Simpro vs. Unanet ERP for AE

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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All of our accounting needs, from Accounts Receivable tools and Accounts Payable have been able to be met and exceeded by the automation tools that Unanet ERP for AE has implemented. Less appropriate is use for Business Development and marketing, of which we have an additional external system to use as a resource.

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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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• Timesheets
• Expense Reports.
• Billing

• 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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• The report module can include more canned reports.

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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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I rate Unanet high because overall, it is good at what it does. It is user-friendly, allows my organization to bill properly, and is easily adapted by our staff. The drawbacks of Unanet are that its interface is outdated and it is lacking some reporting options. It also has some small issues regarding timesheets.

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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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

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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I prefer InFocus over other products.

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

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• We have seen the most revenue growth in the history of our company every year for the past five years since implementing Unanet ERP for AE.

Incentivized

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