Simpro Reviews

Pros

With my employees being in the field and primarily using the mobile, it's nice to have a "mobile only" license for them.
Other companies require everyone to have a full license which, in my opinion, is a waste since they won't use 10% of what that entails

Cons

Mandatory on-site setup and no ability to have a trial instance

Alternatives Considered

Claritysoft CRM, Zoho One, Kaseya VSA, ConnectWise PSA, QuickBooks Online and Accelo

Reasons for Choosing Simpro

WorkflowMax and Xero bumped up their rates which brought the pricepoint into this tier

Switched From

WorkflowMax

Reasons for Switching to Simpro

SimPRO has offline capabilities with the app which is good since I am in the mountains and can't always get enough signal to clock in/out or get job information.

Pros

They are continuously improving and updating simPRO. In comparison to other similar programs I've tried, it's not all pretty bells & whistles, it's bells & whistles with tangible depth and detail.

Cons

The implementation seemed cumbersome initially, but absolutely essential given the range of the software. The training was excellent and the customer service/help-desk is great.

Alternatives Considered

ServiceNow Customer Service Management, Housecall Pro, Intuit Field Service Management and Corrigo

Reasons for Choosing Simpro

I review our needs annually- simPRO was a clear choice for us.

Switched From

FieldAware, mHelpDesk and Field Service Management

Pros

The only item of value with this program would be the financial reporting. This is a program that the customer has to work for, it does not work for the customer. My implementation rep was the only person who actually seems to care and did try very hard to make this work for us.

Cons

1. Customer support - if you have an issue, expect 2-3 days if not weeks for a reply, good luck if it is an issue impacting your operations, you will be dead in the water. Speaking with a live person could take days, the chat is always down, and apparently the office is always closed stateside.

2. The field app is limited, does not allow for easy use between devices, information does not get saved or stored and is constantly being lost. You also cannot search for customers on the app. It is very limited for functionality, service and quoting is all that can be accessed. The time clocking also does not allow for after hours service calls to be logged and documented correctly.

3. The "block" scheduling is complicated and does not work well for service jobs that need to move between technicians.

4. Everything is "view" prohibited, if you are not in the correct view you cannot do basic functions.

5. ON BOARDING COST - you pay for basic training of the program, which they have hundreds of online videos that would do the same thing - THEY DO NOT LIFT A FINGER IN BRINING YOUR DATA OVER YOU DO EVERYTHING. When I was initially starting I TRIPPLE CONFIRMED the onboarding fee was to help bring over our old data from Service Fusions, jobs/invoices/cost etc. I was told yes they bring it all over to make us whole - this is not true. You get a template to bring your materials in and customers over BUT you do this all yourself. ALSO, I was told the forms to be able to attached to jobs and fill out were not extras, apparently its a separate app and fee entirely.

SALES - The sales individual I worked with sold me lies, I was incredibly clear on what I needed and was requiring from our next software. I was told multiple things that turned out to not be true, and were confirmed by people in the organization that I was not told true items and in fact I was very clear about what I needed and had been misrepresented by they coworker.

GUARANTEE - This company does not have a 30-90 day money back guarantee for a non-functioning program. I did everything they asked of me and more during implementation, my rep even confirmed I exceeded their expectations of a new role out YET, I cannot get help on getting a refund for a program I was very eager to use, but has turned out to be doing more harm to the business than good.

I have done everything to make this work for us and just wanted a conversation regarding a refund and what my options are since the program really is not working for us. The lack of follow up and support from "upper management" on a so called "important and escalated" issue is disheartening.

Alternatives Considered

Payzerware, Housecall Pro, FieldEdge and Jobber

Reasons for Choosing Simpro

We were wanting a stronger financial reporting program, AIA and progress billing tracking/capabilities, and a stronger more user friendly field app.

Switched From

Service Fusion

Reasons for Switching to Simpro

The SALES representative promised items and assurances regarding the program that we were interested in having, WHICH ended up not being true.

Pros

It has a user friendly interface, which makes it quick to pickup. It is also great for documents, communication with the team and can use it in the field via their smartphone app.

