Harvard-Educated SimPRO Experts | FT Fast 500

Trade business management automation SimPRO

SimPRO is the leading job management software for trade and field service businesses in Australia and New Zealand. Designed specifically for electricians, plumbers, HVAC technicians, and other trade contractors, SimPRO handles quoting, job scheduling, inventory, and invoicing. Our integration services connect SimPRO with your accounting systems, CRM, and operational tools to eliminate double-entry and automate workflows across your trade business.

250K+

Users Worldwide

8000+

Businesses

40%

Admin Time Saved

Trade Software ANZ

Automate Your SimPRO Integration View Integration Options

Why Integrate SimPRO with Your Business Systems?

Trade-Specific Design

SimPRO understands trade workflows - quotes, jobs, purchase orders, timesheets, and inventory. Our integrations leverage this industry-specific data model to connect with accounting and CRM systems appropriately.

Mobile Workforce

SimPRO mobile app keeps field technicians connected. Our integrations ensure real-time sync between field updates and office systems - job status, photos, and customer signatures flow immediately.

Australian Compliance

SimPRO handles Australian tax requirements, GST, and BAS reporting. Our integrations with Xero and MYOB maintain this compliance while automating financial data flow.

Systems We Connect with SimPRO

Xero

MYOB

QuickBooks

HubSpot

Mailchimp

Zapier

Google Workspace

Microsoft 365

L&H Group

Tradelink

Plus 100+ more systems - if you use it, we can integrate it with SimPRO

How SimPRO Integration Works

Connect Your Systems

We securely connect SimPRO with your other business applications using official APIs and best practices.

Map Your Data

Configure how data flows between systems - which fields map where, what triggers sync, and business rules.

Automate Forever

Once configured, data flows automatically 24/7. Monitor with dashboards and alerts for complete peace of mind.

Data Flow Architecture

Here's how data flows between SimPRO and your connected systems:


┌─────────────────┐     ┌─────────────────┐     ┌─────────────────┐
│   Field Tech    │────▶│    SimPRO       │────▶│      Xero       │
│  (Mobile App)   │     │  (Job Mgmt)     │     │  (Accounting)   │
└─────────────────┘     └────────┬────────┘     └─────────────────┘
                                 │
        ┌────────────────────────┼────────────────────────┐
        ▼                        ▼                        ▼
┌─────────────────┐     ┌─────────────────┐     ┌─────────────────┐
│    HubSpot      │     │   Suppliers     │     │    Customer     │
│    (CRM)        │     │  (Ordering)     │     │    Portal       │
└─────────────────┘     └─────────────────┘     └─────────────────┘

Job Workflow:
1. Lead captured from website/call
2. Quote created in SimPRO
3. Job won → scheduled
4. Tech completes via mobile
5. Invoice generated → Xero
6. Customer review requested

Common Field Mappings

Source Field	Target Field	Notes
Customer.ID	Contact ID	Customer matching
Job.ID	Job Number	Job reference
Invoice.Total	Invoice Amount	Financial sync
Quote.Status	Opportunity Stage	Pipeline tracking
Job.SiteAddress	Service Address	Location data
Timesheet.Hours	Labor Hours	Time tracking
PurchaseOrder.Supplier	Vendor	Supplier sync
Job.CostCentre	Department	Cost allocation

Example API Response

Sample data structure when syncing from SimPRO:

// SimPRO Webhook - Job Completed
{
  "event": "job.completed",
  "timestamp": "2024-01-15T16:30:00+11:00",
  "data": {
    "job_id": 123456,
    "job_number": "JOB-2024-0123",
    "job_type": "Service Call",
    "status": "Complete",
    "customer": {
      "id": 789,
      "name": "ABC Corporation",
      "email": "accounts@abccorp.com",
      "phone": "+61298765432",
      "address": {
        "street": "123 Industrial Ave",
        "city": "Sydney",
        "state": "NSW",
        "postcode": "2000"
      }
    },
    "site": {
      "id": 456,
      "name": "Head Office",
      "address": "123 Industrial Ave, Sydney NSW 2000"
    },
    "assigned_technician": {
      "id": 101,
      "name": "John Smith",
      "mobile": "+61412345678"
    },
    "labour": {
      "hours": 2.5,
      "rate": 85.00,
      "total": 212.50
    },
    "materials": [
      {
        "part_number": "ELEC-001",
        "description": "LED Downlight",
        "quantity": 4,
        "unit_cost": 25.00,
        "sell_price": 45.00,
        "total": 180.00
      }
    ],
    "job_total": {
      "labour": 212.50,
      "materials": 180.00,
      "gst": 39.25,
      "total_inc_gst": 431.75
    },
    "completed_at": "2024-01-15T16:30:00+11:00",
    "notes": "Replaced 4x downlights in reception area. All tested working.",
    "attachments": [
      {
        "type": "photo",
        "url": "https://simpro.cloud/attachments/job123456/completion-photo.jpg"
      },
      {
        "type": "signature",
        "url": "https://simpro.cloud/attachments/job123456/customer-signature.png"
      }
    ]
  }
}

AI & Custom Integration Examples

Beyond system-to-system connections, we build custom AI solutions and interfaces powered by SimPRO data.

Job Costing AI

AI analyzes historical job data to predict costs and flag quotes that may be underpriced. "This job type typically takes 3 hours but is quoted for 2 - recommend reviewing estimate."

Smart Scheduling

AI optimizes technician scheduling based on skills, location, and job requirements. Reduces travel time and ensures right tech for each job type.

Predictive Maintenance

Machine learning identifies equipment likely to need service based on history patterns. Enables proactive outreach to customers before failures occur.

Invoice Anomaly Detection

AI flags invoices with unusual patterns - significantly higher/lower than typical, missing materials, or unexpected costs. Catches errors before sending to customers.

Integration Prerequisites

Before starting your SimPRO integration, ensure you have:

SimPRO account with API access enabled
API credentials from SimPRO settings
Understanding of your SimPRO configuration
Accounting system credentials (Xero/MYOB)
Webhook endpoint for real-time events
Connected system credentials

Common Issues & Solutions

API authentication failing

Invoices not syncing to Xero

Webhook events not receiving

Customer duplicates appearing

Job costs not matching accounting

Real Results from SimPRO Integration

“Integrating SimPRO with Xero eliminated 2 days of admin work per week. Invoices flow automatically, job costs are accurate, and our BAS is ready without manual reconciliation. The ROI was immediate.”

Electrical Contractors Group

Electrical, Brisbane, QLD