New Feature: Separate Two-Way Sync for Project Jobs, Service Jobs, Project Quotes, and Service Quotes
We’re excited to announce an important update to our integration between SimPRO and SharePoint. Previously, the integration allowed syncing of Jobs and Quotes as a single category. Now, we’ve enhanced this feature to offer the ability to sync Project Jobs, Service Jobs, Project Quotes, and Service Quotes separately in a two-way sync.
This provides greater flexibility and customization in how job data is handled and synced with SharePoint.
How This Works for New Clients
New clients will now have the option to choose which categories of data to sync:
Project Jobs
Service Jobs
Project Quotes
Service Quotes
The options for syncing Sites and Customers will remain the same.
This provides greater flexibility in syncing attachments relevant to your business needs.
For Existing Clients
No changes will be made to your current processes unless you choose to enable the new sync options.
If you wish to take advantage of the new separate syncing options, you will need to remove your current configuration and reconfigure it with the new options. Our team is available to assist you through the setup process and ensure a smooth transition.
Key Benefits of Separate Syncing
Separating the sync options for Project Jobs, Service Jobs, Project Quotes, and Service Quotes provides several key benefits:
Tailored Management: Project Jobs based Jobs/Quotes involve larger that need detailed documentation (e.g., contracts, proposals), while Service Jobs are smaller tasks requiring different types of documentation.
Improved Organization: Separating categories ensures that only the necessary documents are synced correct job, reducing clutter and making it easier to manage.
Enhanced Reporting & Tracking: Syncing each category separately allows for more accurate reporting and tracking, focusing on the right data without mixing job types.
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