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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integrationsAbout 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.
integrationsAbout 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.
integrationsAbout 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.
integrationsAbout 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.
integrationsAbout 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.
integrationsAbout 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 branchesTelfers - Christchurch branchScott Electrical - North Shore, Albany, and Auckland City branchesIES - All branchesAbout 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.
integrationsAbout 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.
integrationsAbout 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.
integrationsAbout the company Opsivity is Software-as-a-Service (SaaS) provider of Field Operations Support via a mobile app and collaboration platform that transforms how support is delivered to your field teams. About the integration Access a 360 degree view of all technician activities in one place and connect support tickets to jobs and work orders. After creating a support ticket in Opsivity, use the integration to track details and create a task in the related job or work order in simPRO. The task can be used to request support from a SME within your organisation. From there, all support activities can be viewed in simPRO. And, when the Opsivity ticket is resolved, the task status is updated in simPRO. Train, upskill and retain your technicians and their knowledge with Opsivity.
integrationsAbout 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.
integrationsAbout 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.
integrationsThis 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.
integrationsAbout 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.
integrationsAbout 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.
integrationsSimplementary - 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
integrationsAbout 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 PropertyMe Payroll Xero Payroll 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 specialise in providing deep integrations with select software solutions.
integrationsTSheets 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.
integrationsAbout 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.
integrationsAbout 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’.
integrationsAbout 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. About the company zzBots is an automation software that allows you to integrate your apps and automate your business.
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