Connect Simpro to WhatsApp, Instagram, TikTok and AI Chat
Customers message you on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email to ask for work, chase a quote or check when the team is coming, but your jobs live in Simpro. AeroChat answers those conversations and works from Simpro as it goes: it creates the customer and the lead, reads the quote and the job schedule, and adds notes. It connects through Simpro’s public API. You describe the workflow in your own words, and AeroChat builds it.
What you can do with Simpro and AeroChat
- Send chat enquiries to Simpro leads. AeroChat collects the work, the site address and the contact details and creates the customer, the site and a lead for your estimators.
- Answer quote and job questions in chat. AeroChat finds the customer’s quote or job in Simpro and replies with its status and the next scheduled visit.
- Check the last job at a site. When a customer reports a repeat fault, AeroChat reads the job history for that site so your team sees what was done.
- Keep customer records current. When a customer gives a new phone number or email, AeroChat updates their record.
- Log what the customer said. AeroChat adds a note to the job with access details or questions from the chat.
Works on every chat channel
Your customers message you wherever they already are. The same Simpro connection and the same workflows run on every channel AeroChat supports, and Simpro stays the record whichever one they use.
| Channel | What your customers can do |
|---|---|
| Message your WhatsApp Business number to request work, chase a quote or check when the team is coming. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through the public Simpro API. It reads customers, sites, leads, quotes, jobs, schedules and invoices, and it can create and update customers and sites, create leads and add notes. Each workflow uses only what its recipe asks for.
To connect, a Simpro user with access to API settings opens System Setup, then API, then Applications, creates an application with API Key as the authentication method, and copies the key. Paste the key and your Simpro web address into the AeroChat dashboard when AeroChat asks.
You describe the workflow in your own words. AeroChat builds it as a draft, works out which Simpro calls it needs, and asks you to connect. Keys and credentials are entered in the AeroChat dashboard and never pass through the conversation.
Workflows to copy
Copy this into AeroChat
When someone asks for a quote or new work, ask what work they need, the site address and the best time to call. Search Simpro for a customer with their phone number or email, or create one. Add the site if it is new. Create a lead for that customer and site with a short description of the work and the channel they used. Tell them our estimator will call within one working day (example).
Copy this into AeroChat
When a customer asks about their job, find them in Simpro by phone number or email and read their open jobs. Reply with the job, its stage and the date of the next scheduled visit. If they send access details, add a note to the job. If the job is late or they want to change it, hand the conversation to our service coordinator.
Who uses it
Trade and service contractors that run their jobs in Simpro use it: aircon and HVAC, electrical, plumbing, fire and security. These recipes cover the same conversations:
- Aircon and home services, for customers who message to ask when the team is coming or report a repeat fault.
- Technician arrival updates
- Warranty and repeat issues
What stays in Simpro
Simpro stays your record. Customers, sites, leads, quotes, jobs, schedules, stock and invoices live there, and your team still prices, schedules, completes and invoices the work in Simpro.
AeroChat handles the conversation. It creates and updates the records your recipe asks for and leaves the rest to Simpro and your team.
Questions
Does AeroChat work with Simpro?
Yes. AeroChat connects through Simpro’s public API with an API key from an application you create in your Simpro setup.
Can WhatsApp enquiries go straight into Simpro?
Yes. When someone asks for work in chat, AeroChat creates the customer, the site and a lead in Simpro with the details of the request.
Do I need a developer?
No. You describe the workflow in your own words, create an API key in Simpro and paste it in, and switch it on. AeroChat builds the Simpro connection from your description and shows a checklist of what is left to do.
Which plan do I need?
Workflows via Skills are on every plan, Free included. Choose by message volume: Starter covers 500 AI responses a month and 3 seats, Growth covers 2,000 responses and 10 seats and adds payment links and broadcasts, and Advanced covers 5,000 responses and 25 seats.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect Simpro and try it
Paste the first recipe, add your Simpro key, and send the chat an enquiry from your own phone.
Start your 7-day free trial. No credit card needed.
On Shopify? Install AeroChat from the Shopify App Store.