Additional features to suit different business needs
simPRO grows with your business. Choose from a wide range of add-ons and integrations to gain even greater functionality when and where your business needs it.
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automation integrationOperation 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.
email integrationAbout 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.
measure and estimating softwareAbout the companyGroundplan 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 integrationGroundplan uses the simPRO API to allow users of both platforms to push estimates from Groundplan into simPRO, allowing you to easily finalize tender documents.
email integrationAbout 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.
Online review and messaging toolAbout the companyPodium is a tool that makes it easier to collect online reviews, communicate with your customers and win more leads. About the integrationUse 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.
accounting integrationAbout 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.
electronic payment integrationAbout 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.
crm integrationAbout 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. CRM Infusionsoft Mailchimp Salesforce Zoho CRM Hi Pages CRM HubSpot Task Management Encircle ASANA TSheets Pipedrive Storage Dropbox One Drive Google Drive Sharepoint 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.
accountingTake the stress out of calculating sales tax for your simPRO quotes and jobsPowered 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.
automation integrationTSheets 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.
accounting integrationAbout the integration The Xero integration makes simPRO a truly end-to-end operations management software. From invoices through to payments, this integration will help you save time cross-referencing transitions, eliminate manual data entry and keep your financials accurate.Xero syncs with your simPRO build so you can send customer, contractor and supplier invoices and information directly from simPRO to Xero. With a direct bank feed to Xero, reconciliation is also a breeze. Payments made to your bank accounts are linked to invoices that most likely match the payment. Once in Xero, this information can then be brought back into simPRO ensuring your data is consistent.About the companyXero 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.
automation integrationAbout 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’.
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