From Start to Finish
Our integrations assist at every stage in the job lifecycle, keeping your client updated in ServiceChannel 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 Work Order is published in ServiceChannel |  |
Accept the Work Order in SC and create a Job in Simpro, including:
|
| A Quote is created in Simpro |  |
Create a Quote in ServiceChannel |
| A Quote is accepted in ServiceChannel |  |
Create the Job in Simpro |
| A Job is scheduled in Simpro | |
Update the Work Order Scheduled Date in ServiceChannel |
| Engineer starts a visit in Simpro | |
Check in technician in ServiceChannel |
| Engineer completes pre-work documentation in Simpro | |
Submit checklist in ServiceChannel |
| Engineer completes visit in Simpro | |
Check out technician in ServiceChannel |
| Job completed in Simpro | |
Set Work Order status to Complete/Pending Confirmation |
| Contractor adds public note in Simpro | |
Add the note in ServiceChannel |
| Client adds note in ServiceChannel | |
Add the note in Simpro |
| Contractor adds public attachment in Simpro | |
Add the attachment in ServiceChannel |
| Client adds attachment in ServiceChannel | |
Add the attachment in Simpro |
| An invoice is approved in Simpro | |
Create an invoice in ServiceChannel |
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 a Work Order in ServiceChannel and creates a corresponding Job in Simpro. Your integration handles every step of the job from quoting through to completion.