They purchased and installed Simpro due to the previous job management platform that had proved itself inadequate to handle the complexity of their high value projects, as well as not able to provide them with in-depth analysis reporting that they needed.

The company was under immense strain to deliver on time. The team were feeling the pressure.

The projects were ongoing.

Crews were onsite. Techs were clocking hours. Invoices were overdue. Projects were unravelling.

And their Simpro wasn’t working for them, because it wasn’t setup for what they were actually doing or how the business operated.

Timesheets didn’t make sense. Cost centres didn’t match the work. Critical pre-builds were missing. Quoting was manual and slow, reporting did not reflect actuals, and their team couldn’t trust what was in front of them.

They were juggling two worlds:
The real world: projects to deliver, costs to track, teams to supervise.
And the Simpro world: totally misaligned to their business operations.

They were firefighting in the wrong direction because they didn’t have the data.
Jobs misquoted. Invoices misaligned. Purchases not linked to the right projects. Costs slipping through the cracks. The finance team scrambling to clean the mess after the fact.

The frontline was feeling it.
Technicians locked out of mobility. Clocking hours wrong. Chasing job info on the fly. Supervisors bouncing between spreadsheets, phone calls, and job boards that didn’t line up.

The wheels were turning—but they were grinding, not running smooth.

And in the middle of this? They were migrating from their previous software to Simpro—trying to make Simpro carry the load, while the load was already live.

That’s when they called us.

We got to work—inside their system, inside their operations.

We sat with their team.
We walked the real workflows.
We tracked the friction, the double-handling, and the dead ends.

We didn’t teach them how to use Simpro better—we rebuilt it to fit the way they actually worked.

What we did:

• Ran a full deep-dive of their live projects, quoting flows, purchase processes, and invoice trails.

• Rebuilt their cost centres to track real work, real teams, real dollars—clean, sharp, aligned.

• Configured their Simpro system to fully integrate with their accounting software—so finance wasn’t playing catch-up anymore.

• Cleaned up their timesheets, mobility access, and project costing—so techs could clock on, update projects, and capture real-time data correctly.

• Created clean workflows across quoting, purchasing, projects, and invoicing—so every piece landed where it should, every time.

• Delivered live, hands-on mobility training—not theory, but real tools on real projects in their real system.

• Built smart pre-builds that actually made money—not just speed, but profit.

This wasn’t a system tweak. This was a new full system setup—while the work was still moving.

No shutting down.
No pause button.
We rebuilt the plane while it was flying.

What changed?

Quotes that used to take hours—now done accurately in minutes.
Crews on the ground with the right job info, at the right time.
Projects tracked cleanly—purchases, costs, timesheets, all connected.
Invoices that used to fall through the cracks—now land on time.

Finance teams with live data they can trust.

The system isn’t the friction point anymore—it’s the backbone.

Their projects didn’t stop. Their work didn’t wait.
But now? Their system keeps up.

If you’re trying to run complex project work inside a Simpro setup that’s not built for you—you’ll feel this.

Let’s fix it.

Book a free Health Check with me. I’ll walk through your live system, flag what’s working, what’s broken, and what’s possible—so you can finally make Simpro work the way it should.

https://www.resultsgroup.io/simpro_system_health_check

“We can’t stop the work to get Simpro working properly.”
That’s what they told me.

Live projects. Crews on the ground.
A Simpro setup that wasn’t keeping up.

I just dropped the story.

Read it here

If your setup’s tripping you up while the work’s still moving—this might hit home