You will get Review and Setting Up of Simpro for Finance/Project Management


Project details
Complete set-up of SIMPRO based on company needs and requirements. This will allow you to manage quotes to jobs to payments seamlessly and track profit and loss per job/project.
Industry
ConstructionLanguage
EnglishWhat's included
| Service Tiers |
Starter
$30
|
Standard
$50
|
Advanced
$100
|
|---|---|---|---|
| Delivery Time | 1 day | 3 days | 5 days |
Number of Revisions | 2 | 4 | 7 |
Number of Hours of Work | 8 | 24 | 40 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | |||
Formatting & Clean Up | |||
Project Management Support | |||
Travel Planning | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$15
Additional Hour of Work
+$15
Other Forms of Integration
(+ 1 Day)
+$20About Maria Kristina Angelica
A+ Admin Assistant | Xero Bookkeeper | Simpro (Electrical & Plumbing)
Quezon City, Philippines - 7:09 pm local time
I have years of experience in supporting businesses by managing day-to-day admin activities, bookkeeping, managing projects, and many more for construction companies!
Send me a message to discuss how I can help your business thrive by doing back-office activities and you can focus on generating more - SALES!
🎯Administrative Support:
✅Correspondence/email management, appointment scheduling, file management, process improvement, travel arrangements, document control, personal project management for executives, and vendor relationship management.
🎯Project Management:
✅Oversee all aspects of project management from the timeline and schedule management, role assignment, and budget planning, to generating management reports and conducting training.
🎯 Bookkeeping:
✅Precise management of invoices, bills, purchase orders, bank reconciliation, and accounts payable and receivable management.
🎯 Quality Management System Audit (ISO 9001:2015):
✅ Business process improvements through comprehensive audit services by creating audit plans and scheduling, conducting audits as lead auditor, presenting findings, and addressing non-conformances
✅ Liaise with third-party certification providers and manage document control and records.
✅ Conduct risk management training, QMS orientation for new hires, and other training as needed.
💎 SOFTWARE EXPERIENCE
• Microsoft Office Suite (Outlook, Calendar, MS Teams, MS Forms, OneDrive, Sharepoint, Automate)
• Google (Gmail, Docs, Sheets, Forms, Powerpoint, Calendar)
• Meta Business Suite (Facebook and Instagram Ads)
• Adobe Acrobat Pro
• ClickUp
• Simpro
• Procore
• Quickbooks
• Canva
• Firedoc
• Notion
• ChatGPT
• Grammarly
• Jasper AI
• WordPress
• Xero
Steps for completing your project
After purchasing the project, send requirements so Maria Kristina Angelica can start the project.
Delivery time starts when Maria Kristina Angelica receives requirements from you.
Maria Kristina Angelica works on your project following the steps below.
Revisions may occur after the delivery date.
Review of Current Processes and Goals that you want to achieve
Analyze and Propose Set up of Simpro that fits the company needs