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Creating a Simpro booking form – Checklist

To help create a Simpro booking form, we’ve created a Simpro checklist of what we recommend should be considered before creating the form.

Simpro checklist

  • Simpro Company (if you have a multi-company build)
  • Cost Centre
  • Time Intervals used on schedules (15 or 30 minutes)
  • (Optional) Default values when a new job is created
    • Status
    • Stage
    • Due Date
    • Salesperson
    • Manager
    • Tags
    • Private Notes
    • Custom Fields (paid plans only)
  • Pre-builds
  • An assigned Employee or Contractor for the calendar.
    • We recommend creating a separate Employee or Calendar for handling bookings.
  • (Optional): Additional employees or contractors if you need to schedule multiple people to a booked job (or quote).
  • Service fees if you are using the Stripe integration (paid plans only).

The Site Fields, Customer Fields, Booking (Job / Quote) Fields can be determined as you create the form.