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Description

Today Joey takes us through a demo of the job management software Simpro. 

Of course our purpose here is to educate the people we care about, but it would be amiss of me not to mention that at Sparky Coach we are now approved for Simpro training and we also offer 1:1 consulting to help get Simpro firing. 

Thought: one of the best things you can do is get your job management software absolutely cooking. 

Enjoy the pod + reach out if you have any questions. 

Much love xx 

Keywords

SimPro, project management, software review, digital forms, invoicing, job scheduling, materials management, quotes, user experience, software integration

Summary

This conversation provides a comprehensive overview of SimPro, a project management software. The speaker discusses its features, including project management, job scheduling, materials management, and invoicing. The pros and cons of using SimPro are also highlighted, emphasizing its detailed nature and the setup time required. The speaker shares personal experiences and tips on navigating the software effectively, making it a valuable resource for potential users.

Takeaways

SimPro is a comprehensive project management tool.

The interface includes various dashboards for different functions.

Materials management is a key feature of SimPro.

Creating quotes is straightforward and customizable.

Job scheduling can be managed effectively through the software.

Digital forms enhance job documentation and reporting.

Invoicing can be done directly from job details.

SimPro integrates well with other software like GroundPlan.

The software requires a significant setup time.

User training is essential for effective use of SimPro.

Titles

Exploring SimPro: A Comprehensive Overview

Mastering SimPro: Features and Benefits

Sound bites

"SimPro is a hell of a program."

"It's a very detailed program."

"SimPro does it per user."

Chapters

00:00 Introduction to SimPro

01:25 Navigating the SimPro Interface

04:55 Managing Projects and Jobs

09:17 Materials Management and Purchase Orders

12:11 Creating and Managing Quotes

16:04 Job Scheduling and Execution

20:48 Digital Forms and Job Notes

24:53 Job Invoicing and Financial Overview

28:24 Pros and Cons of SimPro