What would you like to do?
Work out the true cost of your team, and the overhead rate that goes onto your labour rates — the Platinum Consultants way.
More exports
Did you know… (worked out from your own figures — each one says how)
Working these out…
Overhead build-up
Key figures
Labour rate averages (the figures for your labour rates)
| Labour Type | # Staff | Avg 1.0× | Avg 1.5× | Avg 2.0× |
|---|
Where each charged hour goes (average per labour type)
Charge-out rate advisor (cost + overhead → suggested sell rate)
What you actually charge (your Simpro labour rates, against your true cost)
Per-employee cost
| Name | Position | Labour Type | Pay Rate/hr | Employment Cost/hr | Overhead/hr | Total Cost/hr | Annual Salary | Hours at Work | Workable Hrs |
|---|
Snapshots Step 10 of 10
Save a moment-in-time copy of your numbers — before a pay rise, at end of financial year, whatever — then compare any two to see exactly what moved.
📸 Save where you're at
Your rate over time (from your snapshots)
Your snapshots
Compare
Your team Step 4 of 10
The full spreadsheet-style grid. Percentages are entered as whole numbers (e.g. 9.5 for 9.5%). Edits save automatically as you go — tidy the columns with ⚙ Columns.
What you pay for but can’t bill Step 5 of 10
Nobody bills fifty-two weeks a year. These switches decide which of the hours you pay for — but nobody can be charged for — are carried by the hours you do bill.
What this page does
Every person on Your team has a pay rate and a number of hours a week. Multiply them and you get what they cost you — but only if they worked every one of those hours on a job, and nobody does. They take leave. They get sick. The country closes for eleven public holidays. They sit in training, and they drive between jobs.
Each switch below answers one question: should that paid-but-unbillable time be priced into the hourly cost of the people who are billable? Switch it on and the cost is spread across the hours they do bill, so your rate covers it. Switch it off and the cost does not disappear — you simply stop charging for it, and it comes out of your margin instead.
What we would do: leave them on unless you have a specific reason. On is the honest answer for almost every trade business in Australia — you are paying for those hours whether or not you charge for them, and a rate that pretends otherwise is a rate that loses money on every job that runs to plan.
Nothing here changes what anybody is paid. It only changes how their cost is spread — which changes the cost per hour on Your rate, and therefore what you should be charging. Hover the ? on any switch for what it means on its own.
Cost inclusion toggles (choose which paid-but-not-worked time gets priced into each person's employment cost $/hr — hover the ? on each one)
Your expenses Step 6 of 10
The running costs of the business and the assets you set aside money to replace — this is the pool your overhead rate is built from.
P&L costs to remove (things already counted elsewhere — e.g. field wages, super)
| Item | Qty | Cost to remove | Applied % | Actual $ |
|---|
P&L expenses
| Item | Qty | Cost to add | Applied % | Actual $ | 🚐 |
|---|
Looking for asset replacement — the ute, the tools, the trailer? It has its own screen now, so this page stays about running costs.
Asset replacement Step 7 of 10
The gear you set money aside to replace — vehicles, tools, trailers, IT. This used to sit at the bottom of Overhead costs; it is long enough to deserve its own screen.
Annual $ = Qty × Replace cost ÷ Replace Every (Years) × Applied %. Group items under headings like Vehicles or Tools & Equipment — the groups carry through to your results, so you can see what the fleet costs separately from the tools.
Easy start
One short step at a time, each one a real screen — the same grids and switches you will use every day, in the order that makes sense the first time. Everything saves as you go, and you can stop and come back whenever you like.
Guided start
One step at a time. Nothing happens until you say so, and you can stop at any point.
Prefer the full screen with every filter?
Labour rates Step 3 of 10
The labour types your team is grouped into — and, if you use Simpro, which Simpro labour rate each one writes back to. Get this right and the averages on your results page line up with what Simpro charges out.
Import Step 2 of 10
Bring data in. Three questions, always the same three — what, where from, and then a look at exactly what would change before anything is written.
Export Step 9 of 10
Take data out. Pick what you want and how you want it — the rows are on screen before you download, so you are never guessing what is in the file.
Connect your apps Step 1 of 10
One place to plug things in. Connect once here and every screen that can import or export will offer that app as a source — you never have to hunt for a connect button again.
