Voice for Simpro

Overview

When the phone rings, your team needs to know who's calling and what they need—without switching between systems or asking the caller to repeat themselves. Voice for Simpro connects your phone system to Simpro so incoming calls trigger a pop-up with the caller's contact details, recent jobs and notes. You can record calls and attach them to the relevant customer or job for compliance and follow-up. Outbound calls are made with one click from any contact or job in Simpro, so the whole conversation stays in context and your customer history stays complete.

Who it's for

• Trade and field-service businesses that handle a high volume of inbound and outbound calls.
• Simpro users who want caller identification and customer context before answering the phone.
• Teams that need call recording linked to jobs and contacts for compliance or quality assurance.

Key benefits

• See who's calling before you answer—contact details and recent activity pop up in Simpro.
• Record calls and attach them to the relevant customer or job for a complete audit trail.
• Dial out directly from Simpro so every conversation is logged against the right contact.
• Reduce call handling time by having customer history and job context at your fingertips.

How it works with Simpro

• Incoming calls are matched to Simpro contacts—a pop-up shows the caller's details and recent jobs.
• Recordings are stored against the contact or job you select, visible in Simpro for future reference.
• Click-to-dial from any contact, site or job record—no need to copy numbers or switch apps.
• Call history and recordings remain part of the customer record for compliance and handover.

Next steps

See how Voice for Simpro can integrate your phone system with Simpro and improve how your team handles calls. Book a guided demo with our team.