In the construction industry, successful collaboration between office and field teams is vital for project success. However, disconnected systems, outdated documentation, and inefficient workflows often create obstacles. Procore and SharePoint integration addresses these challenges by creating a seamless connection between office and field operations, enabling real-time collaboration, ensuring data accessibility, and reducing costly inefficiencies. The… Continue reading How Procore and SharePoint Integration Bridges the Gap Between Office and Field Teams

At SyncEzy, we’re dedicated to providing seamless and intelligent integrations for Procore and other platforms. A common question we encounter is why we base our pricing on Annual Construction Volume (ACV) rather than metrics like the number of files, users, or data size. Our ACV-based pricing model is intentional, designed to offer fairness, predictability, and… Continue reading Why SyncEzy Charges for Procore Integrations by ACV (Annual Construction Volume)

In February 2016, Procore launched its equivalent of the App Store or Extension marketplace, called the Procore App Marketplace with 20 Procore apps. As they describe, “The App Marketplace is the online home for all third-party solutions and applications that integrate with the Procore platform. Companies of varying sizes and focus areas can easily locate… Continue reading Procore Marketplace

Maintaining CRM Hygeine – What happens when a Contact leaves and organization? One of the most crucial aspects of CRM management is keeping your dataset clean, organized, and up-to-date. A well-maintained CRM is like a high-performance engine: it runs smoothly, helps you meet your goals efficiently, and minimizes costly errors. The cornerstone of CRM hygiene… Continue reading How to Manage CRM Records When Contacts Leave a Company

Introduction: Effective document management is crucial for smooth construction project operations. However, the sheer volume of documents, multiple stakeholders involved, and disparate systems can create challenges in organizing and accessing critical files. In this blog post, we will explore the challenges of construction document management and how SyncEzy’s Procore-SharePoint integration simplifies file organization. Discover the… Continue reading Optimizing Construction Document Management: How SyncEzy’s Procore-SharePoint Integration Simplifies File Organization.

Introduction: In today’s fast-paced business landscape, efficiency and productivity are paramount for success. One effective way to achieve streamlined operations is through the implementation of integration solutions. Integration solutions bridge the gap between disparate business applications, automating processes, and optimizing workflows. In this blog post, we will explore the benefits of integration solutions and how… Continue reading Streamlining Your Business Operations: How Integration Solutions Can Benefit Your Workflow

In the City of Gold Coast, the environmental integrity and safety of groundwater is a priority, underscored by the mandatory biannual inspections of septic tanks. Property owners are required to ensure their septic systems are not only functioning but also compliant with local regulations, to prevent any potential contamination. The current method involves manual data… Continue reading Revolutionising City Council Septic Tank Inspections on the Gold Coast with API Integration

In today’s fast-paced business environment, data is more than just numbers on a spreadsheet; it’s the lifeblood of informed decision-making. If you’re using QuickBooks Time to track employee hours and tasks, you’re already on the right path. But what if you could transform those timesheets into dynamic, real-time dashboards filled with actionable insights? That’s precisely… Continue reading A Deep Dive into QuickBooks Time and Power BI

We work with a lot of Trade businesses and see a lot of business operations closely so these tips have been synthesized on what we have seen working well for others.  There are plenty of tips around how to set up a Shopify store, all focussed on the website, graphics, social proof, reviews and  Embrace… Continue reading Tips for Trade Service Businesses Setting up Shopify Stores

In the realm of business operations, payroll processing is not just a routine administrative task—it’s a goldmine of insights waiting to be unearthed. With the advent of advanced analytics and integration capabilities, businesses can now harness their payroll data to drive strategic decision-making and operational efficiency. The integration of Keypay/EH Payroll with PowerBI stands out… Continue reading Unlocking the Full Potential of Payroll Data: The Power of Keypay/EH Payroll and PowerBI Integration

Introduction   Email marketing remains a cornerstone strategy for small businesses aiming to promote their services and grow. The advantage of targeting existing customers who already trust your brand cannot be overstated. It’s significantly easier and often more effective to upsell to an existing customer than to convert a new prospect. In this blog post, we’ll… Continue reading Maximise Your Email Marketing with Existing Customer Data from simPRO

In the dynamic field of facility and asset management, efficiency and accuracy are paramount. Integrating facility management systems such as ArchiBus and various Council Asset Management Systems in Australia with job management platforms like simPRO, ServiceM8, and AroFlo can revolutionize the way businesses operate. This seamless integration not only removes the burden of manual data… Continue reading Boosting Efficiency: Integrating Facility Management Systems with Job Management Platforms

A Point of Sale (POS) system is a combination of hardware and software that allows businesses to conduct sales transactions efficiently and accurately. It typically includes components such as a cash register, barcode scanner, receipt printer, and payment terminal, along with software that manages sales data, inventory levels, and customer information. Modern POS systems often… Continue reading Integrate your POS (Point of Sale) System with Simpro

Many service companies with retail operations, such as swimming pool suppliers or locksmiths, need an efficient POS system to handle rapid transactions, especially during peak times. Integrating a POS system into Simpro simplifies this process by automating sales, managing inventory, and syncing data with service jobs. For companies offering both products and services, this integration… Continue reading Streamlining POS Integration into Simpro for Service Businesses with Retail Presence.

QuickBooks Time (formerly known as TSheets) is a robust tool for tracking time, managing employee schedules, and overseeing project progress. With SyncEzy’s QuickBooks Time to Power BI integration, businesses can harness this wealth of data to generate insights that drive efficiency, productivity, and profitability. In this blog post, we’ll dive into the key tables and… Continue reading Unlocking the Power of QuickBooks Time Data: A Comprehensive Guide to Building Reports with Power BI

Why Is the SOAP API Being Deprecated? The SOAP API, introduced over ten years ago, was built on the technology standards of its time. While it has served its purpose well, the digital landscape has evolved, and so have the demands on API performance, scalability, and security. Simpro’s decision to deprecate the SOAP API in… Continue reading Simpro Legacy SOAP API Deprecation: What You Need to Know and How SyncEzy Can Help

TSheets recently announced that they have changed their name and their new name is Quickbooks Time. TSheets has been a part of the Quickbooks family for three years and the name change represents the product being further consolidated into the Quickbooks family. Let’s look at how the TSheets name change will affect your business: If… Continue reading TSheets Name Change To Quickbooks Time

SyncEzy Bug Bounty Policy At SyncEzy, we take the security and reliability of our integrations seriously. We value the efforts of the security research community in helping us maintain high standards of security. If you discover a vulnerability in our systems, we encourage you to report it to us so we can address it promptly.… Continue reading Bug Bounty Program

At SyncEzy, we make it a point to attend a few key events each year. These trade shows and conferences are often our only opportunities to meet customers face-to-face, and we take full advantage of them. We are proud to say that at any given event, we typically outperform our neighbouring booths by at least… Continue reading Maximising Returns at Trade Shows and Events: SyncEzy’s Proven Strategies

The new two-way integration between Autodesk Construction Cloud and Microsoft SharePoint by SyncEzy streamlines project management and enhances collaboration for construction teams. SyncEzy recently announced its latest integration with Autodesk Construction Cloud, significantly enhancing project management capabilities for its customers. This SharePoint integration is designed to improve efficiency and collaboration in construction projects, offering a… Continue reading SyncEzy Enhances Capabilities with Autodesk Construction Cloud Integration

SafetyCulture, globally recognized as a leading inspection and checklist application, revolutionises the way organisations perform audits and ensure safety compliance. At SyncEzy, our affinity for checklists goes beyond mere appreciation; it’s foundational, much like the principles laid out in “The Checklist Manifesto,” by Atul Gawande which is one of my all time favourite books.   Safety… Continue reading Building Custom SafetyCulture Integrations

In an era where technology is at the heart of business operations, the harmony between different systems can significantly amplify productivity and operational efficiency. HiBob, renowned for its robust and user-friendly HRIS capabilities, has become a favorite among organizations looking to streamline their human resources processes. But when it comes to integrating HiBob with your… Continue reading Mastering the Art of Deep HiBob HRIS Integrations

Remember the days when we had to submit TFN declarations with pen and paper, Thankfully, Australian taxation office has submitted clear directions for software developers and companies on how to do this digitally. For a detailed view, please click the button below. For to understand the summary, keep on reading, We have also provided some… Continue reading Digital TFN Declarations for Australian Employers: An Overview on how to setup this in HRIS HiBob & Zoho People

In the realm of business operations, the significance of efficient time tracking cannot be overstated. Quickbooks Time, formerly known as TSheets, has established itself as a leading timesheet application since its inception in Boise, Idaho. This transformative journey from a modest startup to being part of the QuickBooks suite signifies its pivotal role in streamlining… Continue reading Enhancing Business Insights: Leveraging Quickbooks Time for Advanced Reporting with PowerBI / Tableau / ZOHO Analytics or any other Dashboarding app

For trade businesses utilising Simpro for managing operations, the importance of inputting accurate data cannot be overstated. Accurate data entry, especially regarding job costs—labour, overtime, variations, parts, and bill of materials—is crucial for maximising the value derived from Simpro. While entering parts data is relatively straightforward, often because parts are ordered directly for jobs, ensuring… Continue reading Running Payroll from Simpro Schedule & Excluding Travel time from Overtime

In a significant shift within the digital scheduling world, Go Bookings, a system once favored by numerous large companies, is closing down. Visionflex, the system’s parent company, made the announcement in their annual report, marking a definitive end to the service by May 1, 2024. This decision comes after a detailed evaluation of its business… Continue reading Time to Upgrade: The Closure of Go Bookings Opens New Doors

Introduction In an industry where efficiency and safety are paramount, our collaboration with Simpro and SafetyCulture marks a pivotal moment. This alliance introduces a pioneering solution, designed to redefine how trade and construction businesses approach safety inspections, compliance, and operational efficiency. Who are SafetyCulture and Simpro? SafetyCulture, a global technology pioneer, is committed to helping… Continue reading Streamlining Construction and Trade Safety with SyncEzy’s New SafetyCulture and Simpro Integration.

