By sending your sales proposal to your customer, OpenSolar will automatically trigger a request to allocate stock for the job in your SimPRO account.
At the same time as your stock in SimPRO is being allocated, HubSpot will request for an invoice to be created and sent to your customer. Saving you time on having to manually raise an invoice, checking if it’s correct and then sending it to your customer. This prevents any accidental human errors from occurring as the two platforms directly communicate with one another without the need for manual intervention.
Simpro is another popular job management tool utilised within the Solar Industry. It is essential for large companies to manager their operations, job management, project management, scheduling, inventory, invoicing and a whole lot more.
It’s differentiating factors from other job management tools is it strives to be an all-in-one platform, contains industry specific features where it can be tailored to your solar business or you can use one of their pre-built industry templates as a starting point. It allows you to track and report in real-time so everyone within your business can have the most up-to-date information and be on the same page.
Snapfrozen’s SimPro integration is a premium integration that has extensively been tested for accuracy and efficiency within Snapfrozen’s inhouse built integration platform Snapflow. Integrated with HubSpot the two platforms synchronise flawlessly and ensure both are up-to-date in real time based on a project’s pipeline.
This integration removes the requirement for data entry across two or more platforms depending on the extent of the integration. Simply put the time and effort put into generating a solar design & quote in the solar platform of your choosing, won’t require any additional time & resources to input those same details into another system.
The two or more platforms will synchronise, therefore removing the time required to manually input the same information into the linked platforms. This will free up your administrator/account manager to focus on other tasks, rather than manual data entry.
The monthly subscription fee covers several costs incurred as a result of the integration. These costs include the Snapflow running costs, on-going maintenance, support related costs and any refactor costs which arise from when either platforms updates their API (Application Programming Interface) structure or the linked platform makes changes to their API structure.
Our integration process involves an initial consultation to understand your needs, followed by a tailored implementation plan. We then configure and test the integration to ensure it meets your requirements.
Integrations with other platforms can vastly streamline your operations, improve data accuracy, reduce manual data entry, enhance reporting capabilities, and provide a seamless workflow across different tools.
We prioritize security in all our integrations. We use industry-standard encryption and secure APIs to ensure that your data is protected throughout the integration process. We have also hired independent security audit companies to check for vulnerabilities and ensure best practice is utilized.
Ongoing support and maintenance services to ensure that the integration continues to function smoothly. This includes troubleshooting, updates, and any necessary adjustments as platforms regularly make changes in new version releases. This results in changes made to the API (Application Programming Interface) structure, which we utilise to build the integrations.
Our goal is to enhance, not hinder, your existing systems. We carefully design integrations to ensure optimal performance and minimal impact on your current operations. We have gone as far to build our own inhouse integration platform rather than rely on third-party integration tools.
Phone 1300 655 722
Email info@snapfrozen.com.au
We absolutely love it when we get to team up with passionate local businesses that are making our community a better place. That’s why we were so stoked to partner …
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Snapfrozen specialises in web application development and cloud infrastructure.
At Snapfrozen, we're a professional team of web developers and technical problem solvers.
We're proudly based in Coffs Harbour, New South Wales, servicing clients world wide.
We’ve been making the web work for business since 2001.
