Simpro

Field service and project management for mid-market HVAC and mechanical contractors

Best for: Larger HVAC and mechanical contractors that mix service calls, projects, and preventative maintenance — especially mid-market teams that have outgrown basic scheduling tools and need deeper job costing and inventory
All-in-one FSMDispatch & SchedulingCRMInvoicing & PaymentsMobile Technician AppsHVAC Estimating SoftwareHVAC Inventory & Parts Management

Positioning

Simpro (Simpro Group) positions as cloud field service management for trade contractors in HVAC, electrical, plumbing, security, and related trades. Public HVAC materials emphasize the full job lifecycle from lead and quote through scheduling, work orders, job costing, inventory, invoicing, and accounting sync. The product story stresses depth for commercial and growth-stage shops: real-time job costing against budget (labor, materials, subcontractors), a Maintenance Planner for assets and recurring invoicing, multi-location inventory with purchase orders and supplier catalogs, digital forms, and Simpro Mobile for field techs. Accounting integrations commonly cited include QuickBooks, Xero, Sage, and MYOB; add-ons cover fleet tracking (Simtrac), takeoffs, SMS, and multi-company setups.

Key features

  • End-to-end job management: quoting, scheduling, dispatch, work orders, job costing, invoicing
  • Real-time job costing against budget across labor, materials, and subcontractors
  • Maintenance Planner with asset tracking, recurring jobs, and recurring invoice automation
  • Inventory across warehouses and vans: purchase orders, supplier catalogs, low-stock visibility
  • Estimating and quoting with templates, pre-builds, and optional Takeoffs add-on
  • Simpro Mobile for field quotes, job cards, timesheets, digital signatures, and offline sync
  • Digital forms with conditional logic for field compliance documentation
  • Business reporting: job profitability, WIP-style visibility, technician activity, customized dashboards
  • Accounting sync (vendor cites QuickBooks, Xero, Sage, MYOB) plus supplier and third-party integrations
  • Multi-company / multi-location support and optional fleet tracking (Simtrac)

Pros

  • Strong public fit for larger HVAC / mechanical shops running both service and project work
  • Depth in job costing, preventative maintenance planning, and inventory / procurement
  • Explicit HVAC industry positioning plus multi-trade coverage useful for mechanical contractors

Cons / watch-outs

  • Heavier platform — expect a real onboarding / training effort versus lightweight small-shop FSM
  • Geographic and packaging fit — confirm modules, add-ons, and support for your country and company size
  • Pricing, seat models, and implementation timeline — check vendor (often quoted rather than self-serve published)

Pricing

Check vendor — Simpro pricing is typically quoted for your company size and module mix; confirm current plans, add-ons (e.g. Takeoffs, Simtrac), and implementation terms directly.