Integration • Simpro

Simpro + Sideline

Every missed call becomes a job in Simpro — automatically.

Sideline captures the caller's name, number, and job details, then creates a new job or lead in Simpro instantly. No manual entry. No missed opportunities. No double-handling.

How It Works

From Missed Call to Simpro Job in Seconds

Sideline and Simpro work together so your field service business never misses a beat.

1

Call Comes In

A customer rings while you are on site or between jobs. Sideline answers in a natural Australian voice and captures their name, phone, and job description.

2

Data Structured

Sideline parses the conversation into structured fields — customer contact, job description, address, and any specific requirements mentioned.

3

Job Created in Simpro

The structured data flows into your Simpro account as a new job or lead. Ready for scheduling, quoting, and dispatching — no typing needed.

Features

What the Simpro Integration Does

Built for field service, construction, and maintenance teams that run their operations through Simpro.

📋

Auto Job & Lead Creation

Every Sideline-answered call creates a new job or lead in Simpro. Customer name, phone, email, and job description are all populated automatically.

👤

Customer Record Sync

New callers are added as customer records. Existing customers are matched automatically — no duplicates, no data fragmentation.

📍

Address Integration

If the caller provides a service address, Sideline includes it on the job record. The detail is captured naturally during the conversation.

🏷️

Smart Categorisation

Jobs created via Sideline are tagged and categorised so you can track which leads came from answered calls vs other channels.

Near-Instant Sync

The job appears in Simpro within seconds of the call ending. You can see it and act on it before the customer has even finished their day.

🔒

Enterprise-Grade Security

All data between Sideline and Simpro is encrypted in transit. We only transmit the information captured during the call — nothing more.

Benefits

Why Integrate Simpro with Sideline

⏱️

Eliminate Manual Entry

Stop copying voicemail messages into Simpro. Every detail flows from the caller to your job board automatically — saving hours each week.

📈

Never Lose a Lead

Every missed call becomes a trackable job in Simpro. The ones you would have lost to voicemail become your next quoted and won project.

🚀

Faster Response Times

With the job already in Simpro, you can quote and schedule in minutes instead of hours. Speed wins contracts in field service.

Testimonial

What Simpro Users Say

"The Simpro integration sealed the deal for us. We were spending nearly an hour a day transferring missed call notes into jobs. Sideline does it in real-time."

D
Dave
Operations Manager, Melbourne VIC

"We run a team of 12 technicians. When a customer calls after hours, Sideline answers and creates the job in Simpro. The guys show up the next morning and it is all ready to go."

R
Ryan
HVAC Contractor, Sydney NSW

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