Create accurate estimates.
Easily break down labor and material costs and quickly create, update, and send quotes for your plumbing work.
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Customizable 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. Once the quote is accepted, create and present multiple quote options to your customers.
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Create fast and accurate take offs
Using the Takeoffs add-on, simply upload a plan, set your scale and start drawing. Takeoffs has all the features you need, including the smart symbol recognition tool, to produce fast and accurate take offs from anywhere.
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Provide 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.
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Track estimated vs actual costs
Forecast costs to track spending against your estimated budget and update cost centres and sections. Quickly adjust your current budget to account for any changes.
Achieve inventory control, quickly order stock and improve warehouse management.
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Manage stock in the field
Avoid last minute trips to the wholesalers by allocating stock to a job or ordering ahead of time.
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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.
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Digital stocktakes
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.
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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.
Keep plumbing work on track.
Keep plumbing work on track with functionality to schedule staff, manage teams and organize equipment. Say goodbye to paper-shuffling between teams, long admin hours and time-consuming double handling. Using this plumbing software, choose from a variety of scheduling options to maximize the efficiency of your field service management processes, you'll know where your staff is at all times without the hassle of spreadsheets and whiteboards.
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Team management
Easily bulk schedule teams and the needed equipment to jobs. Send automatic reminders and notifications to customers and staff to keep everyone informed.
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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 while attending jobs.
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Fleet Tracking
Advance your field service scheduling capabilities with Simpro’s fleet tracking add-on Simtrac, to provide a clear view of where your team is, at all times. See which field staff are available for new jobs and calculate the distance between them and the site.
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Scheduling Options
Choose from routing, maps, preferred technician, zones and labour rate options to schedule the best person for the job. Bulk-schedule multiple field staff and equipment. No more schedule conflicts.
Easily track plumbing service work from a desktop in the office or a mobile device while in the field.
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On-site job management
Staff can access site history, job notes, attachments and other important information on the job.
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Boost communication
Ensure staff and customers are always up to date with automated appointment reminders, unpaid invoice notices and job completion notifications via email or text, using the SMS add-on. Plus keep staff in the loop by using desktop alerts.
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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.
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Progress tracking
Track jobs from start to finish with real-time updates and real-time syncing between office and field. Reassign tasks when other staff become available and see where costs, invoicing and payments sit.
Save time with easy plumbing invoice generation and payment processes.
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Payment flexibility
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 a payment integration provider.
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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.
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Integrate with your accounting solutions
Export invoices from Simpro into your existing accounting software for streamlined accounts receivable management.
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Project phase invoicing
Working on a multi-stage project? Issue an invoice after each stage via email with progress invoices. Manage retainage claims by setting a percentage amount which will automatically calculate when you create the invoice.
Quickly collate important data, customize and schedule reports and gain invaluable insights about your plumbing business.
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Standard reports
Access over 70 reports for all aspects of your security business in Simpro Premium. By creating reports, you can compare monthly breakdowns, project progression, job activity and staff performance, all from data collected by Simpro.
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Schedule reports
Schedule reports to be emailed to managers or those that need to be in the loop on a daily, weekly, or monthly basis. Discover trends as they happen with actionable information from reports such as Job Productivity, Sales Invoices and Cost to Complete.
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Financial report
Manage financial performance with reports that provide actionable insights into your financial state. Reports include Profit/Loss, Sales Invoices, Monthly Breakdown and Aged Receivables reports.
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Workforce reports
Measure how your team is working with job and labor productivity reports. View field staff activity, completed tasks, employee and contractor licensing status and job costs per employee.
