Simpro Erfahrungen

Transformative Field Service Management

Vorteile:

The end-to-end solution of simPRO, from Lead to Invoicing, has helped to transform and streamline our business processes, going from an old server-based system to this new cloud-based system. Overall simPRO is a versatile field service management and service desk software that can also incorporate the management of larger projects.

Nachteile:

Asset management and asset/job history could be more transparent. The system is very much geared towards assets that do not have multiple parts to them as it's difficult to see what parts have been replaced or haven't over time, plus you cannot see total asset spend of callouts.

Excellent Product & Support

Kommentare: From the first contact with Simpro, they were excellent. [SENSITIVE CONTENT HIDDEN] who was great, came to see us and showed us what it could do for us, so having to consider very carefully following a failed software implementation with another provider, we decided to proceed with them. They weren't the cheapest but we got a good feel for the company and we haven't been disappointed. It wasn't an easy task transferring our data to Simpro and was very time consuming but has been completely worth it now it's up and running.

Vorteile:

It's very user friendly and just works for our business

Nachteile:

Occasionally we find there is no fix for something we want to change to suit our needs but there is usually a way around it and support are very helpful with suggestions. I am able to submit suggestions to a forum in which they consider putting changes in place if they can.

Terrible System

Kommentare: Very poor. We were told that the system does not work for everyone and do not feel they took any time trying to understand our business before signing us up and then charged us £5k to exit the contract.

Vorteile:

Nothing. It did not work for our business and we had to pay £5k to exit the contract after a few calls and less than 1 day trying to implement it

Nachteile:

Everything. It don't work without a purchase order system which could not work for our business, it was not customisable, it could not do a lot of things our business needed it to do and instead of speeding uor business upo it would have slowed us down and cost us more money employing more staff

simPRO works well for our us

Kommentare: The software has really improved the overall functionality of our business as a whole. There are flaws in the simPRO Enterprise software... but I would still say that it is the best software for our business, that I could see. We tried many other software packages... and none of them had as many features and worked as well with our workflow.

Vorteile:

The workflow in simPRO is quite comprehensive and yet logical. We love the ability to turn a lead into a quote... then track it into a job, and to an invoice and payment. The fact that our staff can login to the software anywhere in the world makes working on the road so easy. Quoting in simPRO can be easy and straightforward when the software is set up properly. The simPRO Mobile App is logical and easy for our technicians to add time and materials to in the field. The ability to easily add photos and attachments to the job is a nice feature. Also, tracking asset information and test readings is another great feature. Invoicing is logical and fairly easy. Taking payments and giving credit memos is also very easy to do. Inventory management, purchase orders, vendor receipts and vendor invoices are all handled quite well. We struggle keeping up with our vendor receipts, but we like the workflow. We also like the project management aspect of the software.

Nachteile:

Learning the software was hard for a lot of our employees. Although the software is logical, it's not always straightforward to do certain tasks. Because simPRO is such a global software, certain features do not always translate to Canadian business practice. We find the inventory management part of the software to be a little overwhelming.... and adding/removing parts on work orders can be hard.

Comprehensive Solution

Kommentare: Implementing simPRO is one of the more significant reasons for our growth over the past five years. Having visibility into job costing throughout the project rather than just when the project is finished, has allowed us to spot and react to project issues earlier. The ability to view a project from start to finish, including all job purchases, labor entries as well as customer invoices and the status of payments, has liberated management to concentrate on more strategic issues to drive growth and improve overall.

Vorteile:

I like that we can track a job/project through the entire process starting with Lead Generation to creating an Estimate and then converting the estimate into a Job/Project all the way through to the final invoice. All stages of the project life cycle can be tracked and job-costing is a breeze because all job Purchase Orders, technician time sheets, etc. are visible. The inventory management capabilities are a significant improvement over our previous methods. Having all of our vendor's products entered into the Catalog with visibility into our current on-hand inventory makes things more efficient during the estimating process and provides means of controlling how and when materials are assigned to jobs.

