simPRO Reviews

Pros
When it comes to field service management this is custom software which is hard to beat. simPRO is bringing a new level and caliber of organization and efficiency to our business and we are still implementing all that it offers. Our field techs now have vastly more relevant information at their fingertips than ever before which is empowering them to be more productive, efficient, and professional.

Cons
There are a few confusing aspects of the contacts database and how it relates and connects to jobs, quotes, customers, etc. There are a number of static fields which do not populate from the existing customer database when it seems they should. For instance, if we have an existing contact, we can not simply lookup and connect it to a site contact or invoice contact without some hoops and hurdles.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Job costing is an important concern for us and SimPRO does an excellent job of tracking job costs. We are hoping for continual development in the ease of use for tracking labor and time on the job, but overall, SimPRO does a great job of job cost management.

Cons
Seems clunky and non-intuitive at first and training from SimPRO after the initial roll out is not complimentary and quite costly. Also, there are some features that I wish could be improved, such as contract / agreement integration and a more intuitive way to find / locate jobs on the fly using the mobile app. I am looking forward to the rollout of the new SimPRO Mobile app, which may address the later concern.

Rating breakdown

Likelihood to recommend: 8/10

Pros
The workflow in simPRO is quite comprehensive and yet logical. We love the ability to turn a lead into a quote... then track it into a job, and to an invoice and payment. The fact that our staff can login to the software anywhere in the world makes working on the road so easy. Quoting in simPRO can be easy and straightforward when the software is set up properly. The simPRO Mobile App is logical and easy for our technicians to add time and materials to in the field. The ability to easily add photos and attachments to the job is a nice feature. Also, tracking asset information and test readings is another great feature. Invoicing is logical and fairly easy. Taking payments and giving credit memos is also very easy to do. Inventory management, purchase orders, vendor receipts and vendor invoices are all handled quite well. We struggle keeping up with our vendor receipts, but we like the workflow. We also like the project management aspect of the software.

Cons
Learning the software was hard for a lot of our employees. Although the software is logical, it's not always straightforward to do certain tasks. Because simPRO is such a global software, certain features do not always translate to Canadian business practice. We find the inventory management part of the software to be a little overwhelming.... and adding/removing parts on work orders can be hard.

Rating breakdown

Likelihood to recommend: 8/10

Pros
I like that we can track a job/project through the entire process starting with Lead Generation to creating an Estimate and then converting the estimate into a Job/Project all the way through to the final invoice. All stages of the project life cycle can be tracked and job-costing is a breeze because all job Purchase Orders, technician time sheets, etc. are visible. The inventory management capabilities are a significant improvement over our previous methods. Having all of our vendor's products entered into the Catalog with visibility into our current on-hand inventory makes things more efficient during the estimating process and provides means of controlling how and when materials are assigned to jobs.

Cons
The user interface can be improved a little to make accessing information a bit more intuitive. It is not difficult by any measure, but I would like to see more flexibility and drag-and-drop capabilities - especially with the estimating portion.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Rather than a cookie cutter software, we were able to build simPRO specifically for OUR company's needs. It is saving us more time than I ever imagined! It is user friendly from both the administration and technician standpoint. My technicians are actually excited about using simPRO because it is straightforward and efficient.

Cons
It has taken time to get it up and running just the way we want it, but that would be the case with any software.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Our company, Tesco Fire Services, Inc., has been using SimPro for several years. As a sales and marketing manager, I used SimPro as a tool for leads, prospects and eventually clients. It worked fine for me. Implementation Consultant with SimPro visited our office a few weeks ago and introduced me to so much more SimPro has to offer. She showed me all I was missing and how to make SimPro more effective from a sales standpoint. Also, how SimPro enhances our quoting, service calls, billing, invoicing and most of all customer service. She is a first class professional. Her knowledge of SimPro is solid and her enthusiasm is infectious. She combines knowledge with humor. Especially for someone like me that is not a technological person to begin with. Thanks to her and team SimPro is making our lives easier, cost efficient and dependable.

Cons
I could lie and make something up, but that would be counterproductive. I like SimPro the way it is.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Ease of use, functionality, easy to scale up and down with the software.

Cons
I hate the fact that I cannot remove the ability by security group to download whatever is on the screen. This is a huge data info/sec problem. For a business product I should have the ability to limit employee's ability to download a CSV file from any screen effectively handing out my pipeline, customer list, etc to whomever they want. There should be some control for this and this is almost to the point where the product is unusable because of security requirements we have from our own customers.