Simpro 🔌
Connect your Simpro instance to pull your team in, and push the calculated Pay Rate, Employment Costs and Overhead back — plus your company default overhead rate.
Administration ⚙️
Everything staff-only, in one place: the membership and its members, who gets into the suite and what they may do, the two libraries we sell from, support, and how the product is doing. You only see the areas you hold the capability for.
Support 🛟
Find a customer and open their workspace to help. They are not disturbed; you see a support banner while you are in, and every entry is recorded in their audit log.
My Company Details ☎
Who to ring, and what somebody needs to know before they turn up or dial in. This is what a consultant sees on their phone on the morning of a booking.
My day 📱
What you are booked on, who to ring, and marking a booking done. Built for a phone — open /me on your mobile.
The week 🗓️
Who is doing what, and what their own Outlook diary says. Bookings we have made are solid; their own appointments are quieter — both are there so nothing gets booked twice.
My work 📅
What is next, the rest of your week, and anything the office has asked you to follow up. Marking something done here is the same action as marking it done on your phone.
Office 🏢
What is waiting on us this morning - enquiries, quotes, today's jobs, money owed, and every call, text and email nobody has dealt with yet.
Tasks ✅
Something to do, for somebody, about a customer. A member's message from their header lands here; so does anything the office raises from a call or an email. Assign it, move it, tick it off. Each one links to the customer, the contact, the enquiry, the quote, the invoice or the booking it is about — and there can be as many as you need against any of them.
Inbox 📞
Every call, text, email and website message that has come in and nobody has dealt with yet. Ring back, text back, or mark it dealt with. A reply from here does the marking for you.
Reminder rules & emails ⚙
What we chase, when, and in what words - and the switch on every other message this product sends. Written once; what is waiting to go out today is on The office → Reminders.
Phone & messages 📊
Calls answered, missed and rung back; texts and emails in and out; time on the phone. Counted from the records, not from anybody's memory.
BI reports 🧮
Ready-made queries for your own BI tool. You get the SQL itself — paste it into Metabase, Power BI or anything that speaks to your Simpro replica, and it is yours to keep and change. Buy one and every later version is included.
Courses 🎓
The Simpro Excellence Academy: short courses on getting more out of Simpro — quoting, catalogue discipline, job costing, reporting. Your place is kept per lesson, so you can stop halfway through and pick it up on another day or another device.
Resource Library 📄
Templates, example forms and checklists — the files themselves, with no video and no course around them. Filed the same way the courses are, so a template sits beside the lesson that uses it.
Platinum Assist library
What the assistant knows and how it answers. Members ask on their own screen; this is where Platinum shapes the answers and adds the material.
Key moments & clips
Short clips out of our recorded Zoom sessions. The AI suggests them, a person approves each one, and only then is it cut and posted to YouTube and the social accounts.
Platinum Assist 💬
Ask anything about how Simpro works and get an answer from Platinum's own material — transcripts, sessions and help notes, all behind our firewall. If it can't answer, it'll help you book a consultant to sort it properly.
Contact directory 📇
Everybody we deal with, and which company they work at. This is what a booking draws on — and what we keep Squarespace in step with.
Platinum staff only. Search on anything — a name, half an address, a mobile number, an ABN. There is no list to browse and nothing here can be exported.
Import lists and connections 📥
Bringing customers, contacts or sites in from a CSV, and keeping Squarespace in step. Everything here is a job you do once. Nothing on this screen is needed to find, add or change a customer day to day.
Upload a supplier file
A price list, a supplier quote or a supplier invoice — as a CSV, a spreadsheet or a PDF. It finds the table, works out what each column is, says what looks wrong, and shows you exactly what it would write before it writes anything.
Enquiries 📞
Every enquiry, worst first — the ones nobody owns, the ones we said we would get back to and haven't, and the ones quietly going nowhere.
Reminders ⏰
What we chase, when, and in what words. Overdue invoices, bookings coming up, quotes about to run out and enquiries we said we would get back to — each one a rule you write, try, and switch on when you are happy with it.
Library and folders 🗂
The document library, in folders. Open a folder by pressing it; press the ⋯ on it to rename, describe, move or delete it. The same folders file the Academy’s courses, so they go two deep — a folder, and folders inside it.
My team 👥
Everybody who can sign in to this account — the people who use the tools, and the people you are only putting through the Academy. One invite, and you choose which.
