FieldproxySwitching guide · sources checked 13 November 2026How to switch from Simpro without betting the business on one weekend
Short answer: check your Simpro term and notice period first(Simpro doesn't publish one), then export customers, sites, assets, catalogue, pre-builds, quotes and labour rates from Utilities, Export as CSV, and jobs and invoices from Simpro's reports. Rebuild your statuses, forms and supplier links in the new system, move one team at a time, and keep Simpro readable until a fixed switch-off date.
With Fieldproxy, migration is free and assisted and you're live within a day: your first team runs real jobs the day after the call, on your own statuses and data. Everyone else moves on a schedule you set, over days or months. One price per company, unlimited users.
Leaving Simpro? See your setup first
Send us a Simpro export. We build your stages, forms and data in Fieldproxy, free, before you decide.
In buyers' words
What people leaving Simpro told us
From our sales calls between August and November 2026, word for word. We don't name the people or companies. These are the reasons they gave, not a survey.
“We've been with Simpro now for a year, and we still are trying to learn and understand where to click.”
“Simpro is just not real efficient as far as lots of clicking. Lots of confusion, there's several different ways to achieve things.”
“Simpro's great. It's quite a detailed product, but it's not hugely flexible.”
“They have to sign to a 36-month contract in order to get access to those. You can't test them.”
“There's no way for the customer to select an option and approve that option. We would have to go in and delete the other options.”
“It just all goes over to QuickBooks as revenue.”
Why teams leave
Why teams leave Simpro, with the facts checked
Simpro is a mature suite for mid-sized and large trade contractors that run projects, service, stock and several companies in one system. Buyers leaving it told us four things. Each is checked against Simpro's own pages on 13 November 2026, and where we couldn't confirm a buyer's claim, we say so.
AI that you can't try first
Simpro's AI comes with Lightning, launched 13 May 2026 and unlocked as an upgrade inside Simpro, and we found no free trial. A buyer was offered it only on a 36-month contract; Simpro doesn't publish its terms, so we can't confirm the length. Fieldproxy's AI agents can be tried on your own jobs before you sign, and each asks before anything goes out.
source: Simpro Help Guide: about Lightningsource: ChannelLife: Simpro unveils Lightning (May 2026)source: Simpro pricing (Request pricing, add-ons, billing FAQ)
“Not hugely flexible” and “lots of clicking”
Simpro has custom fields and a form builder; the complaint is about changing the workflow itself, which follows Simpro's structure. In Fieldproxy your stages, forms, checklists and approvals are set up around how you work, and changed on request in plain English. See custom field service software.
Flat rate and invoicing from the field
Simpro handles flat rates through Pre-Builds set up in the office. Buyers said invoicing from the field was weak. In Fieldproxy, technicians quote from your price list and invoice from the phone, with a payment link, Stripe and Tap to Pay. More on flat rate for electrical and HVAC.
Quotes the customer can pick from, and a portal they use
Simpro's portal lets customers view, accept or reject quotes, see invoices, download statements and pay by card with Simpro Payments. Buyers wanted customers to pick one option themselves, on a phone. Fieldproxy has good/better/best quotes the customer approves online, and a customer portal and per-job links in your branding.
Add-ons and per-user pricing
Simpro is quote only, per user. Digital Forms, Data Feed, Maintenance Planner, Takeoffs, SimTrac GPS and SMS are sold as add-ons, and AI comes with Lightning. Fieldproxy is one price per company with unlimited users. See pricing.
source: Simpro pricing (Request pricing, add-ons, billing FAQ)
Claude and ChatGPT
Simpro has no official Claude or ChatGPT connector; a third party, SyncHub, copies Simpro data out for AI chat. Fieldproxy has its own MCP server: anything you can do in the app, including invoices, you can do from Claude, ChatGPT or Copilot, with a confirm step.
Stay on Simpro if
- Your team has learned Simpro and your setup still matches how you work.
- Project costing, takeoffs, progress claims and multi-company accounting are central and working for you.
- Your books are in MYOB or Reckon. Fieldproxy's accounting links are QuickBooks, Xero and Sage.
- You're mid-term. Check the term and notice period in your agreement before you set a switch date.
- Your Simpro setup works and your team likes it. Don't switch to fix a problem you don't have.