Today marks a significant milestone for SyncEzy (3D Consulting Pty Ltd Trading as SyncEzy), as we proudly announce our achievement of the CASA Tier 2 (Lab Tested – Lab Verified) accreditation. This esteemed recognition is a testament to our steadfast commitment to application security and our dedication to protecting our users’ data with the utmost… Continue reading SyncEzy Achieves CASA Tier 2 Accreditation for Superior Integration Security

Are you tired of missing out on valuable Hipages leads because you can’t respond quickly enough? You’re not alone. Many businesses face this challenge, and it’s time to explore why it’s a problem and how to solve it. Why Can’t You Accept Hipages Leads? The Consequences of Missing Leads Losing Hipages leads can be detrimental… Continue reading Accepting HiPages Leads with SyncEzy – Hipages Managed Account Service

Efficiency is crucial in project management, especially when using simPRO. Integrating simPRO with SharePoint offers numerous benefits that can enhance your workflow: 1. Streamlined Access with Office 365: Easily access your project files and folders through SharePoint, OneDrive, Teams, and the entire Office 365 suite. This integration simplifies collaboration and document retrieval. 2. Local Editing… Continue reading Boosting Project Efficiency: Why SyncEzy Recommends simPRO and SharePoint Integration

In the world of business management, time is money, and efficiency is paramount. Enter QuickBooks Time, your trusted companion for tracking employee hours and tasks. But what if you could take that time tracking data to the next level? The answer lies in integrating QuickBooks Time with Power BI, a powerhouse of business intelligence tools.… Continue reading Boosting Productivity: Integrating QuickBooks Time and Power BI

In the realm of modern business operations, efficiency and collaboration are crucial. SyncEzy presents a practical solution that streamlines data collection, inspections, and reporting. The integration between simPRO and SafetyCulture, powered by Safety Culture, offers a balanced approach that empowers your organization. Let’s explore the tangible benefits this integration brings to your workflows. 1. Unifying… Continue reading Enhancing Efficiency and Collaboration: The simPRO to SafetyCulture Integration

Introduction In the fast-paced world of real estate, property management agencies rely on efficient reporting to stay ahead of the competition and make data-driven decisions. While PropertyMe offers standard reporting features, agencies often find themselves needing more extensive and customized reports to gain deeper insights into their portfolios. However, obtaining such in-depth analysis often involves… Continue reading PropertyMe Reporting and Analytics Dashboards in PowerBi

We are thrilled to announce the upcoming integration between Shopify and simPRO, a game-changing solution that will revolutionize how simPRO-driven businesses operate in the online e-commerce world. As we are currently going through the Shopify partner review process, we are excited to soon bring this integration to the Shopify Marketplace, where it will be easily… Continue reading Streamline Your Business: Introducing the Upcoming Shopify to simPRO Integration

Late Friday evening on 23rd June, as I was shutting down for the day, at 6.15 pm I received a concerned email from a customer in Singapore, Is SyncEzy protected against this Zero Day Exploit? This by the way is a perfect subject to get any TECH CEO to open the email immediately. As I opened… Continue reading Enhancing Data Security in a Post-Zero-Day World: The SyncEzy Commitment

For companies using Procore for project work and Office365 for office admin work, our Procore to SharePoint integration can be life-saver. Our team regularly gets questions about syncing files between Procore and SharePoint so we want to answer some of our top questions here. Does Procore integrate with SharePoint? Yes, you can connect Procore to… Continue reading Top questions about doing a file sync between Procore and SharePoint

What is SOC 2 Type 2 Certification? SOC 2 Type 2 Certification is a Type of Certification that verifies that a service organization has established and implemented controls and procedures to safeguard the privacy, security, and confidentiality of customer data. SOC 2 (System and Organization Controls 2) is a set of auditing standards developed by… Continue reading SyncEzy is SOC 2 Type 2 Certified Now

Recently there has been a lot of chatter around simPRO’s new terms and conditions and specifically some terms around data protection and deletion of data / limited liability around the same. As a founder of another software co, I’d say this is a fairly standard statement hidden in every SAAS (Software as a service) EULA (end user… Continue reading simPRO Backup options

For the benefit of our customers. Here is a summary of the smoke alarm inspection laws around Australia.  Smoke alarms in residential properties are regulated by the state government, for the purpose of this article we will refer to residential smoke alarm-related laws. Let’s start with Victoria All Victorian residential properties must have smoke alarms… Continue reading Smoke Alarm inspection laws around Australia

If you have been using Quickbooks Time for more than a few years, like many of our clients have been using it for eons since the days it was called Tsheets, you know that this is an amazing product. It is extremely value for money for what it does and gives you and your team… Continue reading Automatically Sync Excel or PowerBI with Quickbooks Time

In a world where our computers are constantly generating huge amounts of new information, the issue of data security is becoming a very important one. Businesses today are asking themselves whether they can trust the safety of their sensitive information as it travels between so many interconnected devices. As a result of this, data security… Continue reading Information Security & Portal Access Using 2FA at SyncEzy

SOC 2 Certification SyncEzy is certified for SOC 2. General Data Protection Regulation (GDPR) What is the GDPR? The GDPR is a comprehensive data protection law that came into effect on May 25, 2018. It replaced existing EU law to strengthen the protection of “personal data” and the rights of the individual. It’s a single… Continue reading SyncEzy Security, SOC-2 and GDPR Information

Zoho has recently announced that they’ve launched their Zho PathFinder product and in this article, we’ll look at what it is and how it could be useful in your business. What is Zoho PathFinder? Pathfinder is Zoho CRM’s new journey discovery tool. With PathFinder, you can discover your customers’ journeys across multiple touchpoints and channels,… Continue reading Understanding Zoho PathFinder

As a company we have always put Support before Sales,  This has been our philosophy from day one that if you take care of existing customers the business will take care of itself. Based on this philosophy, we always invested more in our support organization, in the ratio between our sales and support staff. The last thing we… Continue reading SyncEzy offers 24 x 5 Support

PropertyMe is property management software designed to help property managers manage residential and commercial properties on behalf of their owners. They have a growing list of features but one of the most used features is their reporting functionality. This is what reporting currently looks like in PropertyMe, which is quite functional if everything you need… Continue reading Automatically Sync Excel or PowerBI with PropertyMe

Part of your work in Procore is taking photos on your mobile phone or tablet and then needing to upload the file into Procore. In this article, we’ll look at how to manage Photos in Procore, from your phone, all the way to the office. Procore Photos The common tasks that you’ll perform in Procore… Continue reading Understanding Procore Photos

We’ve had the opportunity to work with many smoke alarm testing companies over the years. Through our integration with PropertyMe, smoke alarm testing companies have reached out to discuss syncing their work management software with the software used by their clients, real estate property management companies. Whether they’re using simPRO, ServiceM8, FieldMagic or RentSafe, by… Continue reading Smoke Alarm Testing Businesses In Australia

For many companies using Procore, a portion of each day will be spent working on large Excel files for planning, custom reports, tracking, cost management etc. These files use a specific template and often include custom formulas, macros & have functions embedded in them. Due to the limitations in using Excel via Office 365 online,… Continue reading Excel Files In Procore

There are some powerful reasons why you should use Power BI to create reports from your simPRO data. By accessing your Jobs, Projects, tasks and sub-task data in Power BI, you’ll be able to create powerful reports, graphs, charts and dashboards from your simPRO data. How do you create reports in simPRO? To generate simPRO… Continue reading Creating simPRO Reports, Graphs and Dashboards

What is Procore? Procore is the world’s leading cloud-based construction management software. Over 600,000 people at more than 6,300 companies worldwide use Procore’s solutions to manage their projects and deliver quality results. It provides construction companies with a single system of record for project data, and automates the workflows used by owners, contractors and subcontractors… Continue reading Top Procore Integrations

Starting a property management business The real estate industry is one of the most competitive industries in the world, and it’s not easy to get into this field if you don’t have any experience or knowledge about how to start a property management company. If you want to be successful at your job as a… Continue reading How to start and run a property management business

simPRO Reports If you’re a simPRO user, you’ll want to have the option to view reports on all aspects of your business. Whether you need a simPRO report on a segment of your customers, reporting on the number of jobs completed this week or a report on your estimated profit & loss, you’ll find reporting… Continue reading Understanding simPRO Reports

For most office staff, email management is one of the most important tasks they perform each day. In this article, we’ll look at how emails work in Procore and how you can: Procore Emails Send an email with an attachment from Procore The Emails tool in Procore lets you perform basic email functions, such as… Continue reading Understanding Procore Emails

KeyPay is an easy-to-use online payroll that integrates with accounting platforms and automates the entire payroll journey. They have a growing list of features but one of the most used features is their reporting functionality. This is what reporting currently looks like in KeyPay, which is quite functional if everything you need to do can… Continue reading Automatically Sync Excel or PowerBI with KeyPay

Procore Downloads As a Procore user, you’re going to need to download files from Procore on your desktop or mobile. You might want to download the Procore files so you can mark them up, import into another software program, post to a group chat or email to a colleague. In this article, we’ll look at… Continue reading Understanding Procore Downloads

A large part of your work in Procore is collaborating on files and photos with internal and external stakeholders across departments, teams, clients, external contractors and others. In this article we’ll look at how to set up Procore sharing, specifically Documents & Photos, in Procore to ensure that the right people are the only ones… Continue reading Understanding Procore Permissions

The heart of your work in Procore is creating & uploading files, working on files, collaborating on files, moving files and deleting files. You also need to consider file permissions across departments, teams, clients, external contractors and others. In this article we’ll look at how to manage files, specifically Documents & Photos, in Procore to… Continue reading Understanding Procore File Management

Why you need a process for following up on sales quotes, and how to set one up. Following up on sales quotes is an essential part of any business that sells products or services. It’s the first step in closing deals. If you don’t have a good system for following up on your sales, you… Continue reading How to follow-up on sales quotes

Let’s talk about Procore backups for Procore users. We know from their website that they have your data “written to independent servers located in at least three seperate locations at any time” and that all data is “copied to off-site storage every 20 minutes” with remote “copies maintained in secure data centers” (see this article)… Continue reading Understanding Procore Backups

HiBob is a powerful HR platform for HR managers, business managers and employees while KeyPay is a modern cloud payroll software that automates compliance. In this article, we’ll look at the core features of HiBob & KeyPay and will look at how our HiBob to KeyPay integration brings much-needed finance features to HiBob. HiBob’s features… Continue reading Linking HiBob’s HR features with KeyPay’s finance features

Have you read about our HiBob to KeyPay integration and you’re ready to get started? We’ll run through the steps to getting started below but first, let’s look at some of the main benefits that our clients are finding in using the integration: The steps to getting started are: If you need help during the… Continue reading Ready to get started with the HiBob to KeyPay integration?

