Simpro Implementation & Training Specialists
Simpro Training + Operational Guidance, Tailored to How Your Business Really Works.
We align your system with your team, workflows, and growth goals — so Simpro becomes your strongest operational asset.
We align your system with your team, workflows, and growth goals — so Simpro becomes your strongest operational asset.
Description
Simpro Training + Operational Guidance That Fits Your Business.
Align your workflows, roles, and processes with how Simpro is built to perform — and unlock clarity, speed, and stronger results where it counts.
Align your workflows, roles, and processes with how Simpro is built to perform — and unlock clarity, speed, and stronger results where it counts.
• Free Simpro Health Checks
• Role-specific Zoom training
• Process optimisation for margin, invoicing, and visibility
• Role-specific Zoom training
• Process optimisation for margin, invoicing, and visibility
Results Group is here to make Simpro your operational advantage — not just your software.
Services
Simpro System Health Check
A free, live, in-platform review in Zoom — and led by a Results Group Business Systems Analyst. It’s designed to surface what’s working, what’s missing, and what’s holding you back.
- Based on your live jobs, data, and workflows
- Delivered via Zoom, no jargon
- Built to reveal misalignment, lost time, and missed margin
Whether you're clearing a backlog or scaling fast, this Health Check shows where your system needs backup.
Simpro Implementation & Training
New to Simpro? We’ll help you set it up right — first time.
Guided setup tailored to your workflows
Practical, hands-on training in your live system
Full-team onboarding: field, admin, ops & leaders
Ideal for first-time setups, new teams, or operational resets
Guided setup tailored to your workflows
Practical, hands-on training in your live system
Full-team onboarding: field, admin, ops & leaders
Ideal for first-time setups, new teams, or operational resets
We don’t just help you start — we help you build a system that works long after go-live.
Because the right setup isn’t just about starting strong — it’s about staying sharp as you grow.
Simpro Operational Training for Experienced Users
Already using Simpro — but running into inefficiencies, bottlenecks, or messy workarounds?
This advanced training is built for businesses ready to sharpen performance and get more out of their system.
This advanced training is built for businesses ready to sharpen performance and get more out of their system.
- Advanced feature training tailored to your workflows
- Workflow alignment across admin, ops, and field
- Live, role-specific Zoom sessions
- Built to improve speed, visibility, and consistency
We don’t deliver generic training — we help experienced Simpro teams streamline job flow and drive performance with clarity and control.
Simpro Pre-build Profit Optimisation
Transform quoting from reactive to strategic — with our proprietary Pre-Build Optimisation training designed to protect margin and improve quoting consistency.
What’s included:
- Margin visibility built into your pre-build structure
- Quoting consistency across admin, sales, and operations
- Hands-on take-off and pre-build setup sessions via Zoom
- Realignment of templates, catalogue use, and cost centres
Outcome:
More accurate quotes, faster approvals, and increased profit per job — with margin locked in from the start.
More accurate quotes, faster approvals, and increased profit per job — with margin locked in from the start.
Simpro Digital Forms & PDF Overlay Setup + Training
Custom-built Digital Forms and PDF Overlays — mapped to your workflows, branded for your business, and optimised for field use.
What’s included:
- Digital Forms setup + PDF Overlay mapping
- Auto-fill fields, signatures, photos, conditional logic
- Workflow-based configuration
- Live Zoom training for office + field
Outcomes:
- Faster form completion
- Cleaner data across jobs, sites, and customers
- Less admin, fewer errors
- Greater compliance and visibility
Customer Asset & Maintenance Planner Optimisation
We configure and optimise Simpro’s Maintenance Planner to align with your real-world preventative maintenance workflows — improving accuracy, automation, and reporting.
What’s included:
- Asset structure standardised across contracts and sites
- Auto job creation for preventative maintenance
- Standardised test procedures and failure points
- Quotes triggered from failed tests
- Audit-ready compliance reporting + full asset service histories
Outcomes:
- Less admin, stronger compliance
- No missed billables
- End-to-end quote → job → invoice reliability
Simpro Reporting Specialists
Simpro Reporting & Strategic Insights
We help Simpro-powered businesses cut through the noise and gain reporting clarity — training your team to focus on the reports that drive visibility, profitability, and operational control.
What’s included:
- Identification of key reports by role (owners, ops, admin, finance)
- Report alignment across departments
- Strategic thinking around reporting use
- Live training on accessing, filtering, and interpreting Simpro reports
Outcome:
Confident decision-making backed by meaningful, aligned, real-time reporting.
