If you’re looking at Simpro for your business, or you’re already using it and something feels “off”, we can help. As independent simPRO partner, we help tradies get the most our of their Simpro setup.
If you’re looking at Simpro and want to know whether it suits the way your business runs, we can help you understand if it’s the right fit.
If you’ve chosen Simpro but haven’t set it up, or you’re unsure where to start, we help you build a clean, streamlined system from day one so your team can hit the ground running.
If your setup doesn’t feel right, a Simpro Health Check highlights what’s working and what needs improvement.
A Simpro Partner with a 100% independent team on your side means your setup is built for your business, not the defaults.
The industries we find are best suited to SIMPRO
Simpro is designed for service and project businesses that manage multiple jobs, mobile teams, and a constant flow of admin that comes with scheduling, materials, and invoicing.
Simpro isn’t just for one trade, it works across multiple industries. Try our quick fit check to see if it could work for your business.
VIDEO OVERVIEW
If your business juggles quoting, scheduling teams, managing jobs, or keeping track of labour and materials, you’ll get a lot out of what Simpro has to offer.
What SIMPRO does well (and the problem it solves)
Simpro is a comprehensive job management software that helps to coordinate your team, streamline workload, and support your operations from quoting to invoicing.
Create takeoffs faster, smarter, and more seamlessly with Simpro takeoffs.
Quickly schedule staff. Efficiently manage teams. Organise equipment and contractors.
Break larger jobs into stages, manage variations, track budgets and progress claims.
Order materials straight from the job, track deliveries, and link costs automatically to job profitability.
Record labour accurately with Simpro automatically clocking staff onto jobs and updating their timesheets.
Track equipment or asset performance, detect issues, and move toward condition-based maintenance .
Quickly create, update, schedule, and send quotes using prebuilds, labour rates, and material catalogues.
Desktop and mobile payment processing. Integrations with Quickbooks, MYOB, Xero, and more.
View materials in stock and their location. Easily assign items to jobs, run stocktake and manage storage location.
Capture signatures, photos, job details and custom details in the field with pre-built and custom forms, synced instantly to the system.
Create reports and data visualisations with Reporting Premium. Use this add-on to develop queries, filters and automate reporting emails.
Other apps SIMPRO integrates with
sort out the Simpro frustrations before they start
The biggest problems with Simpro usually show up when it’s not customised to how your business actually runs.
Getting the setup right matters, because shortcuts at the start always show up later.
When onboarding feels rushed or isn’t tailored to your workflow, the system never quite clicks. That’s when things start slipping through the cracks.
Want to make sure Simpro is set up the right way the first time?
Don’t waste time figuring it out alone. We’ll set Simpro up properly right from the get go, so it fits your workflow, your team, and the way you run jobs day to day.
If you already use Simpro, you may have noticed how small setup issues can creep into bigger challenges once you use it every day.
What starts as a couple of quirks quickly becomes constant double-handling, missing updates, and a team that’s unsure what to do next.
It’s not that Simpro isn’t right for your business, it just needs to be set up and used in a way that fits how your team actually operates.
Not sure if your SIMPRO setup is done properly?
We can review your setup and identify the best way to optimise your system for your business needs. Book a call to find out more.
Even with a good setup and a team that knows their way around Simpro, there may come a time when your business needs more than the default settings can deliver.
That’s usually the moment to step back and work out whether Simpro still fits your business, or whether it needs to be taken up a level.
With the right refinements, advanced configuration and smarter reporting, many tradies discover Simpro can do far more for their business than they first realised.
Struggling to make simPRO work?
Your job management system shouldn’t be a daily battle. A simple tune-up can clear the bugs, tidy your setup, and make simPRO work for you.
how tradiepad can help
We see the same issues pop up again and again that stop tradies from getting the full value out of their software. The good news is that it can all be solved with a proper setup, smart workflows, and clear training.
As a Simpro partner, we have helped hundreds of Tradies integrate Simpro into their business.
We will review your business Simpro is the right fit for your business.
We’ll assess your current setup, streamline workflows, and make sure Simpro’s configured to save you time and lift productivity.
Tailored training sessions designed to build your team’s confidence and help get the most out of Simpro.
Switching to Simpro is smoother with ongoing TradiePad support available whenever your team needs it.
