simPRO vs Salesforce Field Service

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Our analysts compared simPRO vs Salesforce Field Service based on data from our 400+ point analysis of Field Service Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

simPRO is a comprehensive software solution designed to streamline field service management for businesses, particularly those in industries such as electrical, plumbing, HVAC, and security. It is best suited for trade and service businesses looking to optimize their operations, from scheduling and dispatching to invoicing and reporting. One of the key benefits of simPRO is its ability to enhance efficiency and productivity by automating routine tasks and providing real-time insights into business performance. Popular features include job management, customer relationship management (CRM), inventory management, and financial tracking, which collectively contribute to improved project management and customer satisfaction. When compared to similar products, users often highlight simPRO's user-friendly interface and the depth of its features, although pricing considerations, such as its range and per unit criteria, can vary and should be evaluated based on the specific needs of a business. Payment for simPRO typically follows a subscription model, offering flexibility and scalability to users.

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Salesforce Field Service (formerly Field Service Lightning) is a web-based solution for managers and field technicians to handle a variety of tasks. Built for businesses of all sizes, it offers a unique and robust suite of platform-agnostic inclusions, leveraging SalesForce’s powerful CRM features. It has capabilities for document management, skill-based assignments, routing services, price quoting knowledge articles, inventory and stock statuses, barcode scanning and much more.

Owing to its functionality, it became the fastest-growing product in SalesForce’s history in 2018, generating $100 million in pure revenue two years after its launch. It also helped put the company over $13.28 billion in revenue and is on track to hit the CEO’s revenue goal of $20 billion by 2022.
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Boost Revenue: Gain customers with quoting and estimating capabilities that offer smarter estimations and facilitate real-time quote sharing. 
  • Increase Profit Margins: Boost profit margins for individual jobs using a digital labor calculator that utilizes predefined labor rates for labor efficiency calculations. Ensures profitability by accounting for estimated labor, job difficulty ratings and time allowances. 
  • Streamline Asset Maintenance: Accurately forecast labor requirements for asset servicing up to a year in advance using the maintenance planner. Improves asset life through effective capture, saving and sharing asset test readings and quote defects. 
  • Save Time: Reduce manual work and focus on core business areas with automated data processing. Monitor from multiple sources such as website forms and emails. Collect important business information using customizable forms without manual intervention. 
  • Make Informed Decisions: Promote strategic decisions based on in-depth insights, data visualization and trends from actionable standards and comprehensive reporting. 
  • Improve Business Transparency: Leverage GPS-powered fleet tracking capabilities to monitor vehicle movement, location and driver activity. Ensures asset safety and discourages vehicle idling using geofencing that alerts admin whenever vehicles cross defined parameters. 
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  • Deletes Pen and Paper Tracking:  Get rid of archaic systems like pen-and-paper tracking with superior technology. 
  • Increases Customer Satisfaction:  Automatically match the right tech to the right job and customer based on criteria such as skill level, distance from the job and more. 
  • Tackles Critical Issues:  With powerful tracking and notification features, stay abreast of essential information such as schematics, blueprints, low item stocks, or poor condition to handle important issues. 
  • Web-Based:  Access the web-based platform-agnostic solution from any internet-connected device for easy accessibility. 
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  • Estimates and Quotes: Integrates quotes with job management and allows online quote sharing and acceptance. Run quote status reports to review real-time quote status while applying data range filters. Automatically estimates using pre-set labor costs, synchronized vendor catalogs, auto-populated customer details and pre-build assemblies. 
  • Schedules and Dispatches: Leverage smart scheduling to schedule and dispatch staff for specific assets, job types and customers. Schedule service based on zones, maps and routing insights. 
  • Invoice and Payments: Automate invoicing for recurring tasks and payment processing using Square. Data feed tools help extract cost data from the document and automatically populate the invoices. 
  • Accounting Integrations: Provides seamless integration with accounting solutions such as Xero, QuickBooks Online and Netsuite. Streamlines data processing and end-to-end workflows. Directly import vendor, customer and employee information, including payment terms, from the accounting system through an import link. 
  • Mobile Support: Use a cloud-based mobile app to edit or create new jobs, track time, generate quotes, record job data, process payments and capture images and e-signatures. Field service technicians can record notes and access compliance and safety audits. 
  • Fleet Tracking: Monitor vehicle movement through driver activity reports and advance scheduling capabilities. Includes live GPS tracking, travel replays, perimeter definition and schedule alerts with geofencing. 
  • IoT: Track environmental changes and asset failures with managed assets via connected hardware support. Remote asset and environment monitoring helps sustain correct temperatures, prevent flooding risks, ensure building wellness and track equipment current flow. 
  • Inventory Management: Includes real-time warehouse management and inventory control. Monitor and manage material, run digital inventory counts, assign items to individual jobs and manage storage and warehousing locations. 
  • Portals: Request, view and share information with contractors, employees and customers. Offers dedicated portals for customers, employees and contractors to log in and access their information, schedules, labor hours and pending jobs. 
  • Data Automation: Replace manual data entry with automation capabilities through Zapier integration. Offers integration with third-party and accounting applications. Customize essential workflow documents with invoicing, lead capture, testing and quoting templates. 
  • Take-Offs: Upload, sketch and change electronic plans and estimates. Utilize take-offs and update projects, jobs and quotes from any site. 
  • Third-Party Integrations: Integrates with Xero, TSheets, Taxify, SyncEzy, Square, Podium, Dokkit and Gmail. 
  • Add-Ons: Offers several add-ons, including data feed, eForms, SMS, VoIP, maintenance planner, IoT and take-offs. 
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  •  Knowledge articles 
  •  Real-time collaboration 
  •  Instant access to job schedules 
  •  Stock and inventory visibility 
  •  Barcode scanning in-app 
  •  Technician-controlled scheduling management 
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Product Ranking

