Connect simPRO

Hello writes every call and chat into simPRO as a lead, quote or booked job, and recognises your existing customers when they call.

No per-call fees. Included on every Hello plan. Book a visit has a one-off setup fee with the Leadica team, like Fergus, to check staff, hours, travel time and test calls.

What you need

• simPRO Premium.
• A simPRO admin login.
• An API Key application, or Client Credentials.

Connect

1. In simPRO go to System, Setup, API, Applications.
2. Request a new application. Choose API Key as the authentication method. Or choose Client Credentials to use a client ID and secret instead.
3. Copy the key, or the client ID and secret.
4. In Hello open Integrations. Enter your simPRO address and API key and press Connect. To use Client Credentials, choose Use a client ID and secret instead.
5. Pick the simPRO company if asked.
6. Choose the booking rule.
7. For Book a visit, pick staff and the cost centre before switching it on. Turn off Hello bookings first, so callers only get one diary.

Hello writes to one job system at a time. Disconnect Fergus or ServiceM8 first if either is connected. Xero and CarJam can stay connected.

Choose what Hello does

• Enquiry (default): each call becomes a simPRO Lead with the summary and transcript. New callers are added as lead customers.
• Quote request: Hello adds the customer and site and an unpriced Quote, with the transcript as a note. No street address: it becomes a Lead instead.
• Book a visit: Hello checks the simPRO schedule and books a Service job straight in during the call.

Lead first sends quote requests in as Leads with the address and job filled in, for the team to convert. Visits booked during a call are always real jobs, so the time is held.

Visit settings

Choose the staff Hello can book and the Cost centre for booked jobs. simPRO needs a cost centre to put a booking on. Most businesses use their service or labour cost centre.

Set visit length, travel time either side and visit hours. Day bookings and a daily limit are optional. Hello avoids busy schedule time and public holidays. Diary setup is done with the Leadica team.

Recognising customers

Hello checks the caller's number, greets known customers by first name and can say the job number and where open jobs are up to. It never reads out addresses, prices or invoice amounts. It never guesses when a number is on more than one customer.

Numbers stored only on customer contacts are not found yet. Put the number on the customer's Phone, Mobile or Alt phone field.

Disconnect

Press Disconnect on the simPRO card. Hello stops straight away. Anything already sent stays in simPRO.

Removing the application in simPRO also stops Hello. If the connection needs attention, check the card's message and reconnect with a working application.