Most operational service businesses treat Simpro like a tool — something they plug in to help manage jobs.

And on the surface, it does that.

But if it's not set up to reflect how your business actually quotes, tracks labour, invoices or recovers costs, things start to slip.

Margins stay blurry. Spreadsheets linger. And the system starts feeling more like admin overhead than operational clarity.

You’re not alone.

Simpro isn’t just job management — it’s your entire operating system. But only when it’s aligned the right way.

We recently worked with a growing business that had used Simpro for years.

Their words?

“We’re still flying blind on actual margins.”

🔍The Hidden Villains

Here’s what we uncovered during our Simpro Health Check:

• Labour rates didn’t take into account the impact of costs accrued to the business over and above the wage rate

• Pre-builds weren’t being used – everything was manual

• Cost centres were bloated – 17 in total, most unused

• Reports were unread – they didn’t deliver usable insight

🔍 The Real Problem?

They were trying to use Simpro like a spreadsheet.

No one had ever mapped their system to their actual workflows — because that’s not what most software setups are designed to do.

🛠️ The Fix

How We Made Simpro Fit Their Business

• Rebuilt labour costing from scratch

• Introduced a 3-tier pre-build system aligned to how they quote

• Set up intelligent tags and workflows for techs & admin

• Streamlined cost centres and workflows

• Configured BI reporting to highlight: Cash flow forecasting, Margin by job type, Tech & team performance

📈 The Result?

· 4 hours/week saved on admin

· Invoicing 2 days faster

· Actual margin visibility on every job

· A system that supports growth, not just tracks it

And now? They’re quoting with confidence, forecasting cash flow accurately, invoicing faster, and finally making decisions based on the real numbers- not guesswork.

🚀 The Takeaway Simpro isn’t your problem.

It’s how it was set up.

You don’t need more features. You need a system built around your workflows, team, and goals.

And that’s exactly what operational alignment delivers.

👇 Want to see what alignment could look like in your world?

Email me at [email protected] — and let’s talk about turning your Simpro setup into a strategic advantage.

🛠️ We’re building every insight and solution in this series — for businesses just like yours.

CTA: Want to know if your Simpro setup is holding you back?

We’ll show you where your system’s working, where it’s leaking — and how to bring it all into line with the way you do business.

👉 𝗚𝗿𝗮𝗯 𝗮 𝗙𝗥𝗘𝗘 𝗦𝗶𝗺𝗽𝗿𝗼 𝗛𝗲𝗮𝗹𝘁𝗵 𝗖𝗵𝗲𝗰𝗸 — a live, interactive, one-on-one session with Michael, your Business Systems Analyst at Results Group. No fluff. Just facts. Just results.

Together, we’ll review how your Simpro platform is currently set up and operating, identify any operational gaps, risks, or missed opportunities, and guide you on what a fully optimised system could look like for your business. 🚀

🔗 Book your free session:

https://www.resultsgroup.io/simpro_system_health_check

🌍 Learn more: www.resultsgroup.io

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