SimPRO is one of our favourite Xero Add-ons for trades businesses like electricians, plumbers, HVAC, security, etc. Similar to Xero, SimPRO comes with it’s own mini ecosystem of ‘add-ons’ that can allow your trades business to operate more efficiently and gain better insight to business performance.
We’re going to take a look at those add-on’s and what they achieve for businesses currently using SimPRO.
If you’re in the trades business then you’re probably familiar with work orders – those emails/pdf document that your customers use to tell you what to do, where to do it and when to get it done by.
If you’re not using Autoflow and you receive lots of work orders, then you need to be using Autoflow.
Autoflow uses mapping technology to read PDF documents & HTML emails to extract the key data from work orders and then automatically create jobs in SimPRO.
When you login to SimPRO your jobs will be there ready to be scheduled with a copy of the work order available to be viewed within SimPRO.
Simply upload your plans/blue prints into Groundplan and commence the measure & counting process on screen using Groundplan’s tools. Once completed you can then export those materials from Groundplan to SimPRO ready to quote.
Still sound like too much work?! There’s a number of outsourced estimators you can utilize working with Groundplan:
TSheets by SyncEzy
Tsheets is a time & attendance tracking program that allows your employees to record their time against a projects in SimPRO including against the correct section of that job.
Time sheets in TSheets can then also be exported to your accounting system for processing payroll.
SyncEzy for Salesforce, Mailchimp, Infusionsoft, SohoCRM, Hi Pages & Encircle
While we won’t go through each of these integrations individually but what you do need to know is that Hari Lyer of SyncEzy has built some excellent integrations between SimPRO and some of the leading CRM/ Email marketing platforms.
If you’re using SimPRO and want to see if you can benefit from any of these integrations please reach out to us & we’ll be glad to put you in touch with Hari.