simPRO

simPRO is one of the most comprehensive integrations available for Sprigr Teams, covering jobs, schedules, quotes, customers, and much more across your field service management platform. Agents can look up jobs, check schedules, pull quotes, and manage customer records, giving your office staff and field teams instant access to the information they need.

This integration is designed for trade businesses and field service companies that use simPRO as their primary job management system.

Note

simPRO ships as a marketplace app, not a built-in integration. You install it from the Apps marketplace rather than the Integration Hub. It owns its own sync, OAuth, and webhook handling.

Prerequisites

• An active simPRO account with API access enabled.
• Admin or Owner role in your Sprigr Teams organisation.

Installing simPRO

1. Open the Apps marketplace

   Sign in to team.sprigr.com and open the Apps section from the sidebar.

2. Find simPRO

   Locate the simPRO app and click Install.

3. Authorise with simPRO

   Complete the simPRO OAuth flow to connect your build. Review the permissions being requested and authorise access.

4. Verify the installation

   Once installed and connected, the simPRO app appears in your installed apps and its tools become available to your agents.

Tip

Connect simPRO with a service account or admin-level user to ensure agents have access to all the data they need. Using a restricted user account may limit which jobs, customers, or schedules the agent can see.

Try asking your agent

“Create a new job in simPRO for a blocked drain at 15 Ocean Drive, Burleigh Heads. Customer is Jane Smith, phone 0412 345 678. Schedule it for tomorrow morning.”

“Check what jobs are scheduled for this week and give me a summary by technician.”

What agents can do

Once the simPRO app is installed and connected, agents gain a broad set of tools covering the core areas of the platform:

• Jobs — List and search jobs, get full job details, create jobs, and update job details such as status, notes, and assigned staff.
• Quotes — List quotes, read full quote details including line items, create quotes, and update them.
• Schedules — List scheduled activities for a date range, read schedule entries, and create or update schedules.
• Customers and sites — Search customers by name, phone, email, or ID, read customer profiles, create and update customer records, and list sites with their addresses and access notes.
• Costing — Read cost centres so agents can reference them when working with jobs and quotes.

The app also provides tools for related records such as invoices, staff, contractors, purchase orders, stock, activities, attachments, and custom fields. The exact set of tools is defined by the installed version of the simPRO app.

Running multiple simPRO builds

You can install and connect more than one simPRO build to the same workspace (for example, an AU build and a US build). Give each a distinct, descriptive name so their tools are easy to tell apart and never collide.

Common use cases

• Job status lookups — A technician or office staff member asks the agent “What’s the status of Job 12345?” and gets an instant answer including who is assigned, what stage it is at, and any notes.
• Schedule checks — “What jobs does Dave have tomorrow?” — The agent queries the schedule and returns a summary of all appointments, including addresses and job details.
• Quote generation — A customer calls in for a price estimate. The agent creates a quote in simPRO based on the customer’s requirements, pre-populating customer and site details.
• Customer lookup — “Find the customer at 42 Smith Street” — The agent searches customer and site records and returns matching results with contact details and job history.
• Daily briefings — A morning workflow queries simPRO for the day’s schedule and sends each technician a summary of their jobs, including site addresses and any special access instructions.
• Job costing — An agent retrieves cost centre data for a job to help the project manager track spending against the budget.

Note

Because simPRO is the core business system for many trade businesses, we recommend creating a dedicated agent (for example, “simPRO Assistant”) with a persona specifically tailored for job management queries. This ensures the agent gives accurate, role-appropriate responses.

Troubleshooting

“Unauthorised” errors The simPRO OAuth token may have expired. Reconnect the simPRO app from the Apps section.

Agent cannot find jobs or customers Make sure the connected simPRO account has the appropriate security group permissions. simPRO restricts data access based on user roles and security groups.

Slow responses for large datasets Queries that return many results (like listing all jobs for the year) may take longer to process. Encourage agents to use filters (date ranges, status, customer) to narrow results.

Custom fields not appearing Custom fields need to be set up in simPRO before they are accessible via the integration. Verify that the custom field exists and is enabled for the relevant record type.

Next steps

• Integrations Overview — See all available integrations.
• Creating Agents — Create a dedicated simPRO agent with a tailored persona.
• Workflows — Automate simPRO-related processes like daily schedule distribution or job status reporting.
• Knowledge Bases — Upload process guides and standard operating procedures so agents can reference them alongside simPRO data.