Confident decision-making backed by meaningful, aligned, real-time reporting.
Simpro BI Reporting
We configure Simpro BI Reporting dashboards and train your team to make smarter, faster, data-driven decisions — aligned to your business structure and goals.
What’s included:
- BI dashboard setup mapped to profit, efficiency, and compliance goals
- Dashboard alignment across owners, admin, ops, and finance
- Training to interpret trends, identify risks, and act with confidence
- Coaching that builds internal BI capability
Outcome:
Sharper strategy, stronger reporting, and faster business decisions — powered by the data you already collect in Simpro.
Sharper strategy, stronger reporting, and faster business decisions — powered by the data you already collect in Simpro.
Simpro Data Feed Training & Support
We set up, configure, and train your team on Simpro’s Data Feed — eliminating manual entry and enabling clean, real-time data flow across your platform.
What’s included:
- Email feed setup tailored to your suppliers and workflows
- Field mapping to ensure accurate, automated data capture
- Live Zoom training on setup, troubleshooting, and monitoring
- Feed audits to catch issues and optimise performance
Outcome:
Fewer errors. Less admin. More time for the work that matters — with reliable data automation you can trust.
Fewer errors. Less admin. More time for the work that matters — with reliable data automation you can trust.
Our Team
Founder Director
Founder and strategic force behind Results Group, Justin drives the vision, standards, and high-trust delivery our clients rely on. Every engagement reflects his commitment to quality, consistency, and results.
Known for: Vision-led growth. High-trust leadership. Raising the bar.
Senior Business Systems Analyst
Lead Business Systems Analyst and the first point of call for Results Group Health Checks and operational reviews. Michael identifies what’s holding your Simpro setup back — then maps a clear path to alignment, performance, and impact. Known for: Operational alignment. Deep Simpro insight. Straight-up solutions.
Head Trainer Simpro Premium Certified: Service Professional
Head Trainer and Simpro-certified specialist who transforms complexity into clarity. Roxy delivers practical, role-specific training that empowers teams across admin, ops, and management to use Simpro with confidence and consistency. Known for: Plain-English training. Capability uplift. Results that stick.
Systems Specialist Simpro Premium Certified: Service Professional
Simpro-certified implementation and reporting specialist with deep expertise in BI, Customer Assets, and Maintenance Planner. Ibben connects system setup with real-world business logic — so your back-end works the way your business does. Known for: Smart implementation. Data-backed decisions. Bulletproof workflows.
Trainer Systems Optimisation Specialist Simpro Premium Certified: Service Proffessional
Simpro-certified training specialist with a sharp focus on Pre-Build Profit Optimisation. Nigel delivers calm, practical guidance that helps teams shift from just using Simpro — to using it better. Known for: Smooth rollouts. Operational clarity. Quiet support with big impact.
Support Results Business Virtual Administrator Simpro Premium Certified: Service Proffessional
Simpro-certified and quietly essential, Gil leads our Results Business Virtual Administrators — stepping in post-delivery to support your team through the transition phase. She shadows daily ops, reinforces new workflows, and keeps your system running smooth behind the scenes. Known for: Reliable backup. Post-implementation support. Building team confidence without the overwhelm.
Testimonials
Media
Resources
Article 2: They Had Simpro — But Still No Margin Clarity.
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
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.
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:
They Had Simpro — But Still No Margin Clarity.
Article 3:Why Your Team Isn’t Using Simpro Properly — And How to Fix It
02 July 2025•2 min read
You rolled out Simpro. You mapped the workflows. You trained the team.
But week after week, you’re still chasing WhatsApp messages for updates.
Invoices still need double-checking before they go out.
And the quoting templates? They’re barely being used.
It’s not your team.
It’s not even the platform.
It’s the way it’s aligned with how your people actually work.
It’s not even the platform.
It’s the way it’s aligned with how your people actually work.
What We Hear from Business Owners Like You:
We’re constantly hearing the same things:
- “My techs keep using WhatsApp because it’s faster than Simpro.”
- “We still double-check invoices because we don’t trust the numbers.”
-
“Our admin re-enters data manually because it just doesn’t sync right.”
It’s not a people problem — it’s an alignment problem.
What if it Looked Like This Instead?
Imagine your job updates are done in real time, right inside Simpro.
Estimators are building quotes in minutes, not hours.
Admin trusts the data — no more double-handling.
And invoicing? It’s going out two days faster with total accuracy.
Estimators are building quotes in minutes, not hours.
Admin trusts the data — no more double-handling.
