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.