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Seamless integration making business accounting easy for trade contractors

How do simPRO and Xero work together?

Connecting Xero to simPRO will save you hours in cross-referencing financial transactions. Save time by having all of your contacts set up in Xero when you start using simPRO. You can then start importing invoices, customers and suppliers directly. Select new transactions in simPRO, and set up the correct export, account and tax code settings for all future transactions to appear in Xero.

Seamless syncing to save you time

It’s simple – as soon as you need it to, you can send customer, contractor and supplier invoices and information from simPRO directly to Xero.

Payments too, though you can also choose to pay your customer invoices through Xero, and that’ll flow through to simPRO.

This keeps your financial data accurate and makes tasks like bank reconciliation a breeze. Plus, as there’s no need for manual data entry, you save loads of time!

simPRO and Xero integrations

Job management software for your industry

Designed from the ground up by trade and service contractors, simPRO solutions are built to work for your business needs no matter your trade.

Whether your business specialises in service, maintenance or project jobs in electrical, data networking, plumbing, security, fire, HVAC or solar, simPRO has a solution to suit you.

Xero is a world-leading online accounting software solution built for businesses like yours.

Get a real-time view of your cash flow. Log in anytime, anywhere on your Mac, PC, tablet or smartphone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.

Run your business on the go. Use the mobile app to reconcile, send invoices, or create expense claims - from anywhere.

Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.

Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok.

Find out more or try Xero Accounting Software for free.

Solutions for your field employees

simPRO Connect

simPRO Connect is a mobile field service management app to keep engineers connected with the office. Staff in the field can update times, materials, job details and photos in real time.

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simPRO eForms

eForms digitises your existing paper forms so they can be used on tablet devices in the field and shared with the office.

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simPRO simTRAC

simTRAC GPS vehicle tracking monitors the location of your entire fleet in real time. Report on everything from on-site and travel time to vehicle speeds.

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Core features that are the foundation of your workflow

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Service management

Deliver prompt, reliable service that wows your customers every time.

Project management Icon

Project management

Keep your projects and your profit on track from start to finish.

Asset management Icon

Asset management

Monitor and manage preventative and reactive maintenance.

Stock management Icon

Stock management

Ensure your team gets what they need, when they need it, at the correct price.

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Estimating

Generate & send accurate quotes and estimates fast so you can win more business.

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Scheduling

Get the right people to the right place and on time – every time.

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Invoicing

Keep your cash flowing with automated invoicing.

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Payment processing

Collect payment on site as soon as a job is complete with simPRO Payments.

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Accounting integration

Integrate your accounting software such as QuickBooks, Xero and Sage 50.

Catalogue imports Icon

Catalogue imports

Immediately add materials to quotes and jobs after importing catalogues to your system.

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Field service management

Keep field engineers connected to the office with a simPRO field licence.

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CIS and simPRO

Manage Construction Industry Scheme (CIS) compliance and generate information required for HMRC reports.

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Multitasking

Seamlessly switch between multiple open quotes, jobs and more.

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Business reporting

Get complete visibility across your business with 60+ reports.

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Customer portal

Give your customers access to view their jobs, quotes and invoices, and book jobs online.

Outlook integration Icon

Outlook integration

Create new leads in simPRO without leaving your Outlook window.

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SMS

simPRO’s own SMS solution updates and informs customers and workers.

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IoT

Automate and trigger field service activity alerts in real-time.

“The integration between simPRO and Xero, is working really well. Our Accounts team is finding it a lot easier having that information ready to go when they need it”

Brenda Lanauze, Edge Industries

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