Name: Simpro
Rating: 8 (12 reviews)
Author: Simpro Software

Customer Training

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

Batch Management Software

Cross-Browser Testing

Functional Testing

Mobile App Development

PHP Frameworks

Product Analytics

Virtual Reality

Development

Learning Management

Online Proctoring Software

Education

Business Intelligence (BI)

Collaboration

Data Extraction

Emissions Management

Intellectual Property (IP) Management

Privacy Policy Generators

Enterprise

Accounting

Crypto Tax

Finance and Accounting

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Compliance

HR Management

Payroll

Relocation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Cloud Storage

Consulting and Advisory Services

DevOps

Distributed Denial of Service (DDoS) Protection

Fraud Detection

Integration Platform as a Service (iPaaS)

IoT Device Management

Mobile Identity

Network Performance Monitoring

Sensitive Data Discovery

Software Composition Analysis (SCA)

Storage as a Service (STaaS)

Time Series Databases

User Virtualization

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Landing Page

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Product Configuration

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Cloud Security Posture Management

Secure Access Service Edge (SASE)

Secure Service Edge (SSE)

Security

Church Management

Construction Workforce Management

Financial Services CRM

Fleet Management

Geographic Information

Intelligent Document Processing

Internet of Medical Things

Vertical-Specific

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### Job and Project Management
Users generally praise SimPRO's job and project management capabilities. Reviewers highlight the platform's effectiveness in managing quotes, jobs, schedules, and client information. However, some users express concerns about the lack of customization in the Gantt chart feature and the absence of a comprehensive project management dashboard. Despite these minor drawbacks, the consensus leans towards positive feedback regarding SimPRO's job and project management functionalities. (Source Reviews: [1](https://www.trustradius.com/reviews/simpro-2022-07-04-22-44-59), [2](https://www.trustradius.com/reviews/simpro-2022-06-16-11-00-45), [3](https://www.trustradius.com/reviews/simpro-2022-05-11-04-31-19), [4](https://www.trustradius.com/reviews/simpro-2022-06-23-18-44-38), [5](https://www.trustradius.com/reviews/simpro-2020-02-06-09-58-52), [6](https://www.trustradius.com/reviews/simpro-2020-02-06-10-55-11))

### Customization and Personalization
Opinions vary on Simpro's customization and personalization features based on the reviews provided. While some users praise the platform for its ability to offer custom quoting, invoicing, and reporting, others express concerns about the complexity of the implementation process and the high cost for small trades businesses. The system seems well-suited for businesses of any size, particularly those with small house call operations, but may fall short when handling more complex government-style projects without additional custom programming. Users appreciate the enhanced workflow and profitability that customization brings, but there are calls for improvements in areas such as BI reporting, real-time one-page reports, and custom views. Despite differing opinions, it appears that Simpro is responsive to customer feedback, suggesting potential enhancements in the future. (Source Reviews: [1](https://www.trustradius.com/reviews/simpro-2022-06-23-18-44-38), [2](https://www.trustradius.com/reviews/simpro-2022-06-16-11-00-45), [3](https://www.trustradius.com/reviews/simpro-2022-07-04-22-44-59), [4](https://www.trustradius.com/reviews/simpro-2020-02-06-10-55-11))

### Inventory and Equipment Management
User feedback on Simpro's inventory and equipment management features varies, with some praising its capabilities and others pointing out areas for improvement. While some users appreciate the ease of managing plant equipment and projects within the system, others express concerns about the ability to create leave forms for employees and the need for better inventory sub-management. The platform seems to excel in streamlining billing processes and facilitating communication with clients through detailed notes on emails. Despite some limitations, there is recognition of the potential for enhancements in real-time reporting, inventory management, scheduling, and custom views. (Source Reviews: [1](https://www.trustradius.com/reviews/simpro-2022-06-16-11-00-45), [2](https://www.trustradius.com/reviews/simpro-2022-05-11-04-31-19), [3](https://www.trustradius.com/reviews/simpro-2022-07-04-22-44-59), [4](https://www.trustradius.com/reviews/simpro-2020-02-06-10-55-11), [5](https://www.trustradius.com/reviews/simpro-2020-02-06-09-58-52))

