Third party integrations

integrations

Operation and Maintenance Manuals

If you spend a lot of time gathering the information to create your operation and maintenance manuals, Dokkit has a solution. Simply import your job from simPRO, verify the information and create your pdf document ready to download in minutes. Use our standard templates – based on the BSRIA best practice guides - or create your own.

Integrations

Looking to make the most of your data in simPRO? Dokkit helps companies create bespoke customer portals, integrate with other organisations like housing authorities and extend the systems capabilities to create solutions specific to how your company and industry works.

“If you’re using simPRO and you’re not using Dokkit, you’re missing out on one of the best integrations and time-saving tools available!” Rob Edwards – BGE Digital

Dokkit is committed to bringing information technology-based efficiencies to construction and service projects and their stakeholders, engaging in a highly collaborative process with customers to ensure every product and service addresses key industry issues.

To find out more about Dokkit click here

integrations

About the integration

This integration allows simPRO users to easily add emails as notes to customers, leads, quotes and jobs, without needing to leave the Gmail screen.

Once added to your Google Chrome browser, simPRO automatically recognises the email sender if their contact information is saved in simPRO.

About the company

Gmail is a free email service provided by Google.

To find out more about Gmail click here

integrations

About the company

Groundplan is a cloud-based takeoff software tool that allows you to measure, quantify and connect the systems you use to create comprehensive estimates.

About the integration

Groundplan uses the simPRO API to allow users of both platforms to push estimates from Groundplan into simPRO, allowing you to easily finalize tender documents.

To find out more about Groundplan click here

integrations

About the integration

The integration between Honeywell Connected Life Safety Services (CLSS) and simPRO, enables a smooth workflow from device failure through to rectification for fire safety and protection providers. The integration removes double handling of device defect and quote completion data through automatic transfers between CLSS and simPRO.

About the company

Honeywell CLSS is an innovative, all-in-one cloud platform that enables system integrators and facilities managers to deliver an enhanced fire safety service, while maximizing the performance efficiencies offered by Honeywell’s trusted detection and alarm systems.

By harnessing the power of data, CLSS delivers the connectivity and intelligence needed for secure, compliant and more efficient fire system management.

To find out more about Honeywell CLSS click here

integrations

About LANA:

LANA Tradie Software helps tradies by automating their customers journey from new lead to post sales communication. LANA simplifies the admin process, starting with capturing all leads in one location so you can easily respond to customers and quickly access your conversation history with them. LANA’s built-in CRM manages and nurtures all your customers, so you can request reviews, communicate and convert more leads with pre-built workflows that ensure you no longer have to do repetitive admin tasks.

About the integration:

The LANA and simPRO integration sync contacts between the two platforms. Any changes made to a job, status or stage in simPRO, will trigger workflows that have been set up in LANA. LANA will then automatically update your customers and technicians with any changes.

• Automatically pushes contacts to simPRO from LANA
• Automatically pulls contacts from simPRO to LANA
• Changes to your job, status or stage in simPRO automatically trigger workflows to communicate to the customer
• Scheduling in simPRO automatically triggers LANA workflows to communicate to the customer and your staff
• Quotes are pulled from simPRO into LANA for seamless job confirmation, digital sign off and deposit taken systems payment
• Allow customers to attach images to your website contact form connected to the job within simPRO
• Extracts job descriptions and cost centres and creates a document for customers to review proposal inclusions, digitally sign and provide payment with one tag in simPRO

Plus, the LANA team provides you with full training and prebuilt workflows that are customised to your business.

To find out more about LANA Software click here

integrations

About the company

Link4 is a platform that allows users to receive and send invoices directly between systems, without the need for emails or PDFs.

About the integration

The simPRO and Link4 integration allows for simPRO customers to instantly receive invoices from suppliers who also use Link4. This alleviates the requirement for email or PDF invoices, saves time on manual entry and can take the pressure off accounts receivable.

