Simpro Custom Automations
Automate your workflows with the power of AI.
How many of your Simpro tasks require little to no human judgment, but still end up eating up the whole day?
For most businesses, there is simply no need to spend your life sending deposit invoices and service reports, chasing up customer reviews, archiving old records, getting schedule confirmations from customers, or wading through technician notes.
Our custom automations can not only take routine tasks out of your hands, they can now use AI nodes to do much of the cognitive grunt work for you.
While off the shelf options are available (Zapier, Pylon etc), Pro Suite can build a truly unique automation that leverages all the functionality of the Simpro API, external services, and AI.
Starting from only $39 p/m per automation plus set up costs, the savings can be huge.
Example 1
Automatically send a deposit invoice when the customer accepts a quote
Why wait to get paid?
As soon as your customer accepts their quote, your team will receive an email confirmation, the quote will be converted to a job and a deposit invoice sent to the customer.
We can also apply conditional logic according to your needs.
Cost centres, customer groups, tags, quote value, all these and more can be taken into account to ensure that the right customers get the right invoice amount at all times.
Example 2
Let customers confirm their own bookings
No more phone tag.
Drop in a schedule. Right-click to change the status. The customer receives an SMS and/or email asking them to confirm whether the time works for them
They do. They add notes. They click Submit.
In Simpro, your job changes status to 'Booking Confirmed' and the customer's notes are added to the job to inform your visit.
Example 3
Automatic completed job review
No more phone tag.
Once a job hits complete, our AI automation scans the job notes, photos, asset tests, parts and labour, and prepares a summary and action list.
This appears in the job description, notes, or timeline, ready for human review.
Example 4
Let new hires onboard themselves.
No more copy & paste.
Welcome to the team. Here's the link.
That's all it takes to create a new employee in Simpro. No copy & paste, no manually updating licenses or scanning photos. The new hire completes the onboarding form, uploads their licenses, and it all magically appears in Simpro.
You'll get an email once it's done and they can start first thing in the morning.
Example 5
Automatic overtime
Use Simpro for timesheets without the
Once a job hits complete, our AI automation scans the job notes, photos, asset tests, parts and labour, and prepares a summary and action list.
This appears in the job description, notes, or timeline, ready for human review.