HiBob and KeyPay working together HR managers are loving our HiBob to KeyPay integration and we want to answer some questions that potential customers have about the integration. How does the sync work? Information from HiBob is synced across to KeyPay. The integration extracts and updates employee and leave data from HiBob to KeyPay every… Continue reading HiBob to KeyPay Integration FAQs

Procore’s Company level Documents tool is one place to house your organization’s mission-critical documents. Designed to accelerate business efficiency, this tool minimizes the amount of time it takes to capture, distribute, and share documents with your team. In this article, we’ll look at how companies are using this construction document management software and the smart… Continue reading Understanding Procore Documents

If you’re a property manager, then you know that email is an essential part of your business. It can be the difference between success and failure in many ways. But if you don’t use it properly, you could lose out on potential clients or even get into trouble with the law. In this post, we’ll… Continue reading Email marketing for property managers

The team at SyncEzy has been working through the compliance steps needed to progress towards SOC2 status and beyond. I caught up with Hayden Kerr from SyncEzy to hear (the simplified version) of their work and why it matters. Hayden: As we have customers who depend on the software and technology that we provide, they need… Continue reading Why SOC2 Matters (Interview with Hayden Kerr)

Your business is running well using simPRO as your chosen field services software. You’ve streamlined your entire workflow from estimating and quoting to scheduling and job management. Implementing simPRO as your chosen job management software into your service business was one of your best decisions and you’re looking at a way to use simPRO as… Continue reading simPRO CRM & Marketing for Trades

For many small teams, when it comes to HR, they use a collection of out-of-sync spreadsheets and emailing back and forth. As they grow, they realise they need a payroll system then quickly realise they need a better way to keep track of employee information as well. Payroll Software Requirements (Australia) The main requirements for… Continue reading HRIS and Payroll Software in Australia

Connect payroll to HiBob HRIS HiBob is one of the major HRIS (Human Resources Information System) platforms and our latest HiBob to KeyPay integration helps to add important features to the HiBob platform. By connecting HiBob to a payroll software platform like KeyPay, you’ll have access to a seamless HRIS to payroll integration. The one-way… Continue reading HiBob Payroll Integration

We’ve built the PropertyMe to RentSafe integration for companies needing: In the following video, we’ll walk through some of the main benefits of the integration.

PropertyMe and RentSafe working together Property managers are loving our PropertyMe to RentSafe integration and we want to answer some questions that potential customers have about the integration. How does the sync work? Information from PropertyMe is synced across to RentSafe. The integration extracts and updates rental property and contact data from PropertyMe to RentSafe… Continue reading PropertyMe to RentSafe Integration FAQs

Have you read about our PropertyMe to RentSafe integration and you’re ready to get started? We’ll run through the steps to getting started below but first, let’s look at some of the main benefits that our clients are finding in using the integration: The steps to getting started are: If you need help during the… Continue reading Ready to get started with the PropertyMe to RentSafe integration?

We’re excited to announce that we’ll be attending Groundbreak 2022. Groundbreak is the global construction conference, bringing together the industry’s most passionate and innovative thought leaders from around the world. We are thrilled to be joining Groundbreak in New Orleans for a familiar, face-to-face conference experience. Groundbreak runs from the 7th November to the 9th… Continue reading Meet in-person? See you at Groundbreak 2022 in New Orleans

simPRO is an excellent field service management software with helpful features like: With all these features, you’re probably looking for simPRO marketing features, simPRO marketing apps or simPRO marketing integrations. You will be looking for awhile as simPRO has decided to solely focus on field service management and the main interaction they have with customers… Continue reading simPRO Marketing Apps

We’re excited to announce the launch of the simPRO to HubSpot integration. For our clients who have been looking for simPRO marketing features, this integration will be a game-changer. This integration will allow simPRO users to sync customers, contacts and quotes from simPRO to HubSpot so they can automate their sales process and send ongoing… Continue reading Introducing the simPRO to HubSpot integration

For companies looking to connect Procore to their cloud storage provider, there are only a few major players in the Procore integration space. odrive is a service that enables you to integrate with Procore and “connect” your files to odrive. The way the connection works is: By having all your file as links to be… Continue reading odrive Alternative

If you are reading this page, chances are that you are looking to connect two business applications and are looking for some cost estimates on what the integration would cost.  We wrote this post to save both of us a bunch of time. At SyncEzy, integrations between business apps are the core of what we… Continue reading Building a custom integration

Question: Good morning, I am the person in charge of the Procore implementation in our company and we are looking for a tool to help us edit files (dwg, xlsx, xls, doc, rvt..) in local at the same time they are synchronised with the Procore Documents tool. We need to avoid users needing to download… Continue reading Client Question – connecting Procore to SharePoint

Want to connect Bluebeam to Procore? After working with Procore users, we know that many love using Bluebeam in their business for document markups and collaboration. They can use Bluebeam on their desktops and iPads then download/share the PDF with others in their business via email. The problem with this workflow is that file versions… Continue reading Sync Bluebeam files to Procore

Bluebeam software users love the ability to create customisable markups and manage site logistics plans. Bluebeam Revu can also be used for: The challenge for Bluebeam users who also use Procore is how to share files and markups in the most efficient way. Bluebeam currently has a basic Procore integration that has the following features:… Continue reading How to share Bluebeam files in Procore

We’re excited to announce the launch of our Procore to Google Drive 2-Way integration. With this powerful integration, you’ll be able to have your Procore Document & Photos synced across to your Google Drive account and will also be able to add files to specific Google Drive folders and have these files accessible in Procore.… Continue reading The Procore to Google Drive Two-Way Integration Is Live!

For many businesses, their main communications channel is email, with prospective clients and existing clients using email to ask questions, request pricing and send requests. For too long, customer service staff have needed to copy & paste email threads (or screenshot them) to paste into their job management software so field staff could be booked… Continue reading Turning support tickets into customers

We’ve built the simPRO to Zoho Desk integration for companies needing to: In the following video, we’ll walk through some of the main benefits of the integration. Zoho Desk to simPRO – Demo from SyncEzy on Vimeo.

Reader Questions: We’ve had several reader questions about getting analytics from simPRO into other data warehouse and dashboard tools. Questions have included: Q1 “I’d like to keep get analytics on the timesheets that are being synced with simPRO so I can better manage resource allocation across our team” Q2 “I am enquiring as to whether… Continue reading FAQs – simPRO Analytics

Reader Question: What are the integration capabilities of simPRO with an email marketing provider like MailChimp. I’m interested in triggering emails to follow up quotes and then having the ability to identify when a lead/customer transitions through the different stages from lead to quote to customer to customer master mailing list. And then sending specific… Continue reading FAQs – simPRO email follow-up?

simPRO CRM? A client who had connected simPRO to Xero recently asked if they could add a CRM to simPRO. They were using simPRO as their field service management software but wanted extra features. They felt that they needed a: Ultimately, they were looking to have simPRO as the core of their business with all… Continue reading Adding a CRM to simPRO

Procore FAQs As a growing integrations company, we get asked about integrations and software all the time. One popular software program that we integrate with is Procore. Some of our current top Procore integrations include: Procore Sync Questions Q: We are currently using Procore Sync and we also use MS Office 365, including Sharepoint, for… Continue reading Top Procore FAQs

Want to speed up your site audit process? Would you like to automate your site audit process or your site checklist process? By connecting your field service software to your site audit and site inspection software, you can have forms, checklists and audits pre-populated with client data. Current Audit Process You only really see the… Continue reading Automating Your Inspection Report Process

We explore how to drastically increase project efficiency and accountability by streamlining and mobilizing project communications and documentation. This real-time data and accessibility minimizes costly risks and delays—ultimately boosting profits. Historically, construction efficiency has been a common problem. This causes a project to drag out for a longer period of time and drives the prices… Continue reading Why should I use software integrations in my construction business?

Have you read about our simPRO to iAuditor integration and you’re ready to get started? We’ll run through the steps to getting started below but first, let’s look at some of the main benefits that our clients are finding in using the integration: The steps to getting started are: We’ve also recorded a short video… Continue reading Ready to get started with the simPRO to iAuditor integration?

We’ve built the simPRO to iAuditor integration for companies needing to: In the following video, we’ll walk through some of the main benefits of the integration. SimPro iAuditor – Walkthrough from SyncEzy on Vimeo.

PropertyMe Data Dashboards If you’re a power PropertyMe user, you’ll have a tonne of property & tenant data across your property portfolio within PropertyMe. Whilst PropertyMe provides a solid dashboard that gives you a bird’s eye view of your entire portfolio one one screen, by connecting to your own data ware house, you can drill… Continue reading PropertyMe data dashboards are now available

Have you read about our PropertyMe to Power BI integration and you’re ready to get started? We’ll run through the steps to getting started below but first, let’s look at some of the main benefits that our clients are finding in using the integration: The steps to getting started are: If you need help during… Continue reading Ready to get started with the PropertyMe to Power BI integration?

We’ve built the PropertyMe to Power BI integration for companies needing to: In the following video, we’ll walk through some of the main benefits of the integration. PropertyMe to Power BI Walkthrough from SyncEzy on Vimeo.

We’re excited to announce that we’ve been listed on the Microsoft AppSource marketplace and we are now the only Microsoft-approved Procore partner listed in this global marketplace. The listing, for our Procore to SharePoint integration, shows further details of our integration, provides a space for Microsoft users to leave ratings & reviews and gives details… Continue reading SyncEzy: Procore SharePoint Integration now listed on the Microsoft App Source Marketplace

Procore offers two powerful tools for managing files that you use on-site. Procore Photos Tool allows you to take photos on your smartphone or tablet, store & organise your digital photos, mark up your photos with details & comments as well as linking photos to specific projects. Procore Documents acts like a virtual filing cabinet… Continue reading Access files anywhere with Procore files in Microsoft Teams

We’ve built the Procore to Microsoft Teams integration for companies needing: In the following video, we’ll walk through some of the main benefits of the integration. Procore to SharePoint Office365 Walkthrough from SyncEzy on Vimeo.

