Case Study: Automating Contractor Compliance: CM3 and Simpro Integration by ReadySync

The Challenge
A national contractor needed to eliminate manual compliance checks between Cm3 (contractor compliance) and Simpro (job management). Human error and delays in status updates created risks across projects. 
The Solution: ReadySync
Tonic Technologies deployed ReadySync, a purpose-built middleware that automates compliance status checks using secure, one-way API integration between Simpro and Cm3. 

Key Features in ReadySync

Initial Configuration
Clients input Simpro instance and Cm3 ID: ReadySync handles secure data exchange and mapping. 

Initial Sync
ReadySync creates custom fields in Simpro for: 
• Contractor compliance status 
• Last compliance check date 
• Job-level compliance tickbox 

Nightly Compliance Checks
Every night, ReadySync checks any new or updated contractors for current Cm3 compliance. 

Automated Notifications
Alerts are sent if: 
• A job includes non-compliant subcontractors 
• A contractor becomes non-compliant 

Visual Indicators
Non-compliant contractors can be flagged with an asterisk (*) for quick identification. 

The Impact

✔ Reduced manual workload 
✔ Accurate, real-time compliance tracking 
✔ Faster, safer job scheduling 
✔ Fully embedded compliance insights within Simpro 

Why Tonic Technologies?
With deep industry expertise and secure integration capability, Tonic delivers scalable, low-disruption solutions. ReadySync was built to work seamlessly with Cm3’s compliance APIs and Simpro’s operational workflows. We’ve built this integration to solve real business challenges, and we’d love to help other businesses connect their critical software platforms too.