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

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