Description

The LiveSwitch integration with Simpro allows LiveSwitch customers who use Simpro’s home service management software to:

Access LiveSwitch media directly in Simpro
Launch calls, take photos and request or start recordings from Simpro
Sync contacts, jobs and projects between both platforms

Install the Simpro Integration

Need help? Contact [email protected] — we're here to assist you.

Features & Functionality

Access LiveSwitch media in Simpro
Share recordings, photos and files from LiveSwitch into Simpro job notes as public links for easy visibility.

⚡
Flip the Switch
Enhance Simpro integration features and functions with the LiveSwitch Launcher Chrome Extension to view media directly in Simpro job notes. Install the Chrome Extension

Launch calls and capture media directly from Simpro

Once a contact is created in LiveSwitch or Simpro, custom fields populate the LiveSwitch contact ID and link to:

LS Contact Link

LS Video Call

LS Request Recording

LS Take Photos

LS Start Recording

These links allow you to access the LiveSwitch contact, start a video call, take photos or request/start a recording directly from Simpro.

When a job is created in LiveSwitch or Simpro, custom fields populate the LiveSwitch Project ID and links to:

LS Take Photos

LS Start Recording

LS Project Link

These links launch forms to send messages or capture media, keeping the job and contact data synced in both Simpro and LiveSwitch.

All recordings, photos and documents created through these shortcuts will appear in the job notes as public URL links

Sync Simpro and LiveSwitch contacts and projects

Keep contacts, jobs and projects in sync across both platforms for accurate up-to-date information.

Whenever a contact or project is created in one platform, a matching contact or job is automatically created in the other.

Installation

Step 1: Log in to your LiveSwitch Contact account.

If you are not already logged in, go to https://app.contact.liveswitch.com and log in to your Contact account.

Step 2: Go tohttps://app.contact.liveswitch.com/apps to access the Contact app marketplace.

You can access the app marketplace by going directly to that account or selecting the "App" menu item in the left menu bar.

Access via URL:

Access via 'Apps' menu item:

Step 3: Select 'Connect' on the Simpro App

Note: The app marketplace you see will not include the 'Development' versions of each application.

Step 4: Authorize LiveSwitch to access Simpro

When you select the 'Connect' button, a new tab will automatically open that initiates the authentication process.

First, we will authenticate your LiveSwitch Contact account with the LiveSwitch API. When the screen below appears, select 'Accept' to continue.

Second, we will begin the authentication process with Simpro. Before we kick you over, we need you to input the Simpro domain. The screen should look like this:

To find the Simpro domain, go to your Simpro login page and select the section highlighted below from the URL.

Simpro will then ask you to login and authorize the connection of the app. Enter your Username and Password on the first screen and then select "Yes" on the following.

Note: If you are already logged into Simpro, you may not be asked to login.

Finally, select the organization you would like to connect with LiveSwitch Contact. If you only have one organization in Simpro, like the example below, just select the existing organization and click "Submit." If you have multiple organizations, select the organization you would like to connect before hitting submit.

Once you hit submit, the final pieces should kick off and complete automatically. If you run into any issues, please contact [email protected]