Nachteile:

The user interface can be improved a little to make accessing information a bit more intuitive. It is not difficult by any measure, but I would like to see more flexibility and drag-and-drop capabilities - especially with the estimating portion.

Oversold and Overpriced

Kommentare: Sales oversold what the pros would be.

Vorteile:

Able to build an inventory with cost and man hours for estimating.

Nachteile:

Difficult to customize and inflexible.Reports are not consistent.Bookkeeper HATES it.Taxes aren't displayed on invoices in a way that makes sense and are not separated for PST and GST.Invoices have layout and wording that confuses people and staff.Strange names for address info for site vs customer billing.Mobile app won't auto save, causing much data to be lost if app doesn't recognize a button press or interrupting in the middle of an entry and lost when app selected again, even if still open. Initial training had many holes and caused a lot of stumbling and frustration through the whole process.Continued training is more expensive than hiring a 90 ton crane with an operator.Imports of materials and client lists is often incomplete.

Customer Service is horrible, lots of broken promises.

Kommentare: Our experience with Simpro started out great. The sales person promised us the world and we bought in. The onboarding process was partially hampered by Covid so the whole process was done online. We worked our way though that and started to use the program. We even switched our accounting software to one that was compatible with their system. A lot of the features that they promised to be seamless were not and I kept getting told that it would get better and that they would work on it. The tax features were not compatible in Canada, even though we were assured numerous times that they were and when they finally admitted that they weren't they promised they would fix the issues. We limped along with the software for about 6 months all the while being promised that the issues were being fixed. During this time we saw a definite drop in revenue, that corrected itself when we cancelled the software. We eventually got in contact with upper management, they promised to work with us and make things right. Unfortunately that is all it was, promises that were never followed through on. After cancelling Simpro we were promised that they would keep in contact and even potentially talk about refunding some money. From that point on they refused to reply to emails or phone calls. Stay away. They only care about collecting your money and will say whatever they need to to do this.

Vorteile:

The Quote features and catalogue worked well.

Nachteile:

Time entering, looking back on jobs, live time costing

You will be sold a dream

Kommentare: If you are a small business without several administration staff DO NOT PURCHASE this product. Their sales people will sell you a dream and promise you the world. When it comes down to the training and implementation ( Which for me was a contractor, not a Simpro employee ) you will quickly watch the promised features and dreams fall away in front of your eyes. My trainer, who I admit was great, did mention that Simpro sales people had been promising things that weren't able to be met by the trainers. If you are a small contractor looking to make the step into a software package, I would highly recommend Fergus or Tradify. They lack a few features but believe me, they will out perform Simpro 10x in ease of use, layout and cost.

Vorteile:

There are some good features to this software, and on paper it works amazingly. A few stand out features for me are: - Inventory management - Asset Management - Would be great for large scale project management - Integration

Nachteile:

- Complications with the app syncing. The app will not automatically refresh itself so every-time there is a change you will need to have all your staff update their app - Expense, be prepared for implementation to cost thousands of dollars. - Overall SMUG (Im right you're wrong) attitude you will receive from many of their staff - Their timesheet functionality is poor, they tell you you can use these start stop timers in the app and how good they are. When you use them it overlaps time in the time sheet rendering in inaccurate and unusable. Good luck getting the tech support team to spend time with you to figure it out. They will quickly find a way to blame you for the issue and move on. - Many of the great features do not operate smoothly, you will need someone in your office to constantly monitor everything.

Robust and intuitive field management software

Kommentare: Overall, this has been an amazing experience for us. The software feels like just what the doctor ordered and we are very happy with the choice. The simPRO team has been rock solid, supportive, knowledgeable, and fun to work with from day 1.

Vorteile:

When it comes to field service management this is custom software which is hard to beat. simPRO is bringing a new level and caliber of organization and efficiency to our business and we are still implementing all that it offers. Our field techs now have vastly more relevant information at their fingertips than ever before which is empowering them to be more productive, efficient, and professional.

