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Built for Simpro Users

Your Simpro Data, Finally Working for You

AI automations built specifically around Simpro — quoting, invoicing, daily briefings, and lead capture. Every tool proven in a real electrical contracting business that runs Simpro every day.

50+

Uninvoiced jobs cleared in days (not weeks)

75%

Reduction in quote writing time

6

Automated briefings running every day

0

Manual touches to process a property manager email

The Problem

Simpro Has All the Data. You Just Can't Act on It Fast Enough.

Simpro is powerful — but it's a database, not an assistant. Getting useful work out of it still requires a person to log in, look something up, and do something with what they find.

Quotes taking 30–45 minutes each

You're writing the same job descriptions over and over. Every quote is pulling from memory, formatting manually, and hoping the price is right. Hours a week, every week.

Completed jobs sitting uninvoiced

Jobs are done. Engineers have moved on. But nobody's written up the descriptions, so the invoice hasn't gone out. We found 50+ in our own business before we fixed it.

No visibility without logging in

To know what's on today, what's overdue, or which quotes need chasing — you have to open Simpro, navigate to three different screens, and remember what you were looking for.

Leads arrive as emails, manually turned into jobs

Property managers, facilities teams, repeat customers — they send emails. Someone reads the email, opens Simpro, creates a lead or job, copies the details across. Every single time.

What We Build

Six AI Automations Built Around Simpro

These aren't generic AI tools. They connect directly to your Simpro data — jobs, quotes, invoices, schedules, customers — and do the work a person would have done.

Quoting

AI-Generated Quote Descriptions

Describe the job in plain language — or forward the customer email — and get a fully formatted Simpro quote description in seconds. Scope, labour, materials, professional tone. You review and approve.

30–45 min → 5–10 min per quote
Invoicing

Bulk Invoice Description Writer

Every completed job in Simpro, automatically written up. AI reads the job details and generates a professional invoice description, ready to approve. Clear your backlog in one run.

50+ uninvoiced jobs cleared in days
Daily Briefing

Morning Briefing from Your Live Data

Every morning, a plain-English summary lands in your inbox or WhatsApp. Today's jobs, upcoming schedules, overdue quotes, uninvoiced completions — pulled live from Simpro. No login required.

Full picture before 7am, every day
Lead Capture

Email → Simpro Job, Automatically

Customer emails hit your inbox. AI reads them, extracts the key details — customer, site, description, urgency — and creates the lead or job in Simpro. No manual entry.

Zero-touch lead processing, 24/7
Quote Follow-Up

Automated Quote Chase Alerts

Simpro knows which quotes are sitting unanswered. AI tracks them and alerts you — or drafts the chase email — when a quote goes past your follow-up window.

Never lose a quote to silence again
Scheduling

Upcoming Work at a Glance

See everything scheduled for the next 7 days — which engineer, which site, which job type — in a single digest. Useful for planning, customer calls, and resource checks.

Weekly schedule without the screen time

Proven in Production

We Run Simpro. These Tools Run Our Business.

We're not consultants who've read about Simpro. We run a 40+ year electrical, security, and smart home contracting business on the Fylde Coast — and Simpro is our job management system.

Every automation we offer has been running in our own business for months. The quoting tool handles our quotes. The invoice writer cleared our backlog. The morning briefing lands in Ryan's inbox before 7am every working day.

When something breaks, we notice before our clients do — because we depend on it ourselves.

“We had 50+ completed jobs sitting uninvoiced because writing up descriptions was the bottleneck. The AI writer cleared them in a single afternoon. That's cash that had been sitting there for weeks.”

— Ryan Wilson, Wilsons Systems

Running Live in Our Business

Quote description generator (connected to Simpro API)
Invoice bulk writer (reads completed jobs, generates descriptions)
Daily Admin Briefing (live Simpro data, 6am every working day)
Employee briefing (jobs, schedule, notes — sent to field team at 7am)
Email → Simpro lead creator (property manager email processing)
Quote follow-up tracker (alerts on unanswered quotes)

How It Works

From Assessment to Running in Days

01

Free Assessment

Tell us about your business and how you use Simpro. We identify where AI will save the most time.

02

Scoped Proposal

Fixed price, specific automations, clear deliverables. No vague project plans.

03

Built & Tested

We build, connect to your Simpro account via API, test on real data, and hand over.

04

Ongoing & Monitored

Monthly retainer keeps everything running, updated, and expanded as your needs grow.

Get Started

Find Out What's Costing You the Most Time in Simpro

Take the free assessment. We'll identify your top three AI opportunities — specific to how your business runs Simpro — with realistic time and cost estimates.

No commitment, no hard sell — just an honest look at what's possible.