Simpro

Fantastic, business has been able to grow with zero additional admin cost.

Comments: Too many benefits to outline. it has helped us streamline our business and really push forward. I cant recommend simPRO enough. Now that more features are being developed it is getting stronger and stronger,

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.

Excellent Product & Support

Comments: From the first contact with Simpro, they were excellent. [SENSITIVE CONTENT HIDDEN] who was great, came to see us and showed us what it could do for us, so having to consider very carefully following a failed software implementation with another provider, we decided to proceed with them. They weren't the cheapest but we got a good feel for the company and we haven't been disappointed. It wasn't an easy task transferring our data to Simpro and was very time consuming but has been completely worth it now it's up and running.

Pros:

It's very user friendly and just works for our business

Cons:

Occasionally we find there is no fix for something we want to change to suit our needs but there is usually a way around it and support are very helpful with suggestions. I am able to submit suggestions to a forum in which they consider putting changes in place if they can.

SimPRO for commercial HVAC

Pros:

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.

Cons:

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.

Robust and intuitive field management software

Comments: Overall, this has been an amazing experience for us. The software feels like just what the doctor ordered and we are very happy with the choice. The simPRO team has been rock solid, supportive, knowledgeable, and fun to work with from day 1.

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.

SimPRO and ProSec Integration

Comments: SimPRO is a great tool to use for the type of business we operate. It helps us manage material and labor costs very effectively. Once you are properly trained and understand how the system works, preparing quotes is quick and the documents are professional looking.

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.