And invoicing? It’s going out two days faster with total accuracy.
How Businesses Like Yours Are Getting There:
We’ve walked through this with dozens of businesses. Here’s what they did:
- Realigned quoting templates: Built them with real tech input — not just theory.
- Mobile workflows simplified: One-click job updates; no more WhatsApp.
- Admin retrained with live data — in their own platform: They saw it working, and they believed it.
- Cost centres cut and streamlined: 17 bloated centres turned into 5.
-
BI Reports made relevant: Built around what the admin team and project managers actually want to see.
The Real-World Impact:
One business we worked with reduced invoicing time by 40 hours, cut admin double-checking by 30%, and finally trusted their numbers.
And now? Their team is running the business through Simpro — not around it.
The system’s not the bottleneck anymore. It’s the engine powering every decision they make.
And now? Their team is running the business through Simpro — not around it.
The system’s not the bottleneck anymore. It’s the engine powering every decision they make.
The Takeaway:
If your team isn’t using Simpro the way it was designed, it’s not their fault — and it’s not the platform’s fault.
It’s an alignment issue.
We can help you map Simpro to the way your team actually works — so everyone’s on the same page.
It’s an alignment issue.
We can help you map Simpro to the way your team actually works — so everyone’s on the same page.
Want to See What That Could Look Like in Your 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 walk through your setup and show you where alignment can unlock real change.
No fluff. Just facts. Just results.
Together, we’ll walk through your setup and show you where alignment can unlock real change.
Book your free session: https://www.resultsgroup.io/simpro_system_health_check
🌍 Learn more: www.resultsgroup.io
🌍 Learn more: www.resultsgroup.io
Why Your Team Isn’t Using Simpro Properly — And How to Fix It
Article 4: The Secret to Scaling Your Trade Business: Mastering Your Core Processes with Simpro
The Secret to Scaling Your Trade Business: Mastering Your Core Processes with Simpro
Mars makes 100 products from just three ingredients. Taco Bell? Over 90 menu items from just seven core components. The biggest companies don’t just add more - they master the essentials.
So, why are so many Simpro-powered operational service businesses treating their setup like a patch job instead of the engine to scale their operations?
If your system still feels bloated, complex, or built on workarounds - it’s not your fault. But it is your opportunity.
The Power of Core Ingredients
In fast-paced operations, simplicity scales. Global giants like Mars and PepsiCo thrive because they’ve figured out how to build more from less - focusing on refining and reusing a handful of ingredients to deliver consistently.
Simpro is no different. You don’t need every module firing. You need your core five tuned and bulletproof:
- Quoting
- Scheduling
- Job Management
- Invoicing
- Reporting
When these core processes are optimised and aligned, everything flows.
✅ Jobs move without bottlenecks
✅ Teams stop relying on spreadsheets
✅ Admin stops chasing numbers
✅ Visibility becomes real - not retrospective
✅ Teams stop relying on spreadsheets
✅ Admin stops chasing numbers
✅ Visibility becomes real - not retrospective
More isn’t better - better is better. Mastering the core is what drives real growth.
Why Most Simpro Users Miss This
We see it all the time in Simpro Health Checks:
- Multiple cost centres - some unused
- Pre-builds abandoned in favour of manual pricing
- Quotes built from scratch every time
- System set up once, never touched again
One client came to us struggling with speed and clarity. Their quotes were taking hours. Their cost centres were a mess. After simplifying their cost centre, quoting became 55% faster - and they actually started trusting the numbers.
Why does this happen? Because operational service businesses are scaling. Fast. And in the rush to keep up, systems grow in every direction without structure.
And when the core’s messy, everything else suffers.
How to Streamline Your Core Processes in Simpro
Here’s what core mastery looks like:
1. Quoting:
- Use structured pre-builds that reflect real-world delivery
- Eliminate ad hoc spreadsheets and manual calculations
- Simplify rate structures to match cost recovery logic
2. Scheduling
- Understand the multiple options available within your Scheduler
- Understand the necessity of why it is essential to keep the Scheduler flowing and not overlapping.
3. Job Management:
- Centralise communication inside Simpro
- Remove external side tools from your tech stack
- Configure status triggers that support field + admin flow
4. Invoicing:
Map your quoting directly to your invoicing - no more manual data entry or Excel triple-checks.
Map your quoting directly to your invoicing - no more manual data entry or Excel triple-checks.
