The story of an electrical business that had to pivot overnight—and how we reshaped their Simpro setup to run lean, mobile, and on their terms.

He’d built a solid electrical business.
Then—he had to cut it back. Fast.

The team? Gone.
The work? Still there.
The pressure? Real.

He needed a Simpro setup that would move with him.
Lean. Mobile. Zero dead weight.
Run it from his phone and his laptop—nothing else.

And he needed to manage subcontractors without drowning in admin.

But his Simpro wasn’t set up for that.

It wasn’t configured for subcontractor flows.
It wasn’t showing him what he needed, when he needed it.
It wasn’t working the way his business now needed to work.

That’s when he called us.

What We Found:

·         His Simpro wasn’t set up for a lean, subcontractor-driven operation.

·         The contractor portal wasn’t activated.

·         Reporting wasn’t live or usable.

·         The parts he needed most? Buried, underused, or misaligned.

What We Did:

·         Configured his Simpro setup to run his new lean model—through his laptop and mobile app.

·         Activated and streamlined the contractor portal so he could brief, manage, and track subcontractors with minimal admin.

·         Set up BI graphical reporting to his schedule—so his dashboards delivered the data he needed, when he needed it.

·         Delivered tailored Simpro training – focused on the exact workflows he cared about. He picked what he needed, and we taught him exactly that. No extra noise.

What Changed?

He’s quoting faster.
Winning work at three times his usual conversion rate.
Hitting the margins he wanted.
Tracking his jobs in real time, his way.

No guesswork.
No busywork.
Just a lean, mobile, precision-fit setup.

If you’ve had to pivot your business—and your Simpro setup doesn’t fit anymore—this story will speak to you.

Ready to make Simpro fit your business — not the other way around?

Let’s take a look together.

Because the longer your system lags behind your reality—the harder it is to move forward.

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

One sharp operator.
One lean reset.

Built around Simpro — mobile, fast, and dialled in.

I just dropped the story.

Read it here