Have you read about our Procore to Microsoft Teams integration and you’re ready to get started? We’ll run through the steps to getting started below but first, let’s look at some of the main benefits that our clients are finding in using the integration: The steps to getting started are: We’ve also recorded a short… Continue reading Ready to get started with the Procore to Microsoft Teams integration?

We’re excited to announce that we’ve officially launched our Procore to Microsoft Teams integration, a true time-saver for construction teams. Teams who are using Procore to manage their projects will love the automation that this integration can provide. By connecting Procore to Microsoft Teams, construction teams now have an integration where they can: If you’re… Continue reading New Integration: Procore to Microsoft Teams

If you’re a construction company looking to manage your Procore Documents, you may have looked into using Procore Sync or using ODrive’s Procore Documents tool. From your research, you may have found out that Procore Sync is about to close down and that ODrive’s Procore Document tool has limitations that your business can’t live with.… Continue reading ODrive Procore Alternative

What is Procore Sync? Procore Sync is an application for Windows computers that makes it easier to access and manage files in your Procore projects’ Documents tool. After setting up one or more projects with Procore Sync, a ‘Procore’ folder is installed in your computer’s File Explorer. Each synced project appears as its own folder… Continue reading Procore Sync Alternatives

What is Procore Drive? Procore Drive is a program that you can use to send and receive files. It lets you upload and download large files, which is convenient if you’re not connected to the internet. You can install it on Windows 7 or newer computers, and also use it offline if you don’t have… Continue reading Procore Drive alternatives

Really excited to launch the release of our latest integration PropertyMe to Servicem8 integration in the Servicem8 Addons store. Any ServiceM8 companies that get regular work from real estate agents can now enjoy a seamless transfer of data from PropertyMe to ServiceM8.  Depending on their business more, the Real estate agent can choose to send… Continue reading PropertyMe Addon Released on the ServiceM8 Addon Directory

We’ve built the simPRO to Xero Payroll integration for companies needing to: In the following video, we’ll walk through some of the main benefits of the integration. simPRO to Xero Payroll – Walkthrough from SyncEzy on Vimeo.

We’re excited to announce that we’ve officially launched our simPRO to Xero Payroll integration, a true time-saver for staff. By connecting simPRO to Xero Payroll, staff can now have an integration where they can: If you’re tired of manually downloading data from simPRO to complete payroll and want a more automated process with less errors,… Continue reading New Integration: simPRO to Xero Payroll

Want to access your construction project files from anywhere? In this article we look at the top 8 reasons to backup your construction files & photos to the cloud. Ready to access your construction project files easily? We offer a Procore to Dropbox integration that ticks all the boxes for backing up your files. Get… Continue reading Top 8 reasons to backup your construction files & photos to the cloud

Have you read about our Procore to Dropbox integration and you’re ready to get started? We’ll run through the steps to getting started below but first, let’s look at some of the main benefits that our clients are finding in using the integration: The steps to getting started are: We’ve also recorded a short video… Continue reading Ready to get started with the Procore to Dropbox integration?

We’ve built the Procore to Dropbox integration for companies needing: In the following video, we’ll walk through some of the main benefits of the integration. Procore to Dropbox Integration from SyncEzy on Vimeo.

Backing up Procore files Using our Procore to Google Drive one-way integration, you can create a backup of your Procore Documents and Photos. Our integration will send job & quote document uploads to new Google Drive subfolders that are named as per your Procore folders. What are the consequences of not backing up your work… Continue reading Why you should back up your Procore files to Google Drive

Have you read about our Procore to Google Drive integration and you’re ready to get started? We’ll run through the steps to getting started below but first, let’s look at some of the main benefits that our clients are finding in using the integration: The steps to getting started are: We’ve also recorded a short… Continue reading Ready to get started with the Procore to Google Drive integration?

We’re excited to announce that we’ve officially launched our Procore to Google Drive integration, a true time-saver for construction teams. Teams who are using Procore to manage their projects will love the automation that this integration can provide. By connecting Procore to Google Drive, construction teams now have an integration where they can: If you’re… Continue reading New Integration: Procore to Google Drive

Top PropertyMe Integrations What is PropertyMe? PropertyMe is Australia’s most popular property management software and includes the following features: Property Accounting – keep your banking and bills in order. Includes features like receipting, reconciling, and bulk disbursement. Performance Management – plan, schedule and do inspections all in one place. Manage your entire maintenance workflow with clever… Continue reading Top PropertyMe Integrations

What is simPRO eForms? simPRO eForms is a free app that can be downloaded from the App Store for iOS devices and Google Play. It will work on many different types of tablets and operating systems. The form can be filled out by your technician in the field and sent to the eForms Portal. If… Continue reading Understanding simPRO eForms

Looking for simPRO integrations? simPRO is a service management software that provides business with the tools they need to simplify their process and operations. In addition, it offers an integrated suite of solutions for managing your facilities inventory, progress payments, customer invoices and assets in one centralized location. It’s intuitive design helps companies of all… Continue reading Top simPRO Integrations for Field Services

We’ve built the Procore to Google Drive integration for companies needing: In the following video, we’ll walk through some of the main benefits of the integration. Procore to Google Drive integration from SyncEzy on Vimeo.

SyncEzy is excited to announce that we’ll be joining the Global Landing Pad accelerator that is run in partnership with World Trade Center Denver (WTC). The annual business accelerator program hosts companies from around the world and is a key stepping stone for companies looking to expand their US presence. SyncEzy has made it through… Continue reading SyncEzy Joins Business Accelerator

If you’re a property manager looking to automate your business, the number 1 area to get started is in reducing the number of manual processes you’re doing on a daily basis. A key area where you can minimise your admin work is emails that you’re sending back to forth to get work done. You’ve got… Continue reading Property Management Automation Software

We’re excited to announce that our PropertyMe to ServiceM8 integration is now showcased on the PropertyMe integrations marketplace. As one of the top alternatives to Detector Inspector & 1300 Smoke Alarms, this integration empowers property managers to easily pass on work requests to their preferred contractors in an automated way. If you’re looking for a… Continue reading Our ServiceM8 integration has been highlighted on the PropertyMe marketplace

Have you read about our PropertyMe to ServiceM8 integration and you’re ready to get started? We’ll run through the steps to getting started below but first, let’s look at some of the main benefits that our clients are finding in using the integration: The steps to getting started are: We’ve also recorded a short video… Continue reading Ready to get started with the PropertyMe to ServiceM8 integration?

We’ve built the PropertyMe to ServiceM8 integration for companies needing: In the following video, we’ll walk through some of the main benefits of the integration. PropertyMe to ServiceM8 – Walkthrough.mp4 from SyncEzy on Vimeo.

We’re excited to announce that we’ve officially launched our PropertyMe to ServiceM8 integration, a true time-saver for property managers. Property managers who are using PropertyMe to manage their tenants and landlords will love the automation that this integration can provide. By connecting PropertyMe to ServiceM8, property managers now have a Detector Inspector alternative where they… Continue reading New Integration: PropertyMe to ServiceM8

If you’re a simPRO user, you’ll love our simPRO to Mailchimp integration for automating more of your marketing processes. There are many different industries using this integration to power-up their business processes – let’s look at how fire protection companies use the integration for their email marketing campaigns. Fire Protection Company Email Marketing For smaller… Continue reading simPRO Email Marketing for Fire Protection Companies

Blueprint Zoho CRM – ABC Solar Many businesses often have unique business processes. These processes are often a huge factor when deciding their software requirements. The software will need to be robust enough to provide a huge amount of capabilities to handle these unique business processes.  Zoho CRM has understood this very well. To ensure… Continue reading Blueprint Zoho CRM – ABC Solar

We have been in the integration business now for over 5 years, as of 2021.  Over the years we have worked with more than 100 different applications, their APIs, their API support teams, forums, API documentation and a bunch of other systems with APIs that were open, closed and everything in between. These days every… Continue reading How to be a good platform for third party integration developers?

Why Partner with SyncEzy If you are a platform or a B2B app, Here’s why you should partner with SyncEzy? TLDR: Why ? Low Churn, Happy Customers and more powerful integrations for your customers.  Your App is unique in the way it manages data Let’s face it, you can’t build everything your customers want. Your… Continue reading Why Partner with SyncEzy

Console and ServiceM8 working together Property managers are loving our Console to ServiceM8 integration and we want to answer some questions that potential customers have about the integration. How does the sync work? Information from Console is synced across to ServiceM8. The integration extracts and updates rental property and contact data from Console to ServiceM8… Continue reading Console to ServiceM8 Integration FAQs

Procore odrive pricing For Procore users looking for a Procore Sync alternative, they might want to compare Procore Sync to the service that odrive provides. At first glance, it would seem that Procore users can access the following features on the free odrive plan: From this odrive Premium pricing page, it would also seem that… Continue reading odrive pricing comparison

We’ve built the Procore to OneDrive integration for companies needing: In the following video, we’ll walk through some of the main benefits of the integration. Procore to OneDrive Integration from SyncEzy on Vimeo.

Have you read about our Procore to OneDrive integration and you’re ready to get started? We’ll run through the steps to getting started below but first, let’s look at some of the main benefits that our clients are finding in using the integration: The steps to getting started are: We’ve also recorded a short video… Continue reading Ready to get started with the Procore to OneDrive integration?

