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simPRO Update: Contractor Invoicing and Work Order Attachments

September 20, 2019

Contractor management takes center stage in the next release. Rolling out from September 22, the update introduces attachments for Contractor Invoices and Contractor Work Orders while also enhancing Contractor Invoicing workflows. In addition, the update will prevent incorrect CIS tax rates being applied during bulk invoicing for UK customers.

5 field service automation ideas for Zapier and simPRO

September 16, 2019

If you’ve been wondering how your business could use the latest simPRO integration to Zapier, we’ve put together some suggestions to get you started! As the features of the integration expand, we will keep you updated with extra suggestions on how to automate even more of your business by connecting simPRO to your Zapier account.

Advanced business intelligence for field service

September 10, 2019

Field service businesses can develop deeper insights into their data with simPRO’s business intelligence tool, BI Reporting. Originally called Report Builder, BI Reporting complements simPRO’s real-time reporting to provide a comprehensive suite of field service analytics, reporting and dashboard tools for advanced business users. Now, simPRO customers can incorporate SQL queries into their data analytics with BI Reporting Premium.

6 Reasons to Switch FSM Software Platforms & Tips for a Smooth Transition

September 9, 2019

Reasons to Switch Software Platforms
1. Miscommunication

Do you notice that there are constant misunderstandings between the office staff and technicians in the field?

simPRO Update: Stronger Tasks for Project Management

September 6, 2019

The upcoming simPRO release will start rolling out from September 8. The release kicks off a series of improvements to simPRO’s Project Management tools and introduces folder templates to make it easier to maintain a consistent attachment filing structure for jobs, leads, quotes, and recurring invoices.

Zapier added to the growing list of simPRO integrations

September 5, 2019

We are excited to announce that simPRO is now available in the Zapier App Directory. You can already choose from a wide range of add ons and integrations to expand on simPRO’s functionality, and through Zapier, you can do even more! You can now connect simPRO to 1,500+ apps including the business tools you use every day, to automate time-consuming repetitive tasks, while eliminating the errors that double handling data can cause.

Meeting Customer Expectations in the Age of Technology

August 29, 2019

For a field service business to remain competitive in today’s “digital age” it is more important than ever to leverage technology to improve the customer experience. Advancements in technology have led to higher expectations about how and when a product or service is delivered.

The simPRO and Taxify Integration Simplifies Sales Tax Calculation for Field Service Businesses

August 28, 2019

This press release was issued on Business Wire on August 28, 2019.

simPRO, a leading field service management software company, has released an integration with the cloud-based sales tax platform, Taxify. This helpful integration will simplify sales tax calculations for simPRO users in the United States.

Calculate your sales tax with the simPRO Taxify integration

August 27, 2019

Calculating the right amount of sales tax can be frustrating when working with constantly changing laws and multiple tax agencies. But, a new integration with Taxify takes the hassle out of tax compliance for field service businesses.

Data Feed Update: attachment controls, custom fields & more

August 26, 2019

Data Feed 1.1 has arrived. The update provides greater control over attachment uploads, the option to attach emails text to records, support for lead and task custom fields and a number of additional improvements for increased usability.