simPRO

Podium can help you deliver an enhanced customer experience by sending appointment confirmations and reminders. You can also automate review invitations, import and sync customers into Podium and write back conversations in Podium to customer notes in Simpro.

• Prevent misunderstandings and provide better customer service by sending confirmation texts after a job is scheduled.
• Minimize missed appointments by automatically sending job appointment reminders.
• Improve your online rating by requesting reviews after jobs have been completed.
• Centralize all your customer conversations by automatically writing back Podium conversations to customer notes in Simpro
• **Boost lead conversion with Podium’s AI tools, seamlessly creating leads in Simpro with ease and efficiency.

Compatibility

Simpro Premium

Setup Process

BEFORE YOU BEGIN

1. Log in to Simpro, select the appropriate company.
2. Navigate to Setup > API > Applications.
3. Create Application, enter required information and select “API Key” as the authentication method.
4. Copy your API Key then click Create.
5. Note your Podium Token and Simpro Build URL (eg yourbusiness.simprosuite.com); you’ll need to enter this later.

STEPS

1. Click Connect.
2. Select the Podium location you’d like to connect to Simpro.
3. Allow Simpro to access the appropriate Podium data.
4. Allow Podium to access the appropriate simPRO data.
5. Select the Simpro company you wish to connect to this Podium location.
6. Select the Job Status that you would like to use to trigger a review invitation.
7. Select if you wish to send messages to Site Contacts or Individual Customers.
8. Enable contact sync and conversation write back if desired.
9. Click Finish.