Simpro Consulting and Training
Simpro specialists with a combined two decades of experience, we’re here to help your Simpro work for you!
Description
At Platinum Consultants, we help businesses get the most out of Simpro. Whether you need training, consulting, workflow reviews, system health checks, BI reporting, custom templates and forms, or support with the Maintenance Planner, we're here to assist with practical, tailored solutions.
We understand that every business is different, which is why our services are flexible and focused on what works best for you. Our Simpro Excellence Academy provides comprehensive training and consulting services, equipping your team with the skills and knowledge to make your Simpro work for you. Our goal is to make Simpro work for your day-to-day operations, not the other way around. We also share regular updates, tips, and insights through newsletters and YouTube to help you stay informed and make continuous improvements.
If you’d like support or simply want to chat about how to make Simpro easier to use, feel free to reach out.
Services
Simpro Health Checks
A clear, benchmarked health check of your Simpro system - showing exactly where revenue, efficiency, and growth can be gained easily. We analyse your Simpro data and deliver a detailed, easy-to-understand Health Check Report
Simpro Consulting
Getting Simpro up and running is one thing, getting it working the way your business actually operates is another. Our consulting service is designed for businesses that want to get more out of their Simpro investment, whether that's streamlining workflows, fixing inefficiencies, or unlocking features you didn't know you had. We work with you directly to understand how your team operates, identify what's holding you back, and implement practical solutions that stick.
Simpro Training
Your Simpro system is only as effective as the people using it. Our staff training sessions are built around how your business actually uses Simpro, so your team learns what matters to them, not a generic walkthrough of every feature. Whether you're onboarding new staff, reinforcing best practices, or rolling out a process change, we deliver clear, practical training that builds confidence and gets everyone operating consistently from day one.
Simpro Custom Form Building
Take full control of your Simpro documents with custom-built quotes, invoices, and job forms in any layout you need. You choose exactly what data is pulled from Simpro and how it's displayed. No more fighting with rigid templates or lines spilling onto extra pages, since our forms remain fully editable after generation.
Simpro BI Reporting Dashboards
BI Reporting Dashboards built specifically for your reporting requirements. These dashboards turn your operational data into clear visual insights, so you can see job profitability, technician performance, quote conversion rates and more in one organised dashboard.
Simpro Catalogue Clean-Up
Our Catalogue Clean-Up Service identifies and archives redundant items in your catalogue, streamlining your system and improving performance. By keeping your catalogue lean and up to date, you’ll enjoy faster load times, more accurate pricing, and a smoother experience across your Simpro. It’s a simple, effective way to maintain a cleaner build without losing access to your historical data.
Simpro Implementation
Starting with a new system is a big investment, and how it's set up from day one makes all the difference. Our Simpro implementation service takes the stress out of getting started by ensuring your system is configured correctly, your data is migrated cleanly, and your team is ready to hit the ground running.
We handle the heavy lifting, from initial setup and workflow configuration through to data imports and staff onboarding, so you're not left piecing it together on your own. The result is a Simpro system built around your business from the start, not one you'll spend the next two years trying to fix.
We handle the heavy lifting, from initial setup and workflow configuration through to data imports and staff onboarding, so you're not left piecing it together on your own. The result is a Simpro system built around your business from the start, not one you'll spend the next two years trying to fix.
LANA Software Implementation
LANA is an AI-powered CRM designed specifically for tradies. It captures every customer lead, automates follow-ups, and integrates with your Job Management Software so nothing falls through the cracks. From quotes to invoices to Google reviews - LANA keeps your business running smoothly while you focus on the work that matters.
Our Team
Director and Senior Consultant
Software Consultant
Software Consultant
Software Consultant
Admin Coordinator
Testimonials
Media
Resources
Reviews
Simpro Expertise
Premium & Mobile
Data Feed
Maintenance Planner
Take-Offs
BI Reporting
Simpro Digital Forms / Form Builder
Industry Specialization
Electric
HVAC-R
Plumbing
Solar
Other
Security / Fire / Low-Voltage
Services Offered
Implementation / Professional Services
Business Coaching / Consulting
Regions Served
Australia
Partner Tier
Endorsements
Year Founded
2008
Years Working With Simpro
20
Simpro Expertise
Premium & Mobile
Data Feed
Maintenance Planner
Take-Offs
BI Reporting
Simpro Digital Forms / Form Builder
Industry Specialization
Electric
HVAC-R
Plumbing
Solar
Other
Security / Fire / Low-Voltage
Services Offered
Implementation / Professional Services
Business Coaching / Consulting
Regions Served
Australia
Partner Tier
Endorsements
Year Founded
2008
Years Working With Simpro
20