- Align quotes to job to invoice without missing margin steps
- Train admin teams on why numbers matter - not just how to enter them
5. Reporting:
Focus on what matters:
- Focus on cash flow visibility, margin tracking, and job costing
- Build dashboards for your ops team - not just accountants
- Use BI graphical reporting to drive decision-making, not just data dumping
No more arbitrary data. Just numbers that make sense.
Real-World Success Story
One of our Simpro Health Check clients - a medium-sized electrical contractor - was scaling fast.
One of our Simpro Health Check clients - a medium-sized electrical contractor - was scaling fast.
But:
- Estimating was losing 5+ hours/week on quoting
- Invoices were being delayed by 2 days due to missing essential data
- Cost centres were bloated and confusing
After simplifying their cost structure, rebuilding pre-builds, and aligning invoicing to their actual delivery model:
- Estimating gained back 5+ hours/week in productivity & achieved 100% accuracy.
- Invoicing turnaround improved by 4 days
And best of all? They stopped second-guessing their numbers — and started using Simpro as a decision-making tool, not a job tracker.
The Takeaway: Don’t Add More - Do More with Less
Scaling doesn’t mean doing more. It means doing what matters better.
If your Simpro system feels complex, chaotic, or underutilised - the answer isn’t more features – it’s a stronger foundation.
Operational alignment is the secret to scale.
Let’s help you:
- Cut the fat
- Master your core
- Build a system that works for your business
Want to know if your Simpro setup is ready for real operational scale?
𝗚𝗿𝗮𝗯 𝗮 𝗙𝗥𝗘𝗘 𝗦𝗶𝗺𝗽𝗿𝗼 𝗛𝗲𝗮𝗹𝘁𝗵 𝗖𝗵𝗲𝗰𝗸 - a live, interactive, one-on-one session with Michael, your Business Systems Analyst at Results Group.
We’ll walk through your platform, live, and show you:
- Inconsistencies in your set-up
- Indicate your operations that are out of sync with your system workflows
- Opportunities to remedy the bottlenecks
Imagine this: Your time accountability tracking, is updated instantly. Invoicing is done two days faster. Reporting actually reflects real-time margins. That’s what mastery unlocks.
Learn more: www.resultsgroup.io
Operational mastery inside your Simpro is closer than you think!
The Secret to Scaling Your Trade Business: Mastering Your Core Processes with Simpro
Article 6: The System Was Supposed to Help - But It Made Things Harder. Here’s What Fixed It
They’d invested in the software. They had the team. They were ready to scale.
But a few weeks into trying to self-navigate Simpro, the cracks started showing.
The setup didn’t fit their workflow.
Their teams couldn’t see what jobs were where.
And admin was already burned out - before the first invoice even went out.
Their teams couldn’t see what jobs were where.
And admin was already burned out - before the first invoice even went out.
Sound familiar?
The Business Before
This was a well-established garden service business - servicing both commercial and residential clients. Multiple teams. Steady growth. Solid reputation. But behind the scenes? Chaos.
They were juggling financials, spreadsheets, and job info spread across texts and emails. Quotes took too long. Schedules changed by the hour, maintenance contracts weren’t mapped into Simpro, and communication breakdowns were daily.
They didn’t need more tech. They needed a system that matched how they actually worked.
The Simpro Setup... and the Stall
They signed up for Simpro with high hopes. But it quickly became overwhelming:
They had quoting, scheduling, invoicing - even asset tracking - switched on. But no structure to tie it all together. Supervisors were stuck in admin. Crew check-ins were a guessing game.
And the reports? Useless - because the data wasn’t aligned to reality. They weren’t seeing the return. Because the system wasn’t structured around them.
And the reports? Useless - because the data wasn’t aligned to reality. They weren’t seeing the return. Because the system wasn’t structured around them.
The Results Group Reset
That’s when they called us. At Results Group, we don’t just deliver Simpro training. We realign Simpro systems around how the business actually runs.
Here’s what we did:
- Built a multi-divisional setup inside a single Simpro instance
- Created workflows for team check-ins via supervisors
- Mapped operational structure for project/maintenance/irrigation/contracts
- Integrated their accounting software and supplier price lists
- Designed forms for quoting, pre-builds, invoicing
- Delivered training tied to actual daily operations
By the end of week one, the friction was gone. The platform finally fit.
The Payoff
With the right structure in place:
- Everyone used the same system
- Visibility improved from office to field
- Jobs and teams were trackable in real time
- Invoicing became seamless
- Admin could stop translating the system and start trusting it
Most importantly? They trusted their tools again.
Still Working Around the System?
