Spring Clean Your Simpro System
Simpro touches every part of your business, which is also why it collects clutter: duplicate customers, open jobs, templates nobody uses, notifications nobody reads. The 2026 edition of our Spring Cleaning Checklist walks you through 17 steps to tidy it up, with the menu paths and built-in reports that do the finding for you.
What's inside
- 17 steps covering customers, suppliers, staff, catalogue, stock, jobs and quotes, invoicing, reports, automations, security, plant, fleet, client assets and labour rates
- The built-in Simpro reports that find duplicates, inactive customers and open jobs for you
- The traps worth knowing before you merge or archive anything
- A new step on getting your data ready for Simpro's 2026 features, including the AI tools on Lightning
- A final walk-through of one everyday workflow to check your setup still matches how your team works
Why it matters
Systems drift. Jobs stay open, rates fall behind, and settings stop matching how the team actually works. None of it is urgent on its own, but it adds up, and it matters more as the tools built on top of your data get smarter. Cleaner data means faster quoting, fewer mistakes, reports you can trust, and automations that do what you meant them to.
Do it yourself, or work with us
- A review of your current setup against how your business runs today
- Clean-up of duplicates, old records and unused templates
- Reports and dashboards rebuilt on data you can trust
- Notifications and automations tidied so they save time instead of adding noise
Ready to evolve your business?
Let's talk about how we can help you get more from your job management system.