Simpro vs. Worksuite

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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We haven't found another system that can do all that Shortlist can do (payments, tax paperwork, profile management, project management, on-boarding, etc...) but it doesn't mean we always love using Shortlist. Shortlist is cumbersome to work in and requires LOTS of redundant clicking. Something as simple as being able to right-click to open on any profile/page/account/link would save hours in a week where as now to get to two side-by-side items on some lists, you have to click back a page, re-load, and scroll down to select the next option. I appreciate that Shortlist manages all the tax paperwork and has created for us a on-boarding system that flows nicely and allows multiple team members to manage their piece of the process.

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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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• Shortlist allows us to pay our freelancers without having to personally manage the back end paperwork of payroll
• Shortlist handles all the year end tax paperwork creation and distribution

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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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• Shortlist only allows for minor customizations to their platform. It would be great if each company could create their own view/usage set for the system.
• The help chat box needs some work for sure. It takes days for someone to respond if they ever respond and often there is nothing they can do to remedy the issue at hand.
• Payments should be able to be made every day, not just on Fridays.

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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

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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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

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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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

30-40% of the time there is no response when you contact the chat/help feature. 30-40% of the time if they do respond, it is to say they can't do anything about the issue. Maybe 20% of the time the chat is actually helpful, but that seems like a high estimate when I think about my experience asking for support.

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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.

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

We've never found another platform that does exactly what Shortlist does in terms of payments, taxes, project management, and on-boarding. We use other sites to source our new vendors (like Indeed, craigslist, etc...) but ultimately we direct all those applicants to our onboarding in Shortlist. I wish some of the more "minor" platform issues we've had over the last year were fixed sooner (or fixed at all) but it does the job!

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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

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

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

• Shortlist allows us to pay people and provide tax information which is a positive.
• Shortlist doesn't integrate with many other platforms which causes us huge delays in employee work time which is a negative.

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