DIY vs Standard vs TradiePad
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DIY Setup
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SIMPRO Standard Setup
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TradiePad Setup
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Setup Time |
Slow, trial-and-error while you juggle jobs and admin | Faster, but follows a generic implementation path | Structured rollout that’s planned, scheduled, and driven for quick wins |
System setup |
Menus, cost centres, and job stages often end up messy or incomplete | Core modules turned on, but not deeply tailored to how your team actually works | Simpro is mapped to your quoting, scheduling, mobile, and project workflows from end to end |
Templates & forms |
Default-looking quotes, jobs, and invoices with little branding | Standard forms with light tweaks only | Fully branded quotes, jobs, and reports aligned with your pricing and presentation standards |
Catalogues & pricing |
Manual imports, inconsistent item codes, and risky margins | Basic supplier catalogues loaded with minimal cleanup | Clean, structured catalogues, rates, and cost centres set up to protect profit and speed up quoting |
Workflows & automations |
Statuses, triggers, and notifications often missing or misaligned | Simple “out of the box” flows only | Job stages, notifications, and automations designed around your real-life field and office process |
Accounting integrations |
High chance of sync errors if misconfigured | Connected, but usually only at a basic level | Accounting and finance integrations correctly mapped to your tax codes, accounts, and workflows |
Team training |
Self-taught via help articles and YouTube, leading to patchy adoption | One-off onboarding sessions that staff quickly forget | Role-based training (office, field, management) delivered in plain language at your team’s pace |
Ongoing support |
You’re on your own when things change or staff turn over | Limited follow-up unless you book extra sessions | Long-term partner that helps you refine Simpro as your business grows and changes |
Outcome |
Clunky system, double handling, and low confidence in your numbers | Functional but underused. You’re only getting a fraction of Simpro’s value | A streamlined, fully-leveraged Simpro that drives profit, visibility, and control across the business |
SIMPRO client review
SIMPRO client review
SIMPRO client review
get a health check on your account
Are you using Simpro and it’s not quite working how you expected? Maybe your account isn’t setup right, or your team don’t know exactly how to use it.
We can help. We offer Simpro health checks to find the best way to optimise your Simpro account for your business objectives. We can even train you and the team on how to use it.
Initial Discussion:
We’ll have a quick call to explain more about TradiePad and the health check process. Providing you are happy with the plan, we will book in your Simpro health check.
Offline Assessment or Audit:
Our Simpro trainer will conduct an offline assessment or audit of your Simpro account and produce a detailed report on what needs to be done to optimise your Simpro setup. They will go through this with you in the online zoom sessions.
1 Hour Online Zoom Kick Off Session:
During this session we will get to know your business and what you are trying to achieve. We will take you though some quick wins and “tips & tricks” for optimisation. The information we gather will help with the next stage.
1 Hour Online Zoom Follow Up Session:
Here we will discuss our findings in detail and present a proposal outlining the work and training required to get your Simpro setup firing on all cylinders.
book a call
To avoid playing phone tag book a date and time that suits you to have a quick chat about how we can help your business.
The first step is a no obligation 15-minute intro call to see how we can help.
If you’re ready to move forward we’ll then conduct a 1-on-1 “Scoping Session” to determine the right solutions for you.
Once we’ve determined your specific needs we will send you a TradiePad proposal or recommendation tailored to your business.
answering your common SIMPRO questions
Simpro often gets messy when the initial setup is rushed, not tailored to your business needs, or different people change settings over time. Cost centres, catalogues and job stages fall out of alignment, and the whole system feels clunky.
The fix is to rebuild the foundations properly, map your workflow, clean your cost centres and catalogue, standardise naming and archive anything old. Once the structure is right, Simpro becomes much easier to use.
Duplicates usually appear when imports are rushed or staff create items without a clear process. Start by auditing your catalogue, then merge or archive anything that’s doubled up. From there, limit who can add new items, stick to a clear naming standard, and use clean supplier price lists. Once the catalogue is tidy, quoting becomes faster and far less confusing for the whole team.
Your job stages should follow your actual workflow, not the defaults. A simple structure like Quote, Scheduled, In Progress, Variations, Review, Ready to Invoice and Completed works well. The goal is clarity, everyone should know exactly where a job is at a glance.
If you want this mapped properly, our Simpro experts can help you build a workflow that actually fits the way your business operates.
Look at how a job actually moves through your business, then build Simpro around that. Remove unnecessary steps and stick to one clear workflow so the team stays consistent. A simple, well-defined process makes the whole system smoother.
Create clear roles and match access to each role’s daily tasks. Techs should only see what they need on-site, admin should handle scheduling and quoting, and managers get reporting and higher-level settings. Keeping permissions tight reduces mistakes and makes training easier for everyone.