If you’ve invested in Simpro but still feel like it’s making your job harder, the problem might not be the platform.
Book your Free Simpro Review Session: https://www.resultsgroup.io/simpro_system_health_check
A live, interactive, one-on-one session with Michael, your Senior Business Systems Analyst at Results Group.
We’ll walk through how your system’s set up, understand your operations, find the gaps, and show you what a realigned version could look like.
Let’s make Simpro work for you.
The System Was Supposed to Help - But It Made Things Harder. Here’s What Fixed It
Article 9: When Simpro's Working Against You: How One Operational Field Service Team Took Control
They had Simpro. But jobs were being misquoted, costs misfiled, and techs were rocking up late to the wrong site. They weren't new to Simpro.
In fact, they'd been running it for years—but it never really ran right. One system for quoting. Another for invoicing. Spreadsheets to double-check what Simpro should have been tracking. Workarounds piled on top of each other until no one trusted the data.
The ops manager was spending 2-3 hours a day chasing the same info. The admin team was constantly reacting—fielding panicked calls, chasing missing job info, and patching over process gaps on the fly. The team had stopped looking at reports entirely—because they knew they were off.
The ops manager was spending 2-3 hours a day chasing the same info. The admin team was constantly reacting—fielding panicked calls, chasing missing job info, and patching over process gaps on the fly. The team had stopped looking at reports entirely—because they knew they were off.
The software was switched on. But every job felt like a gamble—held together with crossed fingers, sticky notes, and late-night fixes. The team was juggling spreadsheets, hunting down paper purchases, jobs booked to the wrong site, and fixing mistakes that never should’ve happened in the first place.
That's when they called us. We didn’t turn up with a slideshow. We opened the system, asked the right questions, and got to work.
We spoke with their leadership team, their admin crew, and the people actually using the platform day-to-day—dispatch boards, job costing, scheduling dashboards, and reporting views that were meant to work together. We ran a full walkthrough of their system. Asked real questions—and got real answers.
And it was clear: The issue wasn’t with Simpro itself, the system wasn’t broken. The data was corrupted and the set up did not match business operations.
One of the senior techs had to print a job sheet, handwrite the updates, then scan it back in—just to mark the job complete. The system was live, but the setup was breaking the business.
Over time, the system had been bent to fit short-term fixes and Band-Aids. Different departments used it in different ways. No one had a single source of truth. Even the basics like job naming filters and cost centre alignment were tangled—leading to quotes misfiled under the wrong jobs, cost overruns no one saw coming, and scheduling errors that left crews turning up late or to the wrong site.
Our proposal?
A full Simpro rebuild—in a new system, with their data and operational requirements built into the setup.
No sales pitch. No tech jargon. Just straight-up, sleeves-rolled-up fixes. Just focused, technical implementation that maps software to how the business actually runs.
We:
- Ran deep-dive interviews with each function (sales, admin, scheduling, technical, finance)
- Rebuilt their naming filters and job structures from the ground up
- Trained every user role to use the system consistently
- Set up clean cost centre and phase reporting
- Integrated Simpro with their finance system properly—so manual re-entry stopped overnight
- Provided a full set of Standard Operating Procedures for each function in Simpro, tailored for their business.
This wasn’t a quick patch. It was a big, complex project that required technical precision and a deep understanding of how their business operated on the ground.
We needed time to understand how the business actually ran.
And the business operational and technical know-how to rebuild Simpro around their reality.
What changed? This is where it gets good.
Quotes that used to sit in drafts for days? Now they’re sent same-day— no more email tennis. Purchase Orders that were paper are now actioned by their Simpro suite of features. Invoices that used to slip through the cracks? Out on time. Paid on time.
The ops manager isn’t trawling inboxes anymore. He’s working from one source of truth – and so is the whole team.
They trust the data. They trust the system. They trust each other. There’s no more double-handling. No more mismatched job records. No more second-guessing every number.
They’re not babysitting the platform. They’re actually running the business. No more backend drama causing frontline chaos. The team’s now running Simpro—not the other way around.
They’re not second-guessing their software. They’re scaling with it. What we heard from them was clear: for the first time, they felt calm, clear, in control. With the correct setup they got their time back. Their trust back. Their sanity back.
And now? They’re winning work they would’ve fumbled before. They’re onboarding faster. They’re growing without growing the mess.
If you’re living with a "live but broken" Simpro setup… maybe it’s time. For a real fix.
You don’t need more software. You need the one you’ve got—finally working like it should.
Want to know what your Simpro’s really doing behind the scenes?
Let’s talk.