Rating breakdown

Likelihood to recommend: 9/10

Pros
simPRO Enterprise is functional! And improving all the time. It's quick to load and easy to navigate. Now, this may be because we were one of the first to use it in Canada, but the level of customer service and attention to the users requests throughout our set up and subsequent upgrades has been amazing.

Cons
I would say, it has a learning curve - but if your implementation team are on the ball - you'll be ok!

Rating breakdown

Likelihood to recommend: 9/10

Pros
I am able to customize and report on about pretty much everything I could possibly desire. We are all very happy with the way this system handles assets, we will be able to move our entire previous work history into these notes as it pertains to site location. We don't really care who owns the property. Our service life is about 10 years, it is very normal that owners change. This system organizes information perfectly to suite our needs.

Cons
We had a very unique QuickBooks system that had many quirks. I am a troubleshooter by heart and couldn't rest until we discovered a way to take the info kept in QuickBooks and bring it to simPRO. Ultimately, this was discovered to be double duty and not worth the effort. In the defense of simPRO - they did advise me that this was the case. I was very stubborn. Looking back on that experience it definitely went as well as it possibly could considering how much I was 'addicted' to that information. It did turn out that the route of not importing that work history, due to its complexity, was the right decision.

Rating breakdown

Likelihood to recommend: 10/10

Pros
I have tried all of them and this is truly cloud based, it keep all my suppliers, customers, employees and subcontractors details in one place and tracks all reminders like contracts and certificates and suppliers insurances and training need. The quoting system is the best we have used and it produces great looking quotes very easily. Once you have secured a project costing a job from labour to materials and subcontractors is effortless. We use it for jobs from £75 to £5m and everyone in our business loves it. It give you complete visibility on profit and costs. We also use it to create all purchase orders, subcontract orders and everyone in the business does there time sheet on it, my payroll now takes 60 minutes as opposed most of the day. We have saved more than the cost of this software in admin costs alone, the pricing model is great as you can kick off for just £70 per month. We all invoice and raise progress applications on it and do all our debt collection. We also manage our vehicle fleet, plant and have clients who log in to give us work and also monitor their assets we maintain. It has a task feature which is average and we don't use it for project management as there are much better free online soltuions for Gantt charts etc. It is very powerful and so will seem daunting for smaller companies And technophobes, but in reality I taught my 10 year old to use it in 5 mins. I used Trimble before this.

Cons
Word processing could be slicker but there is an easy Work around. Rest of bugs they have resolved, it gets constant updates and upgrades.

Rating breakdown

Pros
SimPro has helped our bottom line grow & grow & brings many departments into 1 platform!

Cons
Items like customer contacts & customer setup require multiple data entries. Quote forms needs higher level of editing to produce a pleasing, eye-catching aesthetic presentation form.

Rating breakdown

Likelihood to recommend: 10/10

Pros
This software gives a clear path from quote, convert to a job, dispatchers schedule, workers go and type job details, arrival and departure times into the phone app, and those jobs are converted to bills, and simpro records payements. The reports section is extensive and provides much information. We use reports that show company stats, efficiency, billable vs. non - billable time, and so much more!

Cons
There is a section where new ideas for needed options are written by users and 'voted upon.' It took simpro two years to implement a true productivity report, so if you have specific needs they may rate them low and take a long time to create what is requested.

Rating breakdown

Likelihood to recommend: 9/10

Pros
With my employees being in the field and primarily using the mobile, it's nice to have a "mobile only" license for them. Other companies require everyone to have a full license which, in my opinion, is a waste since they won't use 10% of what that entails

Cons
Mandatory on-site setup and no ability to have a trial instance

Rating breakdown

Likelihood to recommend: 8/10

Pros
The system is very user friendly. I am able to log in all my prospects and keep an accurate record of all contacts, calls made emails sent and received. Attachments for all documents at your fingertips. Since many of my prospects have multiple sites, I can list each site with on-premises contacts for our scheduling and operations department. Nothing falls through the cracks. The training and assistance from the SimPro Staff is magnificent. SimPro professionals are outstanding. They conducted the training and made certain our team was comfortable with SimPro before leaving. For those of us who have basic technological skills, the help I received from SimPro is amazing. This is the type of staff who connects with me just to, "say hello and how are things going?" This is not too common in today's business environment. Clients are thrilled that during a meeting I can pull up Simpro and provide answers to all their questions. I recommend SimPro to anyone who is looking for a user friendly CRM that works.

