Contact us white telephone icon0800 622 6376

Portals

Enhance customer service. Improve communications. Streamline administrative tasks.

A smarter way to share information with customers, employees and contractors

simPRO’s external portals can save your business valuable time and streamline administrative tasks by making it easy to request, review or submit information. Simplify communications and data entry tasks for the people who regularly interact with your business with alerts and notifications.

Streamline the customer experience

The Customer Portal provides a centralised location for your customers to quickly view quotes, past and pending jobs, invoices, assets and other important information. With designated access, customers can pay invoices, edit their contact and site information and request quotes for service.

Make life easier for employees

The Employee Portal allows you to increase the efficiency of administrative tasks by giving employees limited access to simPRO without requiring additional user licenses. Using their own unique login, employees can view their jobs, schedules and quotes and easily make updates or approvals.

Improve contractor accountability

The Contractor Portal makes it easy to keep up with contractor labour hours and job details. Contractors can view - with limited access - work orders, schedules and invoices that are relevant to their company. To keep your business updated and simplify communications, contractors can mark jobs as completed, add job notes and review RCTIs.

Empower your customers, employees and contractors

Customer relationship management

Keep customers informed and enhance the way your customers and staff interact using Portals, Alerts, VoIP and SMS.

Employee management

Streamline job management tasks for your employees and easily track employee pay rates, schedules, resource allocation and license certification renewals.

Contractor management

Connect with your contractors and make it easy for them to reduce admin overheads. Keep contractors informed with alerts in simPRO or text notifications using the SMS add-on.

"Giving our customers access to a portal has been a huge benefit for us. It really cuts down on the queries that the Customer Service team now receive as customers have their own job, invoicing and report details at their fingertips."

Lorene Maher, RCR Infrastructure

Looking for other ways to communicate in simPRO?

simPRO learning and support

Maximise the benefit of simPRO’s features with comprehensive learning and support resources.

Training & Implementation

Receive personalised guidance for a successful start, and a foundation to last you for years to come, with simPRO’s training and implementation.

simPRO Learning

Learn how to use the latest products and implement new functionalities in your simPRO build with the simPRO Learning Toolbox.

Support

With five different support channels and local teams around the globe, simPRO ensures you receive the highest level of support.

Unlock growth potential.

Trade up, with simPRO.

From our blog

How cloud-based software can help make EOFY easier

Discover why it is important to implement year-round tax planning in your business and how comprehensive cloud-based field service management software can help. More...

simPRO ranks on Capterra and Software Advice lists for 2021

simPRO job management software ranks on Software Advice’s FrontRunners list and Capterra short list. More...

Access Tasks in simPRO Mobile

The latest version of simPRO Mobile includes the ability to view and edit tasks from within the Service module of the app plus new alerts for low stock and expired licenses. More...

Insights straight to your inbox

Top