simPRO Reviews

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".

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.

The end-to-end solution of simPRO, from Lead to Invoicing, has helped to transform and streamline our business processes, going from an old server-based system to this new cloud-based system. Overall simPRO is a versatile field service management and service desk software that can also incorporate the management of larger projects.

Asset management and asset/job history could be more transparent. The system is very much geared towards assets that do not have multiple parts to them as it's difficult to see what parts have been replaced or haven't over time, plus you cannot see total asset spend of callouts.

The Quote features and catalogue worked well.

Time entering, looking back on jobs, live time costing

It's very user friendly and just works for our business

Occasionally we find there is no fix for something we want to change to suit our needs but there is usually a way around it and support are very helpful with suggestions. I am able to submit suggestions to a forum in which they consider putting changes in place if they can.

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.

With my employees being in the field and primarily using the mobile, it's nice to have a "mobile only" license for them.
Other companies require everyone to have a full license which, in my opinion, is a waste since they won't use 10% of what that entails

Mandatory on-site setup and no ability to have a trial instance

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.

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

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

I really love and like the way that you can use the functions and the tools to manage your business in a great way, I like that the graphic interface it's professional and the way that you can order your business, it's absolutely good

I don't like that some functions and tools don't have the best use, or are obsolete, because there are some functions that comply with the the use of other function.

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.

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.

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.

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.

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.

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.

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.

simPRO Enterprise is functional! And improving all the time. It's quick to load and easy to navigate. Now, this may be because we were one of the first to use it in Canada, but the level of customer service and attention to the users requests throughout our set up and subsequent upgrades has been amazing.

I would say, it has a learning curve - but if your implementation team are on the ball - you'll be ok!

Ease of use, functionality, easy to scale up and down with the software.

I hate the fact that I cannot remove the ability by security group to download whatever is on the screen. This is a huge data info/sec problem. For a business product I should have the ability to limit employee's ability to download a CSV file from any screen effectively handing out my pipeline, customer list, etc to whomever they want. There should be some control for this and this is almost to the point where the product is unusable because of security requirements we have from our own customers.

I am able to customize and report on about pretty much everything I could possibly desire. We are all very happy with the way this system handles assets, we will be able to move our entire previous work history into these notes as it pertains to site location. We don't really care who owns the property. Our service life is about 10 years, it is very normal that owners change. This system organizes information perfectly to suite our needs.

We had a very unique QuickBooks system that had many quirks. I am a troubleshooter by heart and couldn't rest until we discovered a way to take the info kept in QuickBooks and bring it to simPRO. Ultimately, this was discovered to be double duty and not worth the effort. In the defense of simPRO - they did advise me that this was the case. I was very stubborn. Looking back on that experience it definitely went as well as it possibly could considering how much I was 'addicted' to that information. It did turn out that the route of not importing that work history, due to its complexity, was the right decision.

I have tried all of them and this is truly cloud based, it keep all my suppliers, customers, employees and subcontractors details in one place and tracks all reminders like contracts and certificates and suppliers insurances and training need.
The quoting system is the best we have used and it produces great looking quotes very easily.
Once you have secured a project costing a job from labour to materials and subcontractors is effortless. We use it for jobs from £75 to £5m and everyone in our business loves it.
It give you complete visibility on profit and costs.
We also use it to create all purchase orders, subcontract orders and everyone in the business does there time sheet on it, my payroll now takes 60 minutes as opposed most of the day.

We have saved more than the cost of this software in admin costs alone, the pricing model is great as you can kick off for just £70 per month.

We all invoice and raise progress applications on it and do all our debt collection.

We also manage our vehicle fleet, plant and have clients who log in to give us work and also monitor their assets we maintain.

It has a task feature which is average and we don't use it for project management as there are much better free online soltuions for Gantt charts etc.

It is very powerful and so will seem daunting for smaller companies And technophobes, but in reality I taught my 10 year old to use it in 5 mins.

I used Trimble before this.

Word processing could be slicker but there is an easy Work around.

Rest of bugs they have resolved, it gets constant updates and upgrades.

SimPro has helped our bottom line grow & grow & brings many departments into 1 platform!

Items like customer contacts & customer setup require multiple data entries. Quote forms needs higher level of editing to produce a pleasing, eye-catching aesthetic presentation form.

They are continuously improving and updating simPRO. In comparison to other similar programs I've tried, it's not all pretty bells & whistles, it's bells & whistles with tangible depth and detail.

The implementation seemed cumbersome initially, but absolutely essential given the range of the software. The training was excellent and the customer service/help-desk is great.

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.

Customer support is always available when we need them and extremely easy to work with. SimPro software has extensive features to grow with our business. It is an all-in-one solution for us and eliminated the need for complex integrations.

Setup took some time and implementing required a lot of tweaks to the setup. But, with the amount of features we are utilizing it was to be expected. It also really helped to have a Simpro implementation specialist onsite during the process. Much better than trying to do it remotely like we have with previous software.

From the first day using simpro I found it easy to navigate and or find a solution/answer for what I was trying to achieve. I have now increased my knowledge of the system to the point that I am implementing new systems for the team here that have been using this for 4 years.

in jobs /invoicing & quotes, when doing a long list of parts the "add a part field" should be top and bottom or the cursor should automatically be back in the field.

progress invoices are complicated but maybe i just need to do more training on them.

Bid creation. It is great to be able to pull a part from our catalog and then have a time associated to it and not need to calculate it.

There are some ease of use issue complaints I have gotten from our team. But once you get a hang of it, it is great. Just a bit of a learning curve from what they are used to.