Two field/operational service businesses. Different regions. Same pattern. If your week runs on status workarounds, mixed cost centres, and Mobility that doesn’t gate H&S, this is for you.

Simpro wasn’t the problem. Configuration and governance were.

Operational reality

• Status codes drifted; auto-triggers were disabled.

• Cost centres multiplied; quotes/forms didn’t mirror pricing.

• The scheduler mixed technician bookings with admin/non-job entries, and payroll still needed re-entry into the accounting platform.

• Mobility was patchy. Health & Safety (H&S) pre-start wasn’t gated — techs could start work without completing site risk checks. Notifications were noisy — signal got lost.

• Labour rates and charge-out didn’t align; GPM% (Gross Profit Margin) wasn’t the operating lens.

• No merchant → warehouse/van → job workflow; supplier price-files not on a cadence.

• CRM intake stalled; reporting lived in exports, not a weekly rhythm.

• Merchant-to-job leakage → Defined stock workflow + monthly price-files.

Outcomes

• Financial: Aligned money lens → Revenue and Cost centres rebuilt.

• Operational: Governed workflow.

• Visibility & cadence: Financial and Operations matched.

The constraint wasn’t Simpro — it was configuration and cadence.

Book a free Simpro System Health Check — we’ll review status governance, cost-centre design, and Mobility H&S gates, and show you where to start first.

→ https://www.resultsgroup.io/simpro_system_health_check

Two Simpro-powered service businesses. Different industries. Different regions.
Same reality: workarounds ran the week, not workflow.

Statuses drifted. Cost centres multiplied. Payroll re-entry burned admin time.

Simpro wasn’t the problem. Configuration and cadence were.

Here’s exactly what changed — and how leaders felt it in margin, scheduling, and visibility.

Read my latest article here:

Read it here