in menu rectified
* Images now download successfully
* Nested and go-to audit questions fixed
* Numerous other fixes
* Directly access attachments from site
* View who is working with you
* Refreshed audits greater functionality
* Work completed history for every job ever carried out on site
* Email signed job cards
* Choose schedule rates for Travel and Activities
* “Pause Work” to stop the clock
* View your schedule a week at a time with a detailed account of each day
* Stock assignment has been redefined automatically triggering stock transfers in simPRO for increased accountability and accuracy
The following bugs have been fixed:
* Job time blocks intermittently failing sync
* Attachments intermittently not syncing
* Blank time blocks resulting from job / quote / activity deletion
* Correct schedule rate sometimes not being retained
* When clocking off, incorrect time gaps being available for population
* Record all as not syncing schedule blocks correctly when populating empty time blocks
* Duplicate technician function not submitting times to simPRO
* Other minor bug fixes
The following bugs have been fixed:
* Job time blocks intermittently failing sync
* Attachments intermittently not syncing
* Blank time blocks resulting from job / quote / activity deletion
* Correct schedule rate sometimes not being retained
* When clocking off, incorrect time gaps being available for population
* Record all as not syncing schedule blocks correctly when populating empty time blocks
* Duplicate technician function not submitting times to simPRO
* Other minor bug fixes
* Faster loading speeds for all simPRO Mobile modules
* Full multi-company support for all sharing combinations
* Full support for larger builds with 30000+ customers & sites
* Numerous bug fixes
Allow users to discard / edit locked schedules from enterprise
Ability to discard timeblocks from the times page for any online date
Undo clock off now only appears for a current date
Ability to delete activities from the timesheet module
After time conflict resolution the submit button is now completely functional
The discard message will no longer appear while a timer is running
The page view when the week report is collapsed has been upgraded
Numerous bug fixes
Update and record time for billable and non-billable hours
Travel as you desire within a job with billable/non billable schedule rates
Distribute time using hours or as a percentage of time worked over relevant cost centers
Duplicate time blocks
Review and update schedules
Search and retrieve all pending and progress jobs and for quotes & jobs scheduled or due for the current, previous and following 45 days
Increase business profitability by improving recording capability for actual labour hours
-Service fee support - Empower your techs by enabling them to add service fees while in the field as well as retrieving service jobs and quotes that contain them.
-Fast billing - Use our brand new “Bill all Options” feature to accept all options instantly, bypassing presentation mode and proceeding immediately to billing.
-Options overview - Improved options overview screen, review all options at all times with a total for each and a grand total. Then present or bill all options with one click!
- Cost center selection is now fully supported
- Scripts are now supported for each option and the Quote and Job overview description
- simPRO tax hierarchy is fully supported
- simPRO pricing tiers are fully supported
- "Estimates" have been more appropriately re-named as "Options"
- Various bug fixes
What's new in simPRO Mobile v1.0.5
- Update to multi-company simPRO environments rectifying issues around quote forms.
- Update to cost centre functionality. A locked cost centre will prevent the project being submitted from simPRO Mobile until it is unlocked in simPRO.
- Update to add-on pricing functionality. Add-ons will no longer be enabled by default for any items.
- Various other bug fixes and feature enhancements are included in this release.
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