Modus Operandi

🎯 This Week’s Top Tip for Simpro Users: Customer / Site Banners 🎯

Did you know that Banners can be added to Customers and or Sites in Simpro keeping your team informed and on track?

Banners are a simple yet powerful feature to:
✅ Communicate important updates, like customer or site specific requirements / information
✅ Remind office staff of particulars for customers / sites outside of the normal workflow.

Why Use Banners?
With clear, visible information you can ensure your entire team stays aligned, reduces miscommunication, and focuses on what matters most. You choose where the banner should appear to ensure it's where it's needed.

How are you using Banners to improve operations? Share your ideas below! 👇

🔍 Tip of the Week: Make Catalog Items Easy to Identify with Images! 🔍

Finding the right item quickly in Simpro can make all the difference for efficient workflows. Did you know you can add images to your catalog items in Simpro? 📸 This small change can make it easier for everyone—from the office to the field—to instantly recognize items, reducing the chances of mix-ups and speeding up the selection process.

Whether it's unique parts, equipment, or consumables, a clear image can help staff quickly identify what they need. Enhance clarity and boost team efficiency by making your catalog more visual!

💡 Try it out and let us know how it helps your team!

💡 Simpro Tip of the Week: Save Time and Stay Consistent with Scripts

Tired of repeating the same text or worrying about keeping your communication consistent? With Scripts in Simpro, you can create pre-formatted text, tables, and more that can be quickly inserted into jobs, quotes, emails and so many other areas of Simpro. 📋

Scripts not only reduce manual entry and errors but also ensure that your team maintains consistent messaging and tone across all customer interactions. Whether it’s standard job descriptions, service agreements, or follow-up emails, Scripts make sure your communication stays professional and aligned.

👉 Pro tip: Save your most-used templates to streamline workflows, maintain consistency, and focus on what matters—getting the job done efficiently.

Follow us each week for more Simpro tips and tricks! ✅