simPRO
by simPRO Software
Powerful job management for trade contractors
Highlights
Capabilities
Media
www.simpro.com
About This Product
Cloud-based field service and project management for commercial HVAC contractors with 10-200+ employees. Strongest project management in FSM with multi-stage progress billing, variation tracking, and cost-to-complete reporting. Founded 2002 in Brisbane, Australia. Acquired by EverCommerce.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
AI Approach
AI-Enhanced
AI supplements traditional workflows. AI augments specific tasks within an otherwise traditional product. Useful, but not the primary reason to buy.
FSH Score Breakdown
Ease of Use 5.0
Features 7.5
Support 5.0
Value 5.0
Integrations 8.0
AI Capabilities 5.0
Features
118 features confirmed across
16categories· Showing confirmed capabilities only
Platform & Customization18features
Custom FieldsCustomizable FormsDocument ManagementFile StorageProfessional ServicesProfessional ServicesThird-Party IntegrationData FeedCustom API AccessAPI AccessImport from Access, Excel, or Delimited FilesReal-Time Sync of Field Data and Financial DataMulti-Company ManagementMulti-Site Operations
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Multi-LocationMulti-Site OperationsCustom BrandingCustomizable quotes with brandingHelp CenterIdeas ManagementCommercial WorkflowsCommercial WorkflowsMobile Only LicenseRole-Based Access ControlEmployee managementImplementation ConsultingMixed Service and Project WorkflowsSingle Sign-OnOAuth2 authentication
Reporting & Analytics14features
AnalyticsReal-Time DataReportingReporting & StatisticsAutomated Dashboards and System Status ReportsAutomated and scheduled reportingCustomer Profitability AnalysisCustomer profitability analysisJob Productivity and WIP ReportingProfit and Loss by Job reportingAI Driven Forecasting and Cost to Complete ReportingBenchmarking ReportsBI Tool Integration (Crystal, Tableau, Power BI)
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Customer Profitability TrackingCustomer Reports with PPM TrackingJob Type and Margin Performance TrackingPayments Reporting with Payment Method TrackingCS AnalyticsCustomer service analytics reportsJob Productivity and Labor TrackingJob productivity and labor tracking
Invoicing & Payments12features
InvoicingInvoicing and paymentsPayment ProcessingPayment Collection in the FieldInvoice TrackingPayment method tracking per invoicePrice BookVendor pricing comparisonsAutomated Progressive BillingMobile Payment Terminal IntegrationRecurring InvoicingMilestone Or Percentage BillingProgressive invoicing for projects
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Pricing And CommissionsAI CollectionsInvoice ReconciliationMilestone Tracking
Scheduling & Dispatch10features
Work OrdersWork Order ManagementDispatchingDispatchingSchedulingCreate new time blocks for quotes, jobs and activitiesProject ManagementProject WorkflowsRecurring Job SchedulingRecurring job schedulingGantt ChartsProject Management with Gantt ChartsJob Details Notes and AttachmentsJob details and attachmentsMinute-Level Scheduling TrackingScheduling to the Minute
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Daily Field ManagementIndividual Notifications Per Scheduled Event
Technician Management9features
Time TrackingOnline Time ClockRecruiting & StaffingEmployee managementSubcontractor ManagementContractor managementAutomated Work SummariesJob summariesGuided Onboarding and ComplianceKiosk Time ClockOnline Time ClockLicense ManagementContractor licensing trackingOnboardingEmployee management
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Safety Documentation ManagementSafety management
CRM & Sales8features
CRMContact DatabaseContract and License TrackingContractor licensing trackingContract ManagementContract ManagementLead ManagementLead managementMaintenance Agreement ManagerService AgreementsSales AutomationAutomated processesAI Assisted MarketingCustomer and Site Data Management
Estimating & Quoting7features
Quoting & EstimatesQuotes/EstimatesDigital TakeoffTakeoffsEstimates with Online ApprovalsMobile EstimatesAdd Materials & Labor in MobileMobile Estimate Creation and Customer PaymentsMulti-Tier Proposal GenerationUnified Materials Pricing and Labor Rates Screen
Mobile & Field Tools7features
Offline ModeOffline Mobile FunctionalityDigital FormsDigital FormsDigital SignaturesElectronic SignatureTechnician Mobile AppField Mobile AppField Note and Attachment ManagementLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentField notes and attachmentsReal Time Mobile Alerts
Inventory Management6features
Inventory ManagementInventory ManagementPurchase OrdersPurchase OrdersSupplier Catalog IntegrationWholesaler integration for catalogs and invoicingVendor TrackingVendor managementPart OrderingParts assignment from mobileReal Time Inventory and Pricing
AI & Automation6features
AI SupportAI-powered toolsAutomation RulesData AutomationAI Automation for SchedulingData Feed AutomationAI Powered Marketing Automation for Customer EngagementAI Powered Scheduling and Dispatch
Customer Communication5features
Client PortalCustomer portal for paymentsNotificationsNotifications and alertsSMS MessagingSMSCustomer Support24/6 Live Customer SupportIn-App, Email, and SMS Alerts
Equipment & Asset Management4features
Equipment TrackingAsset TrackingAsset ManagementAsset ManagementRefrigerant Charge And Service History TrackingEquipment Maintenance Tracking
Accounting Integration4features
Job CostingJob Cost TrackingAccounting IntegrationAccounting IntegrationCash Flow ManagementCash flow managementBudgetingCash flow management
Fleet & GPS Management3features
GPS TrackingSimtrac GPS Fleet trackingGIS RoutingHigh accuracy GPS navigationDriver Hours of Service (HOS) TrackingDrive time tracking
Compliance & Safety3features
Audits And CompliancePre and post-audits for enhanced safetyCode Enforcement TrackingCompliance managementSafety ManagementCompliance and safety management
Training & Education2features
Contractor Training and Support IncludedIn-App Guidance and Tutorials
Integrations 38 across 10 categories
Accounting 9
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Acumatica
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MYOB
MYOB
NetSuite
NetSuite
QuickBooks Online
Quickbooks
Sage
Sage
Sage Intacct
Sage Intacct
Xero
Xero
Industry-Specific 6
4Cabling
Airefrig
Autamigo
BGIS
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SPARX
Communication 5
Aircall
Aircall
Gmail
Gmail
Outlook
Outlook
PineVox
Supportiyo
Data & Automation 4
Microsoft Power BI
Power BI
Syncezy
Zapier
Zapier
zzBots
CRM 3
HubSpot
Hubspot
Microsoft Dynamics 365
Dynamics 365
Podium
Podium
eCommerce 3
ADI Global Distribution
ADI
Active Electrical Suppliers
Advance Electrical
Advance Electrical
Payment Processing 2
Square
Square
Stripe
Stripe
Field Service 2
Arkturus
Pylon
Marketing 2
BetterBunch
Mailchimp
Mailchimp
Productivity 2
Asana
Asana
Google Sheets
Google Sheets
Pricing
- Model
- Subscription
- Starting at
- $30/mo
- Notes
- From ~$30/user/mo; custom pricing based on team size and add-ons. Contact for quote. Enterprise FSM for HVAC, electrical, plumbing.