Before you go
What to export from Simpro, and how
Simpro's help guide puts the main export under Utilities, Export, as CSV. It needs the Export permission and has separate exports for each type of record. Jobs and invoices come from reports, and the REST API is the other route for larger accounts.
| Data | How to get it out of Simpro | What happens to it in Fieldproxy |
|---|---|---|
| Customers and sites | Utilities, Export (CSV), one export each. | Customers and service sites, checked for duplicates. Each site can get a QR code. |
| Assets | Utilities, Export (CSV). | Equipment on each site, with a QR code per asset and its service history from here on. |
| Catalogue and pre-builds | Utilities, Export (CSV). | Your price list and fixed-price items for flat-rate quoting from the phone. Tell us how big the catalogue is; we agree with you what the technicians need on the phone. |
| Quotes and labour rates | Utilities, Export (CSV). | Open quotes carried over; labour rates on the price list. |
| Jobs and invoices | Simpro's job list and sales invoice reports, or the REST API. | Open jobs come in as live jobs at the right stage; past jobs sit on each customer, site and asset as history. |
| Maintenance schedules and contract service levels | Send the schedule list from Maintenance Planner or recurring jobs. | Rebuilt as service agreements with recurring visits. |
| Employees and contractors | A plain list: name, role, trade, phone, email. | Unlimited users with roles; contractors get a portal login or a job link. |
source: Simpro Help Guide: export Simpro datasource: Simpro Help Guide: API FAQssource: Simpro Help Guide: Maintenance Planner
What doesn't come with it
What doesn't export, and what we rebuild
An export carries records, not the way your account is set up. Here is what to expect, and who does the work.
Your statuses, workflows and forms
The Utilities export carries records, not how your account is set up. Status codes, job workflows, Digital Forms and document templates are rebuilt. We mirror your current status names where they work, so the team recognises them on the first morning.
Supplier links built into Simpro
A buyer asked whether their supplier ordering links in Simpro were “something we'd lose”. They don't move with an export. List the suppliers you order from electronically. In Fieldproxy, purchase orders go out from the job and van stock is tracked; any electronic link to a supplier is set up separately, so ask us about each one before you switch.
Attachments and photos
The Utilities export list in Simpro's help guide doesn't name job attachments or photos. Ask Simpro how to get them out, or pull them through the API on Simpro Premium, before your term ends.
source: Simpro Help Guide: export Simpro datasource: Simpro Help Guide: API FAQs
Lightning and add-on features
AI features from Lightning, GPS from SimTrac or GPS Time Tracking, and add-ons such as Takeoffs stay in Simpro. In Fieldproxy, GPS check-in is on every visit and the AI agents are part of the product.
source: Simpro Help Guide: about Lightningsource: Simpro Help Guide: GPS time tracking
Do these before you cancel Simpro
- Read your Simpro agreement for the term, notice period and renewal date, and get anything unclear in writing.
- Run every Utilities export and the job and invoice reports, and keep the files.
- Get attachments and photos out, through Simpro or the API.
- Screenshot your status list, forms, document templates and supplier settings.
- Turn off Simpro's accounting link for anything Fieldproxy now invoices, so nothing reaches the books twice.
Send us your Simpro export and see it running in your setup.
Get DemoLive within a day
The move from Simpro, day by day
Migration to Fieldproxy is free and assisted: our team builds your setup and moves your data. You're live within a day, meaning your first team runs real jobs in Fieldproxy the day after the call. How fast everyone else follows is your call.
Live within a day is when the first team runs real jobs, not a deadline for everyone. Large catalogues, many integrations or a big data clean-up add time, and we say so on the first call.
What happens on go-live day- 1
Before the call: read the contract and run the exports
You, about an hour
Find your Simpro term and notice date. Run the Utilities exports and the job and invoice reports. Pick a switch-off date for Simpro, and a first team to move. - 2
The call: one job, from first call to paid invoice
You and Fieldproxy, 30 minutes
Walk us through a service job and a project, the statuses they move through, who approves what, and what has to be true before you invoice. Send the exports, a few quotes and invoices, and your forms. - 3
We build your setup
Fieldproxy's team
Your job types and stages (mirroring Simpro's where they work), forms and checklists, good/better/best quote templates, flat-rate items from your pre-builds, roles, and the screens each person sees on the web and the Android and iOS app. - 4
We move your data, free
Fieldproxy's team and Fieldproxy AI
Customers, sites, assets, catalogue, quotes, open jobs and history, mapped and checked for duplicates. Maintenance schedules become service agreements with recurring visits. - 5
We connect the books
Fieldproxy's team, with your bookkeeper
Two-way sync with QuickBooks Online, Desktop or Enterprise, Xero or Sage, including bills, checked against real invoices. Stripe for payment links and Tap to Pay. - 6
You check it on your own jobs
Your office
Book a real job, dispatch it, complete it on the phone, quote and invoice it. Anything off is changed while you watch. - 7
Live: the first team on Fieldproxy
Day one
One trade, branch or crew runs today's new jobs in Fieldproxy, offline if needed, with GPS check-in. Everyone else stays on Simpro for now. - 8
Weeks or months: one team at a time, then switch off
Your schedule
Move the next team when the last one is settled. One multi-trade buyer planned three to four months, trade by trade; that works. When the last team has moved and Simpro's open jobs are closed, take the final exports and let the term end.
Cutover
Running Simpro and Fieldproxy side by side
For a short, dated window, both tools are open. Fieldproxy is there to replace Simpro, not to sit on top of it, so the rules below are about ending the overlap cleanly. Our view from moves we have run, not a sourced fact.
