simPRO

The simPRO integration is the most comprehensive integration in Sprigr Teams, with over 50 actions covering virtually every aspect of your field service management platform. Agents can look up jobs, check schedules, pull quotes, manage customer records, and much more — 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.

Prerequisites

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

Connecting simPRO

1. Open the Integration Hub

   Sign in to team.sprigr.com and click Integrations in the sidebar.

2. Find simPRO

   Locate the simPRO card and click Connect.

3. Authorise with simPRO

   You will be redirected to simPRO to sign in with your simPRO credentials. Review the permissions being requested and click Authorise to grant access.

4. Verify the connection

   The simPRO card will show a green “Connected” badge. Your agents can now access your simPRO data.

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.”

Available tools

The simPRO integration provides a wide range of tools organised by category:

Jobs

Tool	Action	Description
simpro	list_jobs	List jobs with filters (status, date range, customer, site)
simpro	get_job	Get full details of a specific job
simpro	create_job	Create a new job
simpro	update_job	Update job details (status, notes, assigned staff)
simpro	list_job_sections	List sections within a job
simpro	list_job_cost_centers	List cost centres for a job

Quotes

Tool	Action	Description
simpro	list_quotes	List quotes with filters
simpro	get_quote	Get full quote details including line items
simpro	create_quote	Create a new quote
simpro	update_quote	Update quote details

Schedules

Tool	Action	Description
simpro	list_schedules	List scheduled activities for a date range
simpro	get_schedule	Get details of a specific schedule entry
simpro	create_schedule	Create a new schedule entry
simpro	update_schedule	Update an existing schedule

Customers and sites

Tool	Action	Description
simpro	list_customers	Search customers by name, phone, email, or ID
simpro	get_customer	Get full customer profile
simpro	create_customer	Create a new customer record
simpro	update_customer	Update customer details
simpro	list_sites	List sites for a customer
simpro	get_site	Get site details including address and access notes

Additional tools

The integration also includes tools for managing:

• Invoices — List and view invoices
• Staff — List staff members and their availability
• Contractors — Manage contractor records
• Purchase orders — Create and track purchase orders
• Stock — Check inventory levels
• Activities — Log and track activities
• Attachments — Access documents attached to jobs and quotes
• Company settings — Read company configuration data
• Custom fields — Access custom field values on jobs, quotes, and customers

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. Disconnect and reconnect the integration from the Integration Hub.

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.