For trade contractors who run their jobs in simPRO: the customer is recognised while the phone rings, created from 3CX when needed, and every call is logged for the whole office team.
Highlights
- Customer record shown before the dispatcher answers
- New customers created from the 3CX client
- simPRO search from the 3CX dialler
- Calls, chats and texts logged for the whole team
- 3CX AI analysis added when enabled
simPRO is job management software for trade contractors: electricians, plumbers, HVAC and refrigeration technicians, security installers. It manages customers, sites, quotes and jobs. In the office, the phone is where new requests come in, appointments get confirmed and customers waiting on a technician call for updates.
With our native template, the caller’s number is looked up in simPRO while the phone rings. The dispatcher sees the customer record before answering and can go straight to their open jobs instead of asking for an address. A new customer calling for a quote can be created from the 3CX client. When the call ends, the conversation is logged in simPRO, so whoever picks up the file the next day knows what was said.
You upload the template to your 3CX and it connects directly to the simPRO API. There is no service to host.
- Lookup by phone number or email, with the record displayed
- simPRO search from the 3CX dialler
- Customer creation from the 3CX client
- Calls, chats and texts logged, with 3CX AI analysis when enabled
Frequently asked questions
How does the template connect to simPRO?
With a simPRO API access token, directly from your 3CX.
Does it involve technicians in the field?
The integration works on calls that go through your 3CX. It is mostly useful to the office team taking requests. You need 3CX V20 Pro or AI with CRM integration enabled.