Join our clients in upgrading your Procore file sharing. While Procore does have standard file sharing features, by integrating Procore with OneDrive, you’ll have access to additional file sharing features. Shared Folders in OneDrive Shared folders include content that others have shared with you through their OneDrive or content that is a part of your… Continue reading Upgrade your Procore file sharing

Sharing Procore files with others using OneDrive In this post we’ll walk through the process for uploading documents to Procore and then sharing these files with non-Procore users (clients, contractors etc). There are two common ways to upload files to Procore on your desktop, uploading via the Documents Tool and uploading files by sending an… Continue reading Sharing Procore files with others using OneDrive

Console and FieldMagic working together Property managers are loving our Console to FieldMagic integration and we want to answer some questions that potential customers have about the integration. How does the sync work? Information from Console is synced across to FieldMagic. The integration extracts and updates rental property and contact data from Console to FieldMagic… Continue reading Console to FieldMagic Integration FAQs

Power BI to simPRO Integrations FAQs SyncEzy currently offers seventeen powerful integrations between simPRO and other apps.  To help our clients, we’d like to answer some of their top questions about integrating simPRO with Power BI. How often does the sync run? The sync runs every night and extracts data from simPRO Backup and makes… Continue reading Power BI to simPRO Integrations FAQs

SyncEzy currently offers eight powerful integrations between Quickbooks Time and other apps. Our current Quickbooks Time integrations include: To help our clients, we’d like to answer some of their top questions about integrating Quickbooks Time with Power BI. How often does the sync run? The sync runs every 2 hours and extracts data from Quickbooks Time. You… Continue reading Power BI to Quickbooks Time Integrations FAQs

Procore to Cloud Storage Integrations FAQs SyncEzy currently offers four powerful integrations between Procore and cloud storage apps. Our current Procore storage integrations include: To help our clients, we’d like to answer some of their top questions about integrating apps with Procore. Can I choose which Procore projects to syncs to my cloud storage account?… Continue reading Procore to Cloud Storage Integrations FAQs

Our upcoming Console to Simpro integration has been eagerly anticipated by property managers who want to streamline their business. We wanted to answer some questions about this upcoming integration. How will the sync work? Information from Console will be synced across to Simpro. The integration will extract and update rental property and contact data from… Continue reading Coming Soon Console and Simpro Integration

PropertyMe Integrations FAQ SyncEzy currently offers four powerful integrations between PropertyMe and other apps. Our current PropertyMe integrations include: To help our clients, we’d like to answer some of their top questions about integrating apps with PropertyMe. How often does the sync run? The sync runs automatically every 2 hours and extracts data from PropertyMe… Continue reading PropertyMe Integrations FAQs

PropertyTree and ServiceM8 working together Property managers are loving our PropertyTree to ServiceM8 integration and we want to answer some questions that potential customers have about the integration. How does the sync work? Information from PropertyTree is synced across to ServiceM8. The integration extracts and updates rental property and contact data from PropertyTree to ServiceM8… Continue reading PropertyTree to ServiceM8 Integration FAQs

The usual process for contractors working with property managers is for them to receive job requests via email. For property managers using PropertyMe, they can: This works well for property managers but does add extra work for contractors as they need to then copy/paste the information from the email into their diary, calendar or field… Continue reading Linking FieldMagic accounts directly to property manager accounts

We’ve built the PropertyMe to FieldMagic integration for companies needing: In the following video, we’ll walk through some of the main benefits of the integration. PropertyMe to Fieldmagic Integration – Overview from SyncEzy on Vimeo.

Have you read about our PropertyMe to FieldMagic integration and you’re ready to get started? We’ll run through the steps to getting started below but first, let’s look at some of the main benefits that our clients are finding in using the integration: The steps to getting started are: We’ve also recorded a short video… Continue reading Ready to get started with the PropertyMe to FieldMagic integration?

If you’re a simPRO user, you’ll love our simPRO to Mailchimp integration for automating more of your marketing processes. There are many different industries using this integration to power-up their business processes – let’s look at how security companies use the integration for their email marketing campaigns. Security Company Email Marketing For smaller security businesses,… Continue reading simPRO Email Marketing for Security Companies

PropertyTree and FieldMagic working together Property managers are loving our PropertyTree to FieldMagic integration and we want to answer some questions that potential customers have about the integration. How does the sync work? Information from PropertyTree is synced across to FieldMagic. The integration extracts and updates rental property and contact data from PropertyTree to FieldMagic… Continue reading PropertyTree to FieldMagic Integration FAQs

Automating your Property Management business Option 1: Almost no automation If you’re a property manager who needs to send job requests to local contractors, you might not realise the amount of time you’re spending running processes like: Option 2: Some automation The next step in automation is to use a property management platform like PropertyMe… Continue reading Automating property management processes

PropertyTree and simPRO working together Property managers are loving our PropertyTree to simPRO integration and we want to answer some questions that potential customers have about the integration. How does the sync work? Information from PropertyTree is synced across to simPRO. The integration extracts and updates rental property and contact data from PropertyTree to simPRO… Continue reading PropertyTree to simPRO Integration FAQs

PropertyMe and ServiceM8 working together Property managers are loving our PropertyMe to ServiceM8 integration and we want to answer some questions that potential customers have about the integration. How does the sync work? Information from PropertyMe is synced across to ServiceM8. The integration extracts and updates rental property and contact data from PropertyMe to ServiceM8… Continue reading PropertyMe to ServiceM8 Integration FAQs

If you’re a simPRO user, you’ll love our simPRO to Mailchimp integration for automating more of your marketing processes. There are many different industries using this integration to power-up their business processes – let’s look at how plumbers use the integration for their email marketing campaigns. Plumber Email Marketing For smaller plumbing businesses, the end… Continue reading simPRO Email Marketing for Plumbers

Have you read about our Procore to SharePoint integration and you’re ready to get started? We’ll run through the steps to getting started below but first, let’s look at some of the main benefits that our clients are finding in using the integration: The steps to getting started are: We’ve also recorded a short video… Continue reading Ready to get started with the Procore to SharePoint integration?

PropertyMe and FieldMagic working together Property managers are loving our PropertyMe to FieldMagic integration and we want to answer some questions that potential customers have about the integration. How does the sync work? Information from PropertyMe is synced across to FieldMagic. The integration extracts and updates rental property and contact data from PropertyMe to FieldMagic… Continue reading PropertyMe to FieldMagic Integration FAQs

It can be a challenge being a construction business, home builder, head contractor or subcontractor who is looking to efficiently manage your job data, documents and files. If you’re running around chasing your tail, you’ll have documents and files scattered across work management platforms, email and document storage platforms.  This can work for smaller companies… Continue reading SharePoint for Construction

Procore users already have their files stored and guarded by Procore’s gold standard security protocols. AES-256-bit encryption, continuous data backups and advanced permission settings and now you can access your digital files through your business cloud storage provider. Building on top of Procore’s powerful Document Management Tool, the SyncEzy suite of cloud storage integrations ensure… Continue reading Procore now integrates with SharePoint

PropertyMe and simPRO working together Property managers are loving our PropertyMe to simPRO integration and we want to answer some questions that potential customers have about the integration. How does the sync work? Information from PropertyMe is synced across to simPRO. The integration extracts and updates rental property and contact data from PropertyMe to simPRO… Continue reading PropertyMe to simPRO Integration FAQs

We’ve built the Procore to SharePoint integration for companies needing: In the following video, we’ll walk through some of the main benefits of the integration. View the Integration on the Procore Marketplace here. Procore to SharePoint integration from SyncEzy on Vimeo.

Have you read about our Procore to SharePoint integration and you’re ready to get started? We’ll run through the steps to getting started below but first, let’s look at some of the main benefits that our clients are finding in using the integration: The steps to getting started are: We’ve also recorded a short video… Continue reading Ready to get started with the Procore & SharePoint integration?

Procore File Sharing For many of our Procore users, they need to ensure that site uploads can be accessed securely by the right members of their teams, contractors and clients. For some who use tools like Dropbox, they can use our Procore to Dropbox integration to set up granular permissions to share their work files.… Continue reading Give your teams access to your Procore files

Looking for a Detector Inspector alternative? With the changing legislation in Victoria putting more rules on landlords around ensuring that their investment properties have the correct checks, property managers now need to ensure that each property they manage has been checked. For some rental property managers, using a service like Detector Inspector seems like a… Continue reading Detector Inspector Alternative

Have you read about our simPRO to Mailchimp integration and you’re ready to get started? We’ll run through the steps to getting started below but first, let’s look at some of the main benefits that our clients are finding in using the integration: The steps to getting started are: We’ve also recorded a short video… Continue reading Ready to get started with the simPRO to Mailchimp integration?

We’ve built the simPRO to Mailchimp integration for companies needing: In the following video, we’ll walk through some of the main benefits of the integration.

Keeping up with compliance As rental property owners, under State and Federal legislation, you’re responsible for regular safety checks of various services including electrical and gas connections and appliances. As an example, in states like Victoria, the rental provider needs to ensure an electrical safety check by a licensed or registered electrician is carried out… Continue reading Rental Property Compliance Options

If you’re a simPRO user, you’ll love our simPRO to Mailchimp integration for automating more of your marketing processes. There are many different industries using this integration to power-up their business processes – let’s look at how electricians use the integration for their email marketing campaigns. Electrician Email Marketing For smaller electrical businesses, the end… Continue reading simPRO Email Marketing for Electricians

In the olden days as a service provider, you’d ring up your local real estate agents and ask them if they need a dedicated provider to complete the work you were skilled in. The process from there would be: By integrating your job management software (simPRO) with your property manager’s property management software (PropertyMe), you… Continue reading Have work delivered to you through the PropertyMe to simPRO integration

Have you read about our PropertyMe to simPRO integration and you’re ready to get started? We’ll run through the steps to getting started below but first, let’s look at some of the main benefits that our clients are finding in using the integration: The steps to getting started are: We’ve also recorded a short video on… Continue reading Ready to get started with the PropertyMe to simPRO integration?

At SyncEzy, we’re big fans of Procore and their construction time card features. Their timesheets can be used for: These features enable companies to: These are all great features but some of our construction companies needed more. They were searching for Procore Timesheet alternatives and, rather than look at other construction management software, they looked… Continue reading Procore Timesheets alternative

One of our clients is a popular Sydney property manager who was looking at how to squeeze more hours out of a day. With a full calendar and targets to meet, they were looking at whatever option they could find to get some of the tasks off their plate. Should they look at outsourcing some… Continue reading How a Sydney real estate agent automated their tenant onboarding

Have you read about our PropertyMe to Mailchimp integration and you’re ready to get started? We’ll run through the steps to getting started below but first, let’s look at some of the main benefits that our clients are finding in using the integration: The steps to getting started are: We’ve also recorded a short video… Continue reading Ready to get started with the PropertyMe to Mailchimp integration?

We’re excited to announce that we’ve officially launched our PropertyMe to Mailchimp integration, a true time-saver for property managers. Property managers who are using PropertyMe to manage their tenants and landlords will love the automation that this integration can provide. By connecting PropertyMe to Mailchimp, one real estate agent in Sydney achieved total automation around… Continue reading New Integration: PropertyMe to Mailchimp

We’ve built the PropertyMe to Mailchimp integration for: In the following video, we’ll walk through some of the main benefits of the integration.