Courses and lessons 🛠
Write a course, add lessons, and see who has watched what. The figure worth looking at is started and not finished — a lesson several people stop on is usually the lesson, not the people.
BI library admin 🛠
Write a report, price it, and see who has bought and taken what. Every save writes a new version — buyers keep every later version of anything they have bought, so a fix reaches them without anybody being charged again.
Quotes ✍️
Put a price in front of somebody who has not bought yet. Sessions, catalogue services, BI reports and hand-priced lines, at the right card and the right member discount, with the callout and travel added once for the visit rather than once per line. Every figure is ex GST, and every line that could not be priced is named rather than left out quietly.
Billing schedule 🗓️
Every membership's roll-out, by date: what each one releases, when its next invoice is raised and for how much, when the year renews, and when anything ends. Filter to one customer, to invoices only, or to the people not yet billed from the app — then switch them over with a dry run first. Nothing on this screen charges anybody.
Stripe subscriptions
Every customer’s plan and membership in our records, beside the subscriptions Stripe holds. It flags two live at once, one cancelled in Stripe that is still live here, one we think is paying with nothing live in Stripe, a different plan or email, and a subscription that matches no customer. Nothing changes until you press a button on a row, and only “Cancel this duplicate in Stripe” changes anything in Stripe.
Double-drawn units 🔁
Before v3.304.0, recording a delivery over a booking that was already held drew a second unit for the same job and left the first held for ever. That is fixed — but the rows already written are still there, and a member it happened to is short. This finds them and hands the unit back, one at a time, with a row on the ledger saying why. Nothing here changes anything until you press a button on a specific row.
Your private mail 🔒
Emails a private rule held back. Nothing about them is written anywhere else — not the inbox, not the enquiry board, not a customer’s history, not the skipped list and not the audit log. The messages themselves stay in your mailbox.
Keys and credentials 🔐
The API keys this product runs on. Set one here and it takes effect on the next request — no deploy, no PowerShell. Nothing on this page can be read back: a key can be replaced or removed, never shown.
Phone & email status 📶
Which features are working on this server right now, and what happened to each recent call. The keys and switches themselves are on Keys and credentials.
Reference data 🗂️
The copies of public registers the data cleanse checks records against — what each holds, when it was built, and when it is next refreshed. Download now builds a fresh copy on the server; it carries on if you leave this page.
Platinum analytics 📊
The app suite across every customer — subscriptions, revenue estimates, signups and whether card payments are healthy. Read-only.
Users and access ⚙️
The Platinum Apps suite itself: who gets free access, how the deployment is set up, and who at Platinum may do what. Platinum Edge — tiers, memberships and the money owed under a contract — is administered on its own screen.
Account ⚙️
Your details, password and subscription — all in one place.
Platinum Apps
One login, one Simpro connection — every app. Pick where you're headed.
Prebuild Labour Rate Updater
Roll a new labour rate across your Simpro standard-price prebuilds in one hit — with a full backup, read-back verification and one-click undo. Set-price prebuilds are never touched.
Takeoff Labour Rate Updater
Roll your current labour rates across every takeoff template in one hit — synced to your setup rates or set by hand, verified line-by-line, with a full backup and one-click undo.
Catalogue Health Check
A free, read-only look at your Simpro catalogue — duplicates, stale supplier pricing, empty groups, prebuilds pointing at archived materials. Nothing is changed, archived or deleted. You get a score and a report you can hand to the boss.
Business Health Check 🔍
An audit of your whole Simpro, not just your catalogue. It reads your jobs and your invoices and answers the question an owner actually asks — where is money leaking, and what do I fix first? Every finding names the records it is about, so you can open one in Simpro and check it yourself, and every dollar figure shows its arithmetic. Read-only: nothing is changed, archived or deleted.
Bulk Invoice Credit
Credit off a batch of outstanding invoices in one pass — typically a migration clean-up, a written-off ledger, or a balance brought across from an old system. It credits the amount still owing, not the invoice total, so part-paid invoices stay correct. Scan first, tick exactly what you mean, then commit. Every credit note it writes can be deleted again from the history.
Simpro MCP Connector — accounts 🔌
Set a customer up on the Simpro MCP connector, and manage who at that business may sign in. This replaces running simpro_mcp_admin.py from a laptop: the connector’s service key stays on the server, every change is recorded against whoever made it, and nothing here can display a key that has been saved. Creating and updating needs Set up Simpro MCP connector accounts; removing anything needs the separate Remove Simpro MCP connector accounts tick.
