Creating a Simpro booking form: checklist

1 min read Service booking form

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.