Switching from simPRO to Taskr

Welcome, simPRO user! This guide maps your familiar simPRO workflows to Taskr equivalents and walks you through a smooth migration.

Quick Comparison

Capability	simPRO	Taskr
Best For	Large enterprise, complex workflows	SMB, streamlined operations
Learning Curve	Steep	Gentle
Mobile Experience	Functional	Native, intuitive
Customization	Highly configurable	Balanced flexibility
Pricing Model	Per user, feature tiers	Simple, transparent

Why Teams Switch

simPRO Challenge	Taskr Solution
Complex, overwhelming interface	Clean, intuitive design
Steep learning curve for new staff	Quick onboarding
Mobile app limitations	Mobile-first experience
Expensive for small teams	Fair, scalable pricing
Over-engineered for simple jobs	Right-sized features

Terminology Mapping

Jobs & Workflows

simPRO Term	Taskr Equivalent	Notes
Job	Job	Direct equivalent
Quote	Quote	Similar functionality
Service Job	Job (type: Service)	Use job types
Project Job	Job (or Project)	For multi-visit work
Pre-Build	Job Template	Reusable job setup
Job Card	Job Detail View	All info in one place
Section	Progress Notes	Job updates

Schedule & Dispatch

simPRO Term	Taskr Equivalent	Notes
Schedule	Schedule	Calendar view
Schedule Block	Scheduled Job	Time slot assignment
Technician	Team Member	Assigned to jobs
Dispatch Board	Schedule (Day View)	Drag-drop scheduling
Travel Time	Built into schedule	Buffer between jobs

Customers & Sites

simPRO Term	Taskr Equivalent	Notes
Customer	Customer	Company/individual
Site	Location	Service address
Contact	Contact	Person at customer
Customer Type	Customer Tags	Categorization
Customer Zone	Location Tags	Geographic grouping

Assets & Maintenance

simPRO Term	Taskr Equivalent	Notes
Asset	Asset	Equipment tracked
Asset Type	Asset Type	Category of equipment
Asset Location	Asset → Location link	Where it’s installed
Defect	Fault	Issue reported
Maintenance Schedule	Compliance Schedule	Recurring service
Test & Tag	Compliance Certification	Recorded in assets

Financial

simPRO Term	Taskr Equivalent	Notes
Quote	Quote	Estimate to customer
Invoice	Invoice	Bill to customer
Catalogue	Products	Item/service list
Cost Centre	Categories	Expense grouping
Labour Rate	Service Rate	Hourly/flat rates
Purchase Order	Purchase Order	Supplier orders

Time & Payroll

simPRO Term	Taskr Equivalent	Notes
Timesheet	Timesheet	Hours worked
Start/Stop	Timer	Real-time tracking
Labour	Time Entry	Recorded hours
Break	(Manual entry)	Deduct from total
Allowance	(Notes field)	Track separately

Feature Comparison

What Works Similarly

Feature	simPRO Approach	Taskr Approach
Job Management	Comprehensive job cards	Streamlined job view
Quoting	Detailed multi-section quotes	Clean, professional quotes
Scheduling	Dispatch board	Visual calendar
Invoicing	From job completion	One-click from job
Time Tracking	Start/stop + manual	Timer + manual entry
Asset Tracking	Full asset management	Integrated asset tracking
Customer Portal	Customer Connect	Customer Portal

What’s Simpler in Taskr

simPRO Complexity	Taskr Simplicity
Multiple job types with different workflows	Unified job model with types
Complex catalogue management	Simple product/service list
Separate pre-builds and templates	Single template system
Multi-step quoting process	Streamlined quote creation
Complex permission hierarchies	Clear role-based access

What’s Different

simPRO Feature	Taskr Approach
Triggers/Workflows	Manual actions (simpler, more control)
Complex Job Costing	Straightforward costing
Multi-Currency	Single currency (AUD focus)
Inventory Management	Basic product tracking
Fleet Management	Not included (partner integrations)

Data Migration

What to Export from simPRO

Customers (essential)
- System > Export > Customers
- Include: Contact details, addresses, notes
Sites (essential)
- System > Export > Sites
- Include: Address, access notes, site contacts
Catalogue Items (recommended)
- System > Export > Catalogue
- Include: Codes, descriptions, sell prices
Assets (if using)
- System > Export > Assets
- Include: Serial numbers, locations, types
Job History (optional)
- Reports > Job Reports > Export
- For reference, not import

simPRO to Taskr Field Mapping

Customers

simPRO Field	Taskr Field	Notes
Customer Name	customer_name	Direct
Trading Name	trading_name	Direct
Email	email	Direct
Phone	phone	Direct
Address	street_address	May need splitting
Suburb	city	Direct
State	state	Direct
Postcode	postal_code	Direct
ABN	tax_number	Direct
Payment Terms	payment_terms	Days (e.g., 30)
Notes	notes	Direct

