simPRO may suit you if
You run a larger or more complex operation and need extensive configuration, multi-company controls, inventory workflows or specialised add-ons.
ServicePilot may suit you if
You want a clear core workflow, straightforward user pricing and AI-assisted quote preparation grounded in your own catalogue.
Keep the decision practical
List the non-negotiable parts of your current process: who approves a quote, how jobs are assigned, what the field team needs to see, and when an invoice should enter accounting. Then test that sequence using a recent job rather than comparing every available module.
How ServicePilot handles AI quoting
AI can prepare the first draft from an enquiry, job details and the catalogue and rates in your account. Your team controls the result. Every description, quantity and price remains editable, and nothing is sent until a person chooses to send it.
Starting from another system
- Bring client details in with CSV import.
- Set up your common services and rates first.
- Connect Xero if it is part of your current accounting process.
- Run a few real jobs through the workflow before changing the wider team process.
simPRO packages, add-ons and capabilities can change. This page describes workflow fit only and should be checked against simPRO’s current product and pricing information.