Simpro Reviews

Their customer service is awesome. There are so many different ways to get in touch with someone and they're quick to respond.

There are some aspects of it that make a little difficult for pool companies to operate from, but just makes you think outside of the box and change your business structure.

We have used Simpro for over 4 years, and we never loose a job! No more paper work, loosing jobs and jobs to be invoiced. Everything is tracked. Our techs use the app and update all parts and labour straight away. It's saved us so much time

Intergration with Xero is getting better.

Dispatching, Purchase order, Estimating and billing portion of the software top notch flow great to together awesome

Job costing, tax reporting time tracking and reporting don't function well In fact to tools you would need to manage your business don't work

Saving of Staff time, less paperwork, easier to find info on clients quickly. Also the log of every event from who created a job, to notes from a phone call. Makes it easy to look at timeline.

Not being able to share attatchments within software from office to field level without going outside of software. Not being able to modify inventory on completed invoice.
Trainers were great, but they were not familiar with my industry.

I do the invoicing and it works very well for me.

There are things I would like to be a bit easier.

With all our leads, projects and service needs we were able to tie every type of job into one system for accurate billing.

Reporting seems to be lacking in areas where we'd like to see the data gathered from field technicians into material report.

Great to change to Cloud Based product. Customer support is the best. Nice to be able to talk to real people and have them remote in and help with issues.

Not being able to keep any other modules open other than Jobs Quotes Purchase Order Receipts Invoices. It would be great to keep the People, Schedule Catalogue Invoices Utilities and Reports open in tabs at the top. I have to duplicate the pages in case I get a phone call and have to enter a new job or do a customer query otherwise I have to re-start my report, for example, all over again. simPRO is not very comfortable being duplicated. Dealing with stock is extremely difficult and transferring Work notes and Technician notes over to another job if the Electrician has written in wrong job or cost centre. Some reports are not suitable and you cannot customise a report beyond the parameters it was created from.

Our company, Tesco Fire Services, Inc., has been using SimPro for several years. As a sales and marketing manager, I used SimPro as a tool for leads, prospects and eventually clients. It worked fine for me.
Implementation Consultant with SimPro visited our office a few weeks ago and introduced me to so much more SimPro has to offer. She showed me all I was missing and how to make SimPro more effective from a sales standpoint. Also, how SimPro enhances our quoting, service calls, billing, invoicing and most of all customer service. She is a first class professional. Her knowledge of SimPro is solid and her enthusiasm is infectious. She combines knowledge with humor. Especially for someone like me that is not a technological person to begin with.
Thanks to her and team SimPro is making our lives easier, cost efficient and dependable.

I could lie and make something up, but that would be counterproductive. I like SimPro the way it is.

The software provides us with a centralised platform that integrates all aspects of our workflow processes. It provides an organised structure for maintaining all information relating to a specific quotes/jobs in one place, with easy access to all relevant staff members.

A specific area of the software we find challenging is the catalogue. The catalogue is very difficult to maintain as it works on the assumption that suppliers are able/willing to provide catalogue upload lists and doesn't account for suppliers using the same part number for different products.

Easy to implement the back office side works really well and gives the ability to manage stock and jobs easily. The integration into Quickbooks is flawless and is a great boon.

The mobile app is hard to use not intuative and lacks some funtionality.

What it was sold as being able to do, the local support with redundancy into other regions.

Nothing turned out to be true, local support hang up on you, phones go dead, system doesn't live up to the hype. We are seriously considering going to spreadsheets after dealing with this company.

The system is very user friendly. I am able to log in all my prospects and keep an accurate record of all contacts, calls made emails sent and received. Attachments for all documents at your fingertips. Since many of my prospects have multiple sites, I can list each site with on-premises contacts for our scheduling and operations department. Nothing falls through the cracks. The training and assistance from the SimPro Staff is magnificent. SimPro professionals are outstanding. They conducted the training and made certain our team was comfortable with SimPro before leaving. For those of us who have basic technological skills, the help I received from SimPro is amazing. This is the type of staff who connects with me just to, "say hello and how are things going?" This is not too common in today's business environment. Clients are thrilled that during a meeting I can pull up Simpro and provide answers to all their questions. I recommend SimPro to anyone who is looking for a user friendly CRM that works.

I had to keep remembering to hit the save button following data input. Also, I had a bad habit of hitting the back key instead of cancel. Once I got over these it was smooth sailing.

Once set up quoting is easier. Scheduling helps with knowing where all staff are. However it is a full time job for one person just to keep everything right in simpro.

Not all information goes to the right place. You think receipts of goods purchased are going to jobs but are not all the time. It does not automatically update the cost price on the job so if you do not activate updates the actual cost is not recouped in invoicing

Simpro has excellent features to streamline processes like auto triggered notifications. These are helping our company take the step forward to compete with big players in helping us look professional.

The set up can be tricky. I have made numerous phone calls to your support line for them try investigate why something doesn't work as thought. There is lots of great people in the support team and they generally go out of their way to help resolve the issue.

I love being able to integrate all the processes, from my technicians time, to purchase orders, to inventory tracking, and customer asset management. Simpro offers a robust system, with more features than we will probably ever be able to use.

As our company has grown, we have had to add several users, causing what was a reasonable price to be quite expensive now.
Technicians and sales app doesn't always cooperate especially in areas of poor cell service.

Workflow - There is a clear process. Keeps everyone on the same page. It provides a framework and process for submitting, reviewing, approving, assigning and tracking project requests.

Security - It's highly secured as far as our experience.

Invoicing flexibility - We need a proper Integration capability.

Custom fields - This is limited.

Dynamic Emails - It's not easy to have access to custom fields in the emails.

Simpro has Multiple Features that have increased efficacy across different factors of our business. from Scheduling, Purchasing invoicing ECT.

Speed of implementing discussed ideas, through the ideas process

SimPRO takes care of everything on the day to day of any project-oriented or and working order/repairs cycle.

Not super easy to use but they have a good training team. There are a lot of functionality that you will need to know. A good training process is a must.

Total business management package that also allows for easy integration

During the setup process you really need to know what you are doing, certain things are hard to go back and change

The things I like most about this software are the prebuilds - we need to work harder on merging suppliers and part numbers to ensure we get the most out of this program

Merging plumbing supplier parts is a nightmare and also no easy way to do so.

The project costings, scheduling and industry-specific features such as, CIS, supplier catalogs and asset management - makes it the ideal software for SMEs in this space. It's also the most comprehensive job costings app for Xero and QBO.

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".

I like that all of the information about each job is consolidated in one place & easy to understand.

There is nothing that I really don't like or am unhappy with. And the software is always improving!

I like the ease of use. When I enter information it updates right then so anyone needing the information can see it right away. I like that this software works for all our needs.

I have not really found anything I like least and am still learning more daily.

My profit margins have significantly increased since implementation. The software is easy to use, intuitive and provides a universal platform for all employees to work from.

There is nothing I am not satisfied with