Who is simPRO?

simPRO is a cloud-based business management platform for field service businesses managing service, project and maintenance work. This powerful software solution enables complete operational visibility from quote through to invoice, seamlessly integrating with accounting packages Xero, QuickBooks and Sage giving both business and financial control.

simPRO key industries: 

  • Electrical
  • Plumbing and Heating
  • HVAC & refrigeration
  • Fire & Security 

How can simPRO help your Field Service Clients

Simplifying their workflows 

No matter what type of work your trade clients do, be it service, projects or maintenance management. simPRO can help them. By reducing manual processes and removing the need for paper, spreadsheets and disparate systems, simPRO brings those together offering your clients all their business data in one place. 

Time Management

Being able to see where engineers are at any given time, Job Management Software can help your trade clients schedule field staff, manage workloads and see annual leave at the click of a button. This will prevent double booking of engineers and also help with sending the right engineer to the right job. Field staff will no longer have to constantly call or pop into the office to get their job cards; they will have all they need in the palm of their hand using the simPRO Mobile app. 

simPRO Mobile

Connect the office to the field with a truly mobile solution. simPRO Mobile gives your trade clients the opportunity to continue selling even when on the Job. Engineers can take payments onsite using the Square integration, raise invoices and if needed order stock to get that extra work completed. simPRO mobile is also perfect for asset maintenance work, with each asset record loaded in simPRO the engineer can see instantly the maintenance history and record their findings straight away. 

Stock management

Do you trade clients know how much stock they have or where it is located? Within simPRO field service businesses can manage, allocate and track their stock quantity and value. Gone are the days of lost stock, over ordering and running out of their most used items! Inventory management within simPRO means your clients can allocate stock directly to quotes, whilst on site or at invoicing ensuring accurate pricing during the job.

Quoting and Estimates

Providing accurate and professional quotes will help your trade customers win more business. simPRO as an end-to-end solution provides your trade clients the tools to connect their quotes to jobs instantly. This means that everyone within the team can see the work required, and allows them to allocate the team seamlessly. 

Invoicing and payments

Once your clients have submitted a professional quote, won the job and completed all the work, the final part is getting the invoice out and payment received. simPRO helps complete the circle with professional invoicing templates and the ability to take payments out in the field using Square Payments. simPRO’s accounting integrations (Sage, QuickBooks and Xero) mean that your clients no longer have to worry about adding invoices or payments separately into their accounting package removing the need for double data entry. 

Reports

Keeping on top of business goals has never been easier. simPRO provides over 50 different reports so your clients can easily see how their business is doing. Key reports include: 

  • Work in Progress
  • Profit/Loss Report
  • Job Activity
  • Sales Invoices

Partner with simPRO

The simPRO Partner Programme is a great way not only to gain extra revenue but also add value to your services as an accountant. As a Partner you will get a comprehensive walk through of simPRO to see how your trade clients can take their business to the next level. Receive access to marketing and learning resources to support you in promoting simPRO and once your client decides to purchase simPRO we will handle everything for you. 

Key Benefits: 

  • No hassle, free sign up
  • Comprehensive simPRO demo
  • Marketing Resources
  • Exclusive client discounts
  • Dedicated Partner Manager
  • Essential insights and reports

Learn more about the simPRO partner programme

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