To find out more about Link4 click here

integrations

About the company

Oracle NetSuite’s SuiteCloud platform is a comprehensive offering of cloud-based products, development tools and services designed to help customers and commercial software developers take advantage of the significant economic benefits of cloud computing. Based on NetSuite, the industry's leading provider of cloud-based financials / ERP software suites, SuiteCloud enables customers to run their core business operations in the cloud, and software developers to target new markets quickly with newly-created mission-critical applications built to extend the power of NetSuite and unlock further growth for NetSuite customers.

About the integration

A financial management integration to support business strategy and growth. Use the integration between simPRO and NetSuite to scale for growth, optimise for efficiency and make informed decisions.

By transferring key information including customers, suppliers, payments, invoices and credits, your field service business can develop a deeper understanding of your financial performance.

To find out more about Oracle NetSuite click here

integrations

About the integration

Through the integration between simPRO and Outlook, users can easily create new leads and add customers in simPRO. They can also easily attach emails as notes to customers cards, leads, quotes and jobs without leaving Outlook.

Once the integration is installed, simPRO automatically recognises the email sender in Outlook if their information is saved within the build.

About the company

Microsoft Outlook is a Microsoft application that is used mainly to send and receive emails. It can also be used to manage various types of personal data including calendar appointments and similar entries, tasks, contacts, and notes.

To find out more about Outlook click here

integrations

About the company:

Pabbly Connect is a cost-effective integration and automation solution platform. Easily integrate multiple applications and automate your tasks. Additionally, unlike other automation platforms, Pabbly Connect does not consume your tasks on internal working such as applying filters, routers, formatters etc.

About the integration:

Pabbly Connect allows you to create unlimited workflows connecting simPRO features with 750+ premium applications without coding. Set up trigger events and create actions in simPRO such as:

• Create contact
• Create site
• Find job
• Create service job
• Plus many more!

To find out more about Pabbly click here

integrations

This integration allows you to utilize the catalog items and pre-builds from simPRO to calculate accurate take-offs and estimates for jobs and projects. When your take-off is complete, data is sent back to simPRO as a quote ready for your customer’s approval.

PlanSwift is a desktop software solution that allows you to quickly point and click to calculate take-offs for simple or complex areas, items, lengths, volumes and perimeters.

To find out more about PlanSwift click here

integrations

About the company

Podium is a tool that makes it easier to collect online reviews, communicate with your customers and win more leads.

About the integration

Use the integration between simPRO and Podium to generate an automated text requesting a review for your business when a job is completed. You can also automate the sending of feedback requests, appointment reminders and even custom messages.

To find out more about Podium click here

integrations

About the integration

This integration allows you to send important data, such as your customer, supplier and contractor invoices directly from simPRO to QuickBooks with a few clicks.

It allows you to seamlessly manage both the operational and financial side of your business in a streamlined way.

About the company

QuickBooks is a cloud-based management platform, with products that serve the needs of self-employed, small business, accountants and bookkeepers.

To find out more about QuickBooks click here

integrations

Simplementary - Complementary to simPRO

Simplementary offers a range of useful integrations, including:

Simple Certs - Faster completion of certificates and forms without data duplication

Instantly generate forms and certificates from the data in simPRO without double data entry. Simple Certs allows you to create custom and industry standard forms and certificates for a range of field service businesses including gas, electrical, fire safety and more.

This product:

• Eliminates the chance of discrepancies between simPRO and your certificates and forms
• Includes dynamic text boxes which resize to fit the data entered, meaning no cut off text or tiny fonts
• Gives you the power to customise with your logo, branding and colours

Voice - A simPRO integrated telephone system

Automatically record calls and save them into the customer contact in simPRO with Voice. You can also call customers directly from their contact in simPRO with one click and detect incoming callers and their contact record.

This product:

• Makes it easy to navigate client history
• Saves time, removing the need to type up notes
• Ensures quality of service and protects you against disputes
• Improves customer experience

Pro Post - Faster creation of service reminder letters

Produce bulk service reminder letters for clients with your colours and branding.

