simPRO vs Dynamics 365 Field Service

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Our analysts compared simPRO vs Dynamics 365 Field Service based on data from our 400+ point analysis of Field Service Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

simPRO is a comprehensive software solution designed to streamline field service management for businesses, particularly those in industries such as electrical, plumbing, HVAC, and security. It is best suited for trade and service businesses looking to optimize their operations, from scheduling and dispatching to invoicing and reporting. One of the key benefits of simPRO is its ability to enhance efficiency and productivity by automating routine tasks and providing real-time insights into business performance. Popular features include job management, customer relationship management (CRM), inventory management, and financial tracking, which collectively contribute to improved project management and customer satisfaction. When compared to similar products, users often highlight simPRO's user-friendly interface and the depth of its features, although pricing considerations, such as its range and per unit criteria, can vary and should be evaluated based on the specific needs of a business. Payment for simPRO typically follows a subscription model, offering flexibility and scalability to users.

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Dynamics 365 Field Service streamlines field operations for organizations dispatching technicians to customer locations. Its core functionality revolves around work order management, scheduling, resource optimization, and mobile enablement for technicians. This cloud-based solution caters best to mid-sized and large enterprises in service-oriented industries like field engineering, facilities maintenance, and pest control. Key benefits include improved scheduling efficiency, reduced operational costs, and enhanced customer satisfaction. Popular features encompass real-time technician tracking, knowledge base integration, and remote assistance capabilities. User reviews within the field service management domain generally praise its comprehensive feature set, ease of use, and robust reporting capabilities. However, some users cite limitations in customization options and integration with non-Microsoft products. Pricing typically follows a tiered subscription model based on the number of users and desired functionality. Expect costs to range from mid-four figures to several thousand dollars per month.

