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Simpro

Score7.5 out of 10

11 Reviews and Ratings

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What is Simpro?

Simpro, headquartered in Brisbane, provides business management software for the trades and services industry. The solution combines field service management with asset tracking and maintenance, project management features with resource scheduling, and invoicing. For enterprises, Simpro helps manage business complexity such as franchises, multiple companies or multiple locations with a tailored Simpro framework that aims to handle complexity while maintaining the simplicity of working with one software platform.

Categories & Use Cases

Reviews

What users are saying about Simpro.
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Great CRM for streamlining field service management

Incentivized
Nadia ClutteyView profile
Office Administrator in Corporate at DMI Electrical Engineering Pty Ltd (1-10 employees employees)

Use Cases and Deployment Scope

Great CRM for streamlining our entire business. We are a SME and have been using Simpro since 2018 to manage everything we do. It is easy to navigate and has amazing automation features which has helped reduce manual work and improve productivity. The integration with our accounts package is seamless making reconciliations very easy. Overall Simpro has made a significant impact on our business management and I would recommend it to any business looking for a user friendly CRM.

Pros

  • Reporting
  • Scheduling
  • Operational efficiency

Cons

  • Expand integrations with other software
  • More flexibility around report customisation
  • Better understanding of BI Reporting

Usability

Other Software Used

Xero, SafetyCulture

A must-have for any trade business

Incentivized
Blake Field
Director in Sales at Shire Garage Doors (1-10 employees employees)

Use Cases and Deployment Scope

We use simPRO to manage all of our quotes, jobs, invoicing and business reporting. We typically manager over 150 jobs at a time so simPRO gives us clear visibility of each stage of a quote & job.

Pros

  • Custom quoting.
  • Custom invoicing.
  • Reporting.

Cons

  • Scheduling is quite outdated.
  • No real-time geotracking of employees.
  • Only accepts Square as an online payment method (no applepay, PayPal, BPAY, etc.).

Most Important Features

  • Customised quoting.
  • Customised invoicing.
  • Adding custom fields to create reports from.

Return on Investment

  • Improved profitability through tighter margin management.
  • Higher conversions through customised quoting.

Other Software Used

Microsoft Excel, ClickUp

Best thus far and always improving

Incentivized
Andrew Means
Project Manager in Corporate at Sparrow Electric (11-50 employees employees)

Pros

  • Real time quotes utilizing the catalog.
  • Job costing.

Cons

  • More options on the BI Reporting.
  • Ability to customize views similar to Knack or Sales Force.

Return on Investment

  • It has allowed us to start to log cost.
  • Track our customers throughout various stages in the process.

Other Software Used

Zendesk, Google Drive, Zendesk Sell (formerly Base)

simPro is the way to go

Incentivized
Cheryl Bach
CFO (Chief Financial Officer) in Corporate at Proguard Protection Services Inc; Allied Security Group Inc. (11-50 employees employees)

Pros

  • Billing: straight from a closed, complete job. Carries overall equipment, hours, takes one click to bill.
  • simPRO retains notes on all emails; notes can be entered by anyone to track communication with clients.

Cons

  • Mobile app-tech clock in and out, but simPRO hours scheduled for the job does not change. It must be changed manually.
  • simPROasks for requests to improve, but it can take years for important reports to be implemented or created.

Return on Investment

  • simPRO is totally worth the investment
  • It is end to end. The whole staff is trained on one program.

Other Software Used

QuickBooks Online

A great, ever-improving tool

Incentivized
Verified User
Manager in Professional Services (11-50 employees employees)

Use Cases and Deployment Scope

We use SimPRO for sales, support, and technical teams. It is very useful to do everything from preparing quotes, jobs, schedules, invoices, and keeping clients' contacts. One of the best things about simPRO is that they have a great support team who is very friendly and happy to help; their ideas portal is also great, you can add suggestions and if they are popular and voted by the community of users, they end up being implemented. So yeah, my overall experience with simPRO is great. They are always looking at improvements, which is key for a software company like them, as things are constantly evolving.

Pros

  • Friendly customer service
  • Constant improvement
  • Good webinars

Cons

  • Ability to create leave forms for the employees (to my best knowledge, this doesn't exist).
  • Ability to color code jobs, quotes by criticality.
  • Assign status to equipment (e.g. "ordered"; "arrived").

Most Important Features

  • Tasks
  • Job management
  • Contacts integration

Return on Investment

  • Help us to be faster when quoting.
  • Help us to be faster when scheduling jobs.
  • Help us to integrate contacts.

Other Software Used

Google Drive, Bluebeam Revu, LinkedIn Premium Career