Review Distribution

• 👍

  High - rated users

  The software is relatively easy to use once you understand the workflow. Setting up the system for the first time was very easy. Customer support has been good. The quotes portion of this software is a breeze.Over all this software to me has more pros than cons although some of the cons are very big in my line of work as a commercial HVAC Mechanical Contractor. The office, administration, scheduling , quoting and reports are very good though the tech work orders (ie job cards as SimPRO calls them) are probably the one of the largest pains we suffer with as a commercial HVAC Mechanical Service Company. The main problem is that Simpro will not allow you to create one Service Ticket to send to the customer that shows the techs write up of the worked performed, the techs on the job and the total hours. If two techs worked on a centrifugal chiller tear down for two weeks Simpro would generate a service write up with the same job number for each tech for each day. That’s two Simpro Service tickets a day for two weeks which totals 20 Service tickets that we have to send the customer just to show the total hours worked each day versus having one service ticket that the customer signs showing tech names and the total hours worked each day. We have talked to Simpro Support about this and there is nothing they can do or will do about this. On the accounting and estimating side of this software Simpro uses Margin percentage (Simpro calls it Gross Margin) and not Gross Margin dollars. From what I understand Simpro originated in Australia and they use mark up percentage where as in America we use Gross Margin so beware.

• 🤔

  Average - rated users

  N/A.N/A.

• 👎

  Low - rated users

  Very fluid flow from creating a customer through to invoicing the job. Being able to customise fields for customer assets and attach engineer site photos to the projects has been a great help to us. Hav come from 12 years on a different CRM system and it's worlds apart.No major downsides we have come across as yet. Still learning some of the more in depth aspects of it so will find more in the future. Importing catalogues can be a little bit clunky but this is mainly down to it being a new process for us. Once they are set up it's a huge timesaver for us.

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