simPRO Reviews

Pros

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.

Cons

It takes some time to learn all the nuances of the program to become fluent in "simPROese".

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.

Pros

The software is relatively easy to use once you understand the workflow. Setting up the system for the first time was very easy. Customer support has been good. The quotes portion of this software is a breeze.

Cons

Over all this software to me has more pros than cons although some of the cons are very big in my line of work as a commercial HVAC Mechanical Contractor. The office, administration, scheduling , quoting and reports are very good though the tech work orders (ie job cards as SimPRO calls them) are probably the one of the largest pains we suffer with as a commercial HVAC Mechanical Service Company. The main problem is that Simpro will not allow you to create one Service Ticket to send to the customer that shows the techs write up of the worked performed, the techs on the job and the total hours. If two techs worked on a centrifugal chiller tear down for two weeks Simpro would generate a service write up with the same job number for each tech for each day. That’s two Simpro Service tickets a day for two weeks which totals 20 Service tickets that we have to send the customer just to show the total hours worked each day versus having one service ticket that the customer signs showing tech names and the total hours worked each day. We have talked to Simpro Support about this and there is nothing they can do or will do about this.
On the accounting and estimating side of this software Simpro uses Margin percentage (Simpro calls it Gross Margin) and not Gross Margin dollars. From what I understand Simpro originated in Australia and they use mark up percentage where as in America we use Gross Margin so beware.

Pros

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

Cons

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.

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.

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.

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.

Pros

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.

Cons

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

Pros

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

Cons

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

Pros

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

Cons

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

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.

Pros

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.

Cons

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

Pros

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

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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

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

Pros

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

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

Unlike a lot of other job management software we looked at, simPRO offers in-person training and live US support. The software itself is robust and offers plenty of functionality for our painting business, but it really comes down to the training and continued support. We looked at some cheaper options, and although training was an additional expense, it was worth every penny. Without the training, we would have been lost and unable to use the software. The trainers are great and keep training light and are knowledgeable business consultants. Highly recommend!!!

Cons

The user interface and dashboard are a bit dated, but I know the development team is working on updating in the future. Other than that, no complaints! SimPRO runs our whole painting business operations and workflows.

Pros

The system is user-friendly and very easy to navigate.

They have a great support team that are always available. An open API has allowed us to link the system with other software like Xero, Ground Plan and especially Allsaved Mobile.

Cons

The schedule needs work.

Pros

Our company was growing and we began looking for software to track and manage our field technicians. We tried out many different softwares on the market. As soon as we tried SimPro we knew it was the software for us. We've been using this software since 2015 and it has streamlined our scheduling, dispatch, and invoicing. Additionally, it allows live tracking of technicians.

After technician completes the job, there is no paperwork to deal with and all the information is synced to our office immediately.

Cons

While SimPro has a great staff and video tutorials that will help train you, it is a robust software and has many features that will take some time to learn.

Pros

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.

Cons

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.

Pros

Layout is easy to use. Able to customize invoices, etc. Tracks inventory.

Cons

Purchased the software and then almost immediately needed to upgrade to get the features we'd like.