Let’s talk.
Book a free Health Check with Michael, our Senior Business Systems Analyst. He’ll walk through your live system, flag what’s working, what’s broken, and what’s possible—so you can finally make Simpro work like it should.
https://www.resultsgroup.io/simpro_system_health_check
https://www.resultsgroup.io/simpro_system_health_check
When Simpro's Working Against You: How One Operational Field Service Team Took Control
Article 16: You’ve Got Simpro. So Why Does Running Your Business Still Feel Like a Scrapheap of Systems?
And no, it’s not just you. You made the jump. Simpro’s in. The quoting, scheduling, and invoicing are happening. The team’s finding their rhythm.
You’re juggling too many tools. Quoting’s half in Simpro, half in spreadsheets. The schedule’s digital but the whiteboard’s still doing overtime. The team’s adapting but admin’s piling up, and nothing flows clean. You’re chasing paperwork. Jobs are slipping through. Margins are hit-and-miss. And the admin? Still takes too damn long.
Let’s be real, this isn’t a tech problem. It’s a fit problem. This isn’t about effort, you’re all in. It’s about alignment. Your Simpro isn’t broken, it’s just not yours yet. You don’t need a new system just one that fits the way you really operate.
Because when Simpro feels clunky or hard to trust, it’s usually because it hasn’t been configured to suit your workflows, your team, or your daily pressures.
We see it all the time:
- Quotes built in Simpro… finalised in spreadsheets
- Scheduling’s in the system… but also on the office whiteboard
- Invoices printed out — because no one fully trusts the data
You’re stuck in the middle with a business and a system that don’t line up.
It’s not broken. But it’s not working for you either. That’s where the gap is.
And that’s what we fix.
It’s not broken. But it’s not working for you either. That’s where the gap is.
And that’s what we fix.
Why owners like you reach out:
Let’s be clear, the people we work with aren’t failing. They’re just wearing too many hats. They’re on the tools in the morning and chasing quotes at night. They’re proud of what they’ve built but they’re hitting a ceiling. They’ve got the right software but the wrong configuration. And they’re not after sales spin. They just want help that makes sense from someone who speaks their language and gets it done properly. That’s where we come in.
Let’s be clear, the people we work with aren’t failing. They’re just wearing too many hats. They’re on the tools in the morning and chasing quotes at night. They’re proud of what they’ve built but they’re hitting a ceiling. They’ve got the right software but the wrong configuration. And they’re not after sales spin. They just want help that makes sense from someone who speaks their language and gets it done properly. That’s where we come in.
What we do (and how it helps you):
We don’t throw more features or theory your way. We work inside your Simpro setup and inside your business.
Here’s how:
- We configure Simpro to match how your business actually runs.
- We clear the clutter so quoting, scheduling, and invoicing just flow.
- We map workflows so the team moves in sync — not sideways.
- And yes, we train your crew in plain English — using your jobs, your pricing, your priorities.
What Starts to Shift:
Once your setup fits your real-world operations, everything clicks:
- Quotes go out in minutes because pre-builds and pricing actually match how you quote.
- Scheduling runs smoothly with the right jobs loaded in the right order, no more manual juggling.
- Jobs get actioned properly because the team has clarity and the system supports the flow.
- Admin eases off because the data flows clean between quoting, scheduling, and invoicing.
- Margins become visible because job costing is finally accurate, consistent, and up to date.
- You get time back because the system’s doing the heavy lifting, and you're not constantly fixing things.
- You make better decisions because the numbers make sense, and the picture’s finally clear.
It’s not magic. It’s just alignment. No overwhelm. No jargon. Just real structure that supports your business.
We don’t sell software. We align it to your world. We don’t pretend every business should run the same way. We align your Simpro to your world — so you can:
- Stop firefighting and start leading
- Trust your tools again
- Get off the tools sooner, (if that’s your goal)
- And know Simpro is finally working for you, not against you.
You’re closer than you think!
You’ve already got the tool — Simpro.
You’ve already got the work.
You’ve already got the team.
You’ve already got the tool — Simpro.
You’ve already got the work.
You’ve already got the team.
Now it’s time to make Simpro fit, so the system supports the business, not the other way around.
You don’t need a new direction. You just need clarity, alignment, and a setup that reflects how you really work.
That’s what we do. And if you’re ready, we’ll do it with you. Let’s make your Simpro work for you.
This isn’t about “using more features.” It’s about shaping a setup that’s clean, simple and yours.
You’re not far off. You just need the right help to bring it together.
