Take the guesswork out of quoting and estimating
Looking for an easier way to break down labour and material costs? Whether you need a quick service quote or a full project estimate, simPRO makes it easy to create, update, send and schedule quotes and estimates.
Convert quotes to jobs in seconds
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. Easily make updates to a quote that are reflected across the system for all office and field staff.
Create professional quotes in the field
Give your field staff the opportunity to generate sales quotes with your custom branding while on site using simPRO Mobile. From a mobile device or tablet, field staff can create multiple quote options with images or videos to support the sales process. Enjoy easy quote to job conversion directly from the Quote and Sales screen in simPRO Mobile.
Create fast and accurate takeoffs
Upload a plan and measure materials accurately with the Takeoffs Add-On. Ensure your business is accurately estimating material quantities with Takeoffs. Simply upload a plan, set your scale and start drawing. The Takeoffs Add-On has all the features you need to produce fast and accurate takeoffs from anywhere.
Review quote status and activity
Need to quickly follow up on open quotes? Run the Quote Status report in simPRO to see the status of all quotes in a specified date range. For a more detailed view into your quotes, run the Quote Activity report. This report will show you when a quote was created, when it is due for review, the forecasted value and other sales actions related to a specific quote.
Quoting and estimating features to help you win more business
Estimate faster with assembly prebuilds, supplier catalogue syncing and set labour costs
Estimate smarter with custom formatting and auto-populating customer details
Estimate easier with digital takeoff templates, labour allowance calculations and project pricing
Stand out from the competition with accurate and professional quotes
Create and present multiple quote options to your customers, and easily make updates based on preferences for materials, labour, pricing and memberships.
Supplier pricing updates
Automatically sync supplier-specific catalogues, quickly choose the right product for your quote and compare supplier pricing side by side.
Easy labour calculations
Use set labour rates to calculate labour efficiency and time allowances, job difficulty ratings and view estimated labour to make sure each job is delivering profit.
Estimated vs actual tracking
Forecast costs to track spending against your estimated budget and quickly adjust your current budget to account for any changes.
Asset labour planning
Forecast labour required to service assets up to 12 months in advance with the Maintenance Planner add-on.
Complex cost merging
Merge multiple material and labour items, or a mix of costs, into a single billable item to keep quotes and invoices easy to read.
"Before simPRO, it took probably an hour to generate an estimate. Now, creating an estimate only takes about 10 minutes."
Erik Norberg, Norberg Electric
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Training & Implementation
Receive personalised guidance for a successful start, and a foundation to last you for years to come, with simPRO’s training and implementation.
Learn how to use the latest products and implement new functionalities in your simPRO build with the simPRO Learning Toolbox.
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