116 available actions
What your AI agent can do in Simpro
Connect the repetitive work around jobs, customers and schedules so your team sees cleaner records and fewer loose ends. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 116 actions.
Common starting points
- Find a customerBring the relevant customer record into the current task.
- Review a jobCheck the job, schedule and recorded work before taking the next step.
- Create a jobStart approved work with the customer and site details already gathered.
- Schedule the workAdd the agreed booking to the team schedule.
- Send a customer updateKeep the customer informed as the job moves forward.
- Update the jobKeep the job status and important details current.
Browse all 116 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 62 actions
- Find customerSearch Simpro customers by name.
- Get customerFetch one Simpro customer by ID - the full record, including how they are classified (tags, customer type, customer group, custom fields), what they owe overall, their…
- List customer tagsList this Simpro build's customer tag library - the labels a customer record can carry.
- List customer groupsList this Simpro build's customer group library - the segments customers get sorted into.
- Find siteSearch Simpro sites (the physical locations work happens at) by name.
- Get siteFetch one Simpro site in full - its address, the customers it belongs to, and its contacts.
- List staffList Simpro staff/employees.
- Find vendorSearch Simpro vendors/suppliers by name.
- Search catalogSearch the Simpro materials catalog by name or part number.
- List catalog groupsList this Simpro build's catalog groups (the folders materials are filed under, e.g.
- List cost centersList this Simpro build's cost center library - the reusable cost centers set up in Simpro.
- List labour ratesList this Simpro build's labour rates (the labour types work is billed as, e.g.
- List fit timesList this Simpro build's fit times - the labour-time multipliers applied when a material is installed (e.g.
- List job statusesList this Simpro build's custom job/project status codes (e.g.
- List quote archive reasonsList this Simpro build's quote archive reasons (e.g.
- List schedule ratesList this Simpro build's labour schedule rates (e.g.
- List job/quote custom fieldsList this Simpro build's custom field definitions for jobs and quotes - the build's own extra fields (drawing numbers, permit references, whatever it has set up), named…
- Get quote custom fieldsRead the custom field values on a Simpro quote - the build's own extra fields and what this quote holds for each.
- Find jobsSearch Simpro jobs.
- Find jobs by cost centerList the jobs that use a given cost center from the build's library (cost_center_id from simpro_list_cost_centers).
- Get jobFetch one Simpro job by ID - status, customer, site, description, totals.
- List job cost centersList a Simpro job's sections and their cost centers.
- Get job itemsList everything on a Simpro job: materials, labour, prebuild kits and one-off items, per cost center.
- List job work ordersRead the work orders on a Simpro job - the technician's written record of what was done, which is what an invoice narrative is built from.
- Find quotesSearch Simpro quotes by name/description/customer.
- Get quoteFetch one Simpro quote by ID - stage, customer, site, description, totals, the people on it (salesperson, project manager, primary and site contacts, technician), the…
- Find leadsSearch Simpro leads by name/customer.
- List quote cost centersList a Simpro quote's sections and their cost centers.
- Get quote itemsList everything on a Simpro quote: materials, labour, prebuild kits and one-off items, per cost center.
- List invoicesList recent Simpro customer invoices (Simpro has no free-text invoice search; to find a specific one, get the job with simpro_get_job and read its invoices).
- Get invoiceFetch one Simpro invoice by ID - customer, jobs, stage, payment terms and due date, totals, and whether it has been paid (with the date it was paid).
- List receivable invoicesThe accounts receivable worklist: Simpro invoices with their due dates, outstanding balance and billing email.
- Get receivable invoiceFetch one invoice from the accounts receivable view - due date, paid flag, outstanding balance, and the full billing contact (email, phone, billing address) needed to…
- List receivable paymentsList payments received against customer invoices, most useful for confirming that money a customer says they sent has actually landed.
- List customer statementThe customer's statement: every invoice on their account with its date, due date, total and outstanding BalanceDue.
- Get customer statement PDFAsk Simpro for the customer's statement as a document.
- Get statement payment linkGet the payment link for a customer's whole account balance - the one to include when chasing several invoices at once.
- List invoice form templatesList the document templates this build can render an invoice with.
- Get invoice PDFAsk Simpro for an invoice rendered as a document, using the build's own template.
- Get invoice payment linkGet the online payment link for one invoice - the thing to put in a reminder so the customer can pay without ringing anyone.
- List job notesRead the notes recorded against a Simpro job - the running commentary on what has happened.
- List invoice notesRead the notes recorded against a Simpro invoice - the running history of what has been said and done about getting it paid.
- List customer notesRead the notes recorded against a Simpro customer - the history that spans all their invoices and jobs, such as payment arrangements, disputes, or who to contact about…
- List timesheetsRead Simpro timesheets for a date range: one row per worked time block with hours, costs and what it was for (job/quote/lead/activity).
- List schedulesList Simpro schedules (booked time blocks), filtered to a job, quote or lead - use this to see whose time is on a job and to get schedule IDs for simpro_update_schedule…
- List activitiesList this Simpro build's activity library (the non-job time categories, e.g.
- List pricing tiersList this Simpro build's customer pricing tiers (e.g.
- Get catalog item pricingShow what one catalog item sells for across every pricing tier, including quantity-break prices.
- List prebuild groupsList this Simpro build's prebuild groups (the folders prebuilds are filed under) - named per build.
