Service and Project Quoting

Get ahead of the competition. From quick turnaround jobs to projects, quickly create professional quotes that impress.

Lead Management

Convert more opportunities to sales by creating workflows to capture, nurture and turn leads into customers.

Quote Templates and Pre-builds

Easy, efficient and consistent quoting with scripts and customizable form builder template proposals to help you stand out from competitors.

Reporting

Achieve consistent sales performance by analyzing metrics at every stage, from lead capture to win/loss rates to job profitability.

Simpro Mobile

Solve your customer’s problems immediately with onsite quotes for emergency repairs, preventative maintenance and other work.

Data feed

Automate data collection from lead forms, emails and attachments to action work and other requests faster.

Quickly Provide Professional, Accurate Project Quotes for All Jobs

Get on top of your quoting process and beat the competition. Quickly turn around professional quotes, follow up on their progress and make it easy for customers to choose you with online quote acceptance capabilities.

Turn around quotes quickly with the ability to:

• Include images and additional notes
• Apply accurate catalog pricing
• Request and compare supplier pricing
• Analyze and adjust estimated costs
• Automate or manually set follow-ups
• Collect online customer acceptance

Service quotes

Project quotes

Breakdown table

Self-service

Internal approvals

Build effective quotes for jobs. Quickly add labor and materials, product images and online acceptance options.

Confidently manage your project quotes. Add stages and cost centers to create structure, offer optional quotes and easily define retention settings.

Get a clear picture of your quote’s costs, markup and discounts. See the impact of changes to ensure estimated, committed and actual costs closely align.

Increase repeat bookings by empowering loyal clients with a customer portal to request and view quotes, book jobs, pay invoices and update their details online.

Manage materials and inventory on-site, minimizing any confusion among other team members regarding what is available and what isn’t.

Need help with Form Builder?

Our Professional Services team can help your business look more professional.

Easily Turn Your Leads Into Quotes and Customers

Give your team everything needed to convert a lead into a quote. Manage potential business opportunities by creating, assigning and scheduling leads to help your sales team move leads through the sales pipeline.

Lead Creation

Add contact details, notes, tags, cost centers, status and follow-up dates to effectively manage your opportunities.

Scheduling

Schedule a salesperson to the lead, send a calendar appointment to the lead and email the lead summary form to your staff and customer.

Forecasting

Improve your sales forecasting by recording estimated price, probability of sale and due dates against the lead.

Save time with templates

Be consistent and efficient with scripts and custom form builder templates that help you stand out from your competitors. Price quotes and jobs faster using prebuilds and take off templates while getting more insight into your margins.

Quote Form Builder

Invoice Form Builder

Pre-Build Templates

Quote faster and easier with scripts and custom form builder template proposals that help you and your team remain consistent, professional and competitive.

Create personalized invoice or credit note templates and auto-populate information from captured fields. Create consistency and make administration a breeze.

Create standard price or flat rate pre-builds. Include images, brochures, technical information and other attachments to reduce hassle and save time.

Increase Sales Performance with Business Reporting

Track performance, identify bottlenecks and meet targets with comprehensive sales reports and dashboards.

Find focus with sales reports

Dig deep with business intelligence

Stay motivated with dashboards

Discover how each step in your sales process contributes to customer satisfaction, business growth and profitability. Pre-built reports for Lead and Quote Activity, Sales Forecast and Profit/Loss plus other key metrics help identify which sales process to focus on to improve win/loss rates for new and repeat customers.

Every business is different. Template reports don’t always provide the right information to drive decision-making. Use BI Reporting to access more data so that you can build customized reports, dashboards and data visualizations (including charts and graphs).

Keep your sales team motivated to achieve sales targets. Set the sales dashboard as the default homepage for real-time visual updates on the business’s progress towards monthly sales targets and allocation of jobs by cost center.

Track Your Team and Your Jobs from the Field

Why wait until you’re at the office to close the sale? Quote, adjust estimates, invoice and take payment from the field using one app that gets the job done.

See what your team is up to, update jobs and get paid in real-time wherever you (and your team) are.

• Create jobs, access assigned jobs and see job updates
• Record job details
• Create quotes, invoices and process payments
• Forecast labor/job costs
• Sync supplier pricing
• Test assets in the field and add photos
• Track your team’s time
• Track stock used and purchased

Quote on the spot

Access catalogs and materials

In-person quote display

Collect payments onsite

Customize quotes instantly so customers know exactly which materials they’re getting and the price. Also, allow for multiple quote options, including images and manuals for faster quote acceptance.

Get the right material allocation at the correct price. Supplier pricing drops directly into quotes through your catalog integration.

Showcase quotes to customers from your device, along with photos, upgrade and membership options. Plus, get on-the-spot acceptance with your customer’s signature.

Speed up your cash flow during the sales cycle by emailing an invoice to the customer or collecting payment onsite.

Provide automation with speed and accuracy

Start automating tasks and get jobs, quotes, invoices and leads into Simpro faster so you can quickly respond to customers, look more professional and ultimately win more jobs.

• Receipt purchase orders
• Create and update quotes
• Create and update jobs
• Create new tasks
• Create new leads
• Receipt packing slips

Eliminate manual data entry

Focus on what’s important

Data Feed eliminates time consuming repetitive data entry and human error, allowing information to be automatically updated or created in your system with speed and accuracy.

With Data Feed’s intelligent document processing, take time back in your day to focus on what’s important, like working on high-value tasks, improving customer service and growing your business.

We’re here for you,

so let’s get to work.