I was recently contacted by a calibration and field service business. On the surface, their request sounded simple: “Can you help us bridge the gap between Simpro and our manual processes?”

They found and became familiar with Results group online and they reached out to us. The problem, as they saw it, was that their manual processes weren’t fitting neatly with Simpro. They believed the answer was to force Simpro to work the way their admin team worked.

But within minutes of reviewing their platform it became clear: they had it the wrong way around.

The goal isn’t to shoehorn Simpro to your manual processes. The goal is to align your processes with Simpro.

Until that happens, you’ll always be working against the system — instead of letting the system work for you.

They had been running Simpro for five years. Yet:

• They had 20 administrators manually recreating data outside of Simpro.

• Their inventory wasn’t maintained and overhead data wasn’t being used.

• They lacked cost centres, which meant no real visibility of financial performance.

• Field service and administration weren’t trained to use Simpro properly, so overall productivity and administration efficiency was missing.

In short, their Simpro setup wasn’t even close to reflecting how the business actually operated.

After presenting, Results Group were engaged to deliver on their proposal.

We:

• Rebuilt cost centres (the arteries of the business) to provide accurate operational and financial visibility.

• Introduced naming conventions so leadership could segment customers and direct sales strategies.

• Delivered training for estimators on catalogue and Pre-Build optimisation to safeguard margins.

• Created inventory protocols and automated task templates to reduce manual rework.

• Integrated Simpro for clean, line-item revenue mapping.

• Rolled out Simpro Mobility training for field servicemen — covering scheduling, compliance, and digital forms.

• Brought in process alignment for payroll and compliance, including correct lunch break scheduling.

This wasn’t about “tweaking” their setup. It was about aligning their entire operation to run on Simpro the way it was designed.

The shift was immediate and measurable:

✔️ 73% reduction in admin staff (20 down to 5).
✔️ 52% increase in daily job productivity.
✔️ Technician performance jumped — jobs and projects started finishing on time.
✔️ Invoicing dropped to just 1.5 days after job and project completion.
✔️ Revenue climbed, costs fell, and the bottom-line turned healthy.

When Simpro “isn’t working,” it’s rarely the software. More often, it’s the setup.

They didn’t need someone to bend Simpro to their manual processes. They needed their business aligned with Simpro — and that alignment unlocked their turnaround.

If you’re running into the same frustrations, book a free Simpro Health Check. Let’s see if your system is truly aligned with your business.

Book a free Simpro System Health Check with me:
https://www.resultsgroup.io/simpro_system_health_check

Your systems should reflect your standards. Let’s make Simpro work like it should.

It’s your business. Let’s make Simpro fit it, not the other way around.

If you’re bending Simpro to fit your processes — you’ve got it backwards.
Here’s what happened when a business flipped that around.

I just dropped the story.

Read it here