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Achieve end-to-end field service management with simPRO. More than 5,500 service, project and maintenance businesses trust simPRO for quotes, scheduling, dispatch, invoicing, payments, inventory management and more.
Overview

simPRO is a leading field service management solution for service, maintenance and project contractors. Connect the office to the field, deliver exceptional customer service and gain invaluable insights with automated processes, streamlined workflows and in-depth business reporting. simPRO is a complete job management solution with features including job tracking, quotes, estimates, scheduling, timesheets, invoices, purchase orders, mobile payments, inventory management, data automation, reporting and more.

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simPRO + Xero

simPRO includes a seamless Xero integration to help you eliminate manual data entry, keep your finances accurate and save time cross-referencing transactions.

Using the simPRO Accounting Link you can quickly transfer

  • Customer, supplier and contractor contacts, invoices and credits
  • Timesheets (Australia, New Zealand, United Kingdom and Ireland)
  • Supplier invoices
  • Payments
  • CIS/RCT payments (United Kingdom and Ireland)
  • Inventory journals

Optimise your processes with quick two-way syncing between simPRO and Xero.

Reviews & ratings

3.8
47 Reviews
5 star
(56%)
4 star
(12%)
3 star
(10%)
2 star
(2%)
1 star
(20%)
ZM
Zane Mirfin
Posted
The best part about Simpro software are the staff. The staff are awesome and we have always had first class service and attention from anyone we have encountered along our Simpro journey. Messages are always returned promptly and there is always a smile on the other end of the 0800 Simpro phone line. Well Done Simpro. We appreciate it! Zane Mirfin, Absolutely Water Ltd, March 27, 2019
NK
Nicholas Kern
Posted
DOES NOT WORK WELL WITH XERO simpro tries to force you to use them solely for everything except final accounting. They "integrate" with xero by only sending the invoice amount, tax inclusive to xero with the job number. That's IT. It doesn't send line items for the invoice, to xero, it doesn't send notes from timesheets to xero, it doesn't send anything to xero other than the total price (tax inclusive) and the job number. IT doesn't even talk to xero to get the next invoice number, you tell simpro what invoice number your up to and it goes off of that. But if you have recurring bills setup in xero then simpro does not check and now you have duplicate invoices. Do you use invoice markers in Xero, I use "INV-XXXX" but simpro doesnt allow for that so simpro will only use the "XXXX" you need to manually sync simpro to xero every time you want to send data back and forth. It does not do it automatically. I use another xero addon to automatically email billing notices to customers, to automatically apply late fees, to send monthly statements, and to provide a payment portal where they can make payments with their credit cards, and I have a credit card processor attached to it to. Simpro tries to force you to use them for credit card processing, they have no automated capacities to email late notices to customers, you cant bring your own payment processor, you need to do everything manually with them. Because they dont work well with xero, i need to manually recreate every invoice in xero from simpro, manually copy and paste all the line items, all the prices, all the text. Simpro is trying to do too much and it shows with a less than ideal product. They should let xero do what xero is good at, and they should focus on what they are good at, which is estimating, quoting, jobs, and scheduling. Dont be greedy and let xero do all the invoicing and accounting work.
DM
Danielle Mueller
Posted
I've been using Simpro for the past 5 years now and found it to be an extremely valuable tool for our business. I recently implemented in our new business and have started using the XERO integration. I am extremely happy with the seamless integration to XERO, it saves so much administration time. Highly recommend SimPRO.
Additional info

Shared data

Xero
simPRO
Accounts
Contacts
Credit Notes
Invoices
Manual Journals
Payments
Tax Rates
Tracking Categories

App details

Added in 2010

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughIntegration walkthrough

Contact

1300 139 467

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