How to Integrate simPRO and simTRAC

Overview

When you integrate simPRO with simTRAC, you can send jobs and messages directly to vehicles from simPRO. You can also automatically send and update sites from simPRO to simTRAC.

Learn more in How to Integrate simTRAC and simPRO and How to Send Messages.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Defaults

Edit Employees: Select to allow editing of existing employees.

Schedule

If you have integrated simTRAC with simPRO, you can link your simPRO sites to your simTRAC sites and have them update automatically instead of importing or editing them manually.

A screenshot of the Extensions tab.

To integrate simPRO sites with simTRAC:

  1. Log in to simPRO.
  2. Go to System Setup > Defaults > Extensions.
  3. Under Tracking Extensions > simTRAC, select On.
  4. Click Connect to simTRAC.
  5. Enter your simTRAC username and password.
  6. Select a Default Radius for all the sites you create in simPRO.
    • Click Update List to update the radius of sites sent from simPRO to simTRAC.
  7. If you want to send newly-created sites to simTRAC automatically, select the Send sites automatically when they are created or updated check box.
  8. Click Save.

Sites deleted in simPRO are not deleted in simTRAC even if they are linked.

Only sites you create manually can be sent automatically to simTRAC. Sites are not automatically linked if they have been:

If you have Garmin navigation units installed alongside your simTRAC trackers in your vehicles, you can send job details directly to vehicles from simPRO.

A screenshot of the Extensions tab in simPRO.

To enable simTRAC messaging from simPRO:

  1. Log in to simPRO.
  2. Go to System Setup > Defaults > Extensions.
  3. Under Tracking Extensions > simTRAC, select On.
  4. Click Connect to simTRAC.
  5. Enter your simTRAC username and password.
  6. Click Save.

You need to assign each vehicle to the relevant employee or contractor using your employee cards in simPRO.

To assign a vehicle to an employee or contractor :

  1. People A screenshot of a schedule icon with a grey calendar icon and an arrow. > Employees / Contractors and click the name of an employee / contractor.
  2. Under Vehicle Registration, select the vehicle you want to assign.
  3. Click Save.

A screenshot of the Vehicle Registration drop-down.

To send job details to vehicles, you need access to the correct security group.

A screenshot of the Send Vehicle permission in a security group.

To allow a security group to send job details:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > System Setup > Security Groups.
  2. Click the security group you want to have access.
  3. Under Permissions, click the Schedule tab.
  4. Select the Send Vehicle check box.
  5. Click Save or Finish.

A screenshot of the Send > Vehicle option on a schedule block.

To send a message from simPRO:

  1. Go to Schedules A screenshot of a schedule icon with a grey calendar icon and an arrow. > Day / Week View.
  2. Right-click a schedule for an employee / contractor who has a vehicle assigned.
  3. Hover over Send and click Vehicle.

The driver's navigator receives all job details as a message.