service booking form

Self-serve bookings for Simpro

Schedule appointments and book quotes easier without the back-and-forth emails.

Bookings are automatically saved into Simpro so there’s no double data entry required.

How it works

Watch how a Simpro user can offer website bookings without any manual admin.

Simpro booking form addon

Open up customer capabilities

Allow customers to work within Simpro workflows. Save time, reduce admin, introduce automation.

  • Simple bookings with Simpro

    Reduce any potential booking errors by creating a guided booking form.

    By linking Pre-Builds and Calendars to your form, all booking options are automatically entered into Simpro.

  • Eliminate manual calendar lookups​

    All booking forms are linked to a Simpro calendar.

    Every time a date or time is requested, the booking form does a live check with the Simpro calendar.

  • Automatic data validation​

    No more missing or invalid customer data.

    Set up rules and formatting for mandatory fields to make sure all data is as relevant as possible.

    Google address validation and email lookups help prevent duplicate customers.

Designed for

Form settings are based on Simpro workflows. No workarounds required.

Driven by Pre-builds and Service fees

Build booking forms with customer friendly services that are linked to Pre-Builds and/or Service Fees.

Let Formpiece do the Simpro heavy lifting in the background once the customer makes a booking.

Staff calendars

Reduce the time it takes to find booking availability.

Booking dates and times are directly linked to Simpro staff calendars

Directly linked to Simpro fields

Eliminate the need to map fields and additional middleware to transfer form data.

Form fields are based on Simpro fields (and Simpro custom fields).

Recurring jobs

Use booking forms to create new jobs off Simpro recurring jobs.

Create new jobs as soon as your customers book a time.

Built for Simpro workflows

Let your customers do the admin work for you!

Projects, schedules, invoices, payments and attachments are all auto-generated without any manual input.

Limit bookings based on location or proximity.

Region boundaries

Create location boundaries around services to prevent servicing addresses that are too far away.

Availability by proximity

Show available times based on staff that are scheduled nearby and keep travel times efficient.

Flexible availabilities

Calendar rules for different use cases.

Seasonal availabilities

Set up service availabilities based on time of year, day of week or time of day.

Flexible days and times

Assign different days and times for staff members.

Time grouping

Create time groups for taking bookings without committing to a specific time.

Multiple staff members

Set up manual or automatic staff selection for service bookings.

Team members

Automatically create schedules for staff members that work on specific services.

Setup pre-paid services to eliminate chasing payments.

Upfront payments with

Reduce risk and improve cash flow with upfront credit card payments before any Simpro information is created.

Payments can be offered for full amounts or deposit amounts.

Automatic Simpro invoices and payments

No manual data entry required for confirmed payments.

All upfront payments automatically create invoices and payments in Simpro.

Add-on pricing

Combine your regions and seasons rules to offer dynamic pricing based on customers’ locations and booking times.

Dynamic pricing can be applied to any pre-payments.

Your business branding

Customise your forms for a seamless customer experience.

Embed on your website

Embed the forms on your website to maintain the customer experience under your brand.

Custom look and feel​

Customise the form colours and messages to match your brand.

Looking for a demo?

Several options for checking out the forms.

Build your own

Sign up for a free plan to create a demo form with your Simpro build.

Check out existing demos

Check out existing working product demos.

Get a custom made demo

We’ll create a Formpiece demo using your business services.

Plans

Options for different use-cases.