Take the guesswork out of job costing
Easily break down labor and material costs and quickly create, update, send and schedule quotes for your security work.
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, 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 takeoffs from anywhere.
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.
Quickly order stock, achieve inventory control and improve warehouse management.
Manage stock in the field
Avoid last minute trips to the wholesalers by pre-allocating stock to a job or ordering ahead of time.
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.
Optimize your asset management process to improve efficiency, reduce costs and build strong, long-lasting customer relationships.
Make every Security Contract profitable
- Know which contracts are making or costing you money. Assign asset maintenance work to a customer contract and report separately on contract profitability vs. customer profitability.
- Fine-tune contract profitability on large volume or complex contracts with the Maintenance Planner add-on. Adjust service levels and pre-build charge rates, adjust for inflation and even apply rate overrides for sites where asset testing is more complicated.
Provide outstanding customer service
- Know everything about every asset you maintain. Build a database of all customer assets, including basic details, test readings and attachments.
- Build better business relationships by sending the technician best suited to the job . Add a preferred technician to a customer or site, or those with the right skills for specific asset types or service level, and they will be automatically assigned to the relevant jobs.
Accelerate your asset testing with Simpro Mobile
- Reduce testing times and improve data accuracy. Scan a barcode or QR code to find the right record, view and reuse test history and notes, or conduct a new asset test, with all data saved back into Simpro Premium.
- Replacing or installing an asset? Create and test new assets straight from the job or quote to save back office administration.
Quickly schedule staff, efficiently manage teams and organize equipment for security jobs.
Say goodbye to long admin hours and time-consuming double handling. Choose from various scheduling options to maximize the efficiency of your field service management processes. With security company software, you'll have a full view of where your staff is at all times without the need for spreadsheets and whiteboards.
Easily bulk schedule teams and their equipment to jobs. Send automatic reminders and notifications to customers and staff to keep everyone informed.
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.
Advance your field service scheduling capabilities with Simpro’s fleet tracking add-on, Simtrac, to provide a clear view of your team’s location at all times. See which field staff are available for new jobs and calculate the distance between them and the site.
Easily schedule preventive maintenance jobs, create alerts for asset failures and automate job creation with Maintenance Planner. Bulk-schedule multiple field staff members and equipment. No more schedule conflicts.
Easily track security service work from a desktop in the office or a mobile device while in the field.
On-site job management
Staff can access site history, job notes, attachments and other important information on the job.
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.
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.
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.
Save time with easy invoice generation and payment processes for your security business.
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.
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.
Set up automatic invoicing and payment processing for recurring jobs. Never worry about remembering when bills are paid and keep your cash flowing.
Quickly collate important data, customize and schedule reports and gain invaluable insights into your security business.
Access over 70 reports for all aspects of your security business in Simpro Premium.
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.
Manage financial performance with reports that provide actionable insights into your financial position.
Measure how your team is working with job and labor productivity reports.