Sharepoint + Simpro Integration

You're overseeing multiple field service projects but your reporting sheet only updates when someone manually exports files, so the job counts you're reviewing are always hours behind — with this integration, every new document lands in your system instantly and your metrics stay current.

You need to assign technicians immediately when project files arrive, but waiting for manual handoffs means jobs sit unattended — automating both apps means every file creation instantly provisions a service job so your team can mobilise without delay.

You answer to clients who want immediate progress updates, but tracking down project documents across siloed systems slows your response time — connecting these apps means client records and project folders stay perfectly synchronized.

The volume of incoming client submissions is too high for anyone to keep up by hand, leading to missed customer entries and incomplete records — this integration means every submission is captured and processed automatically without manual effort.

You own the invoicing step and depend on field staff to hand over completed job sheets before you can bill clients — automating both apps means financial records and customer data flow seamlessly from job creation to final invoice.

You need a reliable audit history for every project file, but manual archiving often leaves gaps in your documentation trail — connecting these apps means every file, quote, and job creates a complete, uncompromised history.