Get More Business Being More Efficient
Ready to crush the competition? Our Simpro Premium field service project management software and mobile apps can help you not only win more business, but also maximize job profitability.
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Service and Project Quoting
Quickly Provide Professional, Accurate Project Quotes for All Jobs
Get on top of your quoting process and beat the competition. Quickly turn around professional quotes, follow up on their progress and make it easy for customers to choose you with online quote acceptance capabilities.
Turn around quotes quickly with the ability to:
Include images and additional notes
Apply accurate catalog pricing
Request and compare supplier pricing
Analyze and adjust estimated costs
Automate or manually set follow-ups
Collect online customer acceptance
Build effective quotes for jobs. Quickly add labor and materials, product images and online acceptance options.
Confidently manage your project quotes. Add stages and cost centers to create structure, offer optional quotes and easily define retention settings.
Get a clear picture of your quote’s costs, markup and discounts. See the impact of changes to ensure estimated, committed and actual costs closely align.
Increase repeat bookings by empowering loyal clients with a customer portal to request and view quotes, book jobs, pay invoices and update their details online.
Lead Management
Easily Turn Your Leads Into Quotes and Customers
Give your team everything needed to convert a lead into a quote. Manage potential business opportunities by creating, assigning and scheduling leads to help your sales team move leads through the sales pipeline.
Lead Creation
Add contact details, notes, tags, cost centers, status and follow-up dates to effectively manage your opportunities.
Scheduling
Schedule a salesperson to the lead, send a calendar appointment to the lead and email the lead summary form to your staff and customer.
Forecasting
Improve your sales forecasting by recording estimated price, probability of sale and due dates against the lead.
Quote Templates and Pre-builds
Save time with templates
Be consistent and efficient with scripts and custom form builder templates that help you stand out from your competitors. Price quotes and jobs faster using prebuilds and take off templates while getting more insight into your margins.
Quote faster and easier with scripts and custom form builder template proposals that help you and your team remain consistent, professional and competitive.
Create personalized invoice or credit note templates and auto-populate information from captured fields. Create consistency and make administration a breeze.
Reporting
Increase Sales Performance with Business Reporting
Track performance, identify bottlenecks and meet targets with comprehensive sales reports and dashboards.
Discover how each step in your sales process contributes to customer satisfaction, business growth and profitability. Pre-built reports for Lead and Quote Activity, Sales Forecast and Profit/Loss plus other key metrics help identify which sales process to focus on to improve win/loss rates for new and repeat customers.
Every business is different. Template reports don’t always provide the right information to drive decision-making. Use BI Reporting to access more data so that you can build customized reports, dashboards and data visualizations (including charts and graphs).
Simpro Mobile
Track Your Team and Your Jobs from the Field
Why wait until you’re at the office to close the sale? Quote, adjust estimates, invoice and take payment from the field using one app that gets the job done.
See what your team is up to, update jobs and get paid in real-time wherever you (and your team) are.
Create jobs, access assigned jobs and see job updates
Record job details
Create quotes, invoices and process payments
Forecast labor/job costs
Sync supplier pricing
Test assets in the field and add photos
Track your team’s time
Track stock used and purchased
Customize quotes instantly so customers know exactly which materials they’re getting and the price. Also, allow for multiple quote options, including images and manuals for faster quote acceptance.
Get the right material allocation at the correct price. Supplier pricing drops directly into quotes through your catalog integration.
Showcase quotes to customers from your device, along with photos, upgrade and membership options. Plus, get on-the-spot acceptance with your customer’s signature.
Data Feed
Provide automation with speed and accuracy
Start automating tasks and get jobs, quotes, invoices and leads into Simpro faster so you can quickly respond to customers, look more professional and ultimately win more jobs.
Receipt purchase orders
Create and update quotes
Create and update jobs
Create new tasks
Create new leads
Receipt packing slips
Data Feed eliminates time consuming repetitive data entry and human error, allowing information to be automatically updated or created in your system with speed and accuracy.
