Simpro Automation takes the manual work out of creating invitations by connecting your Simpro account directly with betterbunch.
Once connected, betterbunch can automatically create and send an invitation when a job reaches the Simpro status you choose. Before an invitation is sent, betterbunch checks the job against your exclusion rules, then applies your sending rules.
How Simpro Automation works
When a Simpro job reaches your selected trigger status, betterbunch checks the job against your exclusion rules.
If the job contains an excluded Tag, Zone or Cost Centre, the invitation won't be sent. If the job passes those checks, betterbunch applies your sending rules and creates the invitation for the contact or contacts you've selected.
You can choose to send invitations to one, two or all three contact types:
- Individual contacts
- Company contacts
- Site contacts
Connect Simpro to betterbunch
To set up Simpro Automation:
- Log in to your betterbunch account.
- Select Automation from the left-hand menu.
- Find Simpro and click Connect.
- Paste your Simpro URL into the field provided.
- Log in to Simpro in the pop-up window and authorise the connection.
- If you have multiple companies linked to your Simpro subscription, choose the company you'd like to connect and click Connect Company.
- Once connected, you'll be prompted to configure your Simpro automation settings.
Configure your Simpro automation settings
Choose when to create invitations
Select the Simpro job status that should trigger an invitation.
Every business uses Simpro slightly differently, so choose a status that best represents the point where the job or service is complete. This might be a status like Completed, Invoiced or Paid.
You can select multiple job statuses as your trigger.
Tip: Choose a status that happens close to the completion of the job or payment so your invitation reaches the customer while the experience is still fresh.
Choose which contacts should receive invitations
Next, choose which contacts attached to the Simpro job should receive an invitation.
You can choose:
- Individual contact
- Company contact
- Site contact
betterbunch uses the Primary Customer Contact in Simpro to determine whether a contact is an individual or company.
If the Primary Customer Contact has a first name, betterbunch treats them as an Individual. If the first name is blank, they're treated as a Company. A Site Contact is the contact marked as the site contact on the Simpro job.
Tip: We recommend selecting all relevant contact types to give yourself the best opportunity to gather feedback.
Choose when invitations should be sent
You can also control when Simpro invitations are delivered.
- Best time to send– betterbunch uses engagement data to send the invitation at a time the customer is more likely to respond.
- Right away – sends the invitation as soon as the job reaches your selected trigger status.
- After delay – holds the invitation for the number of hours you choose before sending it.
- At specific time – sends the invitation at the exact time you choose.
Set your exclusion rules
Exclusion rules let you stop invitations from being sent for particular types of Simpro jobs. You can create exclusions using one of the following:
- Tags
- Zones
- Cost Centres
Select the category you want to use, then enter the value you want to exclude. For example, you might:
- Exclude jobs tagged Commercial
- Exclude jobs within a particular Simpro Zone
- Exclude jobs linked to a specific Cost Centre
Your exclusion must exactly match the Tag, Zone or Cost Centre used in Simpro, including its spelling, spacing and case.
You can add more than one exclusion within your selected category. Press Enter after each Tag, Zone or Cost Centre to add it separately. If any of those values match the job, the invitation will be blocked.
Note: You can only use one exclusion category at a time. For example, you can exclude multiple Tags, but you can't apply Tag and Zone exclusions at the same time.
Edit your Simpro automation settings
Already connected to Simpro? You can update your automation settings at any time:
- Go to Automation.
- Find your Simpro connection and click Edit.
- Update your sending rules:
- Job status trigger
- Contact types
- Sending time
- Click Next.
- Update your exclusion rules if required.
- Review your settings.
- Click I'm happy with that setup to save your changes.
Frequently Asked Questions
Can I use Simpro Automation if one Simpro account services multiple sites?
Yes. You can link one company from your Simpro account to your betterbunch account.
Can I have more than one job status as a trigger?
Yes. More than one Simpro job status can be selected to trigger invitations.
Can a job send invitations to multiple contacts?
Yes. You can send invitations to the Individual, Company and/or Site Contact attached to the job.
Which Simpro field does betterbunch use for customer details?
betterbunch retrieves customer details from the Primary Customer Contact field in Simpro.
If the contact has a first name, they're treated as an Individual. If the first name is blank, they're treated as a Company.
Can I exclude more than one Tag, Zone or Cost Centre?
Yes. You can enter multiple values within the exclusion category you've selected.
Press Enter after each value to add it separately. If any of the values match the job, the invitation won't be sent.
Can I exclude jobs using more than one category?
No. You can only use one exclusion category at a time.
For example, you can exclude multiple Tags, but you can't apply Tag and Zone exclusions together.
How do I review the communication between Simpro and betterbunch?
Go to Automation > Logs to view your Simpro Automation Logs.
From here, you can check the information being received from Simpro and review any issues with invitations being created.
How often should I check my Simpro Automation?
We recommend taking a few minutes each week to review the Invitations page in betterbunch.
A quick check will help you confirm invitations are being created as expected and spot any jobs that may not have come through as expected.