Save Time, Increase Efficiencies, Earn More Money

Paperwork at the end of the day? Hard pass. Using tablets or smartphones, your team can submit digital forms such as a JSA or SWMS that have been pre-loaded into the Simpro Mobile app. Using their unique logins, your team in the field can capture and submit photos and customer info without heading back to the office. As for the office staff? No more waiting on the field to move processes along.

We’ve created some form templates that might work for your business but we also know that you might need forms that are a bit more unique. That’s why we have Form Builder, an easy-to-use tool that lets you create templates for every part of your business. Add logos, wording and data fields to quotes, estimates, audit and testing documents, lead capturing and invoicing.

Human errors happen…a lot. Use the Data Feed add-on to automatically capture data following ‘rules’ you’ve set. So there is never any question as to whether the correct data lands in your system. The Data Feed add-on scans desired incoming email communications and attachments, such as quotes, leads, supplier invoices and creates a corresponding action in Simpro. Reducing the number of manual entry tasks your team needs to deal with. Who in the office and the field won’t love that?