TRADIES
LANA + SIMPRO Integration Explained
LANA Captures Your Leads And Automates Workflows
LANA ensures you and your staff have ONE reliable method to manage all of your customers with automation between SIMPRO & LANA
LANA Leads Are Pushed Into Your Quoting Tool
Customer Enquiry → Quotation → Job Scheduling → Payment → Google Review
Follow Up Quotes for approval on autopilot
LANA streamlines the process of following up on pending quotes directly from SIMPRO with customised SMS and email notifications. You can also set up automated tasks to alert your staff about urgent quotes, ensuring nothing falls through the cracks.
Job Booking Notifications And Reminders
LANA seamlessly integrates with SIMPRO calendars to send 2-way SMS reminders for scheduled jobs or quote visits. It also tracks multiple Quotes and Jobs, ensuring reminders are sent to the right contact types in SIMPRO, such as site contacts, customers, or preferred contacts.
Technician Travelling Notifications
Keep your technicians, customers, and admin team aligned with our technician travel notifications. These notifications help reduce no-shows, monitor technician movements, and ensure customers are available on-site when needed.
Automated Post Job Follow Ups
LANA automatically triggers custom follow ups from jobs including Google Reviews, Surveys, so your staff don’t have to saving you hours in admin
Debt Collection with automated invoice Follow ups
LANA integrates with SIMPRO to automate invoice follow-ups, sending reminders to the right contacts. This streamlines debt collection, reduces manual effort, and ensures faster payments, improving cash flow and allowing businesses to focus on growth.
“Before our messages and leads weren’t filtered & we lost track of so many leads.
Since we started using LANA it’s been a game changer”
“Before LANA, we had many issues with customer nurturing, now we nurture our customers in our sleep”
“I can’t credit LANA enough for how much it’s streamlined our processes. It’s made our admin and system run so much better immediately”