Cons

It can be pricer the smaller businesses, and there are potential add ons that you really need.

Pros

Catalogue imports, Pre builds and Cost Centres

Cons

Better task management, able to have more users involved and collaborate via task management, improved project planning, Mobile app for field workers way too clunky, an enterprise level mobile app.Attachments for projects/service/asset is terrible. And accessing them from Enterprise is the same terrible interface/clunkiness. We have other apps being able to have attachements against certain elements and reviewing said elements much quicker on both ends. Its still very backwards download/upload functions.

Alternatives Considered

ServiceM8

Pros

Once set up, data on a range of plant and equipment can be recorded and monitored in real time. Quoting is quick with catalogs and pre-builds available. The open API is excellent with a range of add on options available to customize the build.

Cons

The asset importing function is difficult to use as it is asset based and not site based, meaning you have to use multiple templates when creating a site asset list. The time management of real time to scheduled is very clunky and hard to report on for accurate information.

Pros

I dont like it at all, Simpro was sold off to an offshore investor. Since then no customer support are available and their product is often offline and the mobile apps don't upload Techn notes

Cons

No customer support, software often down and slow and mobile app not working properly

Pros

Easy to use and integrate other tools like Tango, Calendar etc. Tutorials are self explanatory and quick set up. Safe longin enabled via Okta.
Free trial period is good to evaluate the tool.

Cons

Customization is not very well established. Also it needs some automation.

Pros

Overall it is easy to use and the customer support is fast and helpful.

Cons

I would like to see more customisation in permissions for viewing and changing data.

Pros

Nothing. It did not work for our business and we had to pay £5k to exit the contract after a few calls and less than 1 day trying to implement it

Cons

Everything. It don't work without a purchase order system which could not work for our business, it was not customisable, it could not do a lot of things our business needed it to do and instead of speeding uor business upo it would have slowed us down and cost us more money employing more staff

Pros

What it was sold as being able to do, the local support with redundancy into other regions.

Cons

Nothing turned out to be true, local support hang up on you, phones go dead, system doesn't live up to the hype. We are seriously considering going to spreadsheets after dealing with this company.

Pros

One of the things I liked most about Simpro was its comprehensive suite of features for managing field service operations. The software provided robust tools for job scheduling, dispatching, and tracking. The intuitive interface made it easy to assign tasks to field technicians and monitor their progress in real-time. Additionally, the integrated inventory management module helped streamline the ordering and tracking of parts and materials. The ability to generate detailed reports and analyze key metrics provided valuable insights into the performance of my field service business.

Cons

While Simpro had many strengths, one aspect I liked least was the initial setup and implementation process. It required some time and effort to configure the software according to my specific business requirements. The customization options, while extensive, could be overwhelming for new users. Additionally, the pricing structure could be more flexible, as some features were only available in higher-priced plans. Despite these minor drawbacks, once the system was set up, it proved to be a valuable asset for my field service business.

Pros

Great to change to Cloud Based product. Customer support is the best. Nice to be able to talk to real people and have them remote in and help with issues.

Cons

Not being able to keep any other modules open other than Jobs Quotes Purchase Order Receipts Invoices. It would be great to keep the People, Schedule Catalogue Invoices Utilities and Reports open in tabs at the top. I have to duplicate the pages in case I get a phone call and have to enter a new job or do a customer query otherwise I have to re-start my report, for example, all over again. simPRO is not very comfortable being duplicated. Dealing with stock is extremely difficult and transferring Work notes and Technician notes over to another job if the Electrician has written in wrong job or cost centre. Some reports are not suitable and you cannot customise a report beyond the parameters it was created from.

Pros

Relatively easy to use. The jobbing features in general are easy. Interest on overdue invoices should be better set up and integrate with Xero better. Currently is manual and very time consuming. PO's should have better restrictions but are easy to use. Great help menu and find it very easy to follow when I need help. When there are Simpro Enterprise or Connect problems would like immediate notification as this affects job syncing and slows our process down.

