Unlock efficiency and data insights
Leverage tailored form creation, actionable insights, data integrations, and seamless Data Feed automation with Simpro Professional Services.
We adapt to your needs
The Simpro Professional Services team is here to support you no matter where you are in your Simpro journey. If you’re new to our software, start on the right foot by integrating data from your old platform into Simpro Premium. This will ensure clean data and a seamless transition to your new field service management platform.
If you’re a veteran Simpro user strapped for time, allow us to help. For a fee, the Professional Services team can help hone your operations through better use of our software. If you’re using BI Reporting, Data Feed, Digital Forms or Form Builder, our team can build, configure and enhance these tools further. We’ll save you time and streamline your workflows for faster and more efficient results.
Have you advanced in your Simpro journey but feel there might be a better way to handle certain workflows? Our Professional Services team also offers bespoke ‘optimization sessions’ to ensure your Simpro build runs like a well-oiled machine.
Data Migration and System Setup
Let Us Assess and Import Your Data in the Most Effective Way for Your Business
Don’t stress over data imports. Our Professional Services team is fully equipped to help you successfully transition your files and operations from spreadsheets and other software to Simpro Premium.
Workflow and optimization consulting
Our Professional Services Consultants Will Find Valuable Improvements
Make the most out of your software investment with our bespoke software consultations. We offer comprehensive build and workflow reviews, known as ‘Optimization Sessions’. This service will help you discover untapped features and optimize your system for maximum performance, ensuring your workforce operates at peak efficiency. Let us help you maximize your Simpro experience by continuously improving your workflows and driving productivity.
Workshops
Enhance Your Skills with Our Expert Workshops
Unlock new opportunities with our free workshops designed to expand your knowledge and enhance your skills! Covering a wide range of topics—Card Files to Add-On’s—our expert-led sessions provide practical insights and learning. Whether you're looking to upskill or explore new interests, these engaging workshops are the perfect way to invest in yourself. Don’t miss out—click below to register.
Register NowService Offerings
Get up and running with Simpro in less time
Data Management
Data volumes and formats vary across businesses, and we specialize in identifying the most efficient way to import your unique dataset. Our team assesses the quantity, quality, and structure of your existing data, providing expert recommendations to ensure ongoing accuracy.
We can import data including:
- People Cards and Card Files
- Catalogues and Prebuilds
- Maintenance Planner Configuration and Assets
- Plant and Equipment
- Recurring Invoices
System Optimization
Our team can review, boost, and enhance your Simpro Premium build. Discover untapped features and innovate on your current ways of working to drive efficiencies and avoid double handling.
Optimization sessions can include:
- Initial Consultation: Dive deep into your needs and goals with our expert team.
- Build Review: Analyse your current setup for optimization opportunities.
- Bespoke Report: Receive a customized report tailored to your build.
- Recommendations: Get actionable insights and strategic advice to enhance performance.
- Review Consultation: Follow up with a comprehensive review to ensure ongoing success.
Personalized Form Building
Feeling ready to make the most of Simpro Premium but unsure which forms you need or how to optimize them for your business? Our expert team is here to create custom forms for jobs, quotes, and invoices that perfectly match your workflows—or we can provide personalized training to help you unlock Simpro Premium’s full potential!
Throughout a tailored consultation, we’ll dig into the following:
- Creating professional-looking forms and using the form builder for quotes or invoices.
- Creating custom forms that include your company logo and details so that your business puts its best foot forward.
- Creating forms that use large amounts of data or fields, such as proposals, tenders, submissions with images, asset test reports, etc.
Automatic Feeds for Your Data
With the Data Feed Add-On, our team can set up automatic feeds to extract data from emails, attachments, and other business documents and create a corresponding action within your Simpro Premium build. This will save you time populating your purchase orders, quotes, jobs, vendor invoices or task details. Our advanced system identifies the relevant information and triggers the right workflows in Simpro Premium.
Data Feed can automatically:
- Create quotes/jobs from work orders
- Create jobs/quotes/leads from web forms
- Update catalogues
- Create tasks
- Credit receipts
- Invoice a Contractor work order
- Plus so much more
We dig into the following:
- Building an automatic feed to extract information from your email, attachment, or document
- Automating the creation of new quotes, leads, jobs, or purchase orders
Digital Forms
Do you need to create forms with conditional logic or government-compliant forms? Professional Services can assist your team with creating bespoke Digital Forms to help you make the most of this Add-On to suit your business needs and support your teams in the field.
We tackle the following:
- Form Creation
- PDF output creation
- Simpro Data Mapping
BI Reporting
Our Professional Services Team will help you decide on your reporting requirements and translate these needs into reports that drive informed business decisions using Business Intelligence (BI) Reporting.
- Consultation & Requirements Gathering – Understand business needs, key metrics, and reporting objectives.
- Report & Dashboard Development – Create visually compelling and interactive BI reports.
Pricing
Our professional services team can provide a custom package designed and priced for every business. No matter the task, you’ll work closely with our in-house experts as they provide tailored service and actionable insights to improve your business workflows, handling the complex, heavy lifting for you.
Contact us for more information on pricing and packages.
What our customers are saying
“
Get all your data together and figure out what you want from a business solution. For us, it was visibility and efficiency. Knowing what you want upfront will help you get the best advice from Simpro’s team and ensure you get an implementation process that guarantees you the most benefits.
David Pink
Multimedia Communications