### Employee and Labor Tracking
Some users appreciate Simpro's labor and employee tracking functionalities for streamlining project management and enhancing collaboration among team members. However, others express concerns about certain limitations, such as difficulties in converting quotes into projects and the need for more flexibility in managing labor hours. Despite these mixed reviews, Simpro's employee and labor tracking capabilities seem to offer a valuable resource for businesses seeking to improve their operational efficiency. (Source Reviews: [1](https://www.trustradius.com/reviews/simpro-2022-06-16-11-00-45), [2](https://www.trustradius.com/reviews/simpro-2022-05-11-04-31-19))

Users commonly recommend the following for Simpro implementation: 

1. Thorough research and evaluation: Users advise conducting thorough research and evaluation of Simpro before investing in the software. They recommend seeking assistance from a knowledgeable consultant to ensure proper implementation.

2. Familiarize with features and layout: Users recommend taking the time to learn and familiarize oneself with Simpro's features and layout. They highlight the importance of understanding how the software works to maximize its benefits.

3. Utilize training and support: Users suggest utilizing the training and support provided by Simpro for a successful implementation. They believe that taking advantage of the resources offered by Simpro is crucial for effectively managing business processes and increasing efficiency.

It is important to note that some users also caution about the back-end setup and external help required for proper configuration, as well as potential frustrations when the software doesn't work properly. However, overall, users find Simpro to be a valuable tool for managing projects, jobs, quotes, invoices, and reports. They recommend trying out demos and videos provided by Simpro to determine suitability for one's business, especially for companies still using paper or Excel-based systems. Additionally, users suggest considering other options on the market and conducting a thorough evaluation of all available solutions before choosing Simpro.

Users have successfully transitioned from other project management software to simPRO, finding it to be a user-friendly and comprehensive solution. With simPRO, users can manage quotes, jobs, invoicing, and business reporting efficiently in one place. The software provides clear visibility of each stage of a quote and job, which is especially valuable for managing a large number of jobs simultaneously. It is used by sales, support, and technical teams to prepare quotes, jobs, schedules, invoices, and maintain client contacts.

One of the key benefits of simPRO is its ability to centralize and organize quotes and project documents. Instead of having these documents scattered across multiple locations, simPRO serves as an all-in-one solution for managing them effectively. Additionally, simPRO eliminates the need for manual tracking of labor hours, employee locations, inventory, and job progress. It streamlines billing processes, inventory management, and labor tracking into one cohesive system.

simPRO facilitates collaboration and project management for the entire team. Whether it's tracking equipment, vans, or projects within a business, simPRO allows for proper coordination of different projects and jobs. Users highly regard the support team for their friendliness and willingness to help. Furthermore, the ideas portal provided by simPRO encourages user feedback and suggestions for improvements, demonstrating their commitment to meeting customer needs and continuously enhancing their product based on user feedback.

Real-time quotes and catalog convenience: Some users have found Simpro's feature of providing real-time quotes and utilizing a catalog to be convenient for accessing and selecting necessary items for their jobs.

Comprehensive job costing: Several reviewers have praised Simpro for its comprehensive job costing feature, which allows them to accurately track and analyze the costs associated with each project.

Efficient bill generation: Many users appreciate that Simpro enables them to generate bills directly from closed and completed jobs, saving time and effort in the billing process.

Limited BI Reporting Options: Some users have expressed disappointment with the limited options for BI reporting in simPRO. They feel that compared to other software like Knack or Sales Force, simPRO lacks the ability to customize views and generate more advanced reports.

Slow Implementation of Improvements: Several reviewers have voiced frustration over the slow pace of implementing requested improvements in simPRO. They mention that it can take years for important reports to be created or implemented, causing delays and hindering their workflow.

Outdated Scheduling Feature: Users have raised concerns about the scheduling feature in simPRO, stating that it is outdated and lacks real-time geotracking of employees. They suggest that an updated scheduling system would greatly improve efficiency and provide better visibility into employee locations during jobs.

Simpro, headquartered in Brisbane, provides business management software for the trades and services industry. The solution combines field service management with asset tracking and maintenance, project management features with resource scheduling, and invoicing. For enterprises, Simpro helps manage business complexity such as franchises, multiple companies or multiple locations with a tailored Simpro framework that aims to handle complexity while maintaining the simplicity of working with one software platform.

Silver

Gold

Free

Bronze

Jotform

Simpro

Applications that support field technicians and other staff in the field. Typically include scheduling and dispatching capabilities.

