Simpro

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

Alternatives Considered

Reasons for Choosing Simpro

Switched From

Reasons for Switching to Simpro

Pros

They are continuously improving and updating simPRO. In comparison to other similar programs I've tried, it's not all pretty bells & whistles, it's bells & whistles with tangible depth and detail.

Cons

The implementation seemed cumbersome initially, but absolutely essential given the range of the software. The training was excellent and the customer service/help-desk is great.

Alternatives Considered

Reasons for Choosing Simpro

Switched From

Pros

You could schedule your different teams and track their time

Cons

There is just to much going on and did not suite our business, they are to expensive

Pros

Catalogue imports, Pre builds and Cost Centres

Cons

Better task management, able to have more users involved and collaborate via task management, improved project planning, Mobile app for field workers way too clunky, an enterprise level mobile app.Attachments for projects/service/asset is terrible. And accessing them from Enterprise is the same terrible interface/clunkiness. We have other apps being able to have attachements against certain elements and reviewing said elements much quicker on both ends. Its still very backwards download/upload functions.

Alternatives Considered

Pros

It has a user friendly interface, which makes it quick to pickup. It is also great for documents, communication with the team and can use it in the field via their smartphone app.

Cons

It can be pricer the smaller businesses, and there are potential add ons that you really need.

Pros

The only item of value with this program would be the financial reporting. This is a program that the customer has to work for, it does not work for the customer. My implementation rep was the only person who actually seems to care and did try very hard to make this work for us.

Cons

1. Customer support - if you have an issue, expect 2-3 days if not weeks for a reply, good luck if it is an issue impacting your operations, you will be dead in the water. Speaking with a live person could take days, the chat is always down, and apparently the office is always closed stateside.

2. The field app is limited, does not allow for easy use between devices, information does not get saved or stored and is constantly being lost. You also cannot search for customers on the app. It is very limited for functionality, service and quoting is all that can be accessed. The time clocking also does not allow for after hours service calls to be logged and documented correctly.

3. The "block" scheduling is complicated and does not work well for service jobs that need to move between technicians.

4. Everything is "view" prohibited, if you are not in the correct view you cannot do basic functions.

5. ON BOARDING COST - you pay for basic training of the program, which they have hundreds of online videos that would do the same thing - THEY DO NOT LIFT A FINGER IN BRINING YOUR DATA OVER YOU DO EVERYTHING. When I was initially starting I TRIPPLE CONFIRMED the onboarding fee was to help bring over our old data from Service Fusions, jobs/invoices/cost etc. I was told yes they bring it all over to make us whole - this is not true. You get a template to bring your materials in and customers over BUT you do this all yourself. ALSO, I was told the forms to be able to attached to jobs and fill out were not extras, apparently its a separate app and fee entirely.

SALES - The sales individual I worked with sold me lies, I was incredibly clear on what I needed and was requiring from our next software. I was told multiple things that turned out to not be true, and were confirmed by people in the organization that I was not told true items and in fact I was very clear about what I needed and had been misrepresented by they coworker.

GUARANTEE - This company does not have a 30-90 day money back guarantee for a non-functioning program. I did everything they asked of me and more during implementation, my rep even confirmed I exceeded their expectations of a new role out YET, I cannot get help on getting a refund for a program I was very eager to use, but has turned out to be doing more harm to the business than good.

I have done everything to make this work for us and just wanted a conversation regarding a refund and what my options are since the program really is not working for us. The lack of follow up and support from "upper management" on a so called "important and escalated" issue is disheartening.

Alternatives Considered

Reasons for Choosing Simpro

Switched From

Reasons for Switching to Simpro

Pros

Once set up, data on a range of plant and equipment can be recorded and monitored in real time. Quoting is quick with catalogs and pre-builds available. The open API is excellent with a range of add on options available to customize the build.

Cons

The asset importing function is difficult to use as it is asset based and not site based, meaning you have to use multiple templates when creating a site asset list. The time management of real time to scheduled is very clunky and hard to report on for accurate information.

