Third party integrations

integrations

About the integration

Adaptiv creates bespoke integrations between simPRO and other data systems within businesses.

Adaptiv is experienced at integrating simPRO through custom on-premise and cloud ERP systems (SAP Business One, Dynamics 365 AX, Microsoft Business Central, Sage 300 Construction and Real Estate, CBA Greentree). Integration is achieved by implementing serverless architecture using Azure Integration Services, such as Azure API Management, Logic Apps and Azure Functions.

About the company

Adaptiv specialise in integrating valuable line-of-business applications to improve operations and encourage business growth.

To find out more about Adaptiv click here

integrations

About the integration

The CERTIFi integration allows you to seamlessly integrate electrical compliance with simPRO.

CERTIFi syncs job information from simPRO eliminating the need for manual data entry and reducing human errors. Once the certificate has been completed, simply upload it as an attachment to the assigned simPRO job card.

About the company

CERTIFi is a compliance app designed for electricians in New Zealand. It helps those in the electrical industry save time, money, and improve productivity when meeting compliance standards.

To find out more about CERTIFi click here

integrations

About FlatRateNOW:

FlatRateNOW is an all-in-one pricing and quoting app for trade businesses. With an built-in catalogue that is continually updated with new materials, current pricing and new tasks, you can focus on your business while we improve the quoting potential of your tradies!

About the integration:

The FlatRateNOW simPRO integration lets the team focus on developing quotes for customers on-site. Once the quotation is approved, information automatically syncs to the quote/job cost centre.

To find out more about FlatRateNOW 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 finalise 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 the integration

The simPRO and iCert integration allows for New Zealand businesses to link their compliance documents to jobs within simPRO, and therefore keep better records. These documents can include health and safety, as well as electrical and gas certificates that ensure staff are compliant with New Zealand regulations.

About the company

iCert is a world leading compliance platform, and New Zealand’s only fully secure online compliance tool. It is accessible from any internet-connected device, 24/7, and allows unlimited online storage for total peace of mind.

To find out more about iCert 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 integration

This integration will allow customers of the below wholesalers to streamline their ordering and invoicing workflows by auto-importing their catalogues and invoices. This will not only save you time but improve data quality with reduced ability for user error.

Supported Wholesalers

Active Electrical - All branches
Telfers - Christchurch branch
Scott Electrical - North Shore, Albany, and Auckland City branches
IES - All branches

About the company

Lentune allows businesses to automate their invoicing workflows, and has joined forces with simPRO to allow you to sync with your favourite New Zealand (NZ) suppliers.

To find out more about Lentune 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 integration

MYOB's integration with simPRO provides even more flexibility and control for your business. This integration allows you to send information directly from simPRO into MYOB, saving you and your team countless hours cross referencing data.

Linked bank accounts mean that reconciling payments and invoices is also a breeze. Once in MYOB, payments can then be brought back into simPRO ensuring all your data is consistent.

About the company

MYOB is a cloud-based accounting software. From payroll to managing bills and meeting your tax obligations, MYOB enables you to run your business from wherever you are, at any time.

To find out more about MYOB 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 utilise the catalogue 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

About the company

Review You helps your business get better reviews and happier customers in three simple steps. Operating in Australia and New Zealand, Review You prides themselves on their user-friendly software and exceptional customer experience.

About the integration

Once a job has been completed within simPRO, Review You will automatically send your customers an SMS or email to identify whether or not they were happy with your service. If they’re happy, Review You invites them to leave a review of your business on popular review sites such as Google. If they’re not happy, Review You will alert you so you can rectify the problem before it has an opportunity to escalate.

To find out more about Review You click here

integrations

About Safetyminder

Safetyminder makes it easier to manage the day to day requirements of Work Health and Safety (WH&S), allowing companies and team members to access documents more efficiently.

Covering every aspect of WH&S, Safetyminder provides companies with peace of mind that they are compliant with company policies as well as state and government regulations.

Safetyminder covers administrative, injury and incident management, asset management and training through more than 30 registers, ensuring every area of your business is up to date.

Additionally, by using the Safetyminder interactive mobile app, your team can complete tasks in the field.

About the Integration

View simPRO jobs in Safetyminder

• View job numbers and list of jobs
• Includes dynamic text boxes which resize to fit the data entered, meaning no cut off text or tiny fonts
• Create document types i.e. SWMS, JSA, Checklists, P&E Inspections, etc.
• Avoid duplicate entries

Information that is entered into Safetyminder pushes back into simPRO, saving you time on multiple data entries.

To find out more about Safetyminder 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

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 specialise in providing deep integrations with select software solutions.

To find out more about SyncEzy 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