What are the benefits of commercial field service software?

There are definitely more benefits than we can simply list here. But, to get you started, here are a few:The features included let you prepare quotes quickly, meaning you’ll have the tools you need to get the proposal to your customer ahead of the deadline.Cash flow, cash flow, cash flow! Commercial field service business software helps you manage your cash flow easily. This is imperative for any business, but especially when you’re on the big gigs. Oh, and did we mention progress billing and retention management? Invoicing for different stages of projects and tracking retentions just got simpler with Simpro Premium.With big jobs comes even bigger risk. Having software as a single source of truth for your business helps you and your staff see in real time what you may have otherwise missed, enabling you to adjust and pivot as needed, reducing the potential risks of not delivering the project on time and on budget.

Trade software built to handle the biggest commercial jobs

Prepare tenders and manage major projects through each stage to complete on time and on budget like a boss with powerful software built for commercial trade businesses.

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Digital tools built for commercial field service management

Simpro Premium is the digital tool for commercial field service management. With a comprehensive suite of features, extending the solutions usually offered by smaller trade management solutions, it’s the expert employee you need on your side. No matter your work or industry, Simpro Premium can handle your field service management needs.

Manage risks

Reduce risk during major business decisions

Managing commercial jobs or larger projects? Leave the stress of big risks in the past with commercial field service software that gives you the information you need, when you need it. By collecting data from each of your workflows, commercial trade software provides a single source of truth for your business. You’ll get a clear overview of every part of your business, have the data to support strategic decisions and be able to manage major projects with ease.

Boost Profitability

Protect and power your financials

See your business clearly. Identify where you are making and losing money on your projects and improve your cash flow with commercial field service management software. Software built for commercial trade businesses provides the power you need to manage the project end-to-end. Identify the best value materials and monitor price increases, track labor hours and cost, manage progress billing on time with ease and integrate with accounting software. Achieve visibility and control to plan for future growth with quality, extensive reporting.

Improved Communication

Make information accessible in real time, from anywhere

Improve customer service and boost the efficiency of your team with a centralized system for simple and effective communication between your field staff, office staff, contractors and customers. When you’re slogging away on the bigger projects, the last thing you need to be worried about is communication. Make it simple with Simpro Premium.

Features

Manage your commercial trade businesses end-to-end

Create detailed, accurate commercial job quotes

The faster you can generate a quote, the more opportunities you have to win more jobs. Combine items into a prebuild to create “kits” to sell as a single item & price. Go one step further and add your catalog items, prebuilds and labor into a take off template to quote your large jobs faster in just a few clicks.

Estimate faster and more accurately with prebuilds, catalog items, labor rates, plant & equipment rates. Take it one step further with take off templates to add multiple line items with a single click for estimating with speed.

Estimate smarter via the Form Builder add-on and customize quote proposal templates to stand out from the crowd.

Create initial quotes and quote variations direct from the plans with Simpro’s Take Offs add-on.

Take the right materials to every job

Make sure you have the correct inventory for every job, every time. Import and update vendor catalogs in Simpro, assign catalog and inventory items to a job or quote, manage purchasing and track pricing changes over time.

Track stock levels live as stock is purchased, used on jobs or moved between storage locations.

Set minimum stock levels to ensure you always have common items on hand and can easily reorder or restock direct from the system alert when levels are low.

Create stock takes and adjustments from Simpro Premium, or go one step further and barcode your catalog items to use the Barcode portal to make performing stock takes, adjustments and transfers even easier

Add stock from the vehicles while on-site from Simpro Mobile, or office staff can update stock on the job from Simpro Premium to keep material cost and stock levels accurate.

See the big picture with commercial job scheduling software

No matter where you are, schedule available staff with ease based on the job types and/ or geographical zones. It’ll make your business more efficient, save you time and limit the inaccuracy of basic paper job cards, whiteboards and spreadsheet scheduling.

See which field staff are available for jobs and use the calculate distance feature to send the closest staff member to site.

Send automatic notifications to customers and staff to keep everyone informed.

Use teams to bulk-schedule multiple field staff members and their equipment and avoid scheduling conflicts.

Keep jobs on track with a mobile app

Using the Simpro Mobile app, your team can easily clock in and out, track their workdays and record job details on-the-go.

Field staff can view and create quotes and jobs, record job details, use timesheets to clock in and out and record travel time

Field staff can create service jobs, access safety and compliance audits, record notes and photos, capture signatures on job cards and track service jobs efficiently

Create invoices and process payments in the field. Simpro Mobile has integrations with payment processing providers so you can collect payment on site.

Data from the field feeds directly back into Simpropremium for accurate records and job costs.

Improve cash flow in your commercial trade business

Remove the need for manual invoice entry by raising your invoices direct from the job using Simpro Premium. For recurring jobs, set up automatic, recurring invoices to streamline the payment process. Then, get paid quickly by accepting payment from the office, from mobile devices in the field or via the Customer Portal with one of our third-party payment integrations.

Generate invoices, deposit invoices, progress invoices and retainage claims

Seamlessly export invoices from Simpro into your existing accounting software for streamlined accounts receivable management

Uncover growth opportunities with reports

Set your business up for success now and into the future with a range of reports dedicated to giving you visibility and control over your projects and your business operations.

Manage your finances with targeted reports that provide a clear picture of your turnover, profit and loss at a job, division and company level or follow up on unpaid accounts using the Aged Receivables report.

Our Price Discrepancy report helps you monitor material prices and invoices by supplier so you can stay on budget and resolve supplier overpricing issues.

Understand labor costs and job productivity of employees and contractors with labor reports.

Run a Schedule Comparison report to compare your team member’s actual results to the originally scheduled time.

Use Form Builder to create custom job reports and invoices for your commercial customers to meet their requirements.

Specialize in commercial work? You need Simpro.

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Case studies

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July 26, 2024

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TEAMWired's adoption of Simpro software transformed operations, reducing quote time by 200%, accelerating invoicing, streamlining inventory, empowering technicians, and enhancing customer experience.

March 13, 2024