#71

among all
Field Service Management Software

#16

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

84
87
100
69
83
76
87
98
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Billing and Invoicing
Mobile Capabilities
Reporting and Dashboards
Technician and Contractor Management
Work Order Management
Equipment and Asset Management
Scheduling
Mobile Capabilities
Dispatching
Work Order Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

simPRO
Salesforce Field Service
+ Add Product + Add Product
Billing And Invoicing Customer Management Dispatching Equipment And Asset Management Inventory Management Mobile Capabilities Reporting And Dashboards Routing Scheduling Technician And Contractor Management Work Order Management 100 83 87 80 74 100 100 62 71 95 91 69 76 98 100 96 99 85 77 100 82 97 0 25 50 75 100
100%
0%
0%
75%
0%
25%
78%
0%
22%
67%
11%
22%
88%
0%
12%
100%
0%
0%
71%
14%
15%
100%
0%
0%
75%
0%
25%
100%
0%
0%
100%
0%
0%
100%
0%
0%
100%
0%
0%
89%
0%
11%
63%
0%
37%
75%
13%
12%
71%
0%
29%
100%
0%
0%
92%
0%
8%
83%
0%
17%
88%
0%
12%
100%
0%
0%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

45%
0%
55%
55%
0%
45%

User Sentiment Summary

Great User Sentiment 233 reviews
Great User Sentiment 56 reviews
84%
of users recommend this product

simPRO has a 'great' User Satisfaction Rating of 84% when considering 233 user reviews from 2 recognized software review sites.

83%
of users recommend this product

Salesforce Field Service has a 'great' User Satisfaction Rating of 83% when considering 56 user reviews from 3 recognized software review sites.

n/a
3.9 (27)
4.2 (115)
n/a
4.2 (118)
4.2 (16)
n/a
4.5 (13)

Awards

SelectHub research analysts have evaluated simPRO and concluded it earns best-in-class honors for Billing and Invoicing, Mobile Capabilities and Reporting and Dashboards.

Billing and Invoicing Award
Mobile Capabilities Award
Reporting and Dashboards Award

SelectHub research analysts have evaluated Salesforce Field Service and concluded it earns best-in-class honors for Equipment and Asset Management and Scheduling.