Pros
  • Intuitive interface
  • Robust scheduling
  • Mobile app for techs
  • Seamless customer portal
  • Powerful reporting tools
Cons
  • Limited customization
  • Integration challenges
  • Steeper learning curve
  • Potentially costly add-ons
  • Complex pricing structure
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$30/User, Monthly
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$40/User, Monthly
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Boost Revenue: Gain customers with quoting and estimating capabilities that offer smarter estimations and facilitate real-time quote sharing. 
  • Increase Profit Margins: Boost profit margins for individual jobs using a digital labor calculator that utilizes predefined labor rates for labor efficiency calculations. Ensures profitability by accounting for estimated labor, job difficulty ratings and time allowances. 
  • Streamline Asset Maintenance: Accurately forecast labor requirements for asset servicing up to a year in advance using the maintenance planner. Improves asset life through effective capture, saving and sharing asset test readings and quote defects. 
  • Save Time: Reduce manual work and focus on core business areas with automated data processing. Monitor from multiple sources such as website forms and emails. Collect important business information using customizable forms without manual intervention. 
  • Make Informed Decisions: Promote strategic decisions based on in-depth insights, data visualization and trends from actionable standards and comprehensive reporting. 
  • Improve Business Transparency: Leverage GPS-powered fleet tracking capabilities to monitor vehicle movement, location and driver activity. Ensures asset safety and discourages vehicle idling using geofencing that alerts admin whenever vehicles cross defined parameters. 
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  • Enhanced Customer Satisfaction: Improve resolution times, first-time fix rates, and overall service quality consistency through optimized scheduling, real-time technician tracking, and seamless communication channels. Empower customers with self-service options and proactive communication for greater transparency and control.
  • Optimized Field Operations: Streamline work order management, scheduling, and dispatching processes to ensure the right technicians arrive at the right place with the right tools and knowledge. Reduce travel time and costs through intelligent routing and scheduling algorithms.
  • Increased Technician Productivity: Empower field technicians with a mobile-first experience, providing access to work orders, customer information, knowledge base resources, and remote assistance capabilities on their mobile devices. Improve first-time fix rates through guided workflows and knowledge sharing tools.
  • Improved Resource Utilization: Maximize technician productivity and reduce downtime by optimizing schedules, matching skills to tasks, and managing inventory levels effectively. Track asset utilization and maintenance needs to proactively address potential issues and maximize asset lifespan.
  • Reduced Operational Costs: Streamline processes, minimize travel expenses, optimize resource allocation, and reduce overtime costs through efficient scheduling and dispatching. Minimize equipment downtime and extend asset lifespan through proactive maintenance and inventory management.
  • Enhanced Data-Driven Insights: Gain visibility into key performance indicators, identify areas for improvement, and make data-driven decisions to optimize field operations. Leverage predictive analytics to forecast demand, anticipate resource needs, and proactively address potential service issues.
  • Improved Compliance and Safety: Ensure adherence to industry regulations, safety standards, and service level agreements through automated compliance checks and audit trails. Improve technician safety through real-time location tracking and emergency assistance capabilities.
  • Seamless Integration with Microsoft Ecosystem: Connect seamlessly with other Microsoft Dynamics 365 applications, including CRM, Finance, Supply Chain Management, and Customer Service, for a unified view of customer data and business processes.
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  • Estimates and Quotes: Integrates quotes with job management and allows online quote sharing and acceptance. Run quote status reports to review real-time quote status while applying data range filters. Automatically estimates using pre-set labor costs, synchronized vendor catalogs, auto-populated customer details and pre-build assemblies. 
  • Schedules and Dispatches: Leverage smart scheduling to schedule and dispatch staff for specific assets, job types and customers. Schedule service based on zones, maps and routing insights. 
  • Invoice and Payments: Automate invoicing for recurring tasks and payment processing using Square. Data feed tools help extract cost data from the document and automatically populate the invoices. 
  • Accounting Integrations: Provides seamless integration with accounting solutions such as Xero, QuickBooks Online and Netsuite. Streamlines data processing and end-to-end workflows. Directly import vendor, customer and employee information, including payment terms, from the accounting system through an import link. 
  • Mobile Support: Use a cloud-based mobile app to edit or create new jobs, track time, generate quotes, record job data, process payments and capture images and e-signatures. Field service technicians can record notes and access compliance and safety audits. 
  • Fleet Tracking: Monitor vehicle movement through driver activity reports and advance scheduling capabilities. Includes live GPS tracking, travel replays, perimeter definition and schedule alerts with geofencing. 
  • IoT: Track environmental changes and asset failures with managed assets via connected hardware support. Remote asset and environment monitoring helps sustain correct temperatures, prevent flooding risks, ensure building wellness and track equipment current flow. 
  • Inventory Management: Includes real-time warehouse management and inventory control. Monitor and manage material, run digital inventory counts, assign items to individual jobs and manage storage and warehousing locations. 
  • Portals: Request, view and share information with contractors, employees and customers. Offers dedicated portals for customers, employees and contractors to log in and access their information, schedules, labor hours and pending jobs. 
  • Data Automation: Replace manual data entry with automation capabilities through Zapier integration. Offers integration with third-party and accounting applications. Customize essential workflow documents with invoicing, lead capture, testing and quoting templates. 
  • Take-Offs: Upload, sketch and change electronic plans and estimates. Utilize take-offs and update projects, jobs and quotes from any site. 
  • Third-Party Integrations: Integrates with Xero, TSheets, Taxify, SyncEzy, Square, Podium, Dokkit and Gmail. 
  • Add-Ons: Offers several add-ons, including data feed, eForms, SMS, VoIP, maintenance planner, IoT and take-offs. 
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  • Work Order Management: Create, prioritize, assign, and track work orders, including customer information, asset details, service history, and required tasks.
  • Scheduling and Dispatch: Optimize technician schedules based on skills, availability, location, and job requirements, leveraging intelligent routing and scheduling algorithms.
  • Mobile App for Technicians: Empower field technicians with access to work orders, customer information, inventory, knowledge base, and remote assistance tools on their mobile devices.
  • Customer Portal: Provide customers with self-service options to create service requests, track service status, view service history, and communicate with technicians.
  • Inventory Management: Track parts and supplies, manage inventory levels, and automate replenishment processes to ensure technicians have the right parts on hand.
  • Asset Management: Track asset location, maintenance history, and performance data for proactive maintenance and efficient asset utilization.
  • Knowledge Base: Provide technicians with access to a centralized knowledge base of troubleshooting guides, best practices, and product information.
  • Remote Assistance: Enable experienced technicians or experts to remotely assist field technicians through video calls, augmented reality, and real-time data sharing.
  • Analytics and Reporting: Gain insights into key performance indicators, track trends, and identify areas for improvement with customizable reports and dashboards.
  • Integration with Microsoft Ecosystem: Integrate with other Microsoft Dynamics 365 applications, Office 365, and Azure for a unified view of customer data, business processes, and field operations.
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Product Ranking