- Find prebuildsSearch Simpro prebuilds (reusable kits of materials + labour, e.g.
- Get prebuildRead one Simpro prebuild with the materials in it and its labour time - what the kit actually contains.
- List job attachmentsList the files attached to a Simpro job - work orders, photos, signed variations, supplier quotes - with each file's size, type and when it was added.
- Read job attachment contentRead the CONTENT of one file attached to a Simpro job, given the attachment ID from simpro_list_job_attachments.
- List job attachment foldersList the attachment folders on a Simpro job.
- List quote attachmentsList the files attached to a Simpro quote - photos, marked-up drawings, supplier pricing - with each file's size, type and when it was added.
- List plant typesList this Simpro build's plant/equipment types (Harnesses, Ladders, Test Instruments - named per build).
- Find plantSearch this Simpro build's plant and equipment records (harnesses, ladders, test gear) by name.
- Get plantFetch one plant/equipment record in full - whether servicing is enabled, its service frequency and the NEXT service due, its custom fields (where a build keeps harness…
- List plant service historyRead a plant record's service/inspection log, newest first - the date, what was done, hours and cost.
- List plant custom fieldsList the custom field definitions for a plant TYPE - the build's own extra fields on that kind of equipment (harness inspection tag, certificate number, date of…
- Get plant custom fieldsRead the custom field values on one plant record - the build's own extra fields and what this record holds for each.
- List plant attachmentsList the documents attached to a plant record - inspection certificates, test reports, manuals - with each file's size, type and when it was added.
Create & communicateCreate records or send supported messagesView 30 actions
- Create customerCreate a Simpro customer - a company (needs company_name) or an individual (needs given_name + family_name).
- Create siteCreate a Simpro site (a physical location work happens at), optionally linked to a customer.
- Create jobCreate a Simpro job for a customer at a site.
- Create taskCreate a Simpro task, optionally assigned to a staff member and/or linked to a job.
- Add cost center to jobAdd a cost center to a job so staff can be scheduled and materials assigned to it.
- Schedule workSchedule a staff member onto a job for a time block on a date.
- Add material to jobAdd a catalog material to a Simpro job (catalog_id from simpro_search_catalog).
- Add prebuild to jobAdd a prebuild kit (materials + labour in one line) to a Simpro job - the fast way to price standard work.
- Add labour to jobAdd labour hours to a Simpro job at one of the build's labour rates (labour_rate_id from simpro_list_labour_rates).
- Add one-off item to jobAdd a one-off line to a Simpro job for something not in the catalog (hire fees, a special-order part, subcontract work).
- Add cost center to quoteAdd a cost center to a quote so materials, labour and one-off items can be added to it.
- Add material to quoteAdd a catalog material to a Simpro quote (catalog_id from simpro_search_catalog).
- Add prebuild to quoteAdd a prebuild kit (materials + labour in one line) to a Simpro quote - the fast way to price standard work.
- Add labour to quoteAdd labour hours to a Simpro quote at one of the build's labour rates (labour_rate_id from simpro_list_labour_rates).
- Add one-off item to quoteAdd a one-off line to a Simpro quote for something not in the catalog (hire fees, a special-order part, subcontract work).
- Create quoteCreate a Simpro quote for a customer at a site.
- Create leadCreate a Simpro lead for a customer at a site (both required by Simpro).
- Create invoiceCreate a Simpro customer invoice from one or more jobs (a TaxInvoice by default).
- Add job noteRecord a note against a Simpro job - what happened on site, what the customer said, what needs doing next.
- Add invoice noteRecord a note against a Simpro invoice - a reminder that was sent, a promise to pay, a dispute raised, a payment the customer says they have made.
- Add customer noteRecord a note against a Simpro customer rather than one invoice - use this for things that outlive a single invoice, such as an agreed payment plan, a change of…
- Record non-job timeRecord non-job time on a staff member's timesheet (leave, training, workshop...) as a Simpro activity schedule.
- Add catalog itemAdd a material to the Simpro catalog.
- Create prebuildCreate a Simpro prebuild - a reusable kit combining materials and labour time (e.g.
- Add material to prebuildAdd a catalog material to an existing Simpro prebuild (catalog_id from simpro_search_catalog).
- Create purchase orderCreate a Simpro purchase (vendor) order with optional catalog line items, optionally assigned to a job cost center (see simpro_list_job_cost_centers).
- Attach file to jobUpload a file - a PDF work order, a photo, a signed variation - to a Simpro job's attachments, so it lives on the job itself rather than as a link in the notes.
- Attach file to quoteUpload a file - a photo, a marked-up drawing, a supplier quote - to a Simpro quote's attachments, so it lives on the quote itself rather than as a link in the notes.
- Record plant serviceRecord an inspection or service against a plant record - the date, what was done, and optionally hours and cost.
- Attach file to plantUpload a document - an inspection certificate, a test report, a manual - to a plant record, so the evidence lives on the equipment it certifies.
Update & manageChange and manage existing recordsView 15 actions
- Set quote custom fieldSet one custom field value on a Simpro quote.
- Update jobUpdate a Simpro job: name, description, internal notes, stage (Pending/Progress/Complete/Archived), custom status (status_id from simpro_list_job_statuses), due date…
- Update job line itemCorrect a line already on a Simpro job - its quantity, its price, or a discount on it.
- Update job labour lineChange the hours on a labour line already on a Simpro job.
- Update quote line itemCorrect a line already on a Simