Top 10 Simpro KPIs Every Field-Service Business Should Track

Your Simpro account can produce hundreds of numbers — but only a handful change decisions. These are the ten Simpro KPIs we see deliver the most value for trade and field-service businesses.

1. Gross margin by job

The single most important number. Knowing the true margin on each job — after labour, materials and overhead — tells you which work to chase and which to reprice. We dig into this in job profitability reporting in Simpro.

2. Work in progress (WIP)

Work you've done but haven't billed yet. High WIP ties up cash and often hides invoicing that's slipped through the cracks.

3. Technician billable utilisation

Billable hours as a percentage of available hours. It tells you whether you're over- or under-staffed before it shows up in the bank account.

4. Quote win rate

The percentage of quoted value that converts to jobs. A falling win rate is an early warning long before revenue dips.

5. Pipeline value

The total value of open quotes. Combined with win rate, it forecasts the revenue coming down the line.

6. Aged receivables

Who owes you money and for how long. Tracking this in your dashboard keeps cashflow front of mind for the whole team.

7. Average days to invoice

The time between completing work and billing it. Shrinking this number is one of the fastest ways to improve cashflow without selling more.

8. Budget vs actual cost

How actual job costs track against the quoted budget. Catching overruns mid-job is far cheaper than discovering them at invoicing.

9. Labour and materials recovery

How much of your labour and material cost you're actually recovering through billing. Leakage here quietly erodes margin.

10. SLA and response performance

For contract and maintenance work, response and completion times against SLAs protect both client relationships and your reputation.

Turning KPIs into action

A KPI only helps if it's visible and trusted. The practical move is to put these on a single, automated dashboard fed by clean Simpro data — see building a Simpro dashboard in Power BI. If you'd like help selecting and building the right KPIs for your business, that's exactly what our Simpro reporting and Simpro dashboard services do.