#71

among all
Field Service Management Software

#10

among all
Field Service Management Software

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Analyst Rating Summary

84
86
100
84
83
84
87
90
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Billing and Invoicing
Mobile Capabilities
Reporting and Dashboards
Technician and Contractor Management
Work Order Management
Scheduling
Inventory Management
Work Order Management
Equipment and Asset Management
Mobile Capabilities

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

simPRO
Dynamics 365 Field Service
+ Add Product + Add Product
Billing And Invoicing Customer Management Dispatching Equipment And Asset Management Inventory Management Mobile Capabilities Reporting And Dashboards Routing Scheduling Technician And Contractor Management Work Order Management 100 83 87 80 74 100 100 62 71 95 91 84 84 90 98 99 93 76 84 100 92 99 0 25 50 75 100
100%
0%
0%
88%
0%
12%
78%
0%
22%
78%
11%
11%
88%
0%
12%
88%
13%
-1%
71%
14%
15%
100%
0%
0%
75%
0%
25%
100%
0%
0%
100%
0%
0%
91%
0%
9%
100%
0%
0%
78%
0%
22%
63%
0%
37%
75%
13%
12%
71%
0%
29%
100%
0%
0%
92%
0%
8%
92%
0%
8%
88%
0%
12%
100%
0%
0%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

45%
0%
55%
45%
0%
55%

User Sentiment Summary

Great User Sentiment 233 reviews
Great User Sentiment 4556 reviews
84%
of users recommend this product

simPRO has a 'great' User Satisfaction Rating of 84% when considering 233 user reviews from 2 recognized software review sites.

85%
of users recommend this product

Dynamics 365 Field Service has a 'great' User Satisfaction Rating of 85% when considering 4556 user reviews from 5 recognized software review sites.

n/a
4.6 (21)
n/a
3.9 (133)
4.2 (115)
n/a
4.2 (118)
4.3 (3815)
n/a
4.4 (18)
n/a
4.0 (569)

Awards

SelectHub research analysts have evaluated simPRO and concluded it earns best-in-class honors for Billing and Invoicing, Mobile Capabilities and Reporting and Dashboards.

Billing and Invoicing Award
Mobile Capabilities Award
Reporting and Dashboards Award

SelectHub research analysts have evaluated Dynamics 365 Field Service and concluded it earns best-in-class honors for Inventory Management, Scheduling and Work Order Management.

