About Simpro

Simpro is a powerful job management software designed to streamline field service operations for businesses. It offers features such as scheduling, inventory management, invoicing, and reporting. Businesses across plumbing, electrical, HVAC, and other service industries depend on Simpro for efficient and organized workflow management.

Uses for ID Verification in Simpro

Integrating IdentityCheck with Simpro adds a layer of security and compliance to your business processes. Here are some practical applications of using ID verification for Simpro users:

• Employee Verification: Validate the identity of new hires or subcontractors before granting access to sensitive information or job sites.
• Customer Onboarding: Ensure the legitimacy of new customers by verifying their identity before providing services.
• Field Staff Verification: Confirm the identities of field staff to enhance trust and safety in customer interactions.
• Secure Transactions: Authenticate the identity of clients during invoicing and payment processes to prevent fraud.

How to Set Up IdentityCheck with Simpro via Zapier

Follow these steps to set up the integration of IdentityCheck with Simpro using Zapier:

1. Log in to your Zapier account. If you don’t have one, sign up for free.
2. Go to the Zapier App Directory and find the Simpro app.
3. Click on the Simpro app and select the “Connect” button to link your Simpro account with Zapier.
4. Search for the IdentityCheck app in the Zapier App Directory and connect it to your Zapier account.
5. Create a new Zap by selecting the “Make a Zap” button on your Zapier dashboard.
6. Choose Simpro as the trigger app and select an appropriate trigger event (e.g., New Customer, Job Completed).
7. Set up the trigger by following the on-screen instructions and testing it to ensure it’s working correctly.
8. Select IdentityCheck as the action app in your Zap workflow.
9. Choose an action event such as “Verify ID” or “Check Document Authenticity.”
10. Map the necessary fields between Simpro and IdentityCheck to ensure proper data transfer.
11. Test the Zap to confirm everything works as expected and then turn it on to go live.

How to Use ID Verification in Simpro

Once you’ve set up the integration, here’s how to use IdentityCheck for ID verification within Simpro:

1. When a trigger event occurs in Simpro, such as adding a new customer or completing a job, the Zap will automatically initiate the ID verification process using IdentityCheck.
2. IdentityCheck will perform the verification based on the criteria you’ve set (e.g., verifying government-issued IDs, checking name and address consistency).
3. The result of the ID verification will be returned and stored in Simpro for your records. You can set up notifications to alert you of successful or failed verifications.
4. For ongoing monitoring, set up additional Zaps to periodically re-verify certain customers or employees as needed.

Integrating IdentityCheck with Simpro through Zapier is a seamless way to add an extra layer of security to your business operations. Get started today to ensure trust and compliance in every interaction.