Simpro Integration

When an appointment is created or updated in Simpro, LANA will generate a unique link for that appointment. The link can be sent to the customer by SMS or email. The customer can open a branded page to view the appointment details and choose to confirm, request a different time, or decline. Confirmations will be recorded in LANA and updated in Simpro. If the customer requests another time or declines, LANA will email the business so the team can follow up. Each link is tied to a specific appointment, allowing multiple appointments for the same job to be managed separately.

Simpro company customers will sync to the Companies section in LANA. Their associated contacts and sites will sync as well, with the relationships between them preserved. This will make it easier to see which contacts belong to each customer and which sites are associated with that customer. When creating a job from LANA, your team will be able to identify the correct customer, contact and site without searching through separate records in Simpro. The feature will give teams a clearer view of their Simpro customer records in LANA and reduce duplicate data entry.

Manage site information in either LANA or Simpro and keep it up to date in both systems. When a site is added or its details are changed in LANA, the information will sync to Simpro. Changes made to the site in Simpro will also sync back to LANA. Teams will be able to find and select a synced site in LANA when creating a Simpro job. This will help them use the correct site details without entering the same information twice. This feature is designed to keep site records consistent across LANA and Simpro and make job creation easier.

Launch of E-form for Simpro customers — a paperless digital form workflow leveraging eSimpro eForms and Simpro Digital Forms technology. This project integrates directly with Simpro’s API to enable field-to-office data collection, job file attachments, dynamic pre-filling, and compliance sign-offs. Features to list on this board: Simpro oAuth2 & Data Sync: Auto-populate customer, job, site address, and technician data directly from Simpro onto the form. Bi-Directional File Attachment: Push completed PDF forms directly to the attachments tab of the corresponding Simpro Job or Quote. Field Mobile Capture: Offline-capable form entry with photo uploads, markup tools, and digital signatures. Approval & Review Queue: Admin holding portal to review/approve submitted eForms before final sync into Simpro. Automated Client Emailing: Trigger PDF form dispatch to client emails upon job status changes in Simpro.