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Benefits of integrating Simple-Simon
Simple-Simon helps you to send your bills and invoices to your customers quickly and efficiently. They make job sheet processing simple and fast so you can save time and money.
Simple-Simon’s job sheet software offers an all-in-one solution that gives you direct insight into all your jobs and activities, easily record your travel and working time, materials used, take photos, complete forms and let your customers sign digitally.
How Simple-Simon works with FreeAgent
Once you’ve connected the integration, Simple-Simon automatically acquires all your customers, items and estimates from FreeAgent.
When an estimate in FreeAgent is approved, it automatically becomes a job sheet in Simple-Simon with all the necessary information.
When you complete a work order in Simple-Simon, the archived work orders are automatically sent back to FreeAgent as a draft invoice for you to work with.
How do I get started with Simple-Simon?
You can connect FreeAgent with Simple-Simon by following these steps:
- Log in to your Simple-Simon dashboard and visit ‘integrations’.
- Select ‘FreeAgent’.
- Simple-Simon’s step-by-step guide will help you complete the process.
