How Formpiece leverages Simpro to manage availabilities
How you can use Formpiece to offer self-serve bookings with Simpro.
- Customers pick their own date and time.
- Eliminate manual data entry.
- Manage more jobs with less admin.
- Designed around Simpro workflows so you can almost set and forget.
Imagine booking a new Simpro job for a customer – and then having to schedule it.
Think of the time wasted when…
- All the back and forth with calls and/or emails.
- The multiple clicks and screens involved with double checking Simpro schedules.
- Searching through employee / contractor calendars and calendar views just to find the relevant dates / times.
Is there value in spending extra time searching?
If these were long-term project jobs with enough margin to include additional admin time, then the extra time is worth the effort. However…
- About if you are doing multiple / volume service jobs?
- What if the jobs are small and simple where the margins don’t justify the repetitive admin time?
Imagine the time wasted with all the manual admin when it would have been simple enough for the customer to pick their own times if they had the ability to do so.
Let the customer do some of the heavy lifting!
How much time would you save, if the customer had the availability to be view the calendar outside Simpro?
The Simpro calendar can be utilised in a way where the customer can pick and choose their own times.
With a little bit of planning, you can setup:
- A focused calendar that’s used for availability with an existing employee.
- Available days with start and finish times.
- Block out breaks with recurring schedules.
Enter the Simpro API
The Simpro API allows secure access for creative ways to interact with Simpro.
Formpiece has leveraged the Simpro API to allow Simpro users to offer a self-serve booking form without requiring the technical knowledge. Formpiece will automatically process the data for you.
You can connect Formpiece to your Simpro build to create:
- A booking calendar with services.
- Services linked to pre-builds and employees.
- The employee calendar is used to check availability without exposing the schedule details.
- If a booking requires multiple people, a service can be configured with multiple employees and contractors.
- Collect customer, site and job information.
Formpiece will control what’s accessible to the customer, so all they need to do is:
- Select a service
- Select a date and time
- Fill in their details
What to check out or set up a calendar?
Once you set up and configure a booking form and customers make their bookings, Formpiece will automate all the heavy lifting for creating a job.
Best of all – Formpiece has a free service, where you can get all the above at no risk to you.