If you’re a property manager using PropertyMe, you’ll love our new PropertyMe to Mailchimp integration. Once a new tenant moves in to their property, you can set up automated tenant email campaigns that help you: Ready to automate your property management business, educate tenants and get more testimonial love online? Power-up PropertyMe with email campaigns… Continue reading Property Manager Email Marketing Made Easy

Whenever you’re looking to change software or connect new software to your existing software, a big consideration is how you will handle the data you already stored in various places. Your office might have some team members using Dropbox and others using Google Drive whilst your operations team used Procore or simPRO to search for… Continue reading Data migration alternatives

We’ve excited to announce that our latest integration between simPRO and Xero has now been listed on the Xero App integration marketplace. This integration brings simPRO timesheets into Xero instantly whilst also calculating overtime rates, penalty rates, leave, breaks and RDOs. The integration also allocates the employee’s time to the correct cost code centres in… Continue reading simPRO to Xero integration now listed on the Xero marketplace

Sync simPRO and XERO As a business automation company, we’re always looking at the ways that we can use deep integrations to save hours, reduce mistakes and make our client’s lives easier. For our simPRO users, we’ve built an integration with XERO that will be a huge win in terms of automating their business processes.… Continue reading simPRO connected to Xero

Just in time for the holiday season we have a latest update that is bound to make the lives of our QuickBooks Time (formerly TSheets) customers easier. With our latest update, your staff can now apply for leave in QuickBooks Time  and, when the leave is approved, the leave will automatically show up in simPRO… Continue reading simPRO Leave Approval Just Got Easier with QuickBooks Time (formerly TSheets)

We’re excited to announce that our Procore to Dropbox integration has been spotlighted in the Dropbox App Marketplace. Since being listed in the Procore marketplace, we’ve been working with Procore and Dropbox users to ensure we best serve their construction business file management needs. A major reason for integrating Procore and Dropbox is to improve… Continue reading Spotlighted in Dropbox Marketplace! SyncEzy’s Procore to Dropbox Integration

Now more than ever, it is vital for businesses to have at minimum, a basic social media presence. Social Media network use is growing exponentially year on year. More and more existing and potential customers are turning to social media for product reviews, advice, complaints, customer service inquiries and to shop for something of interest.… Continue reading Make your business Zoho Social…Schedule, Collaborate, Monitor and Analyse

In this article, we’ll discuss the current availability of Procore apps and add-ons on iOS. Procore iPhone & iPad Apps Procore as a native app is available through the Apple App Store for iPhones and iPads but is not available as a native app for Macs (on PCs, users can download native Procore Drive/Sync apps).… Continue reading Procore on iOS (Mac, iPhone and iPad)

If you’re using Procore Documents everyday, through either the desktop app (P4D), Procore Drive or Procore Sync, you’ll love our latest Procore Cloud Storage integrations. We’ve built these integrations to extend the features of Procore Document Management and help cut down on you clicking around to find files. The biggest Procore feature requests that our… Continue reading Extending Procore Document Management

We’re super excited to announce that in all our Procore cloud storage integrations (Google Drive, Dropbox, OneDrive and Sharepoint) we now support files integration to 10 levels deep! Our team had originally planned these integrations to handle three levels deep in folder structure and we were surprised to see how detailed the data structure needs… Continue reading SyncEzy sets new standards on Procore file storage depth

SyncEzy is excited to launching new integrations on the Procore marketplace. Through our integrations, Procore users can now sync & backup their Procore Documents to sub-folders within their Dropbox, OneDrive and Google Drive accounts. Keeping a back-up copy of your important project attachments also means you can choose which non-Procore users you want to share… Continue reading Cloud storage integrations are now live in the Procore marketplace

Introduction Business reporting and analytics dashboards are the need of the hour. To get all business information and data from different sources consolidated into a single place and generate reports and analytics is exactly what our next integration helps with. simPRO Power BI integration allows PowerBI to connect to all of your simPRO data and helps… Continue reading Why you need to integrate simPRO with Power BI

As a leader in the simPRO integration space, SyncEzy makes it easy for you to connect simPRO to your current apps to extend the capabilities of simPRO, saving you time & money. Our current simPRO integrations simPRO Accounting integrations simPRO CRM integrations simPRO Cloud Storage & Backup integrations simPRO Data Warehouse integrations simPRO HR integrations simPRO… Continue reading simPRO Integrations 2020

Procore users already have their files stored and guarded by Procore’s gold standard security protocols. AES-256-bit encryption, continuous data backups and advanced permission settings and now you can access your digital files through your business cloud storage provider. Building on top of Procore’s powerful Document Management Tool, the SyncEzy suite of cloud storage integrations ensure… Continue reading Integrate Procore with Google Drive , Dropbox, OneDrive

Do your staff complain about needing to enter customer data from simPRO into iAuditor? Wouldn’t it be easier if customer information from simPRO could be used to automatically pre-populate part of your audit off-site, ready for your staff or contractors to finish on-site? With SyncEzy’s new simPRO to iAuditor integration, you’ll see time savings and… Continue reading Automate your simPRO forms & iAuditor audits process with our latest integration

Searching through simPRO to try and find job & quote attachments is now a thing of the past thanks to SyncEzy’s integration with cloud storage providers, Google Drive, OneDrive and Dropbox. Instead of searching simPRO by job number or location, your attachments can be found in your cloud storage account, filed according to your simPRO… Continue reading SyncEzy brings order to your simPRO job images & files

Most businesses have unique business processes. These processes are a major factor when deciding on their software requirements as the software will need to be robust enough to provide a huge amount of capabilities to handle these unique business processes.  Zoho CRM understands these unique requirements well. To ensure that instructions and processes are followed,… Continue reading How Blueprint in Zoho CRM can help your business

We’re excited to announce our latest integration to connect Zoho CRM to Google Sheets. Using this powerful integration, you’ll be able to: For any staff members who spend hours downloading information from various software platforms and then uploading or entering data into their CRM, this integration will be a huge time & error saver! Contact… Continue reading Announcing our Zoho CRM to Google Sheets Integration

During this tough time, it’s more important than ever to look at the parts of your business where you can save money. SyncEzy has been in the business of saving money & time for their clients since the beginning and some of our tools for cutting business costs are: If you’re looking to cut costs,… Continue reading How SyncEzy helps our clients save money

Hey everyone we are super stoked to announce our next integration in Tsheets.TSheets to Dropbox, TSheets to OneDrive and TSheets to Google drive This is from TSheets to all the major cloud storage systems. In these challenging TSheets users who are small and medium business need more efficiency and automation than ever. We are proud… Continue reading TSheets Cloud storage integration

Through the hard work of our team, SyncEzy has now moved from being a Zoho Authorised Partner to achieving Zoho Advanced Partner status. This new status is a reflection of our investment into the skills of our staff. Across our staff, we hold Zoho certifications in Zoho Projects, Zoho CRM, Zoho Creator and Zoho Analytics… Continue reading SyncEzy achieves Zoho Advanced Partner status

We’re building an integration from simPRO to all the major cloud storage providers. The idea is to be able to extract all of the job attachments that exist currently in simPRO Jobs and quotes and make them available for the Team Offline in your shared folders in your favourite cloud storage solution provider. The advantages… Continue reading simPRO cloud storage integrations Dropbox Google Drive and One drive

With many companies recommending their employees to work from home in the midst of the coronavirus outbreak (including Google, Amazon, Twitter, Nestlé, Apple & Facebook) and several schools & universities starting to move their courses online in a bid to reduce the spread of the virus, the demand for remote-friendly, work-from-home software has dramatically increased.… Continue reading Zoho offers Remotely for free in midst of COVID-19 spread

Zoho Analytics is a great tool if you wish to analyze, visualize your data and view statistical information about how your customer is doing. It is also easy to set up custom reports by simply dragging and dropping elements. All of the information flows from Zoho CRM and the Analytics app helps greatly in providing… Continue reading Adding a custom filter in Zoho Analytics

Have you ever wanted a single platform which can take care of your customer bookings? You may or may not have a secretary in your organisation but you don’t need one. Zoho Bookings is a powerful platform which allows you to manage bookings, clients, payments and much more in a single well-bundled platform.  There are… Continue reading 6 reasons to use Zoho Bookings to book meetings

Redundant Data and the importance of Data Quality Maintaining good formatting and quality of data can be extremely helpful for your organisation and for the CRM. If you have set up a lot of task automation in Zoho CRM, new records will be created into your Leads, Contacts or other modules at a much faster… Continue reading Ensuring Data Quality in Zoho CRM

In our latest release of the simPRO TSheets integration, we introduced a new feature for Attachments, since then we have improved the functionality even more! With the new attachment name format, it makes identifying and searching for attachments a breeze as you can see the Employee Name and Date Submitted in a glance without needing… Continue reading Feature Improvement -Detailed Attachment Names

Good project management is essential while working on any project. But there is generally a lot of steps and tasks to be managed for a project, regardless of the size. Zoho Projects is a useful platform that can be very helpful for project management processes.  Today, you are spoiled for choice when it comes to… Continue reading 8 reasons to use Zoho Projects for Project Management

Offering customer support is a core part of almost every business. A customer will always get back to you when they have a problem with your service or product. Non-responsiveness from you will only do you more harm if you cannot satisfy their query on time.  But if you are a business that has dealt… Continue reading 8 reasons why you need to use Zoho Desk for customer support

Zoho Cliq is a chat platform which you can get for free with emails, your Zoho CRM or Zoho One subscription. You can also pick it up separately but you wouldn’t be using the platform for its true capabilities.  In this day and age, you have a plethora of platforms to choose from, be it Skype, Facebook,… Continue reading 6 reasons to use Zoho Cliq for Team communication

A successful sales closure rate is an integral component of all businesses, no matter the industry. Luckily there is a formula and a set of rules that can significantly increase a potential sale going all the way. An essential sales rule that is easy to complete is following up a potential client on their decision,… Continue reading How to Automate Quote Follow-Ups and improve closure rate with SyncEzy using Zoho

CRM systems are known to be very useful for sales & marketing purposes. But did you know that CRM systems can also be effectively used as a Customer Support platform? After all, CRM stands for Customer Relationship Management, and the name itself implies managing and fostering a healthy relationship with your customer. Here are some… Continue reading How a CRM can be used effectively for Customer Service

