This webinar provides a detailed walkthrough of Simpro’s Maintenance Planner, offering practical knowledge to help you optimize your maintenance processes. Designed for both new users and those looking to refine their skills, this session covers key aspects of the Maintenance Planner’s functionality.
In this session, we’ll cover:
🔹Understanding the benefits of using Simpro’s Maintenance Planner
🔹How to set up Maintenance Planner, system permissions, and configurations
🔹Using Status Codes, Triggers, and Prebuilds effectively
🔹Managing failure points, asset templates, and customer contracts
🔹Step-by-step guides for asset creation, job/quote creation, and billing
🔹How to monitor contract profitability and leverage reporting tools
🔹Resources for help and support
Join us to deepen your knowledge of Simpro’s tools and streamline your maintenance workflow!
0:00 Introduction
1:33 Benefits of Maintenance Planner
3:58 Maintenance Planner Set Up
5:19 System Setup and Permissions
9:40 Status Codes and Triggers
14:15 Prebuilds, Failure Points, and Recommendations
28:45 Asset Templates and Customer Contracts
41:47 Asset Creation
1:01:47 Job/Quote Creation
1:23:00 Billing
1:39:15 Contract Profitability
1:38:10 Reporting
1:46:33 Help and Support