Pros

I dont like it at all, Simpro was sold off to an offshore investor. Since then no customer support are available and their product is often offline and the mobile apps don't upload Techn notes

Cons

No customer support, software often down and slow and mobile app not working properly

Pros

Easy to use and integrate other tools like Tango, Calendar etc. Tutorials are self explanatory and quick set up. Safe longin enabled via Okta.
Free trial period is good to evaluate the tool.

Cons

Customization is not very well established. Also it needs some automation.

Pros

Overall it is easy to use and the customer support is fast and helpful.

Cons

I would like to see more customisation in permissions for viewing and changing data.

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.

Alternatives Considered

Reasons for Switching to Simpro

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.

Alternatives Considered

Reasons for Choosing Simpro

Switched From

Reasons for Switching to Simpro

Pros

One of the things I liked most about Simpro was its comprehensive suite of features for managing field service operations. The software provided robust tools for job scheduling, dispatching, and tracking. The intuitive interface made it easy to assign tasks to field technicians and monitor their progress in real-time. Additionally, the integrated inventory management module helped streamline the ordering and tracking of parts and materials. The ability to generate detailed reports and analyze key metrics provided valuable insights into the performance of my field service business.

Cons

While Simpro had many strengths, one aspect I liked least was the initial setup and implementation process. It required some time and effort to configure the software according to my specific business requirements. The customization options, while extensive, could be overwhelming for new users. Additionally, the pricing structure could be more flexible, as some features were only available in higher-priced plans. Despite these minor drawbacks, once the system was set up, it proved to be a valuable asset for my field service business.

Pros

Great to change to Cloud Based product. Customer support is the best. Nice to be able to talk to real people and have them remote in and help with issues.

Cons

Not being able to keep any other modules open other than Jobs Quotes Purchase Order Receipts Invoices. It would be great to keep the People, Schedule Catalogue Invoices Utilities and Reports open in tabs at the top. I have to duplicate the pages in case I get a phone call and have to enter a new job or do a customer query otherwise I have to re-start my report, for example, all over again. simPRO is not very comfortable being duplicated. Dealing with stock is extremely difficult and transferring Work notes and Technician notes over to another job if the Electrician has written in wrong job or cost centre. Some reports are not suitable and you cannot customise a report beyond the parameters it was created from.

Pros

The software provides us with a centralised platform that integrates all aspects of our workflow processes. It provides an organised structure for maintaining all information relating to a specific quotes/jobs in one place, with easy access to all relevant staff members.

Cons

A specific area of the software we find challenging is the catalogue. The catalogue is very difficult to maintain as it works on the assumption that suppliers are able/willing to provide catalogue upload lists and doesn't account for suppliers using the same part number for different products.

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.

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.

Pros

Simpro has excellent features to streamline processes like auto triggered notifications. These are helping our company take the step forward to compete with big players in helping us look professional.

Cons

The set up can be tricky. I have made numerous phone calls to your support line for them try investigate why something doesn't work as thought. There is lots of great people in the support team and they generally go out of their way to help resolve the issue.

Pros

Good general features and relatively easy to setup and use.

Cons

They take soo long to implement user suggestions, they have a forum and voting system for ideas but then take no notice of this when the do their upgrades, come on SimPro start listening to your users...

Pros

Service order flow, scheduling, invoicing. Also, the training and support is fantastic. Trainer kept us on track and productive. Came back when we were ready to launch and cleared up alot of things.

Cons

The mobile app needs some help, but I think most do at this point in the world of technology. We expected a little more and hope more is in development

Pros

Simpro has Multiple Features that have increased efficacy across different factors of our business. from Scheduling, Purchasing invoicing ECT.

Cons

Speed of implementing discussed ideas, through the ideas process

Pros

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.

Cons

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

Alternatives Considered

Switched From

Pros

Excellent at keeping track of costs on projects

Cons

Quote forms (templates) are a bit 'clunky'

Pros

I adore the ease of job creation, scheduling and tracking!

Cons

I would love to be able to schedule a job right from the schedule.

Pros

It works for very basic things, and if you are a very basic user or currently incredibly disorganised it might be able to help you.

Cons

It is very clunky. The basics do not work well, and they keep adding functionality that seem unneeded and frankly odd. It will leave you disappointed at the core inflexibility.

Even with a huge amount of feedback to this effect, meaningful improvements are never made.

Get used to using workarounds.