Float + Simpro Integration
Integrate Float to Simpro in one click, or tell Integrately AI how you want each project handled. Sync your schedules, create jobs in Simpro, alert your team, and track time updates automatically.
Free forever.Use premium features free for 14 days.1.
Task is created in Float- Logged time is created in Float
- Logged time is updated in Float
- Person is created in Float
- Project is created in Float
- Client is created in Float
- Time off is created in Float
- Department is created in Float
Contact is created in Simpro Instant- Recurring invoice is updated in Simpro Instant
- Recurring invoice is created in Simpro Instant
- Invoice is updated in Simpro Instant
- Invoice is created in Simpro Instant
- Job is created in Simpro Instant
- Company customer created in Simpro Instant
- Job is updated in Simpro Instant
- Company customer updated in Simpro Instant
- Site is created in Simpro Instant
- Site is updated in Simpro Instant
- Individual customer created in Simpro Instant
- Individual customer updated in Simpro Instant
- Quote is created in Simpro Instant
- Quote is updated in Simpro Instant
2.
- Create task in Float
- Search task in Float
- Update task in Float
- Create project in Float
- Search project in Float
- Create logged time in Float
- Update logged time in Float
- Search logged time in Float
- Create client in Float
- Create time off in Float
- Create person in Float
- Create milestone in Float
- Create department in Float
- Get contact by ID in Simpro
- Create lead in Simpro
- Update contact in Simpro
- Update lead in Simpro
- Create individual customer in Simpro
- Search individual customer in Simpro
- Search company customer in Simpro
- Create contact in Simpro
- Create company customer in Simpro
- Create service job in Simpro
- Search job in Simpro
- Create site in Simpro
- Search contact in Simpro
- Search site in Simpro
- Create service quote in Simpro
- Search quote in Simpro
- Create activity schedule block in Simpro
Trusted by experts at...
Ready Workflows for Float + Simpro Integration
Schedule resources, create jobs, update invoices, keep teams aligned, and track progress, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Float + Simpro flow
Extend your resource scheduling and job management with accounting, messaging, and storage tools. Pick a combination and activate it in one click.
+
Xero (4)
Xero (4) +
Slack (4)
Slack (4) +
QuickBooks Online (3)
QuickBooks Online (3) +
Google Drive (3)
Google Drive (3) +
Gmail (3)
Gmail (3) +
Stripe (3)
Stripe (3) S
F
X
Create a project in Float when a job is created in Simpro, and generate an invoice in Xero.
New Simpro jobs instantly establish project schedules in Float and generate invoices in Xero without manual data entry.
S
F
X
Create a task in Float when a quote is created in Simpro, and create a contact in Xero.
Simpro quotes automatically set up Float tasks and Xero contacts for streamlined pipeline tracking.
S
F
X
Create a milestone in Float when an invoice is updated in Simpro, and update the invoice in Xero.
Invoice updates in Simpro trigger milestone tracking in Float and update financial records in Xero.
S
F
X
Create a department in Float when a company customer is created in Simpro, and create a contact in Xero.
New Simpro company customers automatically establish departments in Float and contacts in Xero.
Supported triggers and actions for Float and Simpro
Mix and match to build the exact automation you need
Float Triggers & Actions
Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
Try it → Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
Try it → Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
Try it → Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
Try it → Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
Try it → Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
Try it → Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
Try it → What can you automate with Float + Simpro?
Streamline your resource planning and field service operations with automated project creation, time tracking, and job synchronization.
🔄
Create Float projects automatically from new Simpro jobs
Whenever a new job is created in Simpro, a corresponding project is set up in Float instantly. Your resource planners can assign team members without waiting for manual handoffs.
📋
Capture every submitted field and customer detail
Map all available contact, company, and job details across Float and Simpro without missing custom fields. Your records remain complete and uniform in both applications.
💬
Notify your team the moment work is scheduled
Send instant alerts to Slack channels or email inboxes whenever a new project or job is created. Keep your entire team aligned on incoming assignments.
🔀
Route projects based on service type or client tier
Set up conditional workflows that direct high-priority jobs to senior resource planners in Float while standard service requests follow regular scheduling paths.
⏱️
Keep project timelines synchronized as jobs change
When job details or invoices update in Simpro, automatically update matching project milestones and logged time entries in Float to maintain accurate operational history.
🔍
Search and update existing records to avoid duplicates
Check for existing tasks, clients, or projects before creating new entries. Keep your databases clean by updating current records instead of generating unnecessary duplicates.
📊
Manage status changes from quotation to completion
Track lifecycle progress by turning accepted quotes into active tasks and updating project milestones whenever job statuses change in Simpro.
🔗
Extend your workflow to accounting and storage tools
Connect Xero or Google Drive to generate invoices, create dedicated folders, and log financial records automatically as your Float and Simpro processes run.
And much more...
Who is Float + Simpro integration for?
Project managers, service coordinators, and operations teams streamline resource scheduling and field job management to eliminate manual data entry and keep operations aligned.
Operations managers
Service coordinators
Account managers
Resource planners
Field supervisors
Finance administrators
📈
Operations managers
You review resource schedules and job reports to make strategic decisions, but the numbers are always stale because teams manually export data between Float and Simpro — this integration means your operational reports update instantly.
⚡
Service coordinators
You need to assign field technicians the moment a customer approves a job, and you find out too late when updates are trapped in separate apps — automating both apps means new field jobs trigger immediate resource scheduling.
📋
Account managers
You answer to clients who want daily updates on job progress and team allocation, but piecing together reports takes hours — connecting these apps means client project updates flow seamlessly to job logs.
🚀
Resource planners
The volume of daily service jobs and team bookings is too high for anyone to keep up by hand, leading to scheduling conflicts — this integration means every new job automatically reserves the right team resources.
👥
Field supervisors
You own the onsite execution and depend on office staff to hand over customer details and job schedules — this integration means approved Simpro jobs instantly create Float projects with all required details.
🗂️
Finance administrators
You need a reliable history of billable hours and job costs, but keep finding gaps between tracked time and billed services — automating both apps means logged time and job records stay perfectly reconciled.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Float + Simpro
Build and manage your Float + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Float + Simpro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Float + Simpro Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Float to Simpro?
You can connect Float to Simpro instantly using 1-click ready workflows or ask Integrately AI to build your automation. It links your resource scheduling and field job management with apps like Xero, Slack, and Google Drive in minutes.
Can I automatically create Simpro jobs when new projects are created in Float?
Can I connect Float, Simpro, and Slack?
What is a good Zapier alternative for Float and Simpro?
How does Float handle project and resource updates in this integration?
How are Simpro job and invoice updates processed by the integration?
Do I need coding skills to set up Float and Simpro automations?
Is the Float and Simpro integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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