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Simpro BI Reporting

by simPRO Software

SQL-driven business intelligence with custom dashboards, automated scheduled reports, and field service analytics for trade businesses.

Media

Simpro Software hosts a dedicated podcast titled 'Trades, Tools & Talks' which is available on Spotify and features discussions on business operations, product updates, and customer success stories re

About This Product

Simpro offers a built-in BI Reporting module that extracts operational data for customized reports, dashboards, and visualizations using SQL queries. For HVAC contractors, it tracks material pricing, stock levels, supplier performance, and cash flow with automated reports delivered by email on scheduled intervals, with plans starting around $300-600/month for 5-10 users.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
No
Free tier
No
Public API
Yes
Deployment
Cloud

FSH Score Breakdown

Ease of Use
6.0
Features
7.6
Support
5.0
Value
5.0
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

67 features confirmed across 15categories· Showing confirmed capabilities only

Reporting & Analytics12features

ReportingAutomated reportsAnalyticsReal-time margin visibilityAI Driven Forecasting and Cost to Complete ReportingAutomated Dashboards and System Status ReportsCS AnalyticsCustomer Profitability AnalysisCustomer Profitability TrackingProfitability trackingDesign Your Own Reports
Show 4 more
Invoice Tracking ReportsJob Productivity and Labor TrackingJob Productivity and WIP ReportingJob Productivity Reporting

Scheduling & Dispatch7features

DispatchingdispatchSchedulingschedulingWork OrdersWork order managementProject ManagementProject managementRecurring Job SchedulingIndividual Notifications Per Scheduled EventMinute-Level Scheduling Tracking

Accounting Integration6features

Job CostingRetainagesAccounting IntegrationAP Retainage ReleasesAI Bill ScanningAvailable via Data Feed add-onBudgetingCash flow managementCash Flow Management

AI & Automation6features

Automation RulesWorkflow automationAI EstimatingAI Automation for SchedulingAI Enabled Compliance ManagementAI Enabled InvoicingAI Enabled Safety Management

Platform & Customization6features

Commercial WorkflowsThird-Party IntegrationWholesaler integration for catalogs and invoicingCustom BrandingCustomizationMobile Only LicenseScheduling And Dispatch IntegrationTeam Collaboration

Invoicing & Payments5features

InvoicinginvoicingPayment ProcessingPayment processingMilestone Or Percentage BillingMobile Payment Terminal IntegrationPayment Collection in the FieldInvoice Reconciliation

Inventory Management5features

Inventory ManagementInventory trackingPurchase OrdersPurchase ordersParts And Materials PurchasingSupplier Catalog IntegrationVendor TrackingVendor management

Technician Management4features

Subcontractor ManagementTime TrackingTimesheetsRecruiting & StaffingOnboardingEmployee management

CRM & Sales4features

CRMCustomer relationship managementLead ManagementLead managementContract ManagementContractor managementMaintenance Agreement ManagerPersonnel management

Mobile & Field Tools3features

Digital FormsDigital FormsTechnician Mobile AppField Note and Attachment Management

Estimating & Quoting2features

Quoting & EstimatesQuotingDigital TakeoffTake-off tools

Customer Communication2features

NotificationsIndividual Notifications per Scheduled EventClient PortalCustomer portal for payments

Equipment & Asset Management2features

Asset ManagementAsset maintenanceRefrigerant Charge And Service History TrackingService History

Compliance & Safety2features

Code Enforcement TrackingCompliance trackingCode Compliancecompliance

Fleet & GPS Management1feature

GPS TrackingSimtrac GPS Fleet tracking

Integrations 19 across 8 categories

Accounting 4
Access Dimensions

Access Dimensions

Acumatica

Acumatica

QuickBooks Online

QuickBooks

Xero

Xero

Industry-Specific 4
4Cabling

4Cabling

Airefrig
BGIS

BGIS

BGW Technologies
Communication 2
Aircall

Aircall

PineVox

PineVox

Field Service 2
Pylon

Pylon

simPRO Native
Productivity 2
Asana

Asana

Google Sheets

Google Sheets

eCommerce 2
ADI Global Distribution
Advance Electrical
Data & Automation 2
Microsoft Power BI

Power BI

zzBots
Marketing 1
BetterBunch

betterbunch

Pricing

Model
Per User
Starting at
$300/mo
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