Simpro Premium: Enterprise Field Service Software for Complex Operations
Unlock next-level success with game-changing digital power tools and expert long-term support.
Who It’s For
Ready to Rock Your Team’s Growth and Success?
Whether you're a team of five or a 1,000+ employee franchise, Simpro Premium is perfect for numerous industries including electrical, HVAC, plumbing, security and fire protection. Simpro Premium organizes and provides insights into every part of your business.
Set your team up
No matter which job or service you provide, get your team on the right track to deliver excellent service. With Simpro’s workflows, manage your service, asset maintenance and projects all within the platform. Our time saving workflows will automate your processes creating consistency in your business operations. Reduce data entry, track operational performance and get more time back to focus on your customers.
What Simpro Premium Can Do for You
Ready to beat your competition and grow your business? Simpro Premium will help you build, repair and power your future by managing your entire business with one software.
Simpro Premium will help you:
Manage your cash flow to make more money
Get a complete and transparent view of the estimated and actual costs as well as the profitability for each of your jobs and customers.
Increase productivity and efficiency
Tighten your productivity belt. Make sure you get the right employees to the right jobs on time and keep track of all your jobs in one place.
Smarter inventory management
Manage costs and the timely ordering of materials for your jobs. Also, keep on top of the stock held by your service teams and on-site.
Manage team resources individually or all-at-once
Visibility of where technicians are scheduled over time, with a clear view of which technicians are assigned to each job, and the rate and cost assigned to each.
Streamline workflows, work seamlessly
Processes aren’t fun to implement but the productivity payoff is incredible! Get your team on track to confidently do what they need to and ensure consistent customer service.
Effortlessly manage projects and stages
Develop a project structure, create accurate estimates, track variations and manage all areas and moving parts of your project to invoicing, with complete visibility.
Get detailed insights into your business
Knowledge is power. The more you know about the ins and outs of your business (yes, this is data) the more you’ll grow.
Grow your business
Whatever your growth goals, Simpro Premium features can help get you there with tracking, insights, workflows and planning.
It’s your turn to work. Smarter.
What it does
Your Entire Business Under One Roof
Win more business with competitive (and profitable) quotes
Looking for an easier way to break down labor and material costs? Whether you need a quick service quote or are managing a complex project, Simpro Premium makes it easy to create, update and send quotes. Customize your quotes, include updated vendor pricing, use set labor rates to create labor efficiency and track estimated versus actual costs. In addition:
- Get online quote acceptance and convert the accepted quote into a single or recurring job.
- Create professional quotes in the field–that’s right, no lag time between field and office.
- Create fast and accurate take offs so you can get more tenders out the door with an add-on feature.
Manage stock across multiple locations and complete the job as efficiently as possible
Ever had inventory suddenly disappear without a trace? Not anymore. With Simpro Premium you’ll know what you have, the value of your stock and where it is–even if it's at a different location–at any time. Because quotes, and all jobs talk to your inventory tracking tool, you can identify before you start running out of something you need. Also:
- Instantly push all supplier invoice and payment details to your accounting package.
- Flag pricing discrepancies between catalog/purchase order costs against invoice costs.
- Avoid last minute trips to wholesalers by checking inventory while in the field.
- Integrate with major wholesalers for catalogs and invoicing.
- Compare prices in one view from multiple suppliers.
Get the right people, available and on the job
Getting a headache from assigning staff, contractors and resources to jobs? With Simpro, you'll know where your staff are, at all times, without the spreadsheets, whiteboards, or guessing games. Simpro Premium provides a variety of scheduling options from one technician to organizing a teams of trades people to quote, job or activity, so that you can maximize the efficiency of your field service management processes. It also allows you to:
- Schedule jobs to technicians at any time without contacting them.
- View all assigned jobs to technicians with day and month views.
- Track the progress of a scheduled job at any time, with job statuses updated in the field via Simpro Mobile.
- Schedule recurring jobs so nothing ever gets missed.
Make customers smile and choose you time and time again
Happy customers not only return, they recommend. But if there are holes in how you deliver service–quotes don’t match invoices, customers don’t know when you’ll show up or be able to finish the job-customer satisfaction nose dives. A single source for customer data, communications and job updates, leads to outstanding service. Impress and retain customers by:
- Using professional customizable quotes that include your company branding and logos.
- Providing quotes quickly, even on-site.
- Letting them know when your team will be on-site through the scheduling workflow.
- Creating workflows that ensure a streamlined customer experience from quote to payment.
Invoice quicker, get paid faster
No need to return to the office before the invoicing process begins. Easily handle on-the-spot job payments or issue invoices on-site.. Still looking for internal approvals before sending an invoice? No problem. Those can easily be built into your workflow. There is no easier way to keep your cash flow flowing!
