Asset Maintenance Software for Field Service Trades

Level up with simple-to-use asset management software

Managing your maintenance jobs doesn’t need to be a maze. Simpro provides tried and tested solutions to make asset maintenance easy and efficient. Track recurring jobs, manage work orders, capture asset test readings and generate reports to easily meet service level agreements.

Asset Testing

Boost asset maintenance and testing using a mobile app

Using Simpro Mobile, field staff can use their tablet or mobile device to scan asset barcodes and QR codes to cut down on search time while testing. The mobile app provides a clear view of asset test results and other notes. Choose the Maintenance Planner add-on to see failure points and recommendations. Once testing is complete, email recorded job notes to the office in just a few clicks.

• Search assets with quick barcoding features
• Complete site audits on-the-go from a mobile device
• Track accurate start and stop times on site

Preventive Planning

Make preventative maintenance contracts a breeze

Stay on top of high volumes of asset-driven jobs. With the Maintenance Planner add-on, you can assign multiple service levels and the testing frequency for assets. Simplify service level agreement management by receiving alerts when an asset is due for maintenance or fails testing.

• Auto assign preferred field staff to specific jobs
• Create maintenance contract files for easy reporting
• Track maintenance contract activity, costs and income

Recurring Invoicing

Stay on track with recurring invoicing

Don’t waste time creating invoices from scratch for recurring maintenance jobs. Using Simpro, create an invoice template with your parts and labor, and automatically email an invoice to the customer at regular intervals. If you need to update labor rates or other pricing, easily make bulk updates to invoice templates.

• Seamless integration with your accounting package
• Send invoices from a mobile device or tablet
• Collect payments quickly and easily with Simpro Payments powered by Stripe

Features

Manage your asset maintenance work from start to finish with Simpro

• Estimating & Quoting
• Inventory Management
• Schedule & Dispatch
• Service Delivery
• Invoicing & Payments
• Business Reports

Create detailed, accurate and timely quotes

The faster you can generate a quote, the more likely you are to beat the competition. Add line items with your labor, material, travel and overhead costs, and send your quote to a customer in just a few clicks. Remove quote complexity by merging a mix of costs with prebuilt assemblies. To save time, speed up the quote approval process with online quote acceptance.

• Estimate smarter. Assemble prebuilds, take off templates, pull prices from supplier catalogs and set labor costs, plus custom format and auto-populate customer details.
• Estimate faster. Use the Simpro Takeoffs add-on to create fast and accurate take offs and get more quotes out the door.

Ensure you have the right tools for maintenance work

Make sure you have the correct inventory on hand for every job, every time. Import and update vendor catalogs in Simpro, assign catalog and inventory items to a job or quote and track pricing over time. You can also use Simpro to quickly review vendor pricing side-by-side.

• Use accurate pricing in quotes by syncing your system with supplier catalogs.
• Report on supplier purchases within specified dates and identify price discrepancies or stock on back order.
• Get an accurate picture of stock needed for jobs then easily transfer between storage locations from desktop, or the barcoding portal on a mobile device.
• Allocate materials used onsite from Simpro Mobile or create a purchase order to keep stock levels accurate.

See the bigger picture with asset maintenance scheduling software

Plan and schedule important maintenance work and ensure you have the right, available staff allocated to the job. It’ll make you more efficient, help you save time and remove the inaccuracy of basic paper and spreadsheet scheduling for this and future months work.

• See which field staff are available to schedule and send for repeat asset maintenance jobs.
• Calculate the distance between a job and the site to send the closest available and qualified staff.
• Send automatic reminders and notifications to customers and staff to keep everyone informed of scheduled work and updates.
• Option to bulk-schedule multiple field staff members and their equipment, and avoid scheduling conflicts.
• Remove some complexity and schedule and plan more easily with the handy color-coded calendar.

Keep your asset maintenance jobs on track with a mobile app

Empower your team to get the task done, on the job and easily with Simpro Mobile. Using the app, your team can track their workdays and record testing results and notes on assets, on-the-go.

• View jobs, record job details and use timesheets to clock in and out in addition to recording travel time.
• Field staff can create service jobs, access safety and compliance audits, record notes and photos and capture signatures on job cards.
• Create invoices and process payments in the field. Simpro Mobile has integrations with payment processing providers to make collections easy.

Improve your cash flow on your asset maintenance jobs

Send your customer an invoice with the click of a button with Simpro Premium. Automatically import costs from your job to the invoice and set approval stages to ensure billing accuracy. For recurring jobs, schedule automatic invoicing to streamline the payment process. Then, get paid quickly by accepting payment from the office or the field with a third-party integration or through the Customer Portal.

• Easily generate invoices per job or period to meet the needs of your business and your customer.
• Give customers the flexibility to make payment via your office, or online via the Customer Portal.
• Seamlessly export invoices from Simpro into your existing accounting software for streamlined accounts receivable management.

Set your business up for success

Set your business up for success now and into the future with reports dedicated to asset maintenance data and information.

• See testing averages per employee, that is, the number of assets the employee tested over the number of days scheduled per week/month.
• See all recurring jobs due to be created in the selected date range so you can plan resources for the amount of recurring work due in the specified period.
• Forecast the required labor in advance and determine how much time or effort is required to test assets with the Maintenance Planner add-on.

Frequently Asked Questions

What does asset management software do?

Asset management software automates all the workflows you use to complete asset maintenance work. From preventative recurring jobs, to condition based monitoring to one-off call out jobs, asset management software has capabilities for it all.

What are the benefits of an asset management system?

There’s nothing worse than having to juggle a calendar of recurring maintenance jobs and all of a sudden being hit with a failure at a client site. That’s where the key benefit (just one of the many benefits) of an asset management system comes in. Maintenance planning and scheduling helps you plan ahead so you can avoid any unexpected surprises, or be more prepared for them when they do occur.

How do I set up an asset management system?

Setting up an asset management system is as simple as giving us a call. We’ll chat about your business, make sure Simpro is a great fit then help you implement the system. We’ll even train your staff and be available for further training if needed. Check out our training and implementation processes.

Do you have a mobile app?

We sure do! Our mobile app is aptly called Simpro Mobile. You’ll find it integrates seamlessly with all of our other Simpro Premium features and refines your asset maintenance processes even further. Oh, and did you see above that you can use barcodes to test assets in the field? Super simple! Learn more about Simpro Mobile.