Receptly + Simpro
Receptly and Simpro
Receptly answers your calls, works out what the job is, and creates the customer, the job or the quote in Simpro.
1300 556 520Ring the demo, describe a job, and hear how it handles it.
What you get
What lands in Simpro after a call
- The customer Matched on phone and email against your existing customers first. Created if genuinely new, with the contact details the caller gave.
- The site The service address as a site on the customer, so the job attaches to a place.
- The job or the quote Work the customer has approved goes in as a job with the description, the type and the notes. A pricing enquiry goes in as a quote request instead, so your estimator sees it rather than your scheduler.
- The call itself Summary and recording link on the record, so the person allocated the work can hear the customer’s own words.
Scheduling stays where it belongs — with your scheduler. Simpro’s API doesn’t let us write the schedule reliably, so the receptionist creates the job and texts the details rather than pretending it booked a time it can’t guarantee.
Setup
One step for you, two for us
- You create the API applicationIn Simpro: System → Setup → System Setup → API → Applications. Add an application for Receptly and send us the client ID and secret through the secure link we text you. We can’t do this part for you — Simpro requires someone in your business with the API Applications permission, which is why you can revoke it whenever you like. Before anything is created, we check with you on the setup call that it won’t add to your licence count. Step-by-step guide.
- We map it to your buildYour customer and site structures, job types, cost centres, which calls become jobs and which become quote requests, and who gets texted about what.
- We watch the first monthEvery record checked against the call. Wrong job type, quote that should have been a job — we fix the script, not you.
Boundaries
What it deliberately doesn’t do
- It doesn’t write to your schedule. Simpro’s API can’t do that reliably, so we don’t claim it.
- It doesn’t touch existing jobs, quotes, invoices or timesheets. New records only.
- It doesn’t price anything. Your estimator prices; the receptionist collects the inputs.
- It doesn’t delete anything, ever.
Questions about Simpro
Straight answers
Why do I have to create the API application myself?
Simpro sets it up that way, and it’s the safer design. The credentials are generated inside your build, they belong to you, and you can revoke them without asking anyone. The walkthrough takes about ten minutes, and we stay on the phone for it.
Can it book jobs into the schedule?
No. Simpro’s API doesn’t offer dependable schedule writes, so the receptionist creates the job and texts your scheduler with the customer’s availability. Your scheduler still schedules.
Does it work with multi-company builds?
One build per Receptly account is what we set up as standard. If you run several companies in Simpro, say so on the setup call and we’ll scope it properly.
Pricing
What it costs
Connecting job software comes with the Crew plan. Every plan starts with 7 days free, and nothing is charged until it has answered your calls for a week. Full pricing and what’s included.
Book a setup callSet up for your trade too: plumbers, electricians, air conditioning, roofing, painters, landscaping, pest control, locksmiths, builders. Other software: everything it works with.