Not for hype. Not for hand-holding. But for help that finally lands.
You’ve already got Simpro. Let’s make it work the way you do.
Book a free Simpro System Health Check with me:
https://www.resultsgroup.io/simpro_system_health_check
https://www.resultsgroup.io/simpro_system_health_check
We’ll walk through your live system together, flag what’s working, what’s not, and what’s possible—and show you what it looks like when your setup actually fits how you operate.
It’s your business. Let’s make Simpro fit it, not the other way around.
You’ve Got Simpro. So Why Does Running Your Business Still Feel Like a Scrapheap of Systems?
Reviews
FAQ
Absolutely. Many of our clients come to us before they go live, and it’s a smart move.
Our Simpro Implementation & Training process helps you set up:
Our Simpro Implementation & Training process helps you set up:
· Quoting workflows
· Job templates
· Invoicing rules
· Catalogue imports
· Team-specific training
Your system set up will now match your business, not the other way around.
Even if you're already using Simpro, chances are your system isn’t fully aligned with how your business actually operates.
Our free Simpro System Health Check is a live, one-on-one session with Michael, your Business Systems Analyst, designed to uncover exactly where your platform is out of sync with your day-to-day operations.
Our free Simpro System Health Check is a live, one-on-one session with Michael, your Business Systems Analyst, designed to uncover exactly where your platform is out of sync with your day-to-day operations.
What makes it different?
- We work inside your live Simpro platform, not from a checklist
- We assess setup gaps, inefficiencies, missed features, and broken workflows
- We listen to your team’s challenges and tailor recommendations to your real-world goals
- We highlight underused tools and areas that could unlock profitability and visibility
- We deliver clear, actionable fixes, not generic advice
At the end, you’ll receive a structured proposal with personalised recommendations and the option to continue with hands-on technical and operational training that brings your Simpro platform into alignment with your business.
As one client put it: “This isn’t about learning Simpro, it’s about making Simpro fit us.”
Book your FREE Health Check with Michael Hunt our Senior Business Systems Analyst, no pressure, just real insight:
https://www.resultsgroup.io/simpro_system_health_check
As one client put it: “This isn’t about learning Simpro, it’s about making Simpro fit us.”
Book your FREE Health Check with Michael Hunt our Senior Business Systems Analyst, no pressure, just real insight:
https://www.resultsgroup.io/simpro_system_health_check
That’s what our free Simpro System Health Check is for.
We assess:
We assess:
- Setup gaps
- Feature underuse
- Workflow misalignments
- Operational and Business alignment
- Reporting reliability
You’ll walk away with a clear picture of what’s working, and what’s holding your team back.
Book your free Simpro Health Check with Michael Hunt your Senior Business Systems Analyst, no pressure, just real insight:
https://www.resultsgroup.io/simpro_system_health_check
Book your free Simpro Health Check with Michael Hunt your Senior Business Systems Analyst, no pressure, just real insight:
https://www.resultsgroup.io/simpro_system_health_check
Simpro training helps you understand the platform, our specialised technical and business operational training helps you apply it inside your actual business.
We train live, in your Simpro system, with your workflows, quoting structures, and team roles in mind. We align your setup to how your business actually operates.
We train live, in your Simpro system, with your workflows, quoting structures, and team roles in mind. We align your setup to how your business actually operates.
- Live Zoom delivery
- Hands-on application in your environment
- Operational + technical insight from real operational service business specialists
We don’t teach theory. We help you make your Simpro perform in line with your actual business operations.
No. We go beyond feature training, we deliver operational business alignment.
We train your team inside your platform setup, fix workflow gaps, refine processes, and help admins, ops managers, techs and owners actually use Simpro to run the business.
We train your team inside your platform setup, fix workflow gaps, refine processes, and help admins, ops managers, techs and owners actually use Simpro to run the business.
Simpro’s Help Guide is great for features and menus. But it can’t tell you:
- If your quoting structure is leaking margin
- If your reports are showing the right numbers
- If workflows are holding your team back
That’s where we come in.
Our proprietary technical training focuses on business operational alignment, adoption, and outcomes, not just menus and how-to’s.
Yes, and it’s more common than you think.
The issue often isn’t your team, it’s your system setup.
Our Operational Training realigns your system with your workflows, so your team finally trusts and uses the platform, not workarounds.
The issue often isn’t your team, it’s your system setup.
Our Operational Training realigns your system with your workflows, so your team finally trusts and uses the platform, not workarounds.
Our proprietary Prebuild Profit Optimiser training structures your quotes for speed, clarity, and margin control.
