OpenText Hightail vs. Simpro

Hightail is my go-to source when I need to send large files that would never fit as regular attachments. That being said, sometimes there are files that would perfectly fit as attachments but I want the security that Hightail provides when sending sensitive or private material. It's very comforting knowing that the content I'm sending is only being received and viewed by the intended parties. It's also comforting for my clients when it's THEIR content that I'm sending for review.

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Simpro is well suited for job and team management, tracking inventory and the workflow is very logical. The mobile app for our field technicians works very well to clock on and off and then being in a position to report to a customer based on factual information has made invoicing a breeze! Reporting can be a bit frustrating especially on materials used on different cost centre numbers as you can only specify a job number, but not a cost centre number.

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• Management of content, communication, spaces, and projects in general.
• Control of processes, tasks and activities between the different members of teams.
• Collaborative work through different media and channels.

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• 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.

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• Some of our recipients are not very tech-savvy and can get confused with how to download a file. There is some room for improvement by making it clearer where the user should click to download the file.

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• 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").

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As mentioned before, materials reporting could use some work as one cannot report by cost centre number, only by job number. It makes it difficult with large jobs with multiple cost centre numbers to easily extract information for reporting. Other than that the system is user friendly and easy to understand.

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It is a great option for solar project management. It needs some improvements for real-time one-page reports, inventory management, scheduling and custom views. I believe these will come because they listen to their customers. I would also like to see some better training and not be expected to pay out of pocket for it.

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Honestly, once we started using Google Drive more efficiently and saw what improvements OpenText Hightail had made, it was hard to choose. But now that we more consistently use Google Drive, I use it probably 75% more than I use OpenText Hightail for the same tasks. I'm not sure how much longer I'll be a customer at OpenText but it's great to have both options.

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monday.com was easier to set up and you can create boards with loads of subtasks which helps manage a project. Also, the ability to integrate with google was much better as we could link it to the calendar and also store documents that the engineers could see easier onsite. Overall we could make monday.com work better for our business based on how we are set up but simPRO will be great for other businesses with more specific needs.

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• Hightail simply saves time. We no longer struggle with trying to meet the requirements of OutLook. When we have a file that is too large to send via OutLook we just "hightail it".

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Increased team collaboration.
• Increased inventory awareness.
• Decreased down time between jobs.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info