- For those large-scale projects, effectively manage your cash flow through progressive invoicing to ensure all project stages are collected, in a timely manner.
- Integrate with your existing accounting software and run financial reports providing insights into your cash flow.
- Automate recurring payments with integrated solutions that make it easier for you to capture payments on time and charge recurring invoices when they are due and stay informed when automatic payments fail, guarantee revenue and enhance cash flow.
- When it comes time to accept payments, Simpro Premium makes that process easy by allowing you to collect onsite, online, via the customer portal, or over the phone.
Gain valuable insights and power your decisions
Simpro’s BI Reporting automates workforce, financial, inventory, customer and project data insights. This allows you to say goodbye to making business decisions by picking through spreadsheets and using the ol’ calculator. BI Reporting is the business intelligence tool that will allow you to view at a high level or dive deep into your operational performance, capacity and profitability. We provide the data, you make the decisions. Uncover invaluable insights into your business with:
- More than 70 pre-built reports that breakdown projects, job activity and staff performance.
- See Job Productivity, Profit and Loss, Sales Invoice and Cost to Complete reports.
- Create your own customized reports, dashboards and data visualizations.
- The automated delivery of your favorite reports in a pulse, direct to your inbox so you can discover trends.
- Set access permissions for the staff who need to see your reports.
Add-Ons
Enhance Simpro Premium with Add-Ons
While Simpro Premium covers all the day-to-day operations to run your business, our add-ons are the added boost that create an even more robust field service management experience.
Fast and Functional Digital Forms
Streamline data capture and the creation of electronic forms.
- Simplify field data collection
- Easily create custom digital forms
- Automatically sync with Simpro
Automatic Data Collection, Minimal Data Entry
Uses rules based automation to collect and process structured data with high efficiency.
- Intelligently scan and extract data from email attachments and forms
- Minimize data entry
- Generate workflows in Simpro
Effective Planned Maintenance Services At Any Scale
Improve oversight and scheduling of preventative maintenance for customer assets.
- Especially useful for asset-driven jobs at any scale
- Seamlessly populate details in Simpro
- Improve recordkeeping and reporting
Precision Tendering, Counting and Estimating
Simplify marking up blueprints and diagrams and precisely calculate estimates at scale.
- Import, markup, and scale digital plans
- Accurately count and measure materials
- Associate drawings to projects in Simpro
Easy Monitoring and Management of Fleet Vehicles in Real-Time
Optimize technician dispatch and increase field efficiency.
- Improve fleet visibility and monitor locations
- Dispatch the nearest available tech to a job
- Report on driver safety and vehicle activity
Scheduled Reminders, Alerts and Real-Time SMS Tracking On-Demand
Improve how office staff communicate with field techs, contractors and customers via text.
- Send scheduled or on-demand messages
- Track all texts sent from Simpro Premium
- Field communications at the fingertips
Fast and Functional Digital Forms
Streamline data capture and the creation of electronic forms.
- Simplify field data collection
- Easily create custom digital forms
- Automatically sync with Simpro
Automatic Data Collection, Minimal Data Entry
Uses rules based automation to collect and process structured data with high efficiency.
- Intelligently scan and extract data from email attachments and forms
- Minimize data entry
- Generate workflows in Simpro
Effective Planned Maintenance Services At Any Scale
Improve oversight and scheduling of preventative maintenance for customer assets.
- Especially useful for asset-driven jobs at any scale
- Seamlessly populate details in Simpro
- Improve recordkeeping and reporting
Precision Tendering, Counting and Estimating
Simplify marking up blueprints and diagrams and precisely calculate estimates at scale.
- Import, markup, and scale digital plans
- Accurately count and measure materials
- Associate drawings to projects in Simpro
Easy Monitoring and Management of Fleet Vehicles in Real-Time
Optimize technician dispatch and increase field efficiency.
- Improve fleet visibility and monitor locations
- Dispatch the nearest available tech to a job
- Report on driver safety and vehicle activity
Scheduled Reminders, Alerts and Real-Time SMS Tracking On-Demand
Improve how office staff communicate with field techs, contractors and customers via text.
- Send scheduled or on-demand messages
- Track all texts sent from Simpro Premium
- Field communications at the fingertips
Get started with
Simpro Premium
For Franchises or Multi-location
Comprehensive field service management software for unique business structures
- For large complex enterprises and franchises
- Multi-company trades
- Premium product
- Web & mobile app
- Multiple workflows
- Full feature & add-ons
We’re here for you,
so let’s get to work
