Simpro BI Reporting
by simPRO Software
SQL-driven business intelligence with custom dashboards, automated scheduled reports, and field service analytics for trade businesses.
5.3 - Good Per User · $300/mo Mobile App 35 Features
1 Integrations
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Buy from simPRO Software 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.
FSH Score Breakdown
Ease of Use 4.5
Features 6.5
Support 5.5
Value 5.0
Integrations 5.0
AI Capabilities 1.5
Customer Reviews
Features
35 features confirmed across
16categories· Showing confirmed capabilities only
Scheduling & Dispatch4features
DispatchingdispatchSchedulingschedulingWork OrdersWork order managementProject ManagementProject management
CRM & Sales4features
CRMCustomer relationship managementLead ManagementLead managementContract ManagementContractor managementMaintenance Agreement ManagerPersonnel management
Accounting Integration4features
Job CostingRetainagesAccounting IntegrationAI Bill ScanningAvailable via Data Feed add-onBudgetingCash flow management
Inventory Management3features
Inventory ManagementInventory trackingPurchase OrdersPurchase ordersVendor TrackingVendor management
Technician Management3features
Subcontractor ManagementTime TrackingTimesheetsOnboardingEmployee management
Invoicing & Payments2features
InvoicinginvoicingPayment ProcessingPayment processing
Estimating & Quoting2features
Quoting & EstimatesQuotingDigital TakeoffTake-off tools
Customer Communication2features
NotificationsIndividual Notifications per Scheduled EventClient PortalCustomer portal for payments
Reporting & Analytics2features
ReportingAutomated reportsAnalyticsReal-time margin visibility
Compliance & Safety2features
Code CompliancecomplianceA2L Refrigerant Compliancesafety
Platform & Customization2features
Third-Party IntegrationWholesaler integration for catalogs and invoicingCustom BrandingCustomization
Fleet & GPS Management1feature
GPS TrackingSimtrac GPS Fleet tracking
Mobile & Field Tools1feature
Digital FormsDigital Forms
Equipment & Asset Management1feature
Asset ManagementAsset maintenance
AI & Automation1feature
Automation RulesWorkflow automation
Training & Education1feature
Mobile-Friendly LearningMobile field access
Integrations 1 across 1 category
Field Service 1
simPRO Native
Pricing
- Model
- Per User
- Starting at
- $300/mo
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