Simple Simon
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source: app store, play store
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source: app store, play store

Xero

Integrate digital work orders in Xero from Simple-Simon. This allows you to work faster and easier immediately.

Who is Xero?

Xero’s online accounting software helps small businesses saving time and grow. With a variety of helpful features, Xero makes accounting a breeze. Check out the Xero website.

Continue reading to learn how you can integrate Xero with Simple-Simon.

In Xero, work orders from Simon are easily managed

With Simple-Simon, you can easily create work orders and then manage these in Xero. Create a work order in Simon’s office module and assign it to a colleague in the field. Your field employee can not only work on the work order in our app, but also easily record travel and work hours. Also register consumed items, take pictures, fill out checklists and ask for a signature from the customer. Moreover, you can work online and offline interchangeably.

Better communication between the office and the field

Your office employees use the office module that synchronizes in real time with the Simon app. The office staff can immediately schedule or edit a work order if needed. Calling back and forth is a thing of the past! Simple-Simon works on all devices (smartphones & tablets) and is available for Android & iOS.

Make sure your invoice is correct

By digitizing your work orders, you say goodbye to paperwork forever. As a result, you will not miss out on any turnover due to forgotten, lost or badly completed work orders. Thanks to the fast and flawless communication between the internal and external departments, you are assured of a correct invoice.

Work even smarter by Integrating Xero with Simple-Simon:

The integration between Xero and Simple-Simon comes with plenty of advantages, as you:

  1. Can send your bill quicker and you make fewer mistakes;
  2. Simon automatically acquires all your articles, customers, and addresses from Xero and this is directly available in Simon;
  3. You handle your work order in Simple Simon, the archived work orders are automatically sent back to Xero as a draft invoice;
  4. Work order ready? Send the invoice to your customer in less than 5 minutes;
  5. Make work order processing not only simple, but also save time and money immediately!;
  6. Simple to set up yourself, your connection will be ready for use in no time;
  7. Get started quickly by creating a test account to test out the complete integration.

Simply manage your data in one spot.

When you activate the integration between Xero and Simple-Simon, Xero becomes the main ERP system. Customers and articles should be added to Xero. Simple-Simon automatically updates according to the mutations that are done in Xero. Add your customers and articles to Xero. Simon will copy these and you can start creating and planning your work orders / Xero job sheets!

Integrate Simple-Simon with Xero easily.

You can integrate the Simons’ job management software very easily with Xero*. Just simply go to your dashboard and find the “integrations” menu. From here you can easily integrate Simple-Simon with Xero. Our step-by-step guide will help you along with the integration!

*Please note that in order to use all the necessary API functions, you need to ensure that your Xero license meets the supplier’s requirements for this purpose.

Maintenance costs of integration

The first year you can use the Simple-Simon and Xero integration for free. After the first year, the maintenance costs are $62 per month. However, to keep administrative costs low, these are billed annually in advance. These costs are necessary to keep the integration up to date. You can read more about the technology behind the integration and the maintenance costs here. Read the general terms and conditions of use regarding integrations here.

Try now 14 days for free! 

Do you also want to work faster and easier in your industry? Work with the job management software from Simple-Simon and save time, money, and ensure a professional appearance. Do you want to experience the benefits of Simple-Simon with Xero yourself? Sign up for a free trial account! Try 14 days for free.

Free 14-day trial Simple-Simon features