Split by team, not by job
During a staged move, each team works in one system. A team on Fieldproxy creates every new job there; a team still on Simpro stays there. Nobody keys a job twice.
Open jobs finish where they started
Jobs, projects and progress claims already running in Simpro finish in Simpro, unless they are simple to move. Long projects are the usual exception, so list them.
One tool invoices each job
Both systems can post to QuickBooks or Xero. Agree which jobs each one invoices and a numbering rule, and turn off Simpro's link for anything Fieldproxy bills.
Maintenance visits move once
Stop a Simpro maintenance schedule on the day its Fieldproxy service agreement starts making visits, so no site is booked twice.
Customers hear from one place
Turn off Simpro's customer messages for teams that have moved. If you text customers in the US, sender registration can take time (one buyer said it took them 2 or 3 months last time), so start it early.
A fixed end date
Keep Simpro readable, not in use, and set the date it goes off, ideally your term end. The Watcher agent flags overdue jobs and missed visits while teams are new to Fieldproxy.
The fear
“The risk of migrating all of an operating system that runs 95% of our business onto something else is such a high risk for us.”
Owner, multi-trade service business, Australia, after about six years on Simpro
The same owner asked what would happen to them if something happened to us as a business. Both are the right questions. This is how to make the move small, reversible and checked before it counts.
- 1
See your own data running before you sign
We build your setup and load your Simpro exports before you commit, so you judge your own jobs, statuses and price list, not a demo company. - 2
Move one team, not the business
Start with one trade, branch or crew. If a form or rule is missing, one team finds it, and the rest of the business doesn't notice. - 3
Keep the old words
Your status names, job types and document layouts are mirrored where they work, so the change for technicians is the app, not the vocabulary. - 4
Simpro stays readable until the end
Nothing is switched off until the last team has moved and the final exports are saved, ideally at your term end. - 5
Nothing goes out without approval
AI agents are off until you switch them on, and each asks before a message, quote or invoice goes out. Schedule changes are previewed, with Undo. - 6
Your data stays yours, in writing
Export to CSV, or read everything through the open API or the MCP server, whenever you want. Ask any vendor, us included, to put data access and exit terms in the contract.
Where things live
Simpro terms and where they go in Fieldproxy
So your team knows where things went on the first morning. How cost centres and multi-company setups map is agreed on the call.
| In Simpro | In Fieldproxy |
|---|---|
| Service jobs and projects | Jobs with your own stages; projects set up per account |
| Status codes | Your own stages, named the way your team already says them |
| Pre-builds | Fixed-price items on the price list, for flat-rate quotes from the phone |
| Catalogue and stock | Price list, warehouse and van stock, purchase orders from the job |
| Maintenance Planner | Service agreements with recurring visits |
| Digital Forms | Your own forms and checklists, with required photos and signatures, offline |
| Customer portal | Customer portal and per-job links: approve good/better/best quotes, pay invoices |
| Contractor portal | Subcontractor portal login or job link |
| SimTrac GPS, GPS Time Tracking | GPS check-in on every visit |
| Lightning (JobReady, JustAsk, AI Scheduler) | AI agents and scheduling with approval and Undo; ask your data in plain English |
| QuickBooks, Xero, MYOB, Reckon | QuickBooks Online, Desktop and Enterprise, Xero, Sage (two-way, including bills); no MYOB or Reckon |
| REST API (Premium) | Open API and an MCP server for Claude, ChatGPT and Copilot |
Straight answers
Switching from Simpro: FAQ
How long does it take to switch from Simpro to Fieldproxy?
Can I leave Simpro without losing my data?
What doesn't export from Simpro?
Do Simpro's AI tools need a long contract?
Can we run Simpro and Fieldproxy in parallel?
We're under contract with Simpro. When should we switch?
Will my team have to learn everything again?
Does Fieldproxy work with QuickBooks Desktop, MYOB or Reckon?
Can technicians quote flat rate and invoice from the field?
Is migration from Simpro free?
Sources
Where the facts on this page come from
Every Simpro fact links to Simpro's own pages, opened on 13 November 2026. Features and terms change, so check the current page before you decide. The full comparison, with every source, is on Fieldproxy vs Simpro.
- source: Simpro pricing (Request pricing, add-ons, billing FAQ)
- source: Simpro Help Guide: about Lightning
- source: ChannelLife: Simpro unveils Lightning (May 2026)
- source: Simpro Help Guide: customer portal
- source: Simpro Help Guide: Simpro Mobile FAQs (offline)
- source: Simpro Help Guide: create a pre-build (flat price)
- source: Simpro Help Guide: accounting link
- source: Simpro Help Guide: API FAQs
- source: Simpro Help Guide: export Simpro data
- source: Simpro Help Guide: GPS time tracking
- source: Simpro Help Guide: Maintenance Planner
- source: SyncHub: Simpro MCP connector
Leave Simpro without the leap. Live within a day.
A 30-minute call about how a job runs in your business, and a Simpro export. We show you your own setup and data running in Fieldproxy before you commit.
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