Creating simPRO Reports, Graphs and Dashboards
There are some powerful reasons why you should use Power BI to create reports from your simPRO data. By accessing your Jobs, Projects, tasks and sub-task data in Power BI, you’ll be able to create powerful reports, graphs, charts and dashboards from your simPRO...
Understanding simPRO Reports
simPRO Reports If you’re a simPRO user, you’ll want to have the option to view reports on all aspects of your business. Whether you need a simPRO report on a segment of your customers, reporting on the number of jobs completed this week or a report on your...
How to follow-up on sales quotes
Why you need a process for following up on sales quotes, and how to set one up. Following up on sales quotes is an essential part of any business that sells products or services. It’s the first step in closing deals. If you don’t have a good system for following up on...
simPRO CRM & Marketing for Trades
Your business is running well using simPRO as your chosen field services software. You’ve streamlined your entire workflow from estimating and quoting to scheduling and job management. Implementing simPRO as your chosen job management software into your service...
