They had Simpro. But jobs were being misquoted, costs misfiled, and techs were rocking up late to the wrong site.

They weren't new to Simpro.

In fact, they'd been running it for years—but it never really ran right.

One system for quoting. Another for invoicing. Spreadsheets to double-check what Simpro should have been tracking. Workarounds piled on top of each other until no one trusted the data.

The ops manager was spending 2-3 hours a day chasing the same info. The admin team was constantly reacting—fielding panicked calls, chasing missing job info, and patching over process gaps on the fly. The team had stopped looking at reports entirely—because they knew they were off.

The software was switched on. But every job felt like a gamble—held together with crossed fingers, sticky notes, and late-night fixes. The team was juggling spreadsheets, hunting down paper purchases, jobs booked to the wrong site, and fixing mistakes that never should’ve happened in the first place.

That's when they called us.

We didn’t turn up with a slideshow. We opened the system, asked the right questions, and got to work.

We spoke with their leadership team, their admin crew, and the people actually using the platform day-to-day—dispatch boards, job costing, scheduling dashboards, and reporting views that were meant to work together. We ran a full walkthrough of their system. Asked real questions—and got real answers.

And it was clear: The issue wasn’t with Simpro itself, the system wasn’t broken. The data was corrupted and the set up did not match business operations.

One of the senior techs had to print a job sheet, handwrite the updates, then scan it back in—just to mark the job complete. The system was live, but the setup was breaking the business.

Over time, the system had been bent to fit short-term fixes and Band-Aids. Different departments used it in different ways. No one had a single source of truth. Even the basics like job naming filters and cost centre alignment were tangled—leading to quotes misfiled under the wrong jobs, cost overruns no one saw coming, and scheduling errors that left crews turning up late or to the wrong site.

Our proposal?

A full Simpro rebuild—in a new system, with their data and operational requirements built into the setup.

No sales pitch. No tech jargon. Just straight-up, sleeves-rolled-up fixes. Just focused, technical implementation that maps software to how the business actually runs.

We:

• Ran deep-dive interviews with each function (sales, admin, scheduling, technical, finance)

• Rebuilt their naming filters and job structures from the ground up

• Trained every user role to use the system consistently

• Set up clean cost centre and phase reporting

• Integrated Simpro with their finance system properly—so manual re-entry stopped overnight

• Provided a full set of Standard Operating Procedures for each function in Simpro, tailored for their business.

This wasn’t a quick patch. It was a big, complex project that required technical precision and a deep understanding of how their business operated on the ground.

We needed time to understand how the business actually ran.

And the business operational and technical know-how to rebuild Simpro around their reality.

What changed? This is where it gets good.

Quotes that used to sit in drafts for days? Now they’re sent same-day— no more email tennis.

Purchase Orders that were paper are now actioned by their Simpro suite of features.

Invoices that used to slip through the cracks? Out on time. Paid on time.

The ops manager isn’t trawling inboxes anymore. He’s working from one source of truth – and so is the whole team.

They trust the data. They trust the system. They trust each other.

There’s no more double-handling. No more mismatched job records. No more second-guessing every number.

They’re not babysitting the platform. They’re actually running the business.

No more backend drama causing frontline chaos.

The team’s now running Simpro—not the other way around.

They’re not second-guessing their software. They’re scaling with it

What we heard from them was clear: for the first time, they felt calm, clear, in control.

With the correct setup they got their time back. Their trust back. Their sanity back.

And now? They’re winning work they would’ve fumbled before. They’re onboarding faster. They’re growing without growing the mess.

If you’re living with a "live but broken" Simpro setup… maybe it’s time.

For a real fix.

You don’t need more software. You need the one you’ve got—finally working like it should.

Want to know what your Simpro’s really doing behind the scenes?

Let’s talk.

Book a free Health Check with Michael, our Senior Business Systems Analyst.
He’ll walk through your live system, flag what’s working, what’s broken, and what’s possible—so you can finally make Simpro work like it should.
https://www.resultsgroup.io/simpro_system_health_check

Check out the Article in LinkedIn