Equipment and Asset Management Award
Scheduling Award

Synopsis of User Ratings and Reviews

Streamlined Workflows: simPRO can automate routine tasks like scheduling jobs, dispatching technicians, and generating invoices, which helps businesses save time and improve efficiency.
Improved Communication: The platform offers features such as real-time messaging and customer portals, which can help businesses improve communication with both their employees and customers.
Enhanced Visibility: simPRO provides businesses with real-time data and insights into their operations, which can help them make better decisions and improve their overall performance.
Mobile Access: With simPRO Mobile, technicians can access job information, update job status, and communicate with the office from their smartphones or tablets, even in remote locations.
Integrations: simPRO integrates with a variety of other business software, such as accounting and CRM systems, which can help businesses streamline their operations and improve data accuracy.
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Streamlined Scheduling and Dispatch: The platform simplifies the process of assigning the right technician to the right job at the right time, taking into account factors like skills, location, and availability. This can lead to improved first-time fix rates and reduced travel time.
Enhanced Customer Experience: Customers can receive real-time updates on technician ETAs, and technicians arrive with the necessary information and parts to complete the job efficiently. This can lead to increased customer satisfaction and loyalty.
Improved Technician Productivity: Technicians can access job details, customer information, and inventory levels from their mobile devices, allowing them to work more efficiently and effectively. This can lead to increased productivity and reduced costs.
Actionable Insights: The platform provides real-time data and analytics on key metrics such as job completion rates, technician productivity, and customer satisfaction. This information can be used to identify areas for improvement and make data-driven decisions.
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Steep Learning Curve: The extensive features and functionalities can be overwhelming for new users, requiring significant time investment to master the platform effectively.
Customization Challenges: While simPRO offers customization options, they can be complex and may necessitate assistance from the support team or additional development work, potentially incurring extra costs.
Mobile App Limitations: The mobile app's functionality may not fully mirror the desktop version, leading to potential inconveniences for field technicians who rely on mobile access.
Cost Considerations: simPRO's pricing structure, particularly for larger teams or businesses with extensive needs, can be a significant investment, potentially exceeding budgets for smaller operations.
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Customization Challenges: The platform's extensive customization options can be overwhelming for new users, often requiring significant time and effort to tailor the system to specific business workflows.
Cost Considerations: Salesforce Field Service can be expensive, especially for larger teams or those requiring advanced features. Subscription costs, implementation fees, and potential customization expenses contribute to the overall investment.
Mobile App Limitations: Some users report limitations and occasional performance issues with the mobile app, which is crucial for field technicians working remotely.
Integration Complexities: Integrating Salesforce Field Service with existing business systems can be complex, potentially requiring additional development or middleware solutions.
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simPRO has garnered positive feedback for its comprehensive features and user-friendly interface. Users appreciate its ability to streamline field service operations, from scheduling and dispatching to inventory management and reporting. The software's flexibility allows it to adapt to various business needs, making it suitable for industries such as construction, manufacturing, and healthcare. simPRO's reporting capabilities have been particularly praised, enabling businesses to gain valuable insights into their operations and make data-driven decisions. Compared to competitors, simPRO is often seen as a more affordable option without compromising on functionality. Users have noted that it offers a comparable feature set to more expensive software, making it a cost-effective solution for businesses of all sizes. The software's ease of use is another advantage, as it reduces the learning curve for new users and allows teams to quickly adopt the platform. However, some users have mentioned that simPRO's mobile app could benefit from further improvements to enhance its functionality and user experience. simPRO is well-suited for businesses seeking a comprehensive and affordable field service management solution. Its user-friendly interface, robust features, and reporting capabilities make it an ideal choice for organizations looking to optimize their field service operations and improve overall efficiency. The software's flexibility and scalability also make it suitable for businesses of all sizes and across various industries.

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Salesforce Field Service has garnered a reputation for its user-friendly interface and adaptability, making it a popular choice among businesses seeking a comprehensive field service management solution. Users appreciate the platform's ability to streamline operations, from scheduling and dispatching technicians to tracking their progress and performance. The software's scalability is also a significant advantage, allowing it to grow alongside businesses as their needs evolve. Additionally, Salesforce Field Service offers good value for the price, making it an attractive option for budget-conscious organizations. However, some users have noted that the initial setup and configuration of Salesforce Field Service can be complex, requiring technical expertise or additional support. There have also been reports of occasional slowness or clunkiness in the software's performance. Despite these drawbacks, Salesforce Field Service remains a highly regarded solution in the field service management industry. Its strengths in ease of use, flexibility, and scalability make it a compelling choice for businesses of all sizes. The platform's ability to integrate with other business systems further enhances its value proposition, allowing for seamless data flow and improved operational efficiency. Salesforce Field Service is particularly well-suited for businesses with a large mobile workforce, as it excels at managing and optimizing field service operations. Its features, such as intelligent scheduling, real-time tracking, and mobile access, empower technicians to work efficiently and deliver exceptional customer service. Additionally, businesses that require a solution that can integrate with their existing CRM, ERP, or other enterprise systems will find Salesforce Field Service to be an ideal fit. The platform's robust integration capabilities enable businesses to centralize data, automate workflows, and gain valuable insights into their field service operations.

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Screenshots

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