Your Claude connector
The sign-ins your people use for the Claude connector for Simpro. Add them, change their role and what they may reach, reset a password, or take one away. Everything stays inside what Platinum Consultants set up for your business, and every change is recorded against your name.
Simpro Transfer 🚚
Move assets from one Simpro to another, from one company to another, or onto new asset types inside the same company — with their custom fields, service levels and dates, attachments, and the sites they sit on. Everything is matched and shown to you before anything is written, and a run can be undone.
Site Super Tool 🗺️
Zones, address checks and fixes for every site. Every site in a zone — eight around the city and one for each country pocket, worked out from the addresses, which are checked as it goes. You tick what to change; nothing is written until you press Apply, and it can be undone.
Data Cleanse
Names, phone numbers, emails, addresses, ABNs and duplicates across your customers, suppliers, sites, contacts, staff and contractors — and your Xero contacts. Every fix is shown before → after with the reason; you tick what to change, nothing is written until you press Apply, and it can be undone.
Supplier Price Check
What your suppliers actually charged you, against what your catalogue says they charge. It reads your supplier invoices line by line — not the trade price, which is just a number somebody typed once. Free, read-only, and it tells you three different things: where you were charged over, where nobody could have checked, and where a cheaper price was already on file.
Public Holidays Importer
Put every public holiday into your crew's diaries, in the right state for each person. It works out where everybody is from Simpro's own records — their address first, then the company's timezone — and it shows you exactly what it would change before it writes anything. Re-run it next year, or after a government moves a date, and it compares against what is already there rather than booking it all twice.
Bulk Archive Quotes
Clear out the quotes that were never going anywhere. Filter by issue date, stage, status, tag, salesperson or value, tick exactly what you mean, pick the Simpro archive reason, and every one gets a dated note saying what archived it and why. Nothing is deleted — and the whole run puts back in one click.
Bulk Archive Jobs
The same sweep for jobs that are long finished. Filter by issue date, stage, status, salesperson, project manager, tag, cost centre or value — protecting the ones you never want touched — then tick exactly what you mean. A job is archived by moving its stage, so this run records the stage each one had and the undo puts it back.
Bulk Archive Purchase Orders
The same sweep for purchase orders — filter by issue date, stage, status, supplier, who created it or value, then archive the ones that are long finished. Each order gets a dated note in its private notes, and the run is fully reversible.
Undo Centre ↩️
Every run any of these tools has made that can be reversed — in one list, oldest and newest together, undoable for as long as your account is with us. Even after a tool's unlock has run out: if we helped you change it, we help you change it back.
QRS Prebuild Library
The full Quote Ready Systems residential library — prebuilds, materials, suppliers, groups and images — installed straight into your Simpro. It runs on our server, so you can close the tab and come back to it.
Catalogue Archiver
Audit your whole Simpro catalogue against real usage — jobs, quotes, orders and prebuilds — then archive the dead weight in one safe, fully-reversible sweep. Prebuild items are always protected.
Prebuild Archiver
Find the prebuilds nobody has used in years and archive them in one safe, fully-reversible sweep — with a complete audit trail and undo.
Xero 🧾
Connect Xero to pull your Profit & Loss total straight into the Overhead Costs step — no more typing the big number in by hand.
MYOB 📗
The same job as Xero, for a business on MYOB: pull your Profit & Loss expense lines straight into the Overhead Costs step instead of exporting a CSV and typing the big number in by hand.
ServiceM8 🛠️
For a business running ServiceM8 rather than Simpro: bring your team across instead of typing everybody in, and compare the hours you actually scheduled against the hours the calculator expects.
What-if planner 💡
Play with your team and costs without touching your real data. Add hypothetical hires or extra overhead and watch your company overhead rate move.
Benchmark 📈
See how your overhead stacks up against similar businesses — anonymously. Share your own numbers to sharpen the comparison for everyone.
Calendar 🗓️
Your company's calendar: the seminars and webinars included with your membership, and every session you have offered, held or confirmed. Click a booking to choose a time, pay for it, or get the joining link — and to tell your consultant what you want covered.
