Key Features
Improved Accuracy in Parts and Billing Details
Automatic synchronization ensures that parts, components, and billing details match across systems, reducing errors in invoicing and inventory.
Seamless Transfer of Attachments
Relevant documents (e.g., proposals, contracts, design files) are automatically transferred from Open Solar to SimPRO, streamlining project management and reducing manual data entry.
Centralized Job Management
Job creation and updates are centralized, allowing teams to track progress and updates from one platform (SimPRO), which eliminates the need for duplicate data entry in multiple systems.
Accurate Solar Job Sheet Transfer
Open Solar job sheets, containing crucial project details, are synced directly into SimPRO, ensuring operations teams have full project context.
Automatic Sync of Changes to Project Capacity and Layout
If there are any updates or changes in solar project capacity or layout after the project is created, these are automatically reflected in SimPRO, keeping job data accurate throughout the project’s lifecycle.
Increased Efficiency in Project Handover
The handover from sales to operations is streamlined by transferring customer, project, and product information automatically, saving time and reducing miscommunication.
Reduced Risk of Human Error
Automating the sync between Open Solar and SimPRO ensures that no manual errors are introduced, particularly in pricing, parts, and job details.
Real-Time Updates Across Platforms
Any changes made in Open Solar, such as updates to solar project details, are instantly reflected in SimPRO, keeping all teams on the same page in real-time.
Enhanced Reporting Capabilities
With accurate, up-to-date data flowing between both platforms, reporting on job status, costs, and commissions becomes more streamlined, providing management with valuable insights.
Discover why our customers trust our Open Solar Simpro integration to securely run their business. Learn more on our casestudies page.
Do any of these challenges sound familiar ?
Field and Office staff have different local versions of documents?
Do team members forget to Upload documents to Simpro?
Unable to access Simpro Attachments Offline?
Unable to Collaborate on Documents and Excel files with Colleagues?
Sick of Downloading, Editing and Uploading Manually every time?
Can’t access Simpro Attachments from Windows Explorer interface.
Can’t use Desktop versions of Excel and Word on Simpro project attachments?
It’s far too slow to access Simpro Attachments?
Having to kick Colleagues out of the Project to be able to upload Data?
No Redundancy to Simpro Attachments / Project information for ISO or Business Process?
Why SyncEzy
+
Countries
Seconds
Average Sync speed
K+
Jobs and Quotes Synced
Million+
Attachments and Documents synced
OpenSolar is the world’s first free, end-to-end, solar design and sales application, providing solar professionals with a highly sophisticated, yet easy to use software tool that services their end-to-end needs, from marketing and lead management to solar system design, sales, installation, and service.
We are one of the first Simpro integration partners and have been building Simpro integrations since 2016. We are proud to have over 25 integrations listed on the Simpro integrations page, supporting hundreds of customers. We securely connect numerous third-party products with Simpro, including QB Time, SharePoint, Zoho, Salesforce and Hubspot, Zendesk, TSheets and more. We have a very close partnership with Simpro and participate in all their events and conferences. See you at the next Simprosium.
Check out SyncEzy integrations on the Simpro Integrations Page.
What Our Customers Say About Us
It’s a very painless integration, SyncEzy have made it very easy to implement. It’s also great to see the support is quite responsive.
Bart Brichau
Managing Director at TeltracFantastic to have everything all together less admin time for everyone involved.
Tamara Pearce
Operations Manager at Feary GroupSyncEzy has been great to deal with. Very friendly, and helpful and they never make the questions you have too much to deal with.
Lisa Cain
Account Manager, CPE SwitchboardsHelpful, available support to ensure the transition to an automated timesheet process was as seamless as possible. Thanks Syncezy
Curtis Hand
Managing Director, KUSRelated Case Studies
Trusted by Hundreds of companies worldwide.
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Here are some Frequently Asked Questions?
Our integrations ultises 256-bit encryption, which sets the standard for safeguarding data. We also adhere to industry-leading practices and do not store any client information on our servers, ensuring maximum privacy and security for all users.
Providing fixed pricing on integrations is difficult as different-sized companies have different requirements & support levels (i.e. a 5-person business vs a 500-person, multi-site company). Our team are specialists in tailoring implementation & support packages that make sense for a business of your size. Click the “Chat Now” button on the bottom right of this page to start the conversation.
Register a SyncEzy Account, Find the simPRO / Sharepoint integration from the Integration library, Subscribe to the simPRO / Sharepoint, Authenticate simPRO, Authenticate Sharepoint, Complete the configuration steps.
We pride ourselves on the quality of our support and have the testimonials from customers to prove it. It is no wonder that most customers have stayed with us for more than 3 years!
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