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Data automation
Remove manual data entry. Streamline processes. Connect workflows.
Save time with data automation solutions
Scale your business with a range of features that work together to streamline the entry and movement of data through your field service business. From customer communications to invoicing and accounting, improve the efficiency of your processes with simPRO’s data automation capabilities.
Automate data entry
Capture important details in the field
Integrate with third party and accounting apps
Data automation feeds your business the right information
Using simPRO’s Data Feed add-on, quickly scan incoming communications and business data - such as quotes, leads, supplier invoices or estimate requests - and create a corresponding action within simPRO. Save countless hours on time consuming data entry, reduce human error, improve accuracy and allow staff to focus on more valuable tasks.
Monitor all of your important communications 24/7, including:
- Emails
- Website forms
- Contractor management systems
- Wholesalers systems
- Security monitoring systems
- Building management systems
Quickly capture important details
Create, populate and submit your forms digitally with eForms
Use the eForms add-on in simPRO to create customized form templates which easily capture your incoming data. Digitize and streamline the process for creating, editing, managing and submitting forms for capturing safety information or job, quote or audit details. For easy sharing, automatically attach your forms to the corresponding job.
Form filling on the job site
Allow field staff to fill in and submit digital forms, such as a JSA or SWMS, that have been pre-loaded into simPRO using a tablet or mobile device while in the field. Create unique logins for contractors and staff so they can easily capture photos and customer signatures while on site and submit electronically.
Help your documents stand out from the crowd
Customize the documents used in your everyday workflows with simPRO’s easy-to-use word processing tool, Form Builder. Quickly create document templates for every part of your business such as quotes, estimates, audit and testing documents, lead capturing and invoicing. Then, personalize form templates with business branding, logos and custom fields.
Create automated processes with integrations
Choose from a wide range of integrations to gain even greater functionality when and where your business needs it.
Accounting
Let your job management and accounting software work together to improve your business’ workflows.
Third Party
Integrate with a wide range of business software platforms to keep your work connected.
Zapier
Connect simPRO to your core business applications through Zapier. Eliminate the need for manual data re-entry and save time.
API
Using the simPRO API, create custom integrations to connect your third party software and give your business greater control over how you manage data.
"We find eForms has been excellent for us. We issue certificates of compliance and electrical safety certificates for all of our jobs. Previously they would be written out and then digitized and sent away. Now it's done in the field as part of the expectations of the service technician before they sign off a job as complete."
Scott Aldridge, RED Electrical
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