Inventory Management Award
Scheduling Award
Work Order Management Award

Synopsis of User Ratings and Reviews

Streamlined Workflows: simPRO can automate routine tasks like scheduling jobs, dispatching technicians, and generating invoices, which helps businesses save time and improve efficiency.
Improved Communication: The platform offers features such as real-time messaging and customer portals, which can help businesses improve communication with both their employees and customers.
Enhanced Visibility: simPRO provides businesses with real-time data and insights into their operations, which can help them make better decisions and improve their overall performance.
Mobile Access: With simPRO Mobile, technicians can access job information, update job status, and communicate with the office from their smartphones or tablets, even in remote locations.
Integrations: simPRO integrates with a variety of other business software, such as accounting and CRM systems, which can help businesses streamline their operations and improve data accuracy.
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Improved Efficiency: Streamlined scheduling, dispatching, and mobile tools boost technician productivity and reduce job completion times.
Enhanced First-Time Fix Rates: Access to knowledge bases, customer history, and remote diagnostics enable technicians to resolve issues quickly and accurately.
Reduced Operational Costs: Optimized scheduling, improved first-time fix rates, and streamlined workflows minimize travel costs and resource utilization.
Improved Customer Satisfaction: Real-time visibility, proactive communication, and efficient service delivery enhance customer satisfaction and loyalty.
Data-Driven Insights: Comprehensive reporting and analytics provide valuable insights to optimize field service operations and make informed decisions.
Scalability and Flexibility: The cloud-based platform adapts to changing business needs and integrates seamlessly with other Dynamics 365 applications.
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Steep Learning Curve: The extensive features and functionalities can be overwhelming for new users, requiring significant time investment to master the platform effectively.
Customization Challenges: While simPRO offers customization options, they can be complex and may necessitate assistance from the support team or additional development work, potentially incurring extra costs.
Mobile App Limitations: The mobile app's functionality may not fully mirror the desktop version, leading to potential inconveniences for field technicians who rely on mobile access.
Cost Considerations: simPRO's pricing structure, particularly for larger teams or businesses with extensive needs, can be a significant investment, potentially exceeding budgets for smaller operations.
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Learning Curve: The initial setup and user training can be complex for some organizations.
Cost: The subscription fees and potential implementation costs can be high for smaller businesses.
Integration Challenges: Integrating Dynamics 365 Field Service with existing systems can be time-consuming and require technical expertise.
Limited Customization: While customizable, some users report limitations in tailoring the platform to their specific needs.
Reporting Complexity: Generating comprehensive reports can be challenging for users unfamiliar with the platform's reporting tools.
Mobile App Issues: Some users have reported occasional bugs and performance issues with the mobile app.
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simPRO has garnered positive feedback for its comprehensive features and user-friendly interface. Users appreciate its ability to streamline field service operations, from scheduling and dispatching to inventory management and reporting. The software's flexibility allows it to adapt to various business needs, making it suitable for industries such as construction, manufacturing, and healthcare. simPRO's reporting capabilities have been particularly praised, enabling businesses to gain valuable insights into their operations and make data-driven decisions. Compared to competitors, simPRO is often seen as a more affordable option without compromising on functionality. Users have noted that it offers a comparable feature set to more expensive software, making it a cost-effective solution for businesses of all sizes. The software's ease of use is another advantage, as it reduces the learning curve for new users and allows teams to quickly adopt the platform. However, some users have mentioned that simPRO's mobile app could benefit from further improvements to enhance its functionality and user experience. simPRO is well-suited for businesses seeking a comprehensive and affordable field service management solution. Its user-friendly interface, robust features, and reporting capabilities make it an ideal choice for organizations looking to optimize their field service operations and improve overall efficiency. The software's flexibility and scalability also make it suitable for businesses of all sizes and across various industries.

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User reviews of Dynamics 365 Field Service paint a picture of a powerful, cloud-based field service management tool with plenty to offer. Its integrated ecosystem with other Microsoft solutions and seamless mobile experience win praise, alongside its ability to boost efficiency and first-time fix rates. Scheduling, dispatching, and real-time updates keep everyone informed, while access to customer history and knowledge bases empower technicians. This translates to happier customers and lower operational costs, which users value greatly. However, the initial setup and learning curve can be steep, especially compared to competitors like Salesforce Field Service. Some users also find the customization options limited, particularly for niche needs. Integration with existing systems can be complex, and occasional mobile app hiccups can be frustrating. Despite these drawbacks, many users believe Dynamics 365 Field Service's strengths outweigh its weaknesses, particularly for larger organizations who can leverage its deep integration with the Microsoft suite. For those seeking a user-friendly solution with out-of-the-box capabilities, other options might be more suitable. Ultimately, the choice boils down to individual needs and priorities, with Dynamics 365 Field Service remaining a strong contender in the field service management landscape.

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Screenshots

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