The simPRO Blog

Software updates

Latest simPRO update: Have the total invoice amount automatically inserted in your email templates


by Caitlin Maynard
November 24, 2017

In simPRO’s latest update, you can now have simPRO automatically pull the total invoice amount from the job and insert it into your email using insert fields in your email templates.

Learn more about our update with step-by-step videos in our Release Notes, or continue reading for more details.

 

Save time and increase efficiency by having your email templates do the hard work for you. After including the new total invoice insert fields in your email template, simPRO will automatically fill that field with the job-related customer’s total invoice amount. Choose whether or not tax is included in the total invoice amount.

 

Send accurate, brand consistent emails to your customers, even while still on site. At the tap of a finger, field technicians can send customers a pre-made scripted email which contains the job’s total invoice amount.

 

You can find the insert fields in email templates for claim requests, credit notes, invoice scripts and - of course - your invoices.

Select All open projects in just one click

simPRO Select All Button

After being highly requested in the Ideas Portal, new to simPRO is the Select All button. When you have five projects open, you will be prompted to close a minimum of one before you can start on your new project.

The newly added Select All button now allows you to select all of the jobs, quotes, recurring invoices or orders you have open and then close them so you can start working on your next big project.

Liked this article? Read more!

We won't spam you and you can easily unsubscribe.
Reply

Find us on these social platforms

simPRO Facebook
simPRO Google Plus
simPRO Twitter
simPRO Youtube
simPRO Linkedin
Latest simPRO update: track your activity

Our next update to simPRO Service and Enterprise, rolling out from 18th of February 2018, will provide new features to...

Latest simPRO update: improve your workflow

Our next update to simPRO Service and Enterprise, rolling out from 4th of February 2018, will assist you to improve...

Latest simPRO update: Go the extra mile with formatting

Our next update to simPRO Service and Enterprise, rolling out from January 21st, is one of the most requested features...

Latest simPRO update: Get flexible with receiving payments

Our next update to simPRO Service and Enterprise, rolling out from January 7th, gives you more flexibility in selecting...

Latest simPRO Update: Connect collects the signatures while the UK enjoys auto-populated Gas Safe forms.

Our latest update gives users the option to populate Asset Record forms with signatures which are collected from...

Building new foundations becomes key to award winning business growth

It was in 2011 Scott Aldridge decided to go it alone as a Sole Trader electrician. Around the same time, Christchurch...