Simpro vs. Travelize

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.

Incentivized

Travelize allows users to
save time for travel claims, leads management, manpower management, and leaves processing. Geobased employee tracking is an awesome feature for the sales team along with sales data analysis. Its automated distance calculation feature works well although it needs bit of accuracy. Overall this software actually saves time and user efforts, resulting in more productivity.

Incentivized

• 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.

Incentivized

• Online approvals
• Travel data history
• Provision for additional analytics
• Automated reports
• Tracking location of the user

Incentivized

• 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").

Incentivized

• Employee GPS tracking should be improved, as sometimes location information differs from actual locations in rural areas
• Lead management needs more customization with respect to the different product ranges and customer segments
• Support option and features could be bit easier to use in mobile app user interface

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

Webexpenses is bit of affordable software compared to Travelize's pricing. Travelize has more features, such as leads management, leave management, etc. whereas Webexpenses is for travel expenses and online booking only. Geotracking of employees is available with Travelize only, not with Webexpenses.

Incentivized

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

Incentivized

• Its saves time and effort, resulting in employee productivity
• Pricing is bit on the higher side per user for the premium version
• Mobile app provides almost all the web features, which is travel friendly and saves time

Incentivized