customer portal Header image

The simPRO Customer portal

Do better business with your customers

Simplify service jobs Icon
Provide better service
Schedule with ease and efficiency Icon
Win more work
Invoice clients on the spot Icon
Get paid faster
Get complete visibility across your business Icon
Get complete visibility across your business
Discover trends to increase profit Icon
Discover trends to increase profit
See what you want, when you want Icon
See what you want, when you want

Give your customers a bird’s-eye view

The simPRO Customer Portal gives your customers access to their very own version of simPRO, to easily view their quotes and jobs, book more jobs, view and pay invoices and more!

Customer Portal Screenshot

Wow your customers

Giving your customers easy access to the simPRO Customer Portal means they can stay in the know of their every quote, job and invoice and even request quotes and book jobs online. Plus, they can log in to the Portal any place, any time, and you control what they see!

Customer Portal Screenshot

Win more work

Because your customers can book jobs as well as request and accept quotes through the Portal, you’re in the best position to win repeat work for your business.

Customer Portal Screenshot

Get paid faster

Give your customers access to see their outstanding invoices, so they can make payment right then and there in the Portal. Get paid faster and keep your business running smoothly. Customers can also view and print their account statements.

Customer Portal Screenshot

Taking care of customer assets

If your business is running on simPRO Enterprise, your customers can log in to the portal to view their planned maintenance; to see service and transfer history and other detailed reports such as the Defect Report* and Test History Report.

Customer Portal Screenshot

Don’t pay extra

The simPRO Customer Portal is included in your simPRO Service, Enterprise, or Corporate licence – you don’t pay anything extra to offer it to your customers. And, you can control what your customers can see and do in the Portal.

Customer Portal Screenshot

Share them in on the secret

Help your customers get a handle on the simPRO Customer Portal. Share this article from our Help Guide for easy-to-follow instructions!

*simPRO Enterprise users must have the simPRO Maintenance Planner Add-on to run these reports.
Customer Portal Screenshot
simPRO integrates with major accounting packages
Quickbooks
sage50
Xero