Clean your data before you import it, fix naming, remove duplicates, standardise catalogue items and check customer details. Import in small batches and test as you go. Good data means a clean, accurate system from day one.
If you’d like help getting this right, our Simpro experts are here to support you.
Begin by showing them exactly what they need for their role and walk them through your real workflow step by step. Use actual jobs, keep sessions short and avoid overwhelming them. Most people learn faster when they can see how Simpro fits into their day. If you want training done quickly and properly, TradiePad can get your new staff up to speed.
If your setup is clean and your workflow is simple, most teams settle in within a few weeks. It takes longer when the system is cluttered or everyone is using it differently, because staff are spending more time working around the problems than learning the software.
Yes, show them the whole job flow on one page. Start with how a job enters the system, how it gets scheduled, what they need to do onsite, and what makes it “ready to invoice.” Make it visual, simple and consistent, so everyone understands their part in keeping jobs moving.
If you’re unsure how to outline this for your team, TradiePad can map the workflow with you.
Give everyone the same process to follow and make it clear what “good” looks like. Standardise naming, show where notes and photos should go, and explain why clean data matters, quotes become faster, reports become accurate, and mistakes drop instantly.
If you need help setting up consistent data entry rules, TradiePad can help.
Document one clear way of working and make that the rule. Train everyone to follow the same steps, clean up old habits, and set permissions so only the right people can edit or create things. When the system is simple, people naturally stay consistent.
If you want help creating a clear, easy-to-follow workflow, TradiePad can build it with you.
Start by fixing the workflow, then retrain the team using real jobs and your actual process. Break training into small, focused sessions and follow up with quick how-to videos or cheat sheets they can refer back to. When the training matches your workflow, the system suddenly makes sense.
If you’d like guided retraining that fixes old habits fast, TradiePad can help get everyone back on track.
Forms usually fail to appear because they’re not assigned to the right cost centre, they’re not linked to the job type, or the mobile permissions aren’t set properly. Check that the form is active, assigned to the job, and enabled for the user’s mobile license. A quick tidy-up of settings normally fixes it straight away.
You can add or edit fields through the Form Builder inside Simpro. Open the form, drag in the fields you want, text boxes, checklists, photos, signatures, and save the updated version. Keep it simple and only add what your techs actually need onsite so the form doesn’t become overwhelming.
Forms are the documents your techs fill out, job cards, service reports, SWMS, maintenance logs, anything you want to print or send to a client. Scripts are on-screen prompts that guide your techs through steps in the app (such as, “Take photos,” “Record new materials,” “Complete checklist”). Forms capture info while scripts guide the workflow.
You can set them up as custom forms or scripts. For SWMS and safety checks, create a form with the required fields and link it to the job types or cost centres that need it. If you want techs to see prompts as they work, add a script that walks them through each step. Keeping both simple helps your field team stay compliant without frustration.
If you’d like help building clean, easy-to-use SWMS or safety checklists, TradiePad can set them up for you.
Use scripts or job finalisation requirements to force key actions, photos, notes, signatures, forms, before the job can move to the next stage. Set the form as “mandatory,” link it to the job type, and test it in the Simpro Mobile app. This stops jobs being closed without the info the office needs.
Invoices usually fail to sync because something doesn’t match between the two systems, wrong tax codes, missing account codes, duplicated customers, or an invoice status that Xero or QuickBooks won’t accept.
Check your GL codes, tax settings, and whether the invoice is in an approved state. Nine times out of ten, fixing those gets the sync moving again.
If you’d rather not troubleshoot it yourself, TradiePad can diagnose and repair the sync for you.
Set up your chart of accounts, tax codes, and payment terms in Xero or QuickBooks first. Then go into Simpro’s integration settings, connect your account, map each GL code to the right cost centre, and run a small test sync. Get the foundations right and everything else runs much smoother.
If you want the integration set up properly the first time, TradiePad can handle the whole process for you.
If things aren’t mapped correctly, or if your workflow isn’t built around the integration, you’ll still end up entering data twice. Fix the mapping, clean up duplicates, and make sure staff follow the right process. When the workflow is tight, double-handling disappears.
Simpro works best with Xero, QuickBooks, major supplier price lists, and a handful of field tools like eForms and some payment gateways. Anything outside the core ecosystem can work, but may need custom setup or careful mapping to avoid issues.
If you need help choosing or setting up the right integrations, TradiePad can make sure everything integrates together seamlessly.
Start with the provider responsible for the side that’s failing. You can log tickets with the provider, but integration issues often sit in the middle, and that’s where support teams can struggle.