We help you:
We help you:
- Standardise labour and materials
- Build margin-based quote structures
- Eliminate double-handling and rework
- Empower junior team members to quote confidently
Yes, through our Simpro Reporting Specialists Training.
We teach you:
We teach you:
- Which reports actually matter
- How to build dashboards that drive decisions
- How to align visibility across roles (owner, admin, ops)
It’s not just about what you report on, it’s about reporting what moves the needle.
We don’t just set up forms, we embed them into your field operations.
- Customised digital form builds
- Drag-and-drop PDF overlays
- Live Zoom training for admin + field teams
- Digitisation of job sheets, safety forms, reports and more
If it’s a PDF, we can digitise it and train your team to use it with confidence.
Only if it’s set up right, and that’s where we come in.
We help you:
We help you:
- Rebuild job workflow structure
- Align quoting with margin visibility
- Ensure reporting reflects reality
- Streamline admin → field → invoicing
You’re not the problem, your setup is.
Let’s fix that.
Workarounds are a sign your system isn’t working for your team.
We fix that.
We fix that.
Our Operational Training helps by:
- Simplifying job stages
- Aligning cost centres
- Making reports clear + accurate
- Removing quoting/invoicing duplication
When your system fits your business, those spreadsheets disappear.
That’s one of the top reasons people call us.
We show you what’s possible in your Simpro environment, and train your team to confidently use:
We show you what’s possible in your Simpro environment, and train your team to confidently use:
- Quoting
- Scheduling
- Invoicing
- Reporting
- Profit visibility
Clients typically see:
- 30–50% reduction in admin rework
- Faster quoting + cleaner job costing
- Reduction in time between job completion and invoicing
- Clearer reporting + financial visibility
- Smoother job lifecycle workflows
We don’t offer magic, just proven, practical alignment that makes Simpro work for real-world businesses.
Yes, and chances are, we already work with businesses just like yours.
At Results Group, we are Simpro Job Management Software Technical & Business Operational Training Specialists. We work specifically with the broader Operational Services Industry, helping teams use Simpro to its full potential, not just technically, but operationally.
We support businesses that rely on quoting, scheduling, field teams, admin workflows, and job-based service delivery, from single-company setups to complex, multi-branch and multi-entity organisations.
At Results Group, we are Simpro Job Management Software Technical & Business Operational Training Specialists. We work specifically with the broader Operational Services Industry, helping teams use Simpro to its full potential, not just technically, but operationally.
We support businesses that rely on quoting, scheduling, field teams, admin workflows, and job-based service delivery, from single-company setups to complex, multi-branch and multi-entity organisations.
We regularly work with:
- Plumbing & Drainage
- Electrical & Automation
- HVAC, Fire & Security
- General Contracting & Maintenance
- Landscaping, Irrigation & Grounds
- Marine Services & Marine Electrical
- Compliance Services (WOFs, Fire, Safety)
- CCTV, Alarms & Access Control
- Operational Retail (Service-based)
- Facilities & Asset Management
- Inspection & Certification Providers
- Mobile Field Services & Multi-site Operators
- Warehouse Management
Whether you’re quoting projects, managing teams across regions, or scaling up and things are getting messy, we bring the structure, clarity, and training to get Simpro working the way your business actually runs.
If your business delivers a service, manages jobs, and needs clarity across admin, ops and field, we’ve got you covered.
Endorsements
Regions Served
Australia
Canada
New Zealand
UK & Ireland
United States
Services Offered
Custom Development / Integration
Data Migrations
Implementation / Professional Services
Virtual Assistant
Other
Simpro Expertise
Data Feed
Maintenance Planner
Premium & Mobile
Simpro Digital Forms / Form Builder
Take-Offs
BI Reporting
Industry Specialization
Electric
Security / Fire / Low-Voltage
HVAC-R
Plumbing
Solar
Other
Partner Tier
Year Founded
2024
Years Working With Simpro
10
Endorsements
Regions Served
Australia
Canada
New Zealand
UK & Ireland
United States
Services Offered
Custom Development / Integration
Data Migrations
Implementation / Professional Services
Virtual Assistant
Other
Simpro Expertise
Data Feed
Maintenance Planner
Premium & Mobile
Simpro Digital Forms / Form Builder
Take-Offs
BI Reporting
Industry Specialization
Electric
Security / Fire / Low-Voltage
HVAC-R
Plumbing
Solar
Other
Partner Tier
Year Founded
2024
Years Working With Simpro
10
