*Available reports depend on your simPRO licence type and associated add-ons. Contact us to learn more about making the most of your reports.
simPRO’s range of financial reports help you understand where your business is making – or losing – money, and where and how you can take action to increase your profitability, improve your cash flow and reduce your costs
Know exactly who owes you money and how much with the Aged Receivables Report; see your expected sales on jobs, quotes and leads with the Sales Forecast Report; identify which jobs have made a profit, and which haven’t, with the Profit/Loss Job Report; and much more.
A range of performance reports in simPRO can help you track, measure and improve efficiency and productivity in your business.
Find out who’s your most efficient employee with simPRO’s Job Productivity Report and discover how productive your field teams are with the Mobile Status Log Report.
Accurate, real-time data empowers you and your teams to make well-informed decisions to better your business and its growth.
See how you’re tracking on a job-by-job basis with the Job Activity Report, identify where your leads are coming from to target your marketing efforts with the Customer Created Report, and assess whether there’s room to improve your customer service with the Response Times Report – and more.
Generating reports in simPRO is as easy as selecting a date range, and then applying specific filters to customise your report as you require.
Run a report as soon as the need arises or schedule selected reports to be emailed straight to your inbox daily, weekly or monthly.
Monitor your projects’ progress in real time, from start to finish. Stay in complete control with comprehensive reports on materials, resources, purchase orders, contractor work orders, customer invoices, and more.
Keep track of committed, actual and forecasted costs and manage multiple projects with ease with the Cost to Complete Report.
Easily generate reports with all the information you require to file your monthly returns with HMRC – no more manual calculations!
“ With the reporting side of the software, one click can tell you exactly who’s paid and where it’s up to, so we can pass it to accounts to start chasing the customers.”
Dan Ogden – D & B Electrical