
simPRO
Job management software for trade and field service contractors
Polygrade integrates with simPRO, a field service management platform. simPRO is job management software built for larger trade contractors, electrical, HVAC, plumbing , with estimating and job costing depth beyond basic scheduling, originally built in Australia. Polygrade's triage decides what reaches it, then reads job status back to drive automated updates.
simPRO is job management software built for larger trade contractors, electrical, HVAC, plumbing , with estimating and job costing depth beyond basic scheduling, originally built in Australia. Polygrade sits in front of simPRO and decides what actually needs to reach it, a work order only gets created after triage has already ruled out a no-truck-roll resolution.
What Polygrade does with simPRO
Polygrade engages the homeowner over SMS to collect model and serial numbers, photos, and symptom detail, then recommends repair, replacement, or call avoidance, before simPRO is involved at all. Where a truck roll is warranted, Polygrade passes simPRO an enriched job: a predicted job code and the parts the technician is likely to need.
Before simPRO ever sees a work order, Polygrade has already engaged the homeowner over SMS, collecting model and serial numbers, photos, and symptom detail, with 80 to 83 percent of homeowners responding. That triage is what decides whether a job reaches simPRO at all: 7.9 percent of submitted claims are resolved without a truck roll.
As the job moves through simPRO, job estimates, costing data, and scheduling records, Polygrade reads status back to drive automated homeowner and contractor updates over SMS, and validates the resulting invoice against the authorization record before payment releases.
How the simPRO connection works
simPRO’s API covers job and costing data, which is where Polygrade reads and writes.
Where simPRO doesn’t expose a field Polygrade needs, a Forward Deployed Engineer builds the mapping during deployment. Triage, authorization, and payment can each go live against simPRO independently of one another.
What stays in simPRO
Job costing, estimating, and the contractor’s scheduling logic stay inside simPRO.
What changes is how much of a dispatcher’s day is spent on jobs that never needed a technician. Polygrade resolves those before simPRO sees them, so the jobs that do reach simPRO are the ones that actually warranted a truck roll.
Data handling and security
The connection to simPRO runs on a company-specific Polygrade instance, one client’s job data and customer records are never accessible to another. Polygrade is SOC 2 compliant, with both Type I and Type II audits complete.
Every triage recommendation carries a confidence level and the inputs behind it, and is logged. Recommendations outside your configured thresholds route to a person before a job ever reaches simPRO.
Deploying the integration
A dedicated Forward Deployed Engineer builds and maintains the simPRO connection alongside your team, mapping job codes and dispatch fields to how simPRO is configured for your operation.
Frequently asked questions about Polygrade and simPRO
Does Polygrade replace simPRO?
No. simPRO keeps handling scheduling and dispatch execution; Polygrade decides upstream what should reach it and enriches the job before it does.
How does Polygrade connect to simPRO?
simPRO’s API covers job and costing data, which is where Polygrade reads and writes. Where no interface exists, a Forward Deployed Engineer builds the connector during deployment.
Does Polygrade reduce truck rolls sent to simPRO?
Yes. Triage resolves 7.9 percent of submitted claims without dispatch, so fewer unnecessary jobs reach simPRO in the first place.
