Simpro Reviews

Simpro is an excellent software for project management. it embeds features such as estimation, planning, execution of tasks, inventory management. it's really a complete and quite easy to use software.

I have to use it at least for 3 pojects to get my hands on it.

I do the invoicing and it works very well for me.

There are things I would like to be a bit easier.

Relatively easy to use. The jobbing features in general are easy. Interest on overdue invoices should be better set up and integrate with Xero better. Currently is manual and very time consuming. PO's should have better restrictions but are easy to use. Great help menu and find it very easy to follow when I need help. When there are Simpro Enterprise or Connect problems would like immediate notification as this affects job syncing and slows our process down.

Integration was easy but we had help from our Laser Group business development manager

Excellent at keeping track of costs on projects

Quote forms (templates) are a bit 'clunky'

Looks professional and has transformed our daily processes

Project Gant charts could be more flexible

The software is relatively easy to use once you understand the workflow. Setting up the system for the first time was very easy. Customer support has been good. The quotes portion of this software is a breeze.

Over all this software to me has more pros than cons although some of the cons are very big in my line of work as a commercial HVAC Mechanical Contractor. The office, administration, scheduling , quoting and reports are very good though the tech work orders (ie job cards as SimPRO calls them) are probably the one of the largest pains we suffer with as a commercial HVAC Mechanical Service Company. The main problem is that Simpro will not allow you to create one Service Ticket to send to the customer that shows the techs write up of the worked performed, the techs on the job and the total hours. If two techs worked on a centrifugal chiller tear down for two weeks Simpro would generate a service write up with the same job number for each tech for each day. That’s two Simpro Service tickets a day for two weeks which totals 20 Service tickets that we have to send the customer just to show the total hours worked each day versus having one service ticket that the customer signs showing tech names and the total hours worked each day. We have talked to Simpro Support about this and there is nothing they can do or will do about this.
On the accounting and estimating side of this software Simpro uses Margin percentage (Simpro calls it Gross Margin) and not Gross Margin dollars. From what I understand Simpro originated in Australia and they use mark up percentage where as in America we use Gross Margin so beware.

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.

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.

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!!!

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.

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.

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.

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.

Simpro completely changed our business.
Everything is now totally trackable and transparent
Our errors have reduced dramatically

It’s all good, that is, there is nothing that we can find fault with that causes us any issues

The customer support is amazing. I learned the program form them guiding me through everything

Not the easiest program to learn it also is missing some features the would come in handy.

Job management and the system is relatively intuitive and easy to learn

System strong on job costing & management - could be improved to further support high volume recurring job service businesses

Our process have been so streamlined since we started using Simpro. It makes having checks and balances so much easier and communicating with our customers.

You have to be on top of making sure every single setting is correctly set and we have had issues organizing the contacts.