From Start to Finish
Our integrations assist at every stage in the job lifecycle, keeping your client updated in Concerto moments after you enter the details into Simpro and vice versa. All features are included at every pricing tier.
Job creation
Scheduling and ETA Sync
Two-way notes & attachments sync
Site check in & check out
Site & Asset linking
Quotes & Invoices
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 | |
|---|---|---|
| A Reactive/PPM Order is created in Concerto |  |
Accept the Order in Concerto and create a Job in Simpro, including:
|
| A Quote is created in Simpro |  |
Create the Quote in Concerto |
| A Quote is accepted in Concerto |  |
Create the Job in Simpro |
| A Job is scheduled in Simpro | |
Update the Order ETA in Concerto |
| Engineer starts a visit in Simpro | |
Mark 'attended' in Concerto |
| Engineer completes visit in Simpro | |
Add timings in Concerto |
| Contractor adds public note in Simpro | |
Add the note in Concerto |
| Client adds note in Concerto | |
Add the note in Simpro |
| Contractor adds public attachment in Simpro | |
Add the attachment in Concerto |
| Client adds attachment in Concerto | |
Add the attachment in Simpro |
| Custom: any other Simpro Event | |
Custom: any Concerto Job Action |
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 or Quote in Concerto and creates a corresponding Job in Simpro. Your integration handles every step of the job from quoting through to completion.