With 2020 fast approaching, why not make a New Year’s resolution to kick start your business’ sales and marketing capacity with a CRM.  Unlike most New Year resolutions implementing a CRM in your business means less work for a greater gain throughout 2020.  There are many CRM services available to users and they benefit businesses of all… Continue reading How a CRM can benefit your Sales & Marketing

Flexibility in the field as a Technician is a must, so you need to have the right tools in the palm of your hand. TSheets Mobile App offers this functionality simply and effectively.By utilizing the flexibility of the app, it can drastically reduce the unproductive time caused by the inefficiency of clocking out and clocking in… Continue reading FLEXIBLE TIME TRACKING FOR FIELD STAFF

Save Clicks in Zoho CRM using simple workflows. CRM works the best when automation reduces the click work required to get something done. In addition, it ensures the correct process is followed, even when users forget to change something. We had a requirement for this recently. We had opportunities that had a closing date of next month,… Continue reading Save Clicks in Zoho CRM using simple workflows

simPRO is a fantastic software when it comes to Job Management software but let us think about your whole business. We want to help you get the most out of simPRO as well as highlight any useful tools and integrations that can take your business to the next level!  Use an Automated Payroll Software (Xero… Continue reading 5 Ways to Extend Your simPRO Use

TSheets is changing the way it’s billing clients. Yes, TSheets is changing the way it’s billing for the number of users. Until now we were one of the few TSheets specialists who offered our clients a special version of TSheets with “Flexible Billing”  It basically meant that you only get charged for users in TSheets… Continue reading Flexible Billing on your TSheets accounts

Salesforce is probably among the best cloud SaaS tools for Customer Relationship Management and offers a very neat range of services for your business. Even though it offers comprehensive sales, marketing and analytics tools, Salesforce is better suited for larger, enterprise businesses with a huge team. Zoho is a cheaper alternative which is just as… Continue reading Salesforce to Zoho migration

Are you looking for a Timesheet Management Process? We’ve compiled the list of all the timesheet methods we’ve seen out in the wild, Check out this video to find a process that works for you ! At SyncEzy, we believe an effective timesheet management process should simplify your life and reduce hours wasted following up… Continue reading Alternative Methods to do Timesheets

What are the five factors of end-to-end operations management?  How can simPRO help you master them?  Join us at the upcoming simPRO Roadshows near you to find out! Don’t miss out on the upcoming Roadshows! Go to the dedicated simPRO Roadshows page to register for the event closest to you. Entry is free but spaces… Continue reading We’re coming to the simPRO Roadshow near you in November!

In our latest release of the simPRO TSheets integration we have another very useful new feature!  We can now send Break and Time Off timesheets from Tsheets to a mapped Activity in simPRO, so you can keep all of your non-job-related time entries in both of your management systems. When you log in to the… Continue reading Breaks and Time Off – New Feature of simPRO TSheets Integration

In an ideal world, 100% of your leads and contacts buy your product or service. Suddenly business is booming! But the reality is far from such a scenario. According to Hubspot, it’s common for 79% of generated leads to never become a prospect. But if you’re among the businesses who respond quickly and engage with your… Continue reading 5 Ways to Successfully Nurture Leads – And Why It’s Important.

A Professional Email signature can be beneficial for your company, even if it doesn’t seem to make a difference. It gives your emails a much better presentation, look and feel. Not only that, it verifies to your prospective clients that you are a legitimate business. It can also boost your sales, marketing and even traffic… Continue reading How to automatically generate a professional email signature

Do you spend a lot of time doing manual data entry? Perhaps you’re manually creating an invoice by looking at your Opportunity field by field. Or are you spending time manually associating your Accounts with your Contacts? You are probably a busy person and busy people need to maximise their time efficiency. Why put so… Continue reading Automate your Business Processes and save time with Zoho Workflows and Custom Functions

Over the past couple of months here at SyncEzy we have been incrementally upgrading our customers to the newest version of our simPRO TSheets integration.  This version – v3.0 – comes with some new features, that I will outline here today. Notes Integration Before v3.0, TSheets notes were purely for communication between the field and… Continue reading Announcing New simPRO TSheets Integration Features

Have you outgrown your manual customer support methods? Are customer requests slipping through the cracks?  The time may have come for you to consider a better way to manage your customer service – an online help desk platform. Here are 10 reasons you may need an Online Help Desk: 1. You have a team of… Continue reading 10 Reasons You Need an Online Help Desk

Our simPRO TSheets integration automatically creates jobs in TSheets, when a Job is created in simPRO. Normally the TSheets jobs are created as per these settings Job Number | Customer Name | Site Address However this can be customized by default in the system or it can be changed on a case by case basis, manually… Continue reading Renaming simPRO Jobs in TSheets

We are proud to announce that our Salesforce TSheets integration is now listed on the TSheets Marketplace. It has passed the thorough review thorough TSheets and is now approved and listed as an official integration. SyncEzy on TSheets Marketplace This integration came about because a Client who was already using TSheets for their technical field… Continue reading Salesforce TSheets Integration Listed on TSheets Marketplace

At our recent trip to attend a conference in New Zealand we ran an experiment with TSheets.  See this video for full details The most important thing of course is to note that TSheets does GPS tracking based on your phone so even when you have no network or low mobile network it will continue… Continue reading TSheets GPS Tracking 35000 Feet in the Air

ZOHO have just rolled out a new version of the partner pages and We must admit it looks good. We are of course there as an Authorized ZOHO partner, the page looks great and check us out on the page here. ZOHO Partner page If you need a refresh to your CRM and processes, reach… Continue reading Check us out on the ZOHO Partner page

There comes a point in your business when you just can’t keep up.  Leads, customers, tasks – things eventually start to slip through the cracks.  One very effective way to take care of this problem, and supercharge your business in ways you haven’t even thought of yet, is to implement a CRM (or Customer Relationship… Continue reading 10 Signs You Need a CRM

Take your Sales Management to the next level by integrating your simPRO software with Zoho CRM Plus.  Connect with your leads and your customers easily and send your conversion rates through the roof! #1 Unmatched Visibility into Opportunities When simPRO in integrated with Zoho CRM, every simPRO quote is reflected in Zoho as an Opportunity,… Continue reading 5 Reasons to Use Zoho CRM Plus with simPRO for Better Sales Management

Your website is often the first touch your potential customers have with your business.  When a prospect lands on your website, you have only a few moments to grab their attention, engage them and capture them before they slip away and become another traffic statistic. SalesIQ by Zoho gives your website an intuitive, intelligent set… Continue reading 5 Ways to DO MORE with your Website with Zoho’s SalesIQ

SyncEzy will be touring Australia with the simPRO Roadshow 2019 from 11-19 of June, and we will be at the Wellington and Auckland events in New Zealand on the 21st and 23d of May. We would love to chat, so come and say hello at the SyncEzy stall! To register for the Australia events, click here,… Continue reading We’re coming to a town near you with the simPRO Roadshow!

10 minutes here, an extended lunch break there – time theft happens, and often inadvertantly, but how much is it actually costing your business? What is Time Theft? Time theft happens when an employee is paid for any amount of time they haven’t actually worked. This might be when an employee pads their timesheet at… Continue reading Protecting your business against Time Theft

Our simPRO TSheets integration gives you some fairly advanced job management functions in TSheets. We also have introduced bulk functions that don’t even exist in TSheets.

If you want to get the biggest bang for your buck when it comes to marketing, targeting to specific niches within your customer pool is essential. Your customers, when they receive communication from you, need to feel that you know and understand who they are and what they need, and believe that you are the… Continue reading Targeted Marketing to your simPRO Customers – the POWER of CRM Segmentation

TSheets is a simple, user-friendly way to track the time your field techs spend on Jobs, and then push that time to simPRO for Job Costing.  Here are 5 reasons why you should consider this app for your business management toolkit. #1 Its Beauty is in its Simplicity Simple. Easy for your techs to use.… Continue reading 5 Reasons to use TSheets with simPRO

Make sure you know the law when introducing TSheets and GPS Tracking to your workplace.

Expanding TSheets by building custom functionality and integrating it with other applications.

Our simPRO TSheets integration now supports automatic overtime calculations so Approved Timesheets coming from TSheets can be automatically processed for overtime before being sent to simPRO at correct schedule rates for accurate project costing.

ZOHO ONE As Zoho Partners and as an Australian ZOHOLics run business, we love the convenience of having a suite of 40 + very well integrated fully functional apps. We will be giving you a window into our business and doing a deep dive into how we at @SyncEzy use each of these Zoho apps and how… Continue reading Zoho One Suite

30 Minute customizable Rounding in simPRO. This setting now available for all customers in SyncEzy allows you to bill your clients in 30 minute blocks in simPRO while maintaining per minute tracking in TSheets. When the time goes in to simPRO you have the option to choose Nearest, Round up or Round Down in the… Continue reading Introducing 30 Minute rounding in simPRO

Here’s a clearer picture update on everything that the ZOHO CRM Plus account gives you. It’s a single subscription that gives you access to ZOHO CRM, plus 8 additional business apps. ZOHO Calls it the Customer Engagement Suite. It is the one power tool that gives your customer facing teams everything they need to manage… Continue reading ZOHO CRM Plus : A full Customer engagement solution

Does Every Project you do have the same set of Tasks / Subtasks to be followed ? Ofcourse they all have their unique variabilities but are there some standard elements to these ? We’ve just launched a new feature with the simPRO ASANA Integration that would allow you to create a standard Template of Sections… Continue reading Standard templates for every simpro job turned ASANA Project.

