The tools you need to get the job done

Customizable and accurate quotes

Simplify the estimating process with cloud-based software that connects quoting to job management. Use online quote acceptance for quick approvals, and then convert the accepted quote into a single or recurring job. If a quote isn’t accepted, you can archive it for sales performance and conversion reporting.

Create fast and accurate take offs

Using the Takeoffs add-on, effortlessly add blueprints, mark-up diagrams, and calculate materials for your estimates. Takeoffs has all the capabilities you need, including symbol recognition and ad-build drawings, to produce fast and accurate takeoffs from anywhere.

Supplier Pricing

Get supplies at the best price by syncing supplier catalogs. Easily group catalog items together according to their product line or functional type, and assign them to a job or project with the click of a button. Request multiple vendors’ pricing at the same time and see them side-by-side for a simple price comparison.

Easy labor calculations

Use set labor rates to calculate labor efficiency and time allowances. Use job difficulty ratings and view estimated labor to make sure each job is delivering profit.

Track estimated vs actual

Forecast costs to track spending against your estimated budget. Quickly adjust your current budget to account for any changes.

Manage stock in the field

Avoid last minute trips to the wholesalers by pre-allocating stock to a job or ordering ahead of time.

Get alerts

Avoid running out of materials with alerts to notify you when your stock levels run low. Allow for delivery delays and get notifications when parts arrive, then easily transfer inventory from the warehouse to a van.

Digital stock audits

Get an accurate picture of how much stock you have in storage from your desktop or mobile device. Restock from your purchase orders or other storage locations for quick materials management.

Team management

Easily bulk schedule teams and their equipment to jobs. Send automatic reminders and notifications to customers and staff to keep everyone informed.

Track time

Pull the schedule comparison report to compare your team member’s actual results to the originally scheduled timeframe and understand the details and costs of each schedule with the schedule breakdown report. And using the Simpro Mobile add-on, staff can easily clock in and out with Simpro Mobile while in the field.

Fleet tracking

Advance your field service scheduling capabilities with Simpro’s fleet tracking add-on, Simtrac, to provide a clear view of your vehicle’s location at all times. Dispatch smarter by seeing which field staff are available for new jobs and calculating the distance between them and the site.

Maintenance planning

Easily schedule preventive asset maintenance and testing, create alerts for asset failures and automate job creation with the Maintenance Planner add-on. Bulk-schedule multiple field staff members and equipment. No more schedule conflicts.

On-site job management

Staff can access site history, job notes, attachments and other important information on the job.

Easily collect data in the field

Streamline data capture and the creation of electronic forms. Simpro’s Digital Forms add-on makes it easy to customize forms, lets field technicians intelligently collect data when on-site, and quickly syncs collected info with Simpro.

Intelligently process data and update jobs in Simpro Premium

Simpro’s Data Feed add-on uses rules based automation to collect and process data. Intelligent processing automatically scans and extracts structured data from email attachments and digital sources, then uses info captured from POs, invoices, packing slips, website forms, and digital forms to create and update jobs in Simpro.

Boost communication

Easily send scheduled or on-demand text messages from Simpro Premium to ensure field staff and customers are always up to date with appointment reminders, unpaid invoice notices and job completion notifications using the SMS add-on.

Job costing

Manage billable and non-billable parts, labor, contractors and equipment. Know where your costs sit with every job no matter what stage of the project you are in.

Progress tracking

Track jobs from start to finish with real-time updates and syncing between office and field. Reassign tasks when other staff become available and see where costs, invoicing and payments sit.

Create invoices on-site

Once you’re ready to invoice the customer, simply review the job and generate the type of invoice you want. The sell prices calculated on the job will appear on the invoice, without the need for manual data entry. Avoid billing the wrong amount by setting internal invoice approvals so information can be reviewed before being sent out. Want a consistent look for your invoices? Use a PDF invoice template to create a branded layout.

Integrate with your accounting solutions

Export invoices from Simpro into your existing accounting software for streamlined accounts receivable management.

Faster payments

Keep cash flowing by accepting payment from the office via the Customer Portal or use the Simpro Mobile add-on to collect payment in the field using one of Simpro’s payment processing integration partners.

Recurring payments

Set up automatic invoicing and payment processing for recurring jobs. Never worry about remembering when bills are paid and keep your cash flowing.