Summary
The native HandsHQ - Simpro integration enables you to connect the two systems without any coding or external software providers. The integration provides:
Automatic RAMS creation
When a new job is created in Simpro, a matching RAMS is created in HandsHQ with project details pre-filled.
Automatic upload to Simpro on approval
When a RAMS is approved, a PDF is uploaded to the related Simpro job so everyone sees the latest approved version.
Built for maintenance and multi-site work
Create one RAMS and link it to multiple jobs to reduce duplication and stay compliant across repeat visits.
Note: The approval sync requires use of the Approvals feature in HandsHQ.
Who can use the Simpro integration?
Available to Medium Teams, Large Teams and Enterprise plans.
The features needs to be manually enabled by your CSM first!
You need Division admin permission or higher to connect Simpro.
If you are unsure of your plan or permissions, speak to your HandsHQ account manager, or contact our support team
Set up the integration
You will need a Simpro login and Division/Account admin permission in HandsHQ.
Request your customer success manager to enable the feature or contact the support chat
In HandsHQ, go to Settings → API & Integrations.
Select Integrate with Simpro.
If prompted, sign in to Simpro. You will see a consent screen.
Choose Yes to allow the connection.
If you have multiple companies in Simpro, choose which Simpro company should connect to which HandsHQ division. Jobs from that company will create RAMS in the division you select.
When connected, you will see a confirmation screen similar to the one below.
Field mapping
By default, only the RAMS name will be pre-populated from the Simpro job information.
To maximise pre-filling, your HandsHQ account manager can map Simpro job fields to HandsHQ RAMS fields. Typical mappings include:
customer name
site address
dates
and other key job details.
💡 Contact your customer success manager to set up the field mapping - we need to set this up on the back end for you
How syncing works
Service and standard jobs
Job created in Simpro → A RAMS is created in HandsHQ with job details pre-filled.
Job updated in Simpro → The linked RAMS updates in HandsHQ.
RAMS approved in HandsHQ → A PDF is sent to Simpro and attached to the same job.
New RAMS version created → The latest PDF replaces the previous attachment in Simpro.
Job deleted in Simpro → The link to the RAMS is removed. The RAMS remains in HandsHQ.
💡Note: You need to use the Approvals feature to send approved PDFs back to Simpro. The Approval triggers the PDF to be sent to Simpro
Coming soon - maintenance jobs
Coming soon - maintenance jobs
First visit
Maintenance job created in Simpro → A RAMS is created in HandsHQ with details pre-filled.
Maintenance job updated in Simpro → The RAMS updates in HandsHQ.
RAMS approved or signed → The PDF is sent back to the Simpro job as an attachment.
Subsequent visits
Maintenance job created in Simpro → HandsHQ searches for an existing RAMS by reference or an agreed field (you can clarify this with your account manager).
If found, HandsHQ updates the RAMS with any new job details, then sends the latest PDF back to Simpro.
If not found, HandsHQ creates a new RAMS and follows the same approval and upload flow as during the first visit.
Requirements and limits
HandsHQ Approvals feature is required for the PDF upload to Simpro.
Only jobs in the connected Simpro company will sync to the selected HandsHQ division.
RAMS PDFs uploaded from HandsHQ will appear on the corresponding Simpro job in the Attachments section.
Troubleshooting
No RAMS created when a job is added
Make sure your Simpro authentication is active (go to Settings → API & Integrations)
Check the Simpro company to HandsHQ division mapping.
Fields not pre-filling
Field names may have changed in Simpro. Ask your account manager to review the mapping.
Approved PDF not appearing in Simpro
Confirm the RAMS status is Approved in HandsHQ.
Ask your account manager to check that Approvals are enabled for your account.
Support
If you need help with mapping, setup or behaviour that is not listed here, contact your HandsHQ account manager via the chat or email.