Sites → Locations

simPRO Field	Taskr Field	Notes
Site Name	location_name	Direct
Address	street_address	Direct
Suburb	city	Direct
Access Notes	access_instructions	Direct
Site Contact	(create Contact)	Separate record
Zone	tags	Use location tags

Catalogue → Products

simPRO Field	Taskr Field	Notes
Part Number	sku	Direct
Description	name	Direct
Sell Price	price	Direct
Cost Price	cost	Direct
Unit	unit	Direct
Category	category	Direct
Tax Code	tax_rate	Map to rate

Step-by-Step Export Process

1. Export Customers

simPRO: System > Setup > System Setup > Export
Select: Customers
Format: CSV
Fields: All
Click: Export

2. Export Sites

simPRO: System > Setup > System Setup > Export
Select: Sites
Format: CSV
Fields: All (especially Access Notes)
Click: Export

3. Export Catalogue

simPRO: System > Setup > System Setup > Export
Select: Catalogue
Format: CSV
Include: Parts and Labour
Click: Export

4. Export Assets (if applicable)

simPRO: Assets > All Assets
Click: Export icon
Format: CSV
Click: Export

Workflow Comparison

Creating a Job

simPRO Way:

Jobs > New Job
Select job type (service/project)
Choose customer
Add site
Add sections
Configure billing
Schedule later

Taskr Way:

Operations > Jobs > Create Job
Select customer (location auto-available)
Add description and details
Assign team member
Schedule (drag to calendar)
Done

Key difference: Taskr combines steps into a single, streamlined flow.

Quoting Process

simPRO Way:

Create quote
Add sections (multiple)
Add items to sections
Configure options/variations
Preview and adjust formatting
Send via email or Customer Connect

Taskr Way:

Finances > Quotes > Create
Select customer
Add line items
Add terms/notes
Preview
Send

Key difference: Simpler structure, faster creation for standard quotes.

Scheduling

simPRO Way:

Go to Schedule
Filter by date/technician
Drag job from sidebar (or click to create block)
Adjust duration
Add travel time manually
Dispatch notification

Taskr Way:

Operations > Schedule
Select week/day view
Drag job to time slot
Team member is notified
Done

Key difference: Cleaner interface, automatic notifications.

Completing a Job

simPRO Way:

Mobile: Navigate to job
Start job
Complete job sections
Add materials/labour
Capture signature
Complete job
Office: Review and invoice

Taskr Way:

Open job (mobile/desktop)
Start timer
Add progress notes
Upload photos
Stop timer
Mark complete
One-click invoice

Key difference: Simpler field workflow, integrated time tracking.

Migration Timeline

For Typical simPRO User

Phase	Duration	Activities
Planning	1-2 weeks	Audit data, plan cutover, set up Taskr
Data Prep	1 week	Export, clean, map data
Migration	2-3 days	Import data, verify, test
Training	1 week	Team walkthroughs, practice
Parallel Run	1-2 weeks	Both systems (recommended)
Full Cutover	1 day	Switch to Taskr only
Optimization	2-4 weeks	Refine workflows

Critical Path

Week 1: ████████ Planning & Taskr Setup
Week 2: ████████ Data Export & Cleaning
Week 3: ████ Migration (Fri-Sun)
Week 4: ████████ Training & Parallel Run
Week 5: ████████ Full Operations in Taskr

Common simPRO Habits to Adjust

Workflow Simplification

simPRO Habit	Taskr Approach
Create pre-build first	Use templates or create directly
Add multiple sections	Single job, progress notes for stages
Configure every option	Accept smart defaults
Manage through triggers	Manual control (more transparent)

In simPRO You’d…	In Taskr You…
Use complex menu tree	Use sidebar + Cmd+K search
Switch between modules	Everything accessible from sidebar
Open separate windows	Work in single view
Check dispatch board	Check Schedule view

Feature Equivalents

”In simPRO I would…"	"In Taskr I…”
Create a pre-build	Create a job template
Add a job section	Add a progress note
Use Customer Connect	Use Customer Portal
Check the activity feed	View job history
Run a job profitability report	Check job costs/billing

What You’ll Love About Taskr

Coming from simPRO, users often appreciate:

