About simPRO
Simpro software provides leaders in trade and field service businesses with a centralized operating platform to run efficiently and profitably.
Our software seamlessly connects office and field teams, optimizes workflows and actions data insights to inform decision-making and enable growth.
With over 250,000 users, dedicated onsite training, local support, and unparalleled project management capabilities, Simpro empowers high-performance businesses to work smarter and prioritize success.
Simpro and Podium
The Simpro-Podium integration simplifies and supercharges your business's workflow through enriched two-way customer communications and AI-powered tools.
simPRO and Podium
Compatibility
Simpro Premium
Setup Process
BEFORE YOU BEGIN
- Log in to Simpro, select the appropriate company.
- Navigate to Setup > API > Applications.
- Create Application, enter required information and select “API Key” as the authentication method.
- Copy your API Key then click Create.
- Note your Podium Token and Simpro Build URL (eg yourbusiness.simprosuite.com); you’ll need to enter this later.
STEPS
- Click Connect.
- Select the Podium location you’d like to connect to Simpro.
- Allow Simpro to access the appropriate Podium data.
- Allow Podium to access the appropriate simPRO data.
- Select the Simpro company you wish to connect to this Podium location.
- Select the Job Status that you would like to use to trigger a review invitation.
- Select if you wish to send messages to Site Contacts or Individual Customers.
- Enable contact sync and conversation write back if desired.
- Click Finish.
Use cases
- Request a review
Request a review after a Job is completed
- Quote Automations
Automate quote notifications and follow-ups via text to consistently reach customers faster, bypass email spam filters, and close more deals.
- Job-Related Automations
Send text notifications for job scheduling, appointment reminders, invoice updates, and more to reduce phone tag, boost team efficiency, and enhance the customer experience.
- Sync Rich Customer Data
Two-way syncing with Simpro and Podium ensures every customer interaction via text, phone call, and voicemail is visible in Simpro customer notes and Podium contact attributes.
- AI Quotes & Job Summaries
Boost your efficiency in customer communications with AI-generated summaries of quotes and jobs automatically.
- An Integrated Phone System
Answer every call fully prepared. Know who’s calling, see their recent activity in Simpro, and greet customers by name—staying one step ahead from the moment you pick up the phone.