SIMPRO INTEGRATION

simPRO integration
website enquiries that arrive
as jobs, sites and quotes.

We connect websites to simPRO so enquiries, quote requests and bookings become customers, sites, leads and jobs in the system the business already schedules from, and progress can flow back to the customer. We plan the data that should move, build the connection on the platform the website already runs on and keep it running once it is live.

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In brief

Emote Digital is a digital agency in Hawthorn, Melbourne, founded in 2001. We connect websites to simPRO, the job and project management system for trade, service and maintenance businesses, so website enquiries, quote requests and bookings become customers, sites, leads, quotes and jobs without manual entry, and job status and invoices can return to the customer. Connections are built on the platform the website already runs on, against the simPRO API.

The integration

From the enquiry to the schedule, untouched by hand.

simPRO suits trade, service and maintenance businesses where website enquiries are retyped into the job system and the office wants that step gone.

What moves between them

Customers, contacts and sites from forms, leads, quotes and jobs from enquiry and booking requests, attachments such as photos, and job status, scheduled times and invoices back to the customer where that is wanted.

Capturing the right detail

The website asks what the estimator or scheduler needs, such as address, access, urgency, photos and equipment details, and maps them to simPRO fields so the lead or job arrives ready to act on.

Built on your platform

The connection is built on the platform the website already runs on, as a custom integration against the simPRO API, with rules shaped to how the business triages, quotes and schedules work.

What we do

simPRO integration scoping, build and support.

A connected set of decisions, shaped around the way work moves through the business.

Integration scoping

Map the enquiry, quote, booking and status events that should move, and agree who owns each record.

Customer and site matching

Decide how new enquiries are matched to existing customers and sites so simPRO stays clean.

Lead, quote and job creation

Map form fields, attachments and service types to simPRO leads, quotes, jobs, cost centres and tags.

Status back to the customer

Return scheduled times, job progress and invoices to the website account area or notifications where the business wants customers to see them.

Testing and reconciliation

Run real enquiry and booking scenarios end to end and check simPRO and the website agree before launch.

Monitoring and support

Watch the sync, handle API limits and failed records, and keep the connection working through simPRO and platform updates.

Buyer context

Why trade businesses connect simPRO to the website.

A simPRO integration has to suit the people, systems and operating conditions around it.

Enquiries become leads instantlyNo retyping in the officeSite details captured oncePhotos attached to the jobFaster quotingCustomers see progress

simPRO setups vary in cost centres, custom fields, workflows and how the office triages work. We help determine what should create a lead or job automatically, what should wait for a person and what should return to the customer.

Keep the jobs in simPRO. Keep the enquiries on the website.

The value of a simPRO integration is not in moving every field. We define the details an estimator or scheduler needs to act, capture them once on the website, send them cleanly and leave simPRO to run the work.

Takeover and improvement

Already connected to simPRO?

We can assess the current connection, how enquiries are matched and mapped, where leads or jobs arrive incomplete, what returns to the customer and how the sync is monitored. We can help identify what is working, what is creating double handling and which changes deserve priority.

Failed lead diagnosisField and cost centre reviewCustomer matching rulesAttachment handlingStatus and notification reviewAPI limit and queue handling

Talk to us

Connecting simPRO? Talk it through with us.

Thirty minutes on the enquiries, the schedule and what it would take to connect or fix the flow.

Book a meeting

Approach

Six steps from understanding to improvement.

Formal Discovery may be appropriate for multiple service lines, maintenance portals with asset history, online booking against live availability or a connection that also involves accounting or a CRM.

Understand

Establish how enquiries reach the office today, how work is quoted and scheduled in simPRO, which fields the team needs and which other systems touch the same records. Any existing connection is reviewed first.

Plan

Define the events that create customers, sites, leads, quotes and jobs, the matching rules, the field mapping, attachment handling and what returns to the customer. Automatic creation versus review queues is agreed first.

Design

Design the enquiry, quote and booking experience around the job data. Questions, validation, photo upload and confirmation messages are specified so customers give the right detail and the office receives it ready to use.

Develop and connect

Build the integration against the simPRO API, including authentication, queuing and retries. Mapping and rules are documented so the connection remains easy for the team to understand and for us to support.

Test and launch

Run the real scenarios end to end: new and existing customers, multiple sites, urgent requests, attachments and status updates. Lead and job counts are reconciled before the connection is switched on for live enquiries.

Support and improve

Monitor the sync after launch, clear failed records, handle API limits and keep the connection working through website and simPRO updates. Improvements follow what the office and the field team find in daily use.

Questions

simPRO integration questions, answered.

Customers, contacts and sites, leads, quotes and jobs with their cost centre, tags and notes, attachments such as photos, and equipment details where the customer supplies them. Which move is agreed in scoping.

Yes, where the business wants it. Scheduled times, job status and invoices can return to a customer account area or to email and SMS notifications.

Matching rules are agreed up front, usually on email, phone and site address, so repeat customers update the existing records rather than creating duplicates.

We are platform agnostic. The connection is built on whatever the website already runs on, as a custom integration against the simPRO API.

It can, with care. We agree which services and time windows can be booked directly and which should be requested and confirmed by the office.

Yes. We review the mapping, matching and failure handling, fix what is leaving leads or jobs incomplete and rebuild the parts that cannot meet the way the business works.

Start a conversation

Talk to us about your simPRO integration.

Connecting a new website, fixing enquiries that keep arriving incomplete or adding simPRO to a website that already runs the business?