simPRO

Vantagens

simPRO allowed us to bring all of our employees together into one software package from lead to quote to job management to invoicing and receiving payments. It even tracks field personnel time. This allowed us to cancel several other software programs that we were using and got everybody on the same page saving time which saves money.

Desvantagens

It takes some time to learn all the nuances of the program to become fluent in "simPROese".

Vantagens

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.

Desvantagens

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.

Vantagens

Dispatching, Purchase order, Estimating and billing portion of the software top notch flow great to together awesome

Desvantagens

Job costing, tax reporting time tracking and reporting don't function well In fact to tools you would need to manage your business don't work

Vantagens

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.

Desvantagens

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.

Vantagens

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.

Desvantagens

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.