Simplify Practice Management

Simplify Practice Management gives team members mobile access to key SimplifyPM workflows while they are away from their desk.

Users can submit and review timesheets, manage leave requests, update tasks, upload expense receipts, capture company card receipts, and record project defects directly from a phone or tablet. The app connects to your SimplifyPM environment and respects each user’s existing security access, so users only see the modules and project information they are authorised to access.

Key features include:
• Timesheet entry and weekly time summaries
• Leave balances, leave requests and approval statuses
• Task list review and updates
• Expense and receipt capture
• Company card receipt upload for later statement matching
• Project defect capture with floor plan pins, photos and status details
• Client branding support inside the app menu

SimplifyPM is designed for professional services and project-based businesses that need simple mobile access to operational workflows.
CRM