Nachteile:

There are a few confusing aspects of the contacts database and how it relates and connects to jobs, quotes, customers, etc. There are a number of static fields which do not populate from the existing customer database when it seems they should. For instance, if we have an existing contact, we can not simply lookup and connect it to a site contact or invoice contact without some hoops and hurdles.

Great Product for SMB

Kommentare: It is pretty good. The support improved with the transition from Australia to local US support. Things have sort of gone backward since rep left though and now the support isn't the same and I really believe that a lot of it has to do with the fact that rep had done so many implementations that he knew the different ways to skin the cat to achieve implementation objectives.

Vorteile:

Ease of use, functionality, easy to scale up and down with the software.

Nachteile:

I hate the fact that I cannot remove the ability by security group to download whatever is on the screen. This is a huge data info/sec problem. For a business product I should have the ability to limit employee's ability to download a CSV file from any screen effectively handing out my pipeline, customer list, etc to whomever they want. There should be some control for this and this is almost to the point where the product is unusable because of security requirements we have from our own customers.

Waste of Time and Money

Kommentare: Its a pump and dump. You have a sales guy on the front side who does a discovery session that involves overselling the project and trying to force your needs into their fit for purpose model. Not listening not proving the softwares capability.

Vorteile:

What it was sold as being able to do, the local support with redundancy into other regions.

Nachteile:

Nothing turned out to be true, local support hang up on you, phones go dead, system doesn't live up to the hype. We are seriously considering going to spreadsheets after dealing with this company.

Simpro

Kommentare: Positive and controllable

Vorteile:

Looks professional and has transformed our daily processes

Nachteile:

Project Gant charts could be more flexible

Simpro

Kommentare: We have had a good experience with Simpro implementation team and our consultant was great. The suppourt team are not as well versed in the software and sometimes don't come up with the correct solution to the problem

Vorteile:

Easy to implement the back office side works really well and gives the ability to manage stock and jobs easily. The integration into Quickbooks is flawless and is a great boon.

Nachteile:

The mobile app is hard to use not intuative and lacks some funtionality.

Simpro Enterprise

Kommentare: Really good

Vorteile:

Relatively easy to use. The jobbing features in general are easy. Interest on overdue invoices should be better set up and integrate with Xero better. Currently is manual and very time consuming. PO's should have better restrictions but are easy to use. Great help menu and find it very easy to follow when I need help. When there are Simpro Enterprise or Connect problems would like immediate notification as this affects job syncing and slows our process down.

Nachteile:

Integration was easy but we had help from our Laser Group business development manager

simPRO Review

Kommentare: Support is amazing, once you have an idea of what is going on the software becomes very easy to use

Vorteile:

Total business management package that also allows for easy integration

Nachteile:

During the setup process you really need to know what you are doing, certain things are hard to go back and change

Plumbing Review

Vorteile:

The things I like most about this software are the prebuilds - we need to work harder on merging suppliers and part numbers to ensure we get the most out of this program

Nachteile:

Merging plumbing supplier parts is a nightmare and also no easy way to do so.

Good but takes time to get used to

Kommentare: Overall I'm pleased that we have moved to simPro although I'm frustrated at the time it's taking us to get to grips with it.

Vorteile:

The quoting element is good but needs to be more customizable as our customers often change their minds. It would also be great if all the quotes in our existing software could have been imported but this isn't something that Simpro do. The mobile app is great as it allows me to keep a track of the team, allows the team to add pictures to the job and they can compete pre start audits.

Nachteile:

It's HUGE and takes quite a while to get used to. It's also not the most intuitive software I've ever used. The help desk team is brilliant though.

SimPro has made my life much easier in securing new business. Everything I require is right there.

Kommentare: Increased sales. Better organizing of prospects, jobs and client needs.

