Simpro Partner

The ultimate form app for Simpro users

Powerful forms that get the job done. forms4tradies connects with Simpro to create one seamless interface — so your team stops re-typing the same job information into five different places.

1Place for every form
0Double data entry
24/7Works on any device
forms4tradies job form pre-populated with Simpro job data, shown on a desktop screen
Are you...

Sound familiar?

Transposing data from one place to another?

Manually filling in paper forms?

Struggling with multiple form solutions?

Dragging attachments across applications?

Why not automate your processes, get everything into one place, and tidy up your form act?

The solution

The ultimate form solution for Simpro users

One app that handles pre-fill, submission, routing and reporting — built specifically for trade businesses running on Simpro.

Pre-populate any form field with data from Simpro

Send form field data straight back to Simpro

Send forms and attachments to any email address

Send form PDFs, attachments and images to a named folder in Simpro

Extensive feature set enables virtually limitless form design

Fully responsive — access forms on any device, including PC

Stop paying for multiple form and inspection apps

Save time and money over paper-based, inefficient systems

Use our in-house design service to build functional forms for you

Built for Android, iOS and any PC browser

Organize your forms

What could be simpler?

One solution combines all your forms in one place — organised into groups and folders for easy access.

Extraordinary flexibility

The ultimate form creator

Flexibility to create almost anything, with the most advanced features and a fully responsive layout that suits any device.

Pre-fill data from Simpro Leads, Quotes and Jobs

Send data back to Simpro — Description, Notes, Tags, Custom Fields

Powerful feature set capable of managing every type of form

Enable contractors to send job detail back to the job in Simpro

Forms grouped by category: Compliance, Health and Safety, HR, SurveyOrganised form library
App navigation drawer with Forms, Favourites, Users and Manage LicensesSimple navigation
Form pre-filled from a Simpro job number, showing project, site and customer namePrefilled from Simpro
COC/ESC 2023 form landing screen with a Start Filling buttonOne tap to start
Electrical certificate of compliance form ready to fill in on a phonePurpose-built forms
Attach files and photos to a form, then preview PDF, save draft or submitAttach & submit
Site Safe Agreement form broken into clear sectionsLogical, guided flow
Use cases

Built for every job on site

Inspections

Standardised checklists for data collection, with photos, videos and audio to document issues.

Compliance Certificates

Complete and sign compliance documents using local authority templates, or design your own.

Health & Safety

Complete risk analysis and document safety plans to validate every action taken on site.

Checklists

Standardise processes with custom checklists and verify that work has actually been done.

Administration

Streamline admin with forms for expense claims, leave requests, HR and more.

Completed electrical certificate of compliance and electrical safety certificate, generated as a PDF
Form functions

Nothing is off the table

Extensive conditional logic — if/and/or, skip/hide/show, content mask, require/enable/disable

Embed images in the form, or attach audio, images or files

Create rules and alerts

Map form fields to structured PDFs

Map form fields to structured emails

Approval workflow

Perform calculations

Send return messages

Send forms and attachments to any recipient

Kiosk mode

Secure signature capture

Capture raw form data for use elsewhere, with extensive integrations

Your forms in Simpro

Integrations

forms4tradies natively integrates with Simpro and many other third-party systems.

Diagram showing forms selected on a phone flowing through to job attachments, compliance folders and job settings inside Simpro
Google Sheets
Zapier
Asana
Google Drive
Dropbox
Plus many more
How it works

From job number to submitted form in four steps

forms4tradies is a web app exclusively designed to connect to Simpro via the Simpro API. We link specified form fields to Simpro, so the app can pre-populate them with real job data.

Open the app

Open the bookmarked forms4tradies app on your phone, tablet or desktop.

Select & prefill

Pick a form, enter the job, quote or lead number, and the app prefills it for you.

Fill & submit

Complete the form, take photos, attach files, and hit submit.

Data flows back

Submitting sends data and a PDF back to a folder in Simpro, to email addresses, or to a database for dashboards.

Dispatch & dynamic

Workflow, integrations & smart forms

Automated dispatch

Automate form dispatch and delivery of reports and data based on your specific business rules and workflow.

Calculations

Embedded formulas for scoring and advanced calculations, built right into the form.

Your own PDF & Word reports

Map forms directly to your custom PDF and Word report templates.

Built for mobile

A fully responsive, logical flow makes data entry on site a breeze.

Prefill & send

Names, emails, phone numbers, locations, addresses, company details, notes and custom fields.

Image capture

Capture photos from the camera or photo library, and attach or embed them in the form.

Dynamic, rules-driven

Hide and skip logic presets only the relevant questions, to simplify data entry.

Geotags & timestamps

Tag data with latitude/longitude and timestamps to record exactly where and when it was collected.

Fully customisable

Build inspections, audits, checklists, timesheets or any other custom form you need.

About & FAQ

Common questions

Can I set up my own forms?

No — forms and API links are set up by forms4tradies, so everything is configured correctly against your Simpro build.

Do I need a PDF or Word template?

No — forms can be either a system-generated PDF, or fields can be mapped to a pre-formatted PDF template you already use.

Do you build form templates?

Yes — we use Adobe Creative Suite to design templates that match your needs.

What if my customers have specific forms that need to be filled in?

No problem — any field can be mapped to a specific form while maintaining a responsive layout on mobile devices.

Is there a fee for building form templates?

Yes — we quote depending on complexity.

How does forms4tradies connect to my Simpro build?

Via a Simpro API key.

Is there any limit on the number of forms or submissions?

No — there are no limits.

Where can you send forms?

Forms can be sent to Simpro, multiple email addresses, and integrated apps such as Google Drive and Google Sheets.

Can I suggest a new feature?

Definitely — get in touch and let us know what you need.

Pricing

One solution. One simple price.

Per user, per month. Form master creation and setup is priced on request.

New Zealand
$25
NZD / user / month
Australia
$25
AUD / user / month
United Kingdom
£13
GBP / user / month
United States
$16
USD / user / month
Europe
€15
EUR / user / month

Plus local taxes if applicable. Get in touch for a form-master creation quote.

Get in touch

One solution that combines all your forms in one place.

What could be simpler? Send us a message and we'll get back to you as soon as we can.

Contact info

Auckland, New Zealand

We'll get back to you as soon as we can. Your details are only used to respond to your enquiry.