Simpro + AI Phone Answering — Complete Setup Guide
Simpro is the backbone of thousands of trade and field service businesses across Australia and New Zealand. It handles quoting, scheduling, invoicing, and project management — everything except answering your phone. That's where AnswR comes in.
By connecting Simpro to AnswR, your AI receptionist gains access to your customer database, project schedules, and job information. Every call gets handled with the context of your actual business data.
Who Is This For
This guide is for trade and field service businesses running Simpro who want to automate their phone answering. If you're managing a team of plumbers, electricians, HVAC techs, fire protection specialists, or any kind of service crew, this integration is built for you.
Simpro users tend to run larger operations — multiple trucks, multiple techs, complex scheduling. That's exactly the kind of business that benefits most from an AI receptionist, because the volume of incoming calls can overwhelm a single office person.
What Syncs Between Simpro and AnswR
Once connected, your AI receptionist can:
- ✓Search your customer database — When a call comes in, AnswR matches the phone number to your Simpro contacts and pulls up their history.
- ✓Create new leads and jobs — If someone calls for a quote or to report an issue, AnswR logs it as a new lead or job in Simpro.
- ✓Check technician availability — AnswR reads your Simpro schedule to find open slots before suggesting times to callers.
- ✓Look up job and project status — Customers calling about existing work get up-to-date information straight from Simpro.
- ✓Sync new contacts — First-time callers are automatically added to your Simpro contact list with their details.
Step-by-Step Setup
Step 1: Create your AnswR account
Sign up for AnswR — the 7-day free trial gives you full access to all integrations, including Simpro.
Step 2: Navigate to Integrations
In your AnswR dashboard, go to Settings → Integrations. Find the Simpro card in the list.
Step 3: Enter your Simpro build URL
Click Connect on the Simpro card. You'll be asked for your Simpro build URL (this is the URL you use to log in to Simpro, e.g. yourbusiness.simprosuite.com). Enter it and proceed.
Step 4: Authorise the connection
Simpro will ask you to confirm that AnswR can access your account data. Review the permissions and click Authorise. You'll need admin-level access in Simpro for this step.
Step 5: Map your job types
AnswR will pull in your Simpro job types so you can choose how new phone enquiries are categorised. Match these to your existing workflows — for example, "Service Call", "Quote Request", or "Emergency".
Step 6: Run a test call
Dial your AnswR number and request a job. Verify that it appears in Simpro within a few seconds. Check the customer record, job description, and assigned time slot.
Real-World Example
Scenario: A property manager calls about a blocked drain at a commercial building. They've used your services before.
What AnswR does: Matches the caller's number to their Simpro record, greets them by name, notes the issue as "blocked drain — commercial", checks your technician schedule, and books the next available slot. A new job appears in Simpro with all details attached.
Result: The property manager gets a professional, fast response. Your team gets a fully documented job. You didn't have to touch your phone.
Pro Tips
Use Simpro's zones for better scheduling
If you use zones in Simpro to assign techs by area, AnswR can factor this in when booking jobs. Make sure your zones are set up and techs are assigned.
Set priority levels for emergencies
Configure AnswR to flag urgent calls (e.g. gas leaks, electrical faults) with a higher priority in Simpro so they jump to the top of your dispatch queue.
Connect Google Calendar too
If some of your team use Google Calendar alongside Simpro, you can connect that as well for a complete picture of everyone's availability.
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