simPRO 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.

Pros: 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.

Cons: 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.

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.

Pros: 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.

Cons: 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.

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.

Pros: 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.

Cons: 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.

Comments: Implementing simPRO is one of the more significant reasons for our growth over the past five years. Having visibility into job costing throughout the project rather than just when the project is finished, has allowed us to spot and react to project issues earlier. The ability to view a project from start to finish, including all job purchases, labor entries as well as customer invoices and the status of payments, has liberated management to concentrate on more strategic issues to drive growth and improve overall.

Pros: I like that we can track a job/project through the entire process starting with Lead Generation to creating an Estimate and then converting the estimate into a Job/Project all the way through to the final invoice. All stages of the project life cycle can be tracked and job-costing is a breeze because all job Purchase Orders, technician time sheets, etc. are visible.
The inventory management capabilities are a significant improvement over our previous methods. Having all of our vendor's products entered into the Catalog with visibility into our current on-hand inventory makes things more efficient during the estimating process and provides means of controlling how and when materials are assigned to jobs.

Cons: The user interface can be improved a little to make accessing information a bit more intuitive. It is not difficult by any measure, but I would like to see more flexibility and drag-and-drop capabilities - especially with the estimating portion.

Comments: Our workflow is much more efficient and all users can easily see the information they need to do their jobs. The implementation/set-up was essential in getting us up and running quickly and without the frustrations that can come with learning anything new. Our Implementation Consultant has been fantastic! I have been in contact multiple times with the Help Desk/Software Support and they are great too!

Pros: Rather than a cookie cutter software, we were able to build simPRO specifically for OUR company's needs. It is saving us more time than I ever imagined! It is user friendly from both the administration and technician standpoint. My technicians are actually excited about using simPRO because it is straightforward and efficient.

Cons: It has taken time to get it up and running just the way we want it, but that would be the case with any software.