Is your Simpro set up right? We check. We change nothing.
A read-only review of your Simpro build. We follow the money into Xero, the jobs through to invoices and the costs onto each job, then write up what we found, what it means for you, and the order to fix it in.
Read-only · Ranked findings · An action plan you keepWhere the money and the hours go.
Checked in your live Simpro, not guessed from a questionnaire.
Money and Xero
Account links, tax codes, card fees and payments. Does money land in the right account in Xero, and do payments come back to Simpro?
Deposits and progress claims
How deposits and claims are raised, sent to Xero and matched, so every payment has an invoice to match against.
Jobs, invoicing and follow-up
Completed jobs not yet invoiced, overdue reminders, and the job statuses that show what's waiting on money.
Job profit
Whether materials and labour reach the job, and whether your labour rates and overhead give you a real profit figure.
Purchasing, contractors and stock
Old purchase orders and contractor work orders, duplicate catalogue groups, and recurring jobs that stopped creating work.
Phone app, forms and users
Payment options on the app, invoice templates, how your email is sent, licences and security groups.
Read-only from start to finish: we look at everything and change nothing. Pay rates aren't reviewed, and on the Xero side we check what Simpro sends and what comes back, not the books inside Xero.
A short report, written for the owner.
Not for a Simpro admin. Every finding says what it means for your business.
The few things that matter now
A one-page summary of what's costing money or giving wrong figures today, and what's already working well.
Every finding, ranked
High: costing money or giving wrong figures now. Medium: causes rework. Low: tidy-up.
The process, drawn out
Where a process is the problem, such as deposits and claims through to Xero, the way we'd run it, drawn step by step.
An action plan with names on it
Numbered steps, each with who does it: you, your accountant or us. The ones to do first are marked.
Questions for you
The decisions only you can make, listed so they don't hold up the fixes.
What we didn't check
Stated plainly, so you know where the review stops.
| Priority | What we found | What it means for you |
|---|---|---|
| High | Completed jobs that were never invoiced | Cash sitting on the table |
| High | Most jobs carry no labour cost, so they show 100% profit | You can't see which jobs, or which kinds of work, make money |
| Medium | Overdue invoice reminders are switched off | Simpro can chase unpaid invoices for you |
| Low | Purchase orders from years ago still marked pending | Clutter that hides what's really outstanding |
Example rows. A real report names the jobs and the dollars.
Five steps. You decide the fixes.
- 01
Fifteen minutes first
You tell us how you quote, schedule and invoice, and what's bothering you about Simpro.
- 02
A login, nothing installed
You give us a user in your Simpro. That is all the access the review needs.
- 03
The review and the report
We go through the build read-only and write up what we found.
- 04
We walk you through it
Report in hand, we go through the findings with you and agree the order.
- 05
Fix it, with us or without us
Use the action plan with your own team, or have us quote the fixes and do them with you. Our login comes off when the work is done.
A clean build first. Then the AI.
AI on a messy Simpro gets the wrong answers faster. Once the build is sound, JustAsk, the Simpro Lightning agents and anything we connect through the API have real figures to work with.
Simpro implementation and Lightning
Fixes, new builds, Simpro Lightning set-up and connections through the Simpro API.
Simpro page →Simpro training
Your team shown how the build works now, role by role.
Training page →Voice, chat and IVR
Calls and enquiries written straight into Simpro once the jobs side is right.
Voice and chat page →Review questions.
Will you change anything in our Simpro?+
No. The review is read-only. Nothing changes unless you ask for it after reading the report.
Do we need Simpro Lightning?+
No. We review the build you have, Lightning or not.
Do you look inside Xero?+
We check what Simpro sends to Xero and what comes back: account links, tax codes, payments and fees. The books inside Xero stay with you and your accountant.
What does it cost?+
It's quoted before we log in. Fixes are quoted separately, and you're free to do them yourselves.
Who sees our data?+
Only the person doing your review. The report goes to you, and our login comes off your Simpro when the work is done.
Is your Simpro costing you money?
Fifteen minutes. Tell us how you quote, schedule and invoice, and we'll tell you whether a review is worth doing.
Hayden Nosatti · Leadout · Sydney