FIELD: simpro_sync = TRUE

Stop retyping the same job details twice.

forms4tradies connects your forms directly to Simpro — prefill from a job, quote or lead, capture photos and signatures on site, then send everything straight back. One app, every form, no double handling.

2-waySimpro data sync
0double entry
iOS · Android · Webevery device
upload → simPRO/job/attachments
forms4tradies mobile form showing a compliance certificate upload screen with a Browse Files button
BUILT FOR TEAMS RUNNING ON
Simpro Google Sheets Google Drive Dropbox Zapier Asana
The problem

Are you...

Most trade businesses are running five workarounds instead of one system.

Transposing data from one place to another
Manually filling out the same forms every job
Struggling with multiple disconnected form tools
Dragging attachments across applications
Still relying on a bunch of old paper forms
Features

The ultimate form solution for Simpro users

One extensive feature set. Virtually limitless form design, built responsive from the ground up.

Prefill from Simpro

Pull job, quote and lead data straight into any form field — names, emails, location, description, custom fields and more.

Send data back

Push completed form data — description, notes, tags and custom fields — back to the job in Simpro automatically.

Organise by group

Keep compliance, health and safety, HR, surveys and custom forms sorted into groups and folders for fast access.

Send anywhere

Route completed forms, PDFs and attachments to any email address, or into a named folder in Simpro.

Actually responsive

Every form works properly on phone, tablet and desktop — no pinch-zooming, no clipped fields, no broken layouts.

Custom form design

Use our in-house design service to build functional forms tailored to your business — no template compromises.

Extraordinary flexibility

Flexibility to create almost anything

A powerful feature set with advanced tools, capable of managing every type of form — from a one-page checklist to a multi-step compliance certificate.

  • Conditional logic — if/and/or, skip, hide, show, mask, require
  • Embed images, or attach audio, images and files
  • Rules, alerts and approval workflows
  • Map fields to structured PDFs and emails
  • Calculations, secure signatures and kiosk mode
Talk to us about your forms
forms4tradies form screen on a mobile device
Use cases

Built for the forms trades actually use

If it's a form, checklist or certificate your team fills out on site, it belongs in forms4tradies.

Inspections

Standardised lists for inspections, with data collection, photos, video and audio to document issues.

Compliance certificates

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

Health and safety

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

Checklists

Custom checklists that standardise processes and verify the work has actually been done.

Administration

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

Any custom form

Compliance, utilities management, equipment and asset inspection, surveys and feedback — built to order.

Form functions

Every tool you need in one form engine

if / and / or logic skip · hide · show content mask require / enable / disable embedded images audio & file attachments rules & alerts PDF field mapping email field mapping approval workflow calculations return messages send to any recipient kiosk mode secure signature raw data export
How it works

A web app, built to talk to Simpro

forms4tradies is a web app exclusively designed to connect to Simpro via the Simpro API.

Open the app

Open the bookmarked forms4tradies app on any device — no install required.

Select a form and job

Choose a form, enter the job, quote or lead number, and the app prefills it from Simpro.

Fill it out on site

Complete the form, take photos, attach files, capture a signature, then submit.

Data flows back

On submit, data and a PDF of the form — plus any attachments — go straight back to Simpro, to email, or to a database for reporting.

Diagram showing a mobile form syncing data to Simpro job records across desktop screens
Under the hood

Dispatch, calculations and dynamic logic

Dynamic dispatch & workflow

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

Calculations

Use embedded formulas for scoring and advanced calculations, evaluated as the form is filled in.

PDF & Word output

Map forms directly to your own custom PDF and Word report templates — no generic exports.

Mobile-first data entry

Fully responsive with a logical flow that makes data entry a breeze, even on a small screen on site.

Prefill and send

Names, emails, phone numbers, location, addresses, company details, notes and custom fields — prefilled and sent back automatically.

Geotags & timestamps

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

About

10+ years helping Simpro users get more from their system

We're passionate about helping Simpro users get the most from their system, and have been offering consulting services to Simpro users for more than ten years.

Seeing the ever-increasing need for forms of all descriptions prompted us to build a solution that brings together the disparate array of apps and paper systems currently in use. forms4tradies uses the Simpro API to create a single, seamless form solution that covers all bases.

Choose from our library of forms, or commission us to build yours.

Get in touch
10+ yrsSimpro consulting experience
2-waydata sync with Simpro
iOS/Android/Webworks on any device
No limiton forms or submissions
FAQ

Common questions

Can I set up my own forms?

No — forms and API links are set up by forms4tradies, so everything stays correctly mapped to Simpro.

Do I need a PDF or Word template?

No. Forms can be 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?

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

Is there a fee for building form templates?

Yes — we'll quote depending on complexity, once we understand what you need.

How does forms4tradies connect to my Simpro build?

Via an API key, configured once during setup.

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

No — there are no limits on forms or submissions.

Where can you send forms?

Forms can be sent to Simpro, to multiple email addresses, and to 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

Simple, per-user pricing

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

PER USER / PER MONTH — PLUS LOCAL TAXES IF APPLICABLE
New ZealandNZ$ 25.00
AustraliaA$ 25.00
United Kingdom£ 13.00
United StatesUS$ 16.00
Europe€ 15.00
Form master creation and setup is priced on request — get in touch for a quote.
Contact

Get in touch

One solution that combines all your forms in one place. What could be simpler? Tell us about your business and we'll get back to you.

LOCATION
Auckland, New Zealand

We'll get back to you as soon as we can.