Vorteile:

The system is very user friendly. I am able to log in all my prospects and keep an accurate record of all contacts, calls made emails sent and received. Attachments for all documents at your fingertips. Since many of my prospects have multiple sites, I can list each site with on-premises contacts for our scheduling and operations department. Nothing falls through the cracks. The training and assistance from the SimPro Staff is magnificent. SimPro professionals are outstanding. They conducted the training and made certain our team was comfortable with SimPro before leaving. For those of us who have basic technological skills, the help I received from SimPro is amazing. This is the type of staff who connects with me just to, "say hello and how are things going?" This is not too common in today's business environment. Clients are thrilled that during a meeting I can pull up Simpro and provide answers to all their questions. I recommend SimPro to anyone who is looking for a user friendly CRM that works.

Nachteile:

I had to keep remembering to hit the save button following data input. Also, I had a bad habit of hitting the back key instead of cancel. Once I got over these it was smooth sailing.

SimPro Critical For our Business

Kommentare: Very good experience with simPro. Intuitive features

Vorteile:

SimPro has a very clean and easy to use UI. There are loads of features you can use to integrate simPro into our business processes. Looking forward to using simPro as a tool for a lot more aspects of our business and processes

Nachteile:

The custom reporting is a bit difficult and confusing.

Out of date, overly complicated, unituotive.

Kommentare: It didnt start well as the original sales person made false claims about some of the features, to the point i refused to have any moe contact with them. and slightly blurred pricing on number of licenses will be charged at what point. also it turns out if you leave your data isnt your data. The one good thing was the person who took the training, just a shame it was such a poor software to train on.

Vorteile:

getting rid of it. however to be fair the lovely person who took me through training was very good at training.

Nachteile:

the entire user interface is exceptionally poorly designed. Navigating and making changes to anything was like working through outdated menu software from years gone by. if you forgot to press save you loose it. I raed the reviews before purchasing and it was a common theme that it was difficult to use but worth it in the end. Well maybe it is but there are many other options out there that dont make you go around the houses and walk over glass to get to ther side of the road. why go through that pain when other much more user friendly better set out and intuitive systems exist.

Full, end-to-end management of the customer lifecyle

Kommentare: We are a large customer of simPRO and they have chosen to work in genuine partnership with us. Many of the ideas we have for improvements have not only been accepted but improved upon to deliver solutions that will further enhance their overall product offer.

Vorteile:

The ability to mangage and develop the customer relationship from lead to invoicing and payment makes simPRO an obvious choice for any business that needs full visibility. The design of the software follows a logical flow so makes adoption easier.

Nachteile:

Like many solutions of this type, they come from a reactive maintenance background with pre-planned maintenance a later add-on. simPRO has some capability around this but it is not fully featured as things stand. However, we are working with simPRO to deliver much needed functionality to properly deal with the scheduling and invoicing implications of PPM based contracts.

simPRO is good, but can be better!

Vorteile:

Workflow - There is a clear process. Keeps everyone on the same page. It provides a framework and process for submitting, reviewing, approving, assigning and tracking project requests. Security - It's highly secured as far as our experience.

Nachteile:

Invoicing flexibility - We need a proper Integration capability. Custom fields - This is limited. Dynamic Emails - It's not easy to have access to custom fields in the emails.

simPro to manage like a professional

Kommentare: I like it, it's a great software, but in some things it need to be better.

Vorteile:

I really love and like the way that you can use the functions and the tools to manage your business in a great way, I like that the graphic interface it's professional and the way that you can order your business, it's absolutely good

Nachteile:

I don't like that some functions and tools don't have the best use, or are obsolete, because there are some functions that comply with the the use of other function.

So many uses

Vorteile:

I love being able to integrate all the processes, from my technicians time, to purchase orders, to inventory tracking, and customer asset management. Simpro offers a robust system, with more features than we will probably ever be able to use.

Nachteile:

As our company has grown, we have had to add several users, causing what was a reasonable price to be quite expensive now. Technicians and sales app doesn't always cooperate especially in areas of poor cell service.

Alliant Security

Kommentare: It has been a challenge to learn but mostly because our company does not provide the right training

Vorteile:

The customer support is amazing. I learned the program form them guiding me through everything

Nachteile:

Not the easiest program to learn it also is missing some features the would come in handy.