Field Service Management

Electrical & Electronic Manufacturing

DMI Electrical Engineering Pty Ltd

Office Administrator

Likelihood to Recommend

Usability

Support Rating

Simpro Software

SafetyCulture

Simpro 2025-02-12 19:53:33

ClickUp

Microsoft Excel

Director

simPRO 2022-06-23 18:44:38

Zendesk Suite

Zendesk Sell

Google Drive

Project Manager

simPRO 2020-02-06 10:55:11

CFO (Chief Financial Officer)

simPRO 2020-02-06 09:58:52

LinkedIn Premium Career

simPRO 2022-07-04 22:44:59

simPRO 2022-06-16 11:00:45

monday.com

Google Workspace

simPRO 2022-05-11 04:31:19

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Generate reports

Sales force

Sales people

Potential customer

Learning curve

Mobile app

Steep learning curve

Bi reporting

Training to use

Ability to customize

Call logs

Easy to reach

Client information

One click

Status reports

Communication with clients

Real time

Job costing

Home

Field Service Management Software

Great CRM for streamlining our entire business. We are a SME and have been using Simpro since 2018 to manage everything we do. It is easy to navigate and has amazing automation features which has helped reduce manual work and improve productivity. The integration with our accounts package is seamless making reconciliations very easy. Overall Simpro has made a significant impact on our business management and I would recommend it to any business looking for a user friendly CRM.

Reporting
Scheduling
Operational efficiency

Expand integrations with other software
More flexibility around report customisation
Better understanding of BI Reporting

We use simPRO to manage all of our quotes, jobs, invoicing and business reporting. We typically manager over 150 jobs at a time so simPRO gives us clear visibility of each stage of a quote &amp; job.

Custom quoting.
Custom invoicing.
Reporting.

Scheduling is quite outdated.
No real-time geotracking of employees.
Only accepts Square as an online payment method (no applepay, PayPal, BPAY, etc.).

Customised quoting.
Customised invoicing.
Adding custom fields to create reports from.

Improved profitability through tighter margin management.
Higher conversions through customised quoting.

simPRO has been a great tool for our business. We have transitioned from all our other PM software to this and it has been great! It did take some time to set it up initially and we are still learning new things every day. All in all tho, it has been great. I do wish we had more options on the BI reporting to pull reports in real-time rather than every 24 hours. I have been in contact with customer support though and they have been helping me to work on a solution.

Real time quotes utilizing the catalog.
Job costing.

More options on the BI Reporting.
Ability to customize views similar to Knack or Sales Force.

It has allowed us to start to log cost.
Track our customers throughout various stages in the process.

Zendesk, Google Drive, Zendesk Sell (formerly Base)

simPRO is used from sales quotes to job cards to billing to export to our accounting software. It's end to end, so all records are retained. It is very user-friendly; we've sold it to 6 other companies across the country and all are very happy.

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.

Mobile app-tech clock in and out, but simPRO hours scheduled for the job does not change. It must be changed manually.
simPROasks for requests to improve, but it can take years for important reports to be implemented or created.

simPRO is totally worth the investment
It is end to end. The whole staff is trained on one program.

We use SimPRO for sales, support, and technical teams. It is very useful to do everything from preparing quotes, jobs, schedules, invoices, and keeping clients' contacts. One of the best things about simPRO is that they have a great support team who is very friendly and happy to help; their ideas portal is also great, you can add suggestions and if they are popular and voted by the community of users, they end up being implemented. So yeah, my overall experience with simPRO is great. They are always looking at improvements, which is key for a software company like them, as things are constantly evolving.

Friendly customer service
Constant improvement
Good webinars

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").

Tasks
Job management
Contacts integration

Help us to be faster when quoting.
Help us to be faster when scheduling jobs.
Help us to integrate contacts.

Google Drive, Bluebeam Revu, LinkedIn Premium Career

We utilize simPRO as an all-in-one billing, inventory, and labor tracking system. Before simPRO, labor hours and employee location tracking were all in paper format. Inventory was managed from a separate system and job tracking was simply written on a calendar. We now have a system that allows all members of the team to properly collaborate and manage the different projects and jobs properly.

Inventory management.
Labor tracking.
Employee tracking.

Simpro

Overview

What is Simpro?