Simforma for Simpro
Build bespoke electronic forms that integrate with Simpro for risk assessments, surveys and other compliance workflows. Pre-populate from Simpro, capture data in the field, and sync results back—keeping Simpro as your single source of truth.
Overview
Simforma is a custom electronic forms solution that integrates with Simpro for field-based data collection. Create forms for risk assessments, surveys, inspections and compliance workflows—with consultation, creation and configuration handled end-to-end. Forms sync data both ways: from Simpro to pre-populate fields, and back into Simpro to update records, eliminating manual data entry.
Who it’s for
- Trades and service businesses that need custom forms for risk assessments, surveys or inspections.
- Simpro users wanting to replace paper or PDF forms with mobile-friendly electronic workflows.
- Organisations migrating from Simpro eForms seeking a supported, integrated forms solution.
Key benefits
- Pre-populate forms with customer, engineer, asset and plant data from Simpro.
- Update any Simpro field based on form submissions—no re-keying or data lock-up in PDFs.
- Mobile-friendly forms with logical input, photos, signatures, location data and barcodes.
- Custom branding and layout to match your existing forms and company identity.
How it works with Simpro
- Forms pull relevant data from Simpro to pre-populate fields before engineers complete them in the field.
- Completed form data flows back into Simpro to update specific fields, keeping one source of truth.
- Forms integrate with both backend and mobile Simpro workflows for a seamless experience.
- Support for tables, annotated photos, signatures and location capture—all synced to Simpro.
Next steps
See how Simforma fits into your wider compliance strategy and Simpro setup with a guided demo from our team.
