Keep work on track with job management software
How does less stress sound? We’ve got you. Easily track service work from a desktop in the office or a mobile device while in the field with online job management software.
What can job management software
do for you?
No more spreadsheets. No more whiteboards. No more paper. Just one digital power tool to give you absolute control and real oversight of your business. From initial customer contact to final invoicing and payment, job management software helps increase billable hours, minimize double data handling and ensures staff are as efficient as possible.
Job Scheduling
Simpro makes job scheduling simple
Easily schedule individuals or teams in bulk from one page and highlight preferred field staff for specific jobs. With in-app notifications, easily let your team know about schedule changes. When scheduling, choose from a day, week, or month view.
Job Costing
Get the upper hand by understanding job costs
Will a job be profitable? Is it worth your time? Do you have all the materials and labor you need to complete it? Simpro Premium helps answer these questions so you can accurately forecast and track job costs. Manage billable and non-billable parts, labor, contractors and equipment with Simpro Premium.
Job progress tracking
Stay on track with contractor job management software
Track jobs from start to finish with real-time updates and a mobile app for recording details in the field. Field staff can easily access site history, job notes, attachments, and other important information. Back at the office, you don’t miss a thing.
Features
Manage your jobs from start to finish with Simpro
Create detailed and accurate quotes
One of the benefits of field service management software is the ability to calculate labor, material, travel and other overhead costs involved in a job so you can easily create professional quotes and estimates. From your Simpro Premium database, sync vendor catalogs to quickly find the best prices for materials from your vendors. Ready to send an approved quote? Send an email through Simpro and collect your customers signature online for easy online quote acceptance.
- Estimate smarter. Assemble prebuilds, take off templates, pull prices from supplier catalogues and set labour costs, plus custom format and auto-populate customer details
- Estimate faster. Use the Takeoffs add-on to create fast and accurate take offs and get more quotes out the door
Bring the right materials to every job
Ensure you have the correct inventory for every job, every time. Import and update vendor catalogues in Simpro, assign catalogue and inventory items to a job or quote and track pricing over time. You can also use Simpro to quickly review vendor pricing side-by-side.
- Streamline the ordering of materials by syncing your system with supplier catalogs
- Get an accurate picture of the stock needed for jobs then easily transfer between storage locations from the desktop, or using the barcoding portal on a mobile device
- Allocate materials used onsite from Simpro Mobile or create a purchase order to keep stock levels accurate
See the big picture with job scheduling software
In the office? In the field? No matter where you are, access important information and schedule available staff to jobs so you never have a gap in your books. It’ll make you more efficient, help you save time and limit the inaccuracy of basic paper and spreadsheet scheduling.
- View which field staff are available for new jobs
- Calculate the distance between a job and the site to send the closest available staff
- Send automatic reminders and notifications to customers and staff to keep everyone informed
- Option to bulk-schedule multiple field staff members and their equipment, and avoid scheduling conflicts.
- Use the handy color-coded calendar for simpler scheduling
Keep your jobs on track with a mobile app
Empower your team to do more tasks in the field with Simpro Mobile. Using the app, your team will be able to easily clock in and out, track their workdays and record job details on-the-go.
- 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 to make collections easy.
Improve cash flow on your jobs
Send your customer an invoice with the click of a button with Simpro Premium. Generate invoices that automatically account for costs from your job and set approval stages to ensure billing accuracy. For recurring jobs, schedule automatic invoicing to streamline the payment process.
- Quickly generate invoices, deposit invoices, progress invoices, and retainage claims
- Get paid quickly with the flexibility to take payment from the office, in the field with Simpro Mobile or online via the Customer Portal.
- Seamlessly export invoices from Simpro into your existing accounting software for streamlined accounts receivable management
Think strategically with job management reports
Set your business up for success now and into the future with reports dedicated to a range of job and scheduling data.
- Easily manage your finances with reports that provide a clear picture of your profit and loss, expected sales on jobs and quotes, how your business is performing on specific jobs, customers with outstanding invoices and other important financial information
- Run workforce and labor reports to view staff activity quickly, employee and contractor licensing status, and job costs per employee
- Understand the details and costs of each schedule with the Schedule Breakdown report
- Conduct the Schedule Comparison report to compare your team member’s actual results to the originally scheduled timeframe
- Schedule data to be pulled from Simpro and sent to stakeholders to keep everyone in the know
Got a trade company? You need Simpro.
Case studies
+ ADD-ONS
Choose from a wide range of Add-Ons and integrations to gain even greater functionality when and where your business needs it. Browse by industry below.
Digital Forms
Create and customize digital forms for technicians in the field with mobile friendly data collection. Whether you need questionnaires with conditional logic for your techs to fill out on the job, or for your forms to be government compliant - Simpro Digital Forms has you covered.
Data Feed
Save time, reduce manual data entry and eliminate human error. Simpro Data Feed uses rule-based automation to extract data from emails and attachments and takes action by creating or updating jobs, quotes, and more.
Maintenance Planner
Improve oversight and scheduling of preventative maintenance for customer assets. Get a look into the future of upcoming recurring maintenance and keep track of customer and site assets.
Takeoffs
Use Simpro Takeoffs to count symbols and mark up plans for jobs, quotes and tenders. Create professional looking plans and save time using the Symbol recognition tool.
Simtrac
Manage and monitor fleet vehicles in real-time using GPS tracking. Dispatch smarter and easier with detailed reports of driver activity.
SMS
Communicate quickly from office to field techs, contractors, and customers via text message. Schedule SMS and track all messages in Simpro Premium for complete transparency across your communications.
Frequently Asked Questions
Job management software simplifies processes involved in service so you can provide exceptional customer service. From the initial request for work, to sending your team out on the job to invoicing and payment, job management software acts as a single source of truth for your business.
Cloud-based job management software is software that runs on the “cloud’”. Basically, it’s accessible anywhere there is Internet. That’s right, you can throw away the paper and pens, you’re about to go digital baby! And the best bit? Because all workflows stream out of one place, all the data for everything your business does is stored as well! How's that for efficiency?
You’ll be able to better manage your team, meaning you’ll have a more efficient business. Productivity will also improve with the ability to clearly communicate throughout all aspects of the team. When all these things improve, so too does customer experience! Lastly, data and reports will boost success.
Yes! Of course we do! Our mobile app is ingeniously named Simpro Mobile. It contains everything your field staff need in the field to get their job done, provide great customer service and stay up-to-date with any communications from the office. Check it out here.
Ready to make job management
software work for you?