Instead of getting stuck between two providers pointing in different directions, TradiePad can step in first to diagnose the problem, pinpoint exactly where the breakdown is happening, and provide a customised fix. We solve these issues every day, so you get a faster, clearer solution without the runaround.
Reports usually look “wrong” because the data going in isn’t clean, statuses aren’t updated, materials aren’t added correctly, or labour is entered inconsistently. Simpro can only report on what it’s given, so once your workflow and data entry are tightened up, the reports start matching reality.
Make sure every job has the right cost centre, correct labour rates, all materials recorded, and the job status updated as it moves through the workflow. Use the Job Profitability or Cost to Complete reports to see your margins clearly. When the setup and data are clean, the profitability numbers become reliable.
Start by checking your labour rates, overtime rules, and catalogue pricing, they must be accurate and up to date. Then ensure techs record their time properly and materials are added through prebuilds or the catalogue, not typed manually. Clean inputs mean clean reports.
If you want help tightening up your data and fixing reporting issues for good, TradiePad can sort it out with you.
Simpro has a powerful Report Builder, but it works best once your data structure is tidy. Choose the report type, pick the fields you want to track, filter by cost centres or job statuses, and save it for future use. Start simple and build from there, overly complex reports quickly become confusing.
If you want help building clear, useful custom reports, TradiePad can design the reports you need and show you how to use them.
Most of the time, it’s because the timing is different. Simpro shows revenue when the job is invoiced, while accounting software may show it when payment is received or allocated. GL codes, tax settings or invoice status mismatches can also throw the numbers out. Check your mapping and sync settings to line everything up.
If you’re struggling to reconcile the two systems, TradiePad can help clean up the configuration.
Use Simpro’s profitability reports and filter by customer, job type, or cost centre. This will show where you’re making money and where margins are slipping. Once your data is consistent, these reports become one of the most valuable tools in the system.
Old app versions or poor connectivity are common causes. Updating and syncing devices usually fixes it.
Keep the system simple and relevant. When staff see how it saves them time, adoption improves quickly.
That’s typically a permissions or sync issue. Once corrected, updates appear in real time.
Simpro Mobile stores job information directly on the device when you’re out of reception. Your team can still add notes, photos, forms and update the job status as normal. As soon as they’re back online, the app syncs everything automatically. It’s ideal for regional work or areas with patchy coverage.
Start by stripping out the noise. Turn off features they don’t need, tidy up their permissions, and clean up forms and scripts. Standardise naming so things are easier to find. When only the essentials are visible, jobs, materials, notes and forms, your team learns faster and makes fewer mistakes.
Use the schedule and job status updates inside Simpro. As your team travel, start work and update their jobs, the office sees it instantly. Some devices also support in-app location tracking for extra visibility. With a clean workflow, you get an accurate, real-time picture of where your team is and how each job is progressing.
Simpro usually slows down when there’s too much old data, oversized catalogues, messy workflows or poor internet connection in the office. Start by checking your internet speed, then clean up unused jobs, old assets, duplicate catalogue items and anything clogging the system. A tidy build runs noticeably faster.
If you can’t update a job, it’s usually because the job is locked by permissions, invoiced already, or stuck in a status that restricts editing. Check your permissions, make sure the job hasn’t been completed or invoiced, and see if another user has it open. Fixing the status or permission usually solves it instantly.
When workflows feel “broken,” it’s almost always because stages, statuses or permissions don’t match how your business actually operates. Map out the real job flow on paper, then realign Simpro’s job stages, scripts and forms to that process. One clean, consistent workflow fixes most day-to-day problems.
If you need help tightening things up, TradiePad can redesign your workflow properly.
Emails fail when the outgoing mail settings aren’t set up properly, the sender address doesn’t match the domain, or staff don’t have permission to send emails. Check your SMTP settings, confirm the email address is verified, and make sure templates are linked correctly. A quick settings check usually brings everything back online.
This happens when the Purchase Order isn’t created from within the job, or the job and cost centre don’t match the order. Open the Purchase Order and check the job number, cost centre and supplier details. If they don’t align, Simpro won’t link them. Rebuilding the Purchase Order from the job card is often the fastest fix.
If two people edit a job at the same time, the last save wins, so someone’s changes get lost. Make sure staff update jobs one at a time, and use clear workflows to avoid overlap. Tightening permissions and training helps prevent accidental overwrites.
If you’d like help tightening your workflow and permissions, TradiePad can get it sorted.
This is your chance to get honest about what’s slowing you down. Find out what needs attention so you can roll into 2026 organised and in control.
