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Configure Simpro Pre-Builds for Margin: Standardize your quoting and make jobs profitable.

Configure Simpro Pre-Builds for Margin: Standardize your quoting and make jobs profitable.

November 13, 20253 min read

When Simpro Pre-Builds are governed — with the right Catalogue, Options, Alternatives, Assemblies, Cost Centres, and Labour Rates — quoting becomes fast, accurate, and profitable. Not guesswork. Not rework.

Every operational problem leaves a signature inside Simpro.
For quoting, that signature lives in Pre-Builds.

If Pre-Builds are messy, everything downstream becomes unpredictable.

  • Quoting becomes slow

  • Materials get missed

  • Labour gets underestimated

  • Cost Centres become inconsistent

  • Delivery teams “interpret” the quote their own way

Eventually the business asks the hardest question: “Where did the margin go?”

What this looks like day to day (and what it’s telling you)

  • Quotes rebuilt manually instead of selecting a Pre-Build

  • Too many similar items in the Catalogue, named differently

  • Upsells handled verbally instead of using Options and Alternates

  • Labour allowances guessed — not linked to Labour Rates

  • Delivery deviates because the team can’t see what was included

These aren’t quirks.
They’re symptoms of ungoverned Pre-Builds.

The turning point

Simpro Pre-Builds are not templates. They are operational decisions — captured once, reused forever.

A business becomes scalable when decisions stop being reinvented.

Not: “How do we quote this?”

But: “Select the correct Pre-Build.”

Pre-Builds reduce decisions.
The estimator isn’t “figuring it out.”
They’re selecting a decision that has already been made.

Decision reduction is margin protection.

What Simpro Pre-Build Profit Optimisation changes

Working directly inside Simpro with your team, we structure and govern:

  • Pre-Builds - inclusions/exclusions, install notes, “always/never” rules

  • Catalogue – naming conventions, units of measure, consistent pricing

  • Options/Alternatives – upsells, variations, good/better/best clarity

  • Assemblies – logical grouping of materials + labour

  • Cost Centres – clean financial routing and reporting clarity

  • Labour Rates - standardized labour allowances linked to Pre-Builds.

We embed margin visibility directly into every Pre-Build.

Once governed, quoting becomes:

Select Pre-Build → Select Options/Alternatives → Send quote.

Fast. Consistent. Predictable.

Leadership outcomes you can observe

  • Faster quoting because the thinking has already been done

  • Less “noise” from delivery teams asking what was included

  • Margin protected — because labour and materials were correct from the start

  • Upsells become structured, not accidental

  • Clear Cost Centre reporting supports financial decisions

Quoting → Scheduling → Purchasing → Delivery → Invoicing follows the same structure.

The business finally feels like one system — not four departments.

You’ll feel it operationally — not just see it in reports.

Before → After (at a glance)

  • Before: “Build the quote from scratch every time.”
    After: “Select the correct Simpro Pre-Build.”

  • Before: Labour allowances guessed or estimated.
    After: Labour Rates are embedded inside each Pre-Build.

  • Before: Upsells handled verbally or remembered only by the estimator.
    After: Options and Alternatives are captured directly on the quote.

  • Before: Catalogue bloat and naming chaos.
    After: Clear Catalogue with governed structure.

  • Before: Field team reinterprets the quote once on site.
    After: Delivery mirrors the Pre-Build exactly.

Simpro isn’t the problem. Ungoverned Pre-Builds are.

When Simpro Pre-Builds are structured and owned, quoting stops being a task —
and becomes a repeatable operational system.

Profit isn’t recovered at invoicing.
Profit is protected at quoting.

If you want quoting to be faster, cleaner, and profitable: — not a guessing game:

Book your Simpro Pre-Build Profit Optimisation inquiry session here.➡️ https://www.resultsgroup.io/simpro_Pre-Build_profit_optimisation

Built to boost profit per quote, not just quoting speed.

Michael Hunt

When Simpro Pre-builds are structured, quoting becomes repeatable.
When they are governed, margin becomes predictable.

What patterns are you seeing inside your Catalogue and Pre-builds?

Read my latest article here:

Read it here

Senior Business Systems Analyst | Simpro Specialist | Helping Operational Service Businesses Work Smarter, Not Harder.

Michael Hunt

Senior Business Systems Analyst | Simpro Specialist | Helping Operational Service Businesses Work Smarter, Not Harder.

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