Cons
I had to keep remembering to hit the save button following data input. Also, I had a bad habit of hitting the back key instead of cancel. Once I got over these it was smooth sailing.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Customer support is always available when we need them and extremely easy to work with. SimPro software has extensive features to grow with our business. It is an all-in-one solution for us and eliminated the need for complex integrations.

Cons
Setup took some time and implementing required a lot of tweaks to the setup. But, with the amount of features we are utilizing it was to be expected. It also really helped to have a Simpro implementation specialist onsite during the process. Much better than trying to do it remotely like we have with previous software.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Bid creation. It is great to be able to pull a part from our catalog and then have a time associated to it and not need to calculate it.

Cons
There are some ease of use issue complaints I have gotten from our team. But once you get a hang of it, it is great. Just a bit of a learning curve from what they are used to.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Saving of Staff time, less paperwork, easier to find info on clients quickly. Also the log of every event from who created a job, to notes from a phone call. Makes it easy to look at timeline.

Cons
Not being able to share attatchments within software from office to field level without going outside of software. Not being able to modify inventory on completed invoice. Trainers were great, but they were not familiar with my industry.

Rating breakdown

Likelihood to recommend: 10/10

Pros
the fact that is a online system, who cares if the computer crash's!!! we had a major fire in our city in 2016 and we had to run mobile, 1 laptop and a cellphone and we were back up and running!

Cons
Only con I have is that it is not available in Canadian dollars, have to pay more with exchange.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Unlike a lot of other job management software we looked at, simPRO offers in-person training and live US support. The software itself is robust and offers plenty of functionality for our painting business, but it really comes down to the training and continued support. We looked at some cheaper options, and although training was an additional expense, it was worth every penny. Without the training, we would have been lost and unable to use the software. The trainers are great and keep training light and are knowledgeable business consultants. Highly recommend!!!

Cons
The user interface and dashboard are a bit dated, but I know the development team is working on updating in the future. Other than that, no complaints! SimPRO runs our whole painting business operations and workflows.

Rating breakdown

Pros
The system is user-friendly and very easy to navigate. They have a great support team that are always available. An open API has allowed us to link the system with other software like Xero, Ground Plan and especially Allsaved Mobile.

Cons
The schedule needs work.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Our company was growing and we began looking for software to track and manage our field technicians. We tried out many different softwares on the market. As soon as we tried SimPro we knew it was the software for us. We've been using this software since 2015 and it has streamlined our scheduling, dispatch, and invoicing. Additionally, it allows live tracking of technicians. After technician completes the job, there is no paperwork to deal with and all the information is synced to our office immediately.

Cons
While SimPro has a great staff and video tutorials that will help train you, it is a robust software and has many features that will take some time to learn.

Rating breakdown

Likelihood to recommend: 9/10

Pros
I love being able to integrate all the processes, from my technicians time, to purchase orders, to inventory tracking, and customer asset management. Simpro offers a robust system, with more features than we will probably ever be able to use.

Cons
As our company has grown, we have had to add several users, causing what was a reasonable price to be quite expensive now. Technicians and sales app doesn't always cooperate especially in areas of poor cell service.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Layout is easy to use. Able to customize invoices, etc. Tracks inventory.

Cons
Purchased the software and then almost immediately needed to upgrade to get the features we'd like.

Rating breakdown

Likelihood to recommend: 8/10

Pros
The coherent integration of capabilities ' functionality across the full E2E process, from: initial customer contact; through estimating; execution (delivery); invoicing; seamless integration with Xero. Optimises workflow ' scheduling; reduces cost; reduces risk (audit trail; H'S); removes paper; removes duplication; increases transparency across the business; improves return on all assets ' resources (inventory; vehicles; skilled technicians). Love that it enables a large 'estate' of technical (installed) assets / equipment (v high value) to be managed, and scheduled for an ongoing programme of maintenance - is a huge value add for a technical service contractor to be able to offer this to an 'end-customer', who often has no means of effectively managing own asset register / 'estate'. Powerful MI to model, refine ' improve profitability job by job; by line of business.

Rating breakdown

Pros
If there is one thing, to say, I like most about SimPro, it would have to be the ability to quote, create a scheduled job, and invoice that Job all in a matter of minutes compared to hand typing everything over and over again, or losing track of time. It's just simple.

Cons
There are minor things about SimPro that could use work, but overall there is nothing I can say I like least about the software.

Rating breakdown