simForma

Your custom form or cert integrated with Simpro and easy to use in the field.

Your custom form as you want it made by us.

Mobile friendly forms easily completed in the field.
Data from Simpro synchronised to your form, data entered into the form synchronised back to Simpro.

Your form output for your clients with your branding and your layout.

Your custom form; we consult, we create, we configure, we deliver.

Just tell us what your form does, how you want it to look and how you want its data to interact with Simpro.

We deliver a completed custom form integrated into both the backend and mobile workflows for Simpro.

You don’t have to build it yourself and struggle with integrating it into Simpro.

2 way data flow.

Onto your form from Simpro and back into Simpro from your form.

We can retrieve data from any field in Simpro to prepopulate relevant fields; ensuring data consistency when completing the form.

As well as attaching the completed PDF in Simpro we can also update any field in Simpro with data from the form.

You can then report on those fields, run automatic notifications based on the fields, get better use of failure points, etc. All without having to manually input into Simpro fields from a static PDF.

Simpro remains your single source of truth with form data updated to Simpro and actionable by Simpro, not locked away on PDFs.

Any form for any purpose updating fields anywhere in Simpro.
The form above shows Plant & Equipment being updated but we can update fields anywhere in Simpro, for example:

• Assets: Collect test readings linked to an Asset and update those fields to the job card in Simpro

• Parts and Labour: A quote survey that updates parts and labour in Simpro, including photos.

• Schedule: An absence form that updates the schedule to block out the diary on the days of absence.

Output as sophisticated as you like,
input as simple as can be.

  • No typing twice. Everything from Simpro that can be prepopulated is prepopulated including customer, engineer, asset and plant info.

  • No manual data entry to update form data back to Simpro fields.

  • No matter how complex your output form we’ll replicate it with your look and branding, just as your customers are used to seeing.

  • Text boxes dynamically resize to fit the data entered, meaning no cut off text or tiny fonts.
  • Easily add multiple items such as assets to a table in the mobile form, the output form expands to include them.
  • Very mobile friendly logical, linear input. No pinching to zoom around.

  • Need to complete a form that isn’t part of a job? Just add it to a task in Simpro.

How your form will work

Just select the custom form in Simpro when creating the job and it will be available to the engineer.

One click from Simpro Mobile takes your engineer to the form.

The form will be pre-populated with data from Simpro (such as customer address, assets, plant etc), saving your engineer time.

The engineer completes the form through a very mobile friendly interface and submits.

Data from the completed form can then feed back to Simpro to update asset info etc.

Further logic can be performed to sum up, apply pricing, display notes to your client dependent upon form data etc.

The completed pdf with your layout and branding is added to the job in Simpro as an attachment.

Any form for any purpose…

Survey checkists to generate quotes

Van checklists

Certificates

Toolbox talks signoff

Audit

…or anything else you need!

Global Availability of Simforma for Simpro

Australia

New Zealand

United States

United Kingdom

YesYesYesYes

Get Started with

Simplementary

Let’s Connect. Schedule a Demo