How to send accepted quotes to Simpro, Tradify or AroFlo

Before you start

Open Settings → Integrations → Job system sync. Next to I use, pick Simpro, Tradify, AroFlo or Other. The steps change to suit your system, and each one ticks off as you finish it.

• A Zapier account — a free one is fine.
• Your login for Simpro, Tradify or AroFlo (Zapier will ask for it).
• About 10 minutes.

Step 1 — Bring your prices in

Export your catalogue from your job system as a CSV, then tap Import catalogue. It opens the import in your Pricing Library.

Your part numbers come with it, so every quote line carries the code your system already knows.

Steps 2 to 4 — Set up the Zap and test it

1. 1
   In Zapier, tap Create Zap.
2. 2
   Choose Webhooks by Zapier as the trigger, then pick Catch Hook.
3. 3
   Copy the URL Zapier shows you.
4. 4
   Back in robot, paste it into Paste the address Zapier gave you and tap Save.
5. 5
   In Zapier, hit Test trigger so it’s listening.
6. 6
   In robot, tap Send a test quote. When it arrives, Zapier shows a sample quote with every field.

Step 5 — Point the Zap at your system

Back in Zapier, add the action for your system and connect your account when it asks:

1. 1
   Match up the customer name, email and site address.
2. 2
   Put the quote link in the job notes — that’s your one-tap path back to the itemised quote.
3. 3
   Switch the Zap on.

• Simpro → Create Service Job
• Tradify → Create Job
• AroFlo → Create Task

What comes across

The job gets the customer, the address, the total and a link to the full quote.

The line items themselves don’t come across — Zapier can’t add them to a job one by one. The quote link is your itemised list, one tap from the job.