This product:

• Allows you to set a date range for client assets due for service in simPRO
• Generates service reminder letters with the relevant asset, name and address; either in bulk or individually
• Ensures quality of service and protects you against disputes
• Saves you time by eliminating cumbersome mail merge or copy-pasting from simPRO

To find out more about Simplementary click here

integrations

About the integration

Square offers an electronic point of sale hardware that allows businesses to accept payments anywhere in the field.

Take advantage of Square’s affordable POS hardware for tap and go payments, or manually enter card details for secure processing.

About the company

Building easy tools to empower and enrich people, Square is committed to making payments easy for anyone with an idea they believe they can make a living from.

They facilitate electronic payments, provide hardware for payment processing and other business tools.

To find out more about Square click here

integrations

About the integration

SyncEzy will help you take the automation of your business to the next level. With a simple installation, you can quickly connect the most common functions of your multiple business software to perform common tasks automatically with simPRO.

About the company

SyncEzy is a small company that loves helping customers of all sizes create Integration solutions. With customers and staff located all over the world, they specialize in providing deep integrations with select software solutions.

To find out more about SyncEzy click here

integrations

Take the stress out of calculating sales tax for your simPRO quotes and jobs

Powered by Taxify’s up-to-date database of tax rates and rules, the integration makes it easy to calculate and apply sales tax to your simPRO job and quotes. The one-click calculation takes just seconds and ensures you apply the right sales tax estimates, every time.

To find out more about Taxify click here

integrations

TSheets is a time tracking software tool that employees of simPRO customers can use to clock in or out with ease.

This integration allows users to automatically create detailed jobs in TSheets from simPRO jobs, with all the section and cost centre information. Then, users can accurately record time against every minute detail in jobs, sections, and cost centres.

TSheets is a time tracking software established in 2006 enabling businesses to track time with ease.

To find out more about TSheets click here

integrations

About the company:

Team Tugger is a group of talented Power BI developers and customer service experts who love data analytics. Never resting on their laurels, they are continually learning about, and sharing, the latest in data analytics and Power BI thinking. Tugger’s goal is to enable customers to get the most from their data analytics, whilst keeping things as simple as possible.

About the integration:

Tugger’s ETL (extract, transform, load) tool makes getting your simPRO data into Power BI for data analytics reporting a breeze. No bespoke API integration is required, in fact, no code is required. Tugger does all the leg work so all you need to do is signup and Tugger will walk you through the rest step-by-step.

When your data is loaded into Power BI, you can set it to auto-update, giving you complete confidence that what you’re looking at is always up-to-date.

As well as swiftly and securely pulling your data into Power BI, Team Tugger will supply you with the following simPRO / Power BI reports free of charge:

• Job analysis
• Quote analysis
• Lead analysis
• Customer analysis
• Maintenance analysis
• Order analysis

To find out more about Tugger click here

integrations

About the integration

Save time cross-referencing transactions, eliminate manual data entry and keep your finances accurate.

The integration allows you to post transactions, timesheets and card file information directly from simPRO into Xero, for a truly end-to-end operations management solution.

About the company

Xero is a cloud-based accounting software used in over 50 countries. Xero enables business owners to automate everyday business tasks, get real-time financials and run business from anywhere at any time.

To find out more about Xero click here

integrations

About the integration

The simPRO Zapier integration eliminates double handling of data and automatically triggers events between systems. Use our pre-made Zap Templates to start automating your processes now.

About the company

Zapier is a cloud based platform that allows end users to integrate multiple web applications they use through automations called ‘Zaps’.

To find out more about Zapier click here

integrations

About the integration

zzBots enables you to integrate simPRO and other applications such as PlanSwift, Google Calendar, Trello, WordPress, Outlook and more so you can create bespoke automations for workflows.

The zzBots integration to simPRO caters for over 45 different events and actions.

About the company

zzBots is an automation software that allows you to integrate your apps and automate your business.

To find out more about zzBots click here