We’re just back from a massive simPRO Roadshow where we visited and met with hundreds of simPRO users across Australia (well at least the real cities ???? No offence Hobart and Darwin). Met many customers and many prospects and learnt about everything new in the simPRO world. Watch this space more announcements to come about… Continue reading simPRO Roadshow Update

SyncEzy now listed as Pro Advisor on TSheets, The first and only company in Australia to achieve this honour.It’s a pleasure to work with the TSheets team because they care about customers and this hasn’t changed one bit since they being acquired by Quickbooks. Super Excited to announce that Myself and Amelia are now recognized… Continue reading SyncEzy now listed as Pro Advisor on TSheets

We are excited to announce that our ASANA TSheets integration is now listed on the ASANA integrations page ! Yahooo !! This comes after months of effort from our development and marketing team to have this integration finally listed on the ASANA integrations site. Check us out on ASANA This integration brings ASANA’s detailed projects,… Continue reading Our ASANA TSheets integration is now listed on the ASANA integrations page

We are excited to announce that our simPRO TSheets integration can now automatically round off times to 15 minute intervals in simPRO while keeping them at one minute intervals in TSheets & your payroll system(Xero, MYOB, Quick Books). What this means is simPRO schedule can continue in 15 minute timeslots and TSheets (& your connected Payroll program… Continue reading Per minute time tracking with TSheets and simPRO

Salesforce is the ALL powerful 800 Pound Gorilla of the CRM space.  With our simPRO Salesforce Integration you can finally use serious software management in simPRO with the world’s number 1 CRM  Salesforce. Because every company’s Salesforce Org is customized and heavily fine tunes to that organization’s sales process, every salesforce integration is unique in… Continue reading Salesforce and simPRO together for maximum impact

Check SyncEzy outon the QuickBooks Time website. After months of development we are extremely proud to announce that we are now listed on the QuickBooks Time Marketplace as an official ASANA integration. This integration and the listing is the result of months of effort from our development team and working closely with the support teams… Continue reading Asana to QuickBooks Time Integration listed on the QuickBooks Time Marketplace !

Let’s face it your customer database isn’t clean ! In all our years of working with simPRO users we’ve noticed them all. There’s just way too many to list here but I’ll try to make a list, think of what ticks off for you.: You could have Is this is something that gives you jitters… Continue reading How to clean your simPRO Customer Database

Congrats Amelia on becoming a TSheets Pro Advisor. Amelia passed the TSheets certification exam last week to now have the TSheets Certification. This requires someone to have a thorough understanding of Payroll, Time Tracking and Industry requirements to be able to coach and advise customers. We now have two staff members fully qualified to assist… Continue reading SyncEzy TSheets Pro Advisors

If you’re using simPRO to manage your jobs, and need more flexibility with time-tracking, you can now integrate simPRO with TSheets to create the Ultimate Job and Time Management Engine. SyncEzy allows you to create jobs in simPRO as usual, with sections and cost centres, and then sync these jobs with TSheets so your staff… Continue reading TSheets + simPRO = Supreme Job & Time Management

If you are creating jobs in TSheets manually after having created the same job externally in a different job management system then read on !  Let this be the last time you have do such duplicate efforts. Did you know that you can use the sheets API to automatically create jobs !  Yes you can… Continue reading Use the TSheets API to Automatically Create Jobs

More than just a monthly invoice… When you sell a security membership to your customers, it’s likely that the most correspondence they get from you is an invoice once a month. What if you did more than this, nurturing your customers so that they feel noticed and appreciated? Would they be more likely to renew… Continue reading Customer Nurture for Security Businesses

Turn your happy customers into raving fans! It doesn’t need to be a huge task to get more referrals from your existing customers. Using the Syncezy simPRO – Infusionsoft integration you can make sure your are wowing your existing customers and automating the process of gathering new customers via referral. The key to a referral… Continue reading How to get more referrals

What does it really cost to NOT integrate your business systems? It goes without saying that efficient business systems are valuable. When you use more than one type of software to manage different areas of your business, is it worth spending money to integrate them? There are two primary costs of manually maintaining data  between… Continue reading The hidden costs of inefficiency

The importance of list hygiene and double opt-ins in your Infusionsoft campaigns The key to maximum deliverability of your marketing emails to your database is to have a clean, trusted sender reputation. To make sure your sender reputation is squeaky clean, be strict with your list hygiene by ensuring the following: Quality is far more… Continue reading Email Marketing Etiquette

Testimonials prove to potential customers that you are good at what you do because other customers are happy. The more (quality) testimonials you have, the stronger this point comes across. How do you know that that your testimonials are telling your prospects what they need to hear to make them customers? And how do you… Continue reading How to make the most of your customers’ testimonials

When things get busy, it can be enough of a challenge just keeping track of your jobs and what needs to be done, without also worrying about keeping clients and staff informed as they progress. Did you know that Syncezy, with their integration with Infusionsoft, can help you automate a whole range of actions using… Continue reading Automating simPRO Jobs Alerts and Notifications with Infusionsoft and Syncezy

Very excited at the launch of our latest simPRO Integration, from simPRO to ASANA. We know simPRO is great at managing materials, costs and overruns under control, while it’s not the best at collaborative work and task management.  If you’ve worked on large projects in simPRO you know how important it is at all times… Continue reading simPRO ASANA Integration now live

These days there’s hardly a service that doesn’t send you a post sales survey, if you’re not doing this you’re missing out big time on opportunities to wow your customers and convert any potentially negative experiences and reviews into positive ones. Here’s an example from Air Asia. The first email starts simply enough with a… Continue reading Net Promoter Score everywhere you see….

We are extremely proud to announce that we have just been approved on the Zoho Marketplace as an integration partner. You can see us on the Zoho marketplace here: This is officially now the fourth integration where we are listed as a partner we look forward to add to this list.  If you have a custom… Continue reading simPRO ZOHO CRM on ZOHO Marketplace

Are your employees forgetting to clock off at the end of the day leading to slightly more work for the supervisor to go in and edit their times ?  Do you come back from the weekend to see employees on the clock for 60 hours ? Fix these issues with smart TSheets Notifications ! If you… Continue reading Use TSheets Notifications Smartly

There are many, many ways to ask for feedback here is one that relies on the ever so popular net promoter score based scoring system. Automated Customer feedback survey It’s simple, short and gets results. The customers get one single email that asks to rate your service on a scale of 1 to 10. Each… Continue reading Measuring customer satisfaction intelligently

We all know about the wonders that Infusionsoft can do with external communication and sending intelligent emails to customers and more. But that’s just one thing it can do, you can put the same intelligence to use internally to improve your team morale, company culture and do something special for employees.  Now traditionally all of… Continue reading Use Infusionsoft to make Employees Happy !!!

Look closely the next time your payroll staff and accounting team do the weekly payroll. Is this the busiest part of their week? Busiest and most important since the entire company is counting on them to do their counting right! If your accounting team is anything like the accounting teams we have encountered, they isolate… Continue reading Do you use simPRO and Xero Payroll ?

Do you use simPRO with Insight.ly CRM ? We want to talk to you, we are looking at building a standard integration between simPRO and insight.ly  We know it’s a great product with over a 1.5 million users, we want to know what are the kinds of workflows you’d like to create between simPRO and Insight.ly.… Continue reading Insightly CRM simPRO Integration

simPRO is great for what it does best which is Serious Job management, it can keep excellent records of every job it’s history correlate it back to the job profitability, keep track of all the labor and material that is used in the job and sum it all up in a nice little package. One place… Continue reading Tracking Time Accurately on Large Project Jobs with simPRO & TSheets

How to do social the right way with less than 30 minutes every two weeks ? This is what inactive / dormant social media pages look like. Makes you wonder if the business is still open ? You know the story, you’ve seen businesses who create social media pages only to neglect them after a… Continue reading Social Media the right way ?

We’ve been very very busy working behind the scenes on a brand new integration for all of you folks in the Restoration / disaster recovery / management industry. If you are in the Disaster relief / Insurance claim industry chances are you probably already know or you already use the Encircle app. The Beautiful app… Continue reading simPRO Encircle Integration

Imagine if every time your friends call you they had to identify themselves, spell their name before you could talk to them, I bet it wouldn’t be a very pleasant interaction. If that is the case for your friends why treat your customers any differently? Every time a customer calls your office number and has… Continue reading The personal touch in phonecalls

Q1. Do you use simPRO to manage large project jobs? Q2. Do you Use Paper Timesheets ? If you answered YES, pay attention this might be the most important article you read all day, or perhaps all week. Why? Because the 19th century just called, and they want their paper timesheets back.  It’s about time we #KillPaperTimesheets You already… Continue reading Get on with the times, # Kill Paper Timesheets

The Cheque is in the mail!    Cheque is in the mail Does that sound familiar ? If you are like most of our small business clients, you have a stack of money owing to you out in the market.  I’m not talking about sunk money where the customer has gone walkabout or bankrupt.  Hopefully… Continue reading The cheque is in the mail !

There comes a time in every business when you can’t just sit around patiently waiting for business to knock on our door and you have to go out and get more business in through the door. Be it for growth or that you are hungry for more, when you want to go out and get more… Continue reading simPRO CRM ROUND UP (Part1)

SyncEzy listed as the first simPRO CRM Integration We are proud to announce that SyncEzy  is now an official / approver partner of simPRO and is listed as the first simPRO CRM integration on the simPRO / Partner Addons page. https://www.simprogroup.com/au/partners/integration-partners SyncEzy is committed to making Marketing easier for trades people and small businesses who use simPRO.  This milestone… Continue reading SyncEzy becomes an official simPRO partner for simPRO CRM Integration

We often get requests from customers about various cloud services that could be integrated with simPRO. One thing that we often hear is to have an integrated appointment booking solution. We’ve thought about building this off and on but now all plans have now been shelved because it is being developed by simPRO themselves. For a long time simPRO… Continue reading simPRO Google Calendar Integration coming soon

One of the ways to make your money back on Infusionsoft is to use it to get more business, yes you can build a mailing list and overtime sell  more to them, but I have an easier and a simpler idea.  The low hanging fruit, and it is not to target  your existing customers with… Continue reading How to Automate Quote Follow-Ups and improve closure rate with SyncEzy using simPRO and Infusionsoft.

We have already discussed Why you need a purpose built CRM System running in sync with simPRO or your Job Management System ?  Today we will dive super deep into one small reason why ? You simply cannot afford to run Independent systems They need to talk to each other and work in tandem, because if they don’t… Continue reading Increase Customer Reviews : Ninja tricks using simPRO with Infusionsoft and Sync Ezy

simPRO CRM Integration. We all know simPRO is great at a whole bunch of things in running your business, everything from Job Management, Stock Management, Tracking vehicles, etc but all of this comes after you have business coming in through the door.  SimPRO is great for inward facing actions, like telling your technicians where their… Continue reading simPRO CRM Integration