Simpro integration

Simpro is enterprise field-service management software popular in the UK trades sector. Connect it to TrainAR to import jobs as tasks and post training-completion notes back to the Simpro job timeline.

How TrainAR works with Simpro

TrainAR connects to Simpro two ways that work together:

• Jobs flow in as tasks. Your active Simpro jobs appear in TrainAR so an engineer can be guided against the real job.
• The AI assistant works Simpro hands-free. Once connected, Simpro exposes a set of tools to TrainAR's on-glasses AI assistant. On a job, the engineer can pull live job details, look up parts, and write notes, photos and forms back to Simpro by voice, with no phone or laptop. Training completion also posts a note back to the job automatically.

The job context the engineer needs is read live from Simpro, and the record of what they did is written straight back to the right Simpro job.

What syncs

Into TrainAR (webhooks + 15-minute polling + on-demand):

• Simpro jobs become tasks in TrainAR.
• Incremental sync pulls only what has changed since the last poll, so even large Simpro builds stay responsive.
• Simpro employees are mapped to TrainAR users for assignment.
• The Simpro company, job ID, and build name are stored on the task so writeback routes to the correct job.

Back to Simpro (when Sync direction = Import + Writeback):

When a training session is completed against a Simpro-sourced task, TrainAR posts a note onto the job notes timeline with the task title, completed-by name and email, score, duration, and a session link. Writeback fires on session completion.

What you will need

• Admin access to Simpro.
• Your Simpro build name - the subdomain of your Simpro URL (for example acme if your URL is acme.simprosuite.com).
• If your account has multiple companies, know which one you want to connect.
• Admin access to TrainAR.

Setup

Simpro uses OAuth through Simpro's partner program. TrainAR never sees your Simpro password - you authorise through Simpro's own sign-in window.

1. Dashboard - Integrations - Simpro card - Connect.
2. Enter your Simpro build name (the subdomain of your Simpro URL).
3. Complete sign-in in the Simpro window that opens.
4. If your account has multiple companies, pick the company you want connected at the Set company step.
5. The initial sync runs and your active jobs appear in TrainAR as tasks.
6. (Optional) Open settings to enable Import + Writeback.

Sync model

TrainAR keeps Simpro and TrainAR in step two ways:

• Webhooks - Simpro pushes job changes to TrainAR for near-real-time updates where your build supports them.
• 15-minute polling - a safety-net incremental pull that catches anything not delivered by webhook.

If you need an immediate sync, click Re-sync on the card.

AI assistant tools (hands-free Simpro)

When Simpro is connected, TrainAR's AI assistant (the agent running on the AR glasses) can act on your live Simpro data by voice. No extra setup is needed beyond connecting the integration. The assistant can:

• Find the right job - list the engineer's active jobs, search a job, and pull a job's full detail.
• See who and where - look up the customer and the site for a job.
• Read the job - read existing job notes and the parts and labour already booked on the job.
• Look up parts - search your Simpro catalogue by name or part number.
• Check assets - list and read the customer assets (equipment) at a site.
• Write notes - add a note to the job diary, such as what was done or parts used, spoken in plain language.
• Attach photos - upload a site photo or a document to the job.
• Fill and generate forms - use the job's Simpro form templates to generate a form, such as a job card, as a PDF attached to the job.

Managing the tools

Each tool can be turned on or off, and given custom guidance, per connection. Open Integrations - Simpro - Settings - AI Assistant Tools to see the discovered tools, toggle visibility, and add instructions for when the assistant should use each one. If the tools are not listed, click Refresh (needed if you connected Simpro before AI tools were enabled).

Creating forms hands-free

To create forms hands-free with Simpro, please activate our free Agent Toolbox bundle (rolling out shortly). The assistant uses your Simpro form templates and the job's own data to fill and render the document.

Troubleshooting

The connect window does not complete. Make sure you entered the build name (subdomain) only, not the full URL, and that you signed in with a Simpro user that has API access.

Wrong company connected. Disconnect and reconnect, and choose the correct company at the Set company step.

Jobs are not syncing in. Open the card sync history. If polling has been failing, disconnect and reconnect to refresh the OAuth token.

Writeback note missing on a Simpro job. Confirm Sync direction = Import + Writeback, and that the task was created by a sync (writeback needs the Simpro job ID that sync populates). Run a Re-sync if the task predates the connection.

Privacy

TrainAR receives the job-related fields needed for syncing - title, description, status, customer, dates, employees. Billing, financial, and unrelated customer data are not pulled. Simpro receives only the writeback notes that training completion produces.

You can disconnect at any time. Existing tasks remain in TrainAR; sync and writeback stop immediately.