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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.

Simpro BI Reporting - by simPRO Software - Business Intelligence & Reporting software - logo 5.6 Good See breakdown →

Highlights

87 Features19 Integrations

Capabilities

Per User Mobile App
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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
8.0
Support
5.0
Value
5.0
Integrations
8.0
AI Capabilities
1.5

Features

87 features confirmed across 16categories· Showing confirmed capabilities only

Reporting & Analytics12features

Automated Dashboards and System Status ReportsAutomated and scheduled report deliveryCustomer Profitability TrackingProfitability trackingCustomer Reports with PPM TrackingCustomer service analytics reportsJob Productivity and WIP ReportingJob productivity and WIP reportingAI Driven Forecasting and Cost to Complete ReportingCS AnalyticsJob Productivity and Labor TrackingJob Productivity Reporting
Show 4 more
Goal TrackingProgress TrackingInvoice Tracking ReportsSales Invoices ReportPayments Reporting with Payment Method TrackingPayment method tracking in reportsCustomer Profitability AnalysisCustomer profitability and response time analytics

Invoicing & Payments9features

InvoicingPayment ProcessingMilestone Or Percentage BillingProgressive invoicingPrice BookPricebook ImportRecurring InvoicingRecurring Invoicing and PaymentsAI CollectionsFast Cash AI CollectionsAutomated Progressive BillingProgressive invoicing for large-scale projectsMobile Payment Terminal IntegrationPayment Collection in the Field
Show 1 more
Invoice Reconciliation

Scheduling & Dispatch7features

Work OrdersWork Order ManagementGantt ChartsProject Management & Gantt ChartsProject ManagementProject WorkflowsRecurring Job SchedulingRecurring job schedulingDaily Field ManagementField Operations ManagementMinute-Level Scheduling TrackingScheduling to the MinuteIndividual Notifications Per Scheduled Event

AI & Automation7features

AI SupportAI-powered toolsAI Powered Marketing Automation for Customer EngagementDelight AI MarketingAI EstimatingAI Automation for SchedulingAI-enabled schedulingAI Enabled InvoicingAI Enabled Safety ManagementAI Enabled Compliance ManagementAI-enabled compliance management

Platform & Customization7features

Commercial WorkflowsCommercial WorkflowsCustom FieldsCustomizable FormsImport from Access, Excel, or Delimited FilesCSV Pricebook ImportReal-Time Sync of Field Data and Financial DataInventory and financial management reportsMulti-Company ManagementMulti-Site OperationsCustomizable HTML/PDF TemplatesCustom report creationScheduling And Dispatch Integration

Mobile & Field Tools6features

Offline ModeOffline Mobile FunctionalityDigital SignaturesElectronic SignatureDigital FormsDigital FormsTechnician Mobile AppMobile AccessReal Time Mobile AlertsMobile banner alerts for job, customer, and site infoField Note and Attachment Management

CRM & Sales6features

CRMContract ManagementContract ManagementLead ManagementAI Assisted MarketingDelightMaintenance Agreement ManagerPreventive maintenanceContract and License TrackingContractor licensing tracking reports

Accounting Integration6features

Job CostingRetainagesCash Flow ManagementCash flow and margin trackingAccounting IntegrationBudgetingBudget TrackingAP Retainage ReleasesAI Bill ScanningAvailable via Data Feed add-on

Estimating & Quoting5features

Quoting & EstimatesOn-the-spot quotingEstimates with Online ApprovalsQuote management with online acceptanceDigital TakeoffAvailable as a Takeoffs add-onMobile EstimatesAdd Materials & Labor in MobileUnified Materials Pricing and Labor Rates ScreenAdd materials and labor in mobile app

Inventory Management5features

Inventory ManagementInventory trackingParts And Materials PurchasingInventory and PurchasingPurchase OrdersPurchase OrdersSupplier Catalog IntegrationWholesaler integration for catalogs and invoicingVendor TrackingVendor management

Technician Management5features

Guided Onboarding and ComplianceGuided OnboardingSubcontractor ManagementTime TrackingChecklists, Photos, and Forms for Job CompletionJob WIP ReportOnboardingEmployee management

Customer Communication4features

SMS MessagingSMS MessagingClient PortalBilling PortalNotificationsAlerts/NotificationsIn-App, Email, and SMS AlertsMobile banner alerts for job, customer, and site information

Compliance & Safety3features

Code Enforcement TrackingCompliance TrackingSafety ManagementSafety managementCode Compliancecompliance

Equipment & Asset Management2features

Asset ManagementAsset ManagementRefrigerant Charge And Service History TrackingService History

Training & Education2features

Mobile-Friendly LearningMobile field accessSales & Customer RelationsCustomer service analytics

Fleet & GPS Management1feature

GPS 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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