From Start to Finish
Our integrations assist at every stage in the job lifecycle, keeping your client updated in Civica Cx moments after you enter the details into Simpro and vice versa. All features are included at every pricing tier.
Job creation
Scheduling Sync
Two-way notes & attachments sync
Linked Contacts
Linked Sites
Quotes & Documents
Status changes & Stage updates
Full Functionality
During your onboarding, we'll configure your integration to match how your Simpro build is set up, so you don't have to change your workflows.
| Trigger | Action | |
|---|---|---|
| An Order is published in Civica Cx |  |
Accept the Order in Civica Cx and create a Job in Simpro,
including:
|
| A Job is scheduled in Simpro |  |
Create an Appointment in Civica Cx |
| Engineer completes a Visit in Simpro | |
Update Appointment Outcome in Civica Cx |
| Job completed in Simpro | |
Upload Job Completion Document to Civica Cx |
| A Job is varied in Simpro | |
Vary Order in Civica Cx |
| A variation is accepted in Civica Cx |  |
Update Job Status in Simpro |
| An Invoice is approved in Simpro | |
Create an Invoice in Civica Cx |
Pricing
Our usage-based pricing means every customer gets a fully featured integration and premium tier support, no matter your contract size. Simply pick the tier that suits your monthly work volumes.
What is a Job?
We count a job as the moment your integration takes an Order in Civica Cx and creates a corresponding Job in Simpro. Your integration handles every step of the job from quoting through to completion.