Job & Project Costing
True cost-to-complete, budget vs actual, and margin by job, project, customer or technician.
Simpro Specialists
Simpro Reporting
Get the full story your Simpro data is hiding. We build automated, single-source-of-truth reporting that turns jobs, quotes, invoices and timesheets into decisions you can trust.
Simpro is brilliant at running the day-to-day — scheduling jobs, raising quotes, tracking timesheets and invoicing. But when leadership asks "are we actually making money on these jobs?", the built-in reports often fall short. Exports pile up in spreadsheets, numbers don't reconcile with accounting, and nobody fully trusts the figures.
That's where dedicated Simpro reporting comes in. We connect directly to your Simpro account, model your data properly, and deliver clean, automated reports in Power BI — so the same numbers are in front of everyone, every day, without manual effort.
What We Build
Reporting Across Every Corner of Simpro
We focus on the reports that change how you run the business — not vanity charts.
Revenue & Invoicing
Billed vs unbilled work, WIP, aged receivables and revenue trends pulled straight from Simpro.
Technician & Labour
Billable utilisation, overtime, productivity and labour recovery by team member.
Quotes & Pipeline
Win rates, conversion times and the value of work sitting in your quoting pipeline.
Purchasing & Materials
Committed costs, supplier spend and materials variance against your quoted budgets.
Compliance & SLAs
Response times, SLA breaches and safety/compliance tracking your clients ask about.
Why Businesses Outgrow Simpro's Built-In Reports
Simpro's native reporting is a great starting point, but most operators hit the same ceilings as they scale:
- Manual exports. Pulling data into Excel each week is slow and error-prone, and the version everyone is looking at is always slightly out of date.
- Siloed data. Your full picture lives across Simpro, your accounting platform, CRM and scheduling tools — built-in reports can't easily blend them.
- Limited customisation. The exact margin, utilisation or cashflow view your business needs often isn't available out of the box.
- No single source of truth. When numbers don't match between systems, trust erodes and decisions stall.
A dedicated reporting layer fixes all four. For a deeper comparison, read Simpro built-in reports vs Power BI, or see exactly how to connect Simpro to Power BI.
Metrics That Matter
Simpro KPIs We Help You Track
- Gross margin by job, project & customer
- Work in progress (WIP) & unbilled revenue
- Technician billable utilisation
- Quote win rate & pipeline value
- Aged receivables & cashflow
- Budget vs actual cost-to-complete
- Labour & materials recovery
- SLA response & completion times
Want the full list? Read the top 10 Simpro KPIs every field-service business should track.
Questions
Simpro Reporting FAQs
What is Simpro reporting?
Simpro reporting is the process of turning the job, quote, invoice, timesheet and purchasing data captured in Simpro into meaningful reports and KPIs. Simpro includes built-in reports, but most growing businesses outgrow them and move to a dedicated reporting layer (such as Power BI) for richer, automated and cross-system reporting.
Why are Simpro's built-in reports not enough?
Simpro's standard reports are useful for day-to-day operations, but they are hard to customise, slow to combine with accounting or CRM data, and usually require manual exports to Excel. A purpose-built reporting solution automates the refresh, blends Simpro with your other systems, and presents the numbers your leadership team actually cares about.
How do you get data out of Simpro for reporting?
We use Simpro's API together with proven connectors and data platforms — including Snowflake, Tugger, SyncHub and SyncEzy — to extract your data reliably and securely. The right approach depends on your data volume, refresh frequency and which other systems you want to combine.
How long does a Simpro reporting project take?
A focused reporting build typically takes two to six weeks from kickoff to go-live, depending on the number of report areas and how clean your Simpro data is. We start with the highest-value reports first so you see value quickly.
Do you offer ongoing support after the reports are built?
Yes. We monitor scheduled refreshes, fix issues, train your team, and extend the reporting as your business changes. Reporting is never truly "finished" — it should evolve with you.
Ready to Trust Your Simpro Numbers?
Let's map out the reports that will make the biggest difference to your business — and build them.
Start Your Simpro Reporting Project