Top Simpro Integrations for Field Services

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 sizes manage a wide range of challenges quickly and efficiently.

If your team is using Simpro field service software for service job management, project management or maintenance management, you’re going to want to integrate Simpro with other apps so you can streamline your workflow.

Simpro integrations will help you:

• Easily manage your time, labour and expenses with ease
• Simplify tedious tasks in workflows to help you focus on what really matters
• Achieve greater efficiency and improved profitability in a short period of time
• Save countless hours every day by cutting down on administrative tasks

Let’s look at the top Simpro integrations that you can use in your electrical, plumbing, HVAC, security or fire protection business.

Integrations for Service Job Management

Track and manage service work from the office to the field with features for quoting, job costing, scheduling, materials management and invoicing. Integrations for Service Job Management are important for team members who need to track and manage service work from the office to the field.

1. Quickbooks Time
   Simpro has a third-party integration with Quickbooks Time for time tracking. By empowering your team to use mobile timesheets connected to Simpro, you’ll be able to track time against jobs, sections and cost centres. With GPS-tracking, you can also have a better idea of your team’s location.
2. Quickbooks Online
   Simpro has a native integration with QuickBooks Online that enables users to import their invoices from the accounting software into Simpro, which then automatically calculates costs based on each invoice’s product list or by time spent in a particular location. This data can then be exported to QuickBooks Online as a CSV file for easy integration into your company’s accounting system.
3. Xero Payroll
   Simpro has a third-party integration with Xero Payroll. If you use Simpro, you can automatically send timesheets and pay items to Xero Payroll. You don’t have to worry about data entry or mistakes in the double-entry of data!
4. Employment Hero Payroll
   Simpro has a third-party integration with Employment Hero Payroll (KeyPay). Hours your team logs against jobs in Simpro usually have to be re-keyed or re-approved before the pay run. The integration sends timesheets, activities and hours from Simpro into Employment Hero, and keeps employee records and pay rates in step, so allowances are not allocated by hand. It is used by trade businesses in Australia and New Zealand.
5. Shopify
   Simpro has a third-party integration with Shopify for businesses that sell products online and then deliver or install them. Without it, someone copies each web order into Simpro and orders get missed. The integration turns Shopify orders into Simpro jobs ready to schedule and assign to a technician, and allocates and reserves stock so you do not oversell.
6. Zoho Desk
   Simpro has a third-party integration with Zoho Desk. Customer requests arrive by email or ticket, and office staff spend time copying the details into Simpro. With the integration you create a Simpro job or quote from a ticket in one step; the customer is found by email address and their sites are fetched. Tickets and jobs link both ways, and job status updates are visible to the service team and can trigger customer surveys.
7. Zendesk
   Simpro has a third-party integration with Zendesk for teams that handle customer communication in Zendesk and run the work in Simpro. Requests are easy to lose in shared mailboxes, and copying them into Simpro takes time. The integration creates Simpro jobs and quotes from Zendesk tickets, finds the customer by email address and pulls in their sites, and links each ticket to its job so staff can move between the two systems.
8. Freshdesk
   Simpro has a third-party integration with Freshdesk. It suits service teams who track requests and SLAs in Freshdesk but still copy each request into Simpro by hand. You can create a Simpro job or quote from an email or ticket in one click, with the customer matched by email address, their sites fetched, and the ticket linked to its job or quote in both directions.
9. Gmail
   Simpro has a native integration with Gmail. This integration allows you to add emails as notes in Gmail. If the person’s contact information is saved in Simpro, Simpro will recognise them when they email you.
10. MYOB
    Simpro has a native integration with MYOB. MYOB and Simpro work together to help you keep everything organized. You can send information from Simpro into MYOB, which helps you save time. Payments and invoices can be brought back into Simpro from MYOB.

Integrations for Project Management

Simpro is a perfect project management tool when combined with other apps like SharePoint, OneDrive and Dropbox. Project management integrations help project managers by combining their system with Simpro data for a streamlined workflow.

1. SharePoint
   Simpro has a third-party integration with SharePoint. Field and office staff end up with different copies of the same file, people forget to upload documents, and Simpro limits attachments to 50MB with no built-in viewer. The two-way integration syncs Simpro attachments, documents and photos into SharePoint, OneDrive or Teams, keeps the folder structure, and can create a standard set of folders when a new job starts.
   
