Jobs Management Software for Field and Office Teams | Simpro

What can job management software do for you?

No more spreadsheets. No more whiteboards. No more paper. Just one digital power tool to give you absolute control and real oversight of your business. From initial customer contact to final invoicing and payment, job management software helps increase billable hours, minimize double data handling and ensures staff are as efficient as possible.

Simpro makes job scheduling simple

Easily schedule individuals or teams in bulk from one page and highlight preferred field staff for specific jobs. With in-app notifications, easily let your team know about schedule changes. When scheduling, choose from a day, week, or month view.

Get the upper hand by understanding job costs

Will a job be profitable? Is it worth your time? Do you have all the materials and labor you need to complete it? Simpro Premium helps answer these questions so you can accurately forecast and track job costs. Manage billable and non-billable parts, labor, contractors and equipment with Simpro Premium.

Stay on track with contractor job management software

Track jobs from start to finish with real-time updates and a mobile app for recording details in the field. Field staff can easily access site history, job notes, attachments, and other important information. Back at the office, you don’t miss a thing.

Manage your jobs from start to finish with Simpro

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

Create detailed and accurate quotes

One of the benefits of field service management software is the ability to calculate labor, material, travel and other overhead costs involved in a job so you can easily create professional quotes and estimates. From your Simpro Premium database, sync vendor catalogs to quickly find the best prices for materials from your vendors. Ready to send an approved quote? Send an email through Simpro and collect your customers signature online for easy 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 Takeoffs add-on to create fast and accurate take offs and get more quotes out the door.

Bring the right materials to every job

Ensure you have the correct inventory 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.

• Streamline the ordering of materials by syncing your system with supplier catalogs.
• Get an accurate picture of the stock needed for jobs then easily transfer between storage locations from the desktop, or using 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 big picture with job scheduling software

In the office? In the field? No matter where you are, access important information and schedule available staff to jobs so you never have a gap in your books. It’ll make you more efficient, help you save time and limit the inaccuracy of basic paper and spreadsheet scheduling.

• View which field staff are available for new jobs.
• Calculate the distance between a job and the site to send the closest available staff.
• Send automatic reminders and notifications to customers and staff to keep everyone informed.
• Option to bulk-schedule multiple field staff members and their equipment, and avoid scheduling conflicts.
• Use the handy color-coded calendar for simpler scheduling.

Keep your jobs on track with a mobile app

Empower your team to do more tasks in the field with Simpro Mobile. Using the app, your team will be able to easily clock in and out, track their workdays and record job details on-the-go.

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

Improve cash flow on your jobs

Send your customer an invoice with the click of a button with Simpro Premium. Generate invoices that automatically account for costs from your job and set approval stages to ensure billing accuracy. For recurring jobs, schedule automatic invoicing to streamline the payment process.

• Quickly generate invoices, deposit invoices, progress invoices, and retainage claims.
• Get paid quickly with the flexibility to take payment from the office, in the field with Simpro Mobile or online via the Customer Portal.
• Seamlessly export invoices from Simpro into your existing accounting software for streamlined accounts receivable management.

Think strategically with job management reports

Set your business up for success now and into the future with reports dedicated to a range of job and scheduling data.

• Easily manage your finances with reports that provide a clear picture of your profit and loss, expected sales on jobs and quotes, how your business is performing on specific jobs, customers with outstanding invoices and other important financial information.
• Run workforce and labor reports to view staff activity quickly, employee and contractor licensing status, and job costs per employee.
• Understand the details and costs of each schedule with the Schedule Breakdown report.
• Conduct the Schedule Comparison report to compare your team member’s actual results to the originally scheduled timeframe.
• Schedule data to be pulled from Simpro and sent to stakeholders to keep everyone in the know.

Frequently Asked Questions

What is job management software?

Job management software simplifies processes involved in service so you can provide exceptional customer service. From the initial request for work, to sending your team out on the job to invoicing and payment, job management software acts as a single source of truth for your business.

What is cloud-based job management software?

Cloud-based job management software is software that runs on the “cloud”. Basically, it’s accessible anywhere there is Internet. That’s right, you can throw away the paper and pens, you’re about to go digital! And the best bit? Because all workflows stream out of one place, all the data for everything your business does is stored as well! How's that for efficiency?

What are the benefits of job management software?

You’ll be able to better manage your team, meaning you’ll have a more efficient business. Productivity will also improve with the ability to clearly communicate throughout all aspects of the team. When all these things improve, so too does customer experience! Lastly, data and reports will boost success.

Do you have a mobile app?

Yes! Of course we do! Our mobile app is ingeniously named Simpro Mobile. It contains everything your field staff need in the field to get their job done, provide great customer service and stay up-to-date with any communications from the office. Check it out here.