What Is simPRO?
simPRO is a powerful field service management software solution created by trade contractors, for trade contractors. If youre struggling with quoting jobs, managing multi-stage projects, managing inventory, connecting the office to the field, or any other areas of your workflow, simPRO provides a streamlined platform to address your pressing challenges all while helping you increase productivity and profits. More than 150,000 specialty trade professionals trust simPRO for workflow management.
Who Uses simPRO?
Enterprise was designed by trade and service contractors for the trade and service industry, including plumbing, electrical, data networking, solar, HVAC and security.
Founded in 2002
- No free version
simPRO does not have a free version.
Founded in 2002
simPRO videos and images
simPRO deployment and support
- In Person
- Live Online
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Approval Process Control
- Audit Management
- Audit Trail
- Business Process Automation
- Calendar Management
- Collaboration Tools
- Compliance Tracking
- Configurable Workflow
- Customisable Dashboard
- Customisable Forms
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Forms Management
- Graphical Workflow Editor
- Mobile Access
- Progress Tracking
- Project Time Tracking
- Project Workflow
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Reporting & Statistics
- Role-Based Permissions
- Rules-Based Workflow
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Template Management
- Third Party Integrations
- Workflow Configuration
- Workflow Management
simPRO Alternatives - Capterra New Zealand 2021More simPRO alternatives
Best overall Service/Project Software on the Market
Comments: It has saved us money overall by bringing all employees into the same software program eliminating unnecessary phone calls and conversations internally to determine job status, order status, etc. Customer service is amazing from the training, hand holding during implementation and customer support after the sale. simPRO believes in relationships with their clients. They don't sell you then disappear.
simPRO allowed us to bring all of our employees together into one software package from lead to quote to job management to invoicing and receiving payments. It even tracks field personnel time. This allowed us to cancel several other software programs that we were using and got everybody on the same page saving time which saves money.
It takes some time to learn all the nuances of the program to become fluent in "simPROese".
simPRO Software Response
3 years ago
Hi there Lori. Great to hear feedback from you, and to hear that you, and your business, are happy with the service that we provide. As always, if you require ongoing support with simPRO¿s solutions, we encourage you to contact your local Support Team to voice your feedback so we can assist. For our contact details, follow this link and scroll to the bottom of the page for our contact information across the globe: http://helpguide.simprogroup.com/Content/Welcome.htm From Team simPRO
Robust and intuitive field management software
Comments: Overall, this has been an amazing experience for us. The software feels like just what the doctor ordered and we are very happy with the choice. The simPRO team has been rock solid, supportive, knowledgeable, and fun to work with from day 1.
When it comes to field service management this is custom software which is hard to beat. simPRO is bringing a new level and caliber of organization and efficiency to our business and we are still implementing all that it offers. Our field techs now have vastly more relevant information at their fingertips than ever before which is empowering them to be more productive, efficient, and professional.
There are a few confusing aspects of the contacts database and how it relates and connects to jobs, quotes, customers, etc. There are a number of static fields which do not populate from the existing customer database when it seems they should. For instance, if we have an existing contact, we can not simply lookup and connect it to a site contact or invoice contact without some hoops and hurdles.
Reasons for Choosing simPRO: ZohoCRM and Quickbooks were not providing the solutions appropriate to our business. We were in need of field management software which was cloud based and highly mobile. Neither ZohoCRM or Quickbooks could provide the kind of detailed information needed by our field techs to be efficient and provide accurate reporting and job costing.
Switched From: Zoho CRM
Reasons for Switching to simPRO: simPRO had the right balance of features and an intuitive interface that seemed best suited to our needs. Also, the level of support, knowledge, documentation, and professionalism was/is impressive. Because they are specialized in field service, they know the solutions businesses like ours need first hand--and this shows as soon as you begin to interact with their team.
simPRO Software Response
2 years ago
Hi Rob, thanks for taking the time to review simPRO! We're glad to hear that simPRO is helping your business become more organized and efficient. We encourage you to submit your ideas in regards to the contacts database to the Ideas Portal (go to "Help > "Suggest an Idea" in your simPRO build). Our dedicated product development team uses customer suggestions to regularly enhance simPRO features. If you need any other assistance, visit the simPRO Helpdesk (https://helpdesk.simprogroup.com/) to contact Customer Support or to access our Help Guide resources. Best, Team simPRO
You will be sold a dream
Comments: If you are a small business without several administration staff DO NOT PURCHASE this product. Their sales people will sell you a dream and promise you the world. When it comes down to the training and implementation ( Which for me was a contractor, not a Simpro employee ) you will quickly watch the promised features and dreams fall away in front of your eyes. My trainer, who I admit was great, did mention that Simpro sales people had been promising things that weren't able to be met by the trainers. If you are a small contractor looking to make the step into a software package, I would highly recommend Fergus or Tradify. They lack a few features but believe me, they will out perform Simpro 10x in ease of use, layout and cost.