What a customer sees
The member’s calendar — the Platinum events every member sees, and their own bookings. Drawn here with the events that are really published; a member’s own sessions are theirs and no preview can show them.
What a customer sees
The join page — what somebody who is not yet a member sees.
What a customer sees
The Platinum Edge member dashboard, for each tier.
What a customer sees
The BI report library, as a member opens it.
What a customer sees
Courses — as a member opens them.
What a customer sees
The document library, as a member opens it.
What a customer sees
Platinum Assist, as a member opens it.
What a customer sees
Customer details — the member’s own record screen.
What a customer sees
My team — who can sign in to the member’s account.
What a customer sees
The Simpro snapshot, as a new member sees it.
My details
Who you are signed in as, the name your bookings are recorded under, which areas you can open and what you may do. One field here is yours to set; the rest an admin sets for you, and each says so.
My training
Platinum internal training, for staff only — what is assigned to you and when it is due, what you have finished, and every other internal course you can open.
Internal training
Platinum's own courses, who they are assigned to, the onboarding path for each role, and everybody's progress, alphabetically.
Our details
One place for the things every quote, invoice and email says about us — our name, how to reach us, our logos and how we get paid. They fill the variables you can put in any template.
Connector icons
The mark shown on every button that connects to another system — the tiles on Connect your apps, the source buttons on Import, and the push panel on Export. Upload each vendor’s own file from their brand kit; until you do, the button shows a placeholder and nothing is ever broken.
Legal pages
The Terms of Service and Privacy Policy anybody can open at /terms and /privacy — linked from the sign-in screen, the Edge pages and Google’s consent screen. Edit the words, preview them, or go back to the built-in text.
Server health
Whether our servers are healthy and how much room they have — memory, CPU, requests, the busy times of the week, and every machine — read from Fly.io every few hours, so nobody has to sign in somewhere else to find out.
Website chat
The bubble on our website: what it says, the questions it answers by itself, and whether it offers a direct chat. Direct chat follows the phone — it is offered only when a caller would be answered, so it never promises somebody who is not there.
Website forms
Forms of your own — a survey, the questions before a session, a sales funnel from a Facebook post or a YouTube clip. Build it, paste the code into Squarespace (or share its link), and every answer lands here.
Apps on sale
Which apps customers can find and buy. Switching one off takes it off the purchase screen and out of the app switcher — it does not touch anybody who already has it, and Platinum staff keep seeing everything.
Enquiries & mail rules
The stages an enquiry moves through, what lands on the board by itself, and which emails never become an enquiry.
Simpro snapshot
Ten numbers off your own Simpro, saved each time you run a Business Health Check — so you can see whether they are moving the right way. The trend is the point, and a trend takes more than one reading.
Edge members
Find a member, see what they have left and where it went, and act on their behalf. Every correction has to say why — that note is the whole audit trail when somebody asks why their balance changed.
Edge administration
Tier allowances, memberships, overage and the money. Editing a tier writes a new version rather than changing the old one, so the numbers a member was sold on stay readable.
Who has what
Every workspace and what it holds — who has each app now, who used to, and who has it but has never signed in. Nothing on this screen changes anything.
Edge stats
What the memberships are worth and what has been delivered against them — recurring revenue, churn, delivery over time, and what each consultant earned. Nothing on this screen changes anything.
What's new 🆕
What has changed in the product, newest first.
Free access 🎟️
Invitation-only access to any app, for any length of time or none at all. Creating an invite does not email it — you get a link to send yourself, or use Email it on the row.
Invoices 🧾
Raise one, chase one, and see what has been billed. Nothing here sends anything on its own — raising an invoice is the one button that does, and it says so.
Bookings 📔
Every booking in one searchable list — tentative and waiting on the customer, confirmed and waiting on payment, or locked in. Ordered by what runs out soonest, so a hold expiring this afternoon sits above a booking in March, and each row says which clock it is on. Dollars are ex GST.
Consultant KPIs 🎯
Every consultant’s whole picture in one place — the enquiries they own and win, the quotes they write and get accepted, the bookings they deliver, the tasks they close, the reviews they ask for, the calls and emails they log — with the charts to compare people and periods. Dollars are ex GST; a figure we could not read is shown as “—”, never nought.
Book a consultant
Get an expert set of eyes on your overheads — or all your Simpro questions, optimisation and training sorted in one booking.