Cons

Integration was easy but we had help from our Laser Group business development manager

Pros

Total business management package that also allows for easy integration

Cons

During the setup process you really need to know what you are doing, certain things are hard to go back and change

Pros

The things I like most about this software are the prebuilds - we need to work harder on merging suppliers and part numbers to ensure we get the most out of this program

Cons

Merging plumbing supplier parts is a nightmare and also no easy way to do so.

Pros

The quoting element is good but needs to be more customizable as our customers often change their minds. It would also be great if all the quotes in our existing software could have been imported but this isn't something that Simpro do. The mobile app is great as it allows me to keep a track of the team, allows the team to add pictures to the job and they can compete pre start audits.

Cons

It's HUGE and takes quite a while to get used to. It's also not the most intuitive software I've ever used. The help desk team is brilliant though.

Pros

The system is very user friendly. I am able to log in all my prospects and keep an accurate record of all contacts, calls made emails sent and received. Attachments for all documents at your fingertips. Since many of my prospects have multiple sites, I can list each site with on-premises contacts for our scheduling and operations department. Nothing falls through the cracks. The training and assistance from the SimPro Staff is magnificent. SimPro professionals are outstanding. They conducted the training and made certain our team was comfortable with SimPro before leaving. For those of us who have basic technological skills, the help I received from SimPro is amazing. This is the type of staff who connects with me just to, "say hello and how are things going?" This is not too common in today's business environment. Clients are thrilled that during a meeting I can pull up Simpro and provide answers to all their questions. I recommend SimPro to anyone who is looking for a user friendly CRM that works.

Cons

I had to keep remembering to hit the save button following data input. Also, I had a bad habit of hitting the back key instead of cancel. Once I got over these it was smooth sailing.

Pros

SimPro has a very clean and easy to use UI. There are loads of features you can use to integrate simPro into our business processes. Looking forward to using simPro as a tool for a lot more aspects of our business and processes

Cons

The custom reporting is a bit difficult and confusing.

Pros

getting rid of it. however to be fair the lovely person who took me through training was very good at training.

Cons

the entire user interface is exceptionally poorly designed. Navigating and making changes to anything was like working through outdated menu software from years gone by. if you forgot to press save you loose it.
I raed the reviews before purchasing and it was a common theme that it was difficult to use but worth it in the end. Well maybe it is but there are many other options out there that dont make you go around the houses and walk over glass to get to ther side of the road. why go through that pain when other much more user friendly better set out and intuitive systems exist.

Pros

The ability to mangage and develop the customer relationship from lead to invoicing and payment makes simPRO an obvious choice for any business that needs full visibility. The design of the software follows a logical flow so makes adoption easier.

Cons

Like many solutions of this type, they come from a reactive maintenance background with pre-planned maintenance a later add-on. simPRO has some capability around this but it is not fully featured as things stand. However, we are working with simPRO to deliver much needed functionality to properly deal with the scheduling and invoicing implications of PPM based contracts.

Pros

Workflow - There is a clear process. Keeps everyone on the same page. It provides a framework and process for submitting, reviewing, approving, assigning and tracking project requests.

Security - It's highly secured as far as our experience.

Cons

Invoicing flexibility - We need a proper Integration capability.

Custom fields - This is limited.

Dynamic Emails - It's not easy to have access to custom fields in the emails.

Pros

I really love and like the way that you can use the functions and the tools to manage your business in a great way, I like that the graphic interface it's professional and the way that you can order your business, it's absolutely good

Cons

I don't like that some functions and tools don't have the best use, or are obsolete, because there are some functions that comply with the the use of other function.

Pros

I love being able to integrate all the processes, from my technicians time, to purchase orders, to inventory tracking, and customer asset management. Simpro offers a robust system, with more features than we will probably ever be able to use.

Cons

As our company has grown, we have had to add several users, causing what was a reasonable price to be quite expensive now.
Technicians and sales app doesn't always cooperate especially in areas of poor cell service.

Pros

The customer support is amazing. I learned the program form them guiding me through everything

Cons

Not the easiest program to learn it also is missing some features the would come in handy.