There are some good features to this software, and on paper it works amazingly. A few stand out features for me are: - Inventory management - Asset Management - Would be great for large scale project management - Integration
- Complications with the app syncing. The app will not automatically refresh itself so every-time there is a change you will need to have all your staff update their app - Expense, be prepared for implementation to cost thousands of dollars. - Overall SMUG (Im right you're wrong) attitude you will receive from many of their staff - Their timesheet functionality is poor, they tell you you can use these start stop timers in the app and how good they are. When you use them it overlaps time in the time sheet rendering in inaccurate and unusable. Good luck getting the tech support team to spend time with you to figure it out. They will quickly find a way to blame you for the issue and move on. - Many of the great features do not operate smoothly, you will need someone in your office to constantly monitor everything.
Reasons for Choosing simPRO: Fergus is a small team with limited resources so their R&D is slow. Fergus is an amazing app with really friendly staff however Simpro sold me a dream and I took the bait. Simpro does have may features
Switched From: Fergus
Reasons for Switching to simPRO: Simpro has more features and more integration options
SimPRO and ProSec Integration
Comments: SimPRO is a great tool to use for the type of business we operate. It helps us manage material and labor costs very effectively. Once you are properly trained and understand how the system works, preparing quotes is quick and the documents are professional looking.
Job costing is an important concern for us and SimPRO does an excellent job of tracking job costs. We are hoping for continual development in the ease of use for tracking labor and time on the job, but overall, SimPRO does a great job of job cost management.
Seems clunky and non-intuitive at first and training from SimPRO after the initial roll out is not complimentary and quite costly. Also, there are some features that I wish could be improved, such as contract / agreement integration and a more intuitive way to find / locate jobs on the fly using the mobile app. I am looking forward to the rollout of the new SimPRO Mobile app, which may address the later concern.
Alternatives Considered: RazorSync
Reasons for Switching to simPRO: Several reasons... SimPROs offices are local for us. Also, we liked the job costing capability that it has. Good people that are responsive to calls and offer help to simple issues over the phone.
simPRO Software Response
2 years ago
Hi Robert, thanks for your feedback. We're glad that simPRO has helped your business with job costing. Regarding searching for jobs, the new simPRO Mobile app not only eases tracking of labor time, but it also allows users to search for jobs that are scheduled or assigned to you and all pending and progress jobs. Check out this page for more details: https://www.simpro.us/solutions/simpro-mobile. We also appreciate your feedback on the initial implementation and training. We understand it's a time and financial commitment. Because simPRO touches every area of your business, allowing 4-5 days of training means we can work through your unique workflow to customize the content to specifically align with your business goals. We ensure everyone on your team understands how to get the most from simPRO, so you can get up and running as quickly as possible. Best, Team simPRO
simPRO works well for our us
Comments: The software has really improved the overall functionality of our business as a whole. There are flaws in the simPRO Enterprise software... but I would still say that it is the best software for our business, that I could see. We tried many other software packages... and none of them had as many features and worked as well with our workflow.
The workflow in simPRO is quite comprehensive and yet logical. We love the ability to turn a lead into a quote... then track it into a job, and to an invoice and payment. The fact that our staff can login to the software anywhere in the world makes working on the road so easy. Quoting in simPRO can be easy and straightforward when the software is set up properly. The simPRO Mobile App is logical and easy for our technicians to add time and materials to in the field. The ability to easily add photos and attachments to the job is a nice feature. Also, tracking asset information and test readings is another great feature. Invoicing is logical and fairly easy. Taking payments and giving credit memos is also very easy to do. Inventory management, purchase orders, vendor receipts and vendor invoices are all handled quite well. We struggle keeping up with our vendor receipts, but we like the workflow. We also like the project management aspect of the software.
Learning the software was hard for a lot of our employees. Although the software is logical, it's not always straightforward to do certain tasks. Because simPRO is such a global software, certain features do not always translate to Canadian business practice. We find the inventory management part of the software to be a little overwhelming.... and adding/removing parts on work orders can be hard.
Reasons for Choosing simPRO: We need a cloud based software that was easier for us to schedule. We also needed a software that worked seamlessly with Quickbooks. simPRO works very well with Quickbooks Enterprise after some initial setup work.
Reasons for Switching to simPRO: The simPRO workflow seemed the most logical and ultimately checked off the most "boxes" from a features standpoint.
simPRO Software Response
2 years ago
Hi Joel, thanks for your review! We're happy to hear that simPRO has helped your business in so many areas of your workflow. If you ever run into any issues or need help with any simPRO features, visit the simPRO Helpdesk (https://helpdesk.simprogroup.com/) to contact Customer Support or to access our Help Guide resources. Best, Team simPRO