Integration for Simpro v1.0.0
Trade quote requests become Simpro leads, quotes or jobs, with the customer, the service address as a site and the job details; online booking, a job status page and review requests in Pro.
No credit card for the trial. Pro from $5.75/mo, billed annually. 14-day money-back guarantee.
Every quote request on your website becomes a lead in Simpro: the customer (matched by email, so nobody is entered twice), their service address as a site, and the job details in the lead's description. Your office sees the enquiry where it already works, with the form, page and campaign it came from, and nobody retypes anything from an inbox. Submissions are delivered in the background and retried automatically if Simpro is briefly unavailable. This plugin is not affiliated with or endorsed by Simpro.
Free
$0 forever
- Works with Contact Form 7, WPForms, Gravity Forms, Fluent Forms, Ninja Forms, Formidable Forms, Elementor Pro Forms, Forminator and FormForge, each with its own switch and field mapping
- Built-in quote form block and shortcode with the service address, an address check and spam protection; keeps what the visitor typed and works without JavaScript
- Per form, a lead (the default), a quote, a job or just a customer; without a complete address the enquiry arrives as a lead instead of being lost
- No duplicate customers: an existing customer with the same email gets the enquiry and their site at the same address is reused; only an empty phone or mobile is filled in
- Salesperson, project status, follow-up date and tags per form, from your Simpro lists
- Map to name, email, mobile, phone, company, lead or job name, message and every part of the address
- The visitor's first UTM parameters, referring site and landing page added to the lead's notes
- Optional sync of new WordPress users (by role) and WooCommerce buyers as customers
- Background queue within Simpro's request limit, retries and one-click resend, masked log with CSV export, encrypted credentials
Simpro Pro
$69 per year, single site
Everything in Free, plus:
- Online booking: free times of the staff you choose, read live from their Simpro schedules, booked as a lead with that staff member scheduled
- Job status page where customers check their job with the job number and their email address
- Review request emails with your review link when a job is complete
- Routing rules to the right salesperson by form, page, campaign or answer, with round-robin and a chosen starting status
- Other companies of a multi-company build or other Simpro builds, historic entries backfill, mapping import and export, and a 7-day dashboard widget
Screenshots
Pro pricing
One licence covers updates and support for a year. Pick the number of sites you run it on.
Checkout and licensing run on Freemius, our merchant of record. 14-day money-back guarantee. Prices in USD; any applicable tax is shown at checkout.
Requirements
WordPress 6.4 or newer (tested up to 7.1), PHP 7.4 or newer. Works with the block editor and the classic editor.
Installation
- Download the free version or start the Pro trial above. Freemius emails you the zip and, for Pro, your licence key.
- In WordPress go to Plugins → Add New → Upload Plugin, choose the zip and activate it.
- Pro: paste the licence key when the plugin asks for it, or later under the plugin's Account screen.
Stuck? Open a support ticket and include your WordPress and PHP versions.