CertMate + Simpro
Find your Simpro job, prefill the certificate, and push the finished PDF straight back onto the job when you're done. No retyping, no separate upload.
What connects
Search for your job from inside CertMate, select it to prefill the customer name, phone, email and site address, then push the finished PDF straight back onto the job when you're done. Nothing syncs in the background and your whole customer list is never pulled across, you stay in control of exactly what gets connected.
Find your Simpro job, right inside CertMate
Search by job number or customer name while starting a new certificate. Select the right job and CertMate prefills the customer name, phone, email and site address for you, so nothing gets typed twice.
The certificate links to that job automatically, and CertMate combines your own job reference prefix with the Simpro job number, so every certificate still fits your existing numbering.
Find a Simpro job
8891 – Mitchell Rangi
22 Beach Road, Tauranga
Select a job to prefill the customer and site address.
Job
✓ LinkedSimpro
CM-8891 – Mitchell Rangi
PDF pushed to Simpro on 5 Aug 2026, 15:42.
One click, done
Once the certificate's signed off, push the finished PDF straight back onto the Simpro job as an attachment, ready for your office to see, no separate upload required.
Nothing else on the job changes automatically, the push is a deliberate action you take when the certificate's ready, not a background sync.
Who it's for
Any CertMate Electrical plan user whose team already runs jobs through Simpro. Included at no extra cost, no separate add-on to buy.
What syncs
Only the specific job you search for and select: customer name, phone, email and site address. Your full Simpro customer list is never pulled across in the background.
Connect Simpro in under a minute
No developer, no setup fee, just your Simpro build URL.
Enter your Simpro build URL
Head to Integrations in your CertMate settings and connect Simpro.
Log in and approve access
You're sent to Simpro to log in and approve CertMate, then straight back.
Start finding jobs
Every new certificate can now pull straight from Simpro.
Simpro integration questions
Does connecting Simpro cost extra?
No. It's included on every CertMate Electrical plan at no extra cost.
Can I connect both Fergus and Simpro at once?
No, one job management connection at a time. Choose whichever platform your team actually runs on.
Is my Simpro login stored anywhere?
No. CertMate never sees your Simpro username or password. You connect via Simpro's own secure login screen, and only an encrypted access token is stored.
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