2. Google Drive
   Simpro has a third-party integration with Google Drive that enables users who are using both tools simultaneously on their computers or mobile devices to have access to all of their project data wherever they go. This is an especially useful feature for those who are using Google Drive for document storage and other shared resources.
3. OneDrive
   Simpro has a third-party integration with OneDrive. When project files sit partly in Simpro and partly on staff laptops, it is hard to know which version is current. The integration saves job and project documents from Simpro into OneDrive automatically and links those files back to the Simpro job, so the office can work from OneDrive without searching Simpro. For two-way sync and set folder structures, see the SharePoint integration.
4. Dropbox
   Simpro has a third-party integration with Dropbox for businesses that already keep company files there. The integration is one-way: it saves job and project documents from Simpro into Dropbox automatically. That keeps a copy of every job file outside Simpro and makes files easier to reach for people who do not work in Simpro, without anyone downloading and re-uploading attachments.
5. Zoho CRM
   Simpro has a third-party integration with Zoho CRM that can sync your customers, contacts and quotes. Capture leads from your website and nurture them until they are ready to buy! Get full visibility of your sales pipeline through advanced deals management and analytics! Follow up on quotes with intelligent automated campaigns to continue sales conversations.
6. Salesforce
   Simpro has a third-party integration with Salesforce that helps you get a full view of your customers and sales pipeline. This will help you to know more about your clients, like their sales history. You should use this information when writing proposals for them in Salesforce.
7. PowerBI
   Simpro has a third-party integration with PowerBI that enables you to see job data on Gantt charts and get business information from different sources in one place. You’ll be able to build reports like sales per year for every job/quote, jobs by status and the top customers based on number of jobs scheduled.

Integrations for Maintenance Management

Create reports on equipment usage or generate work order requests from within Simpro to improve your maintenance workflow. Maintenance coordinators can improve their maintenance workflow with work order requests created from within Simpro.

1. Mitti
   Simpro has a third-party integration with Mitti (formerly SafetyCulture). Field teams complete inspections in Mitti, and without the integration someone has to re-enter job details and then attach the finished report to the job. The two-way integration fills inspections with Simpro data, including the job ID and up to 150 mapped fields, sends inspection data back to Simpro, and saves the completed PDF report as a job attachment.
2. PropertyMe
   Simpro has a third-party integration with PropertyMe, used by contractors who service properties for property managers. Keeping property and tenant details current in Simpro by hand is slow. The integration creates a Simpro site for each selected property with its tenant contact details, maps property labels to a custom field so you can see which services each client takes, syncs changes daily, and alerts you when properties are added or removed from management.
3. PropertyTree
   Simpro has a third-party integration with PropertyTree, useful for contractors who service rental properties, such as smoke alarm and compliance businesses. Entering work orders and keeping tenant details current by hand is slow. The integration imports all or selected PropertyTree properties into Simpro as sites and keeps tenant contact details up to date, the same way our PropertyMe integration does.
4. Encircle
   Simpro has a third-party integration with Encircle for property restoration businesses that document insurance claims in Encircle. Without it, claim details are typed into Simpro again before work can be scheduled. The one-way integration sends claim data from Encircle into Simpro and can create Simpro jobs from Encircle claims, so the office can allocate staff and schedule work straight away.
5. Square
   Simpro has a native integration with Square. Square lets business owners accept payments anywhere. Businesses can use Square’s tap and go payments or manually enter card details for secure processing.

Simpro integrations FAQs

What is the difference between native Simpro integrations, third-party integrations and Simpro Add-Ons?

• Native Simpro integrations are built into the software and do not require any additional programs or apps.
• Third-party integrations like SyncEzy, Zapier, IFTTT and others are outside of Simpro but allow for seamless integration with other systems you might use to streamline your workflow even more.
• Simpro Add-Ons includes a number of features like a Service Tools Package that can be added to the software for even more capabilities.

Field service managers, project managers and maintenance coordinators all have different needs when it comes to Simpro integrations. Native integrations are built into Simpro but third-party integrations or Add-Ons extend the app’s capabilities.

What industries can get the most value out of integrations?

Some industries that we’ve seen get the most value out of Simpro integrations are:

• Electrical services
• Plumbing
• HVAC
• Security
• Fire Protection

How do I find out more about the benefits of connecting Simpro to my other apps?

We’ve got a team of Simpro specialists who are available to discuss connecting Simpro to your existing software so you can automate your field service business workflow.