Speed
- Pages load faster
- Fewer clicks to complete tasks
- Mobile app is responsive
Clarity
- Interface is uncluttered
- Features are where you expect them
- Less training needed for new staff
Mobile Experience
- True mobile-first design
- Works offline when needed
- Easy for technicians
Pricing
- No feature-tier complexity
- Predictable costs
- Value for smaller teams

Support for Switchers

Migration Assistance

For teams switching from simPRO, we offer:

Data migration review - We’ll check your exports
Import assistance - Help with mapping and loading
Training sessions - simPRO-specific orientation
Dedicated support - First 30 days priority support

Resources

Real-World Examples - Familiar scenarios, Taskr way
Field Technician Guide - For your mobile team
Office Admin Guide - For your office staff
Data Import Guide - Detailed import walkthrough

Checklist: simPRO to Taskr

Before Migration

Audit simPRO data (record counts, quality)
Export customers, sites, catalogue, assets
Clean data files (remove test data, fix formats)
Set up Taskr organization and settings
Create user accounts (don’t invite yet)
Plan cutover date (ideally quiet weekend)

During Migration

Import customers first
Import locations (link to customers)
Set up products/services
Import assets (if applicable)
Create sample job - verify workflow
Create sample quote - verify output
Create sample invoice - verify format

Go-Live

Post-Migration

Optimize workflows based on feedback
Set up any remaining integrations
Export final simPRO reports for archive
Cancel simPRO (after data verified)
Celebrate! 🎉

FAQ: simPRO Switchers

Q: Can I import my simPRO job history?

Yes, but we recommend importing as “completed” reference records only. Active work should be recreated fresh in Taskr.

Q: What about my triggers and workflows?

Taskr uses a simpler model without automated triggers. Most teams find manual control easier to understand and troubleshoot.

Q: Will my technicians need retraining?

Some, but Taskr’s interface is intuitive. Most technicians are comfortable within 2-3 days.

Q: Can I keep simPRO running alongside Taskr?

Yes, we recommend a 2-week parallel run. Use simPRO for historical reference, Taskr for new work.

Q: What if I have custom fields in simPRO?

Map custom fields to Taskr notes fields, or contact us about custom field setup.

Q: How do I handle in-progress projects?

Complete small jobs in simPRO. For large ongoing projects, create new jobs in Taskr with reference notes to simPRO history.

← Back to Switching Guide | Back to Getting Started

​Switching from simPRO to Taskr

​Quick Comparison

​Why Teams Switch

​Terminology Mapping

​Jobs & Workflows

​Schedule & Dispatch

​Customers & Sites

​Assets & Maintenance

​Financial

​Time & Payroll

​Feature Comparison

​What Works Similarly

​What’s Simpler in Taskr

​What’s Different

​Data Migration

​What to Export from simPRO

​simPRO to Taskr Field Mapping

​Customers

​Sites → Locations

​Catalogue → Products

​Step-by-Step Export Process

​Workflow Comparison

​Creating a Job

​Quoting Process

​Scheduling

​Completing a Job

​Migration Timeline

​For Typical simPRO User

​Critical Path

​Common simPRO Habits to Adjust

​Workflow Simplification

​Navigation Changes

​Feature Equivalents

​What You’ll Love About Taskr

​Coming from simPRO, users often appreciate:

​Support for Switchers

​Migration Assistance

​Resources

​Checklist: simPRO to Taskr

​Before Migration

​During Migration

​Go-Live

​Post-Migration

​FAQ: simPRO Switchers

Switching from simPRO to Taskr

Quick Comparison

Why Teams Switch

Terminology Mapping

Jobs & Workflows

Schedule & Dispatch

Customers & Sites

Assets & Maintenance

Financial

Time & Payroll

Feature Comparison

What Works Similarly

What’s Simpler in Taskr

What’s Different

Data Migration

What to Export from simPRO

simPRO to Taskr Field Mapping

Customers

Sites → Locations

Catalogue → Products

Step-by-Step Export Process

Workflow Comparison

Creating a Job

Quoting Process

Scheduling

Completing a Job

Migration Timeline

For Typical simPRO User

Critical Path

Common simPRO Habits to Adjust

Workflow Simplification

Navigation Changes

Feature Equivalents

What You’ll Love About Taskr

Coming from simPRO, users often appreciate:

Support for Switchers

Migration Assistance

Resources

Checklist: simPRO to Taskr

Before Migration

During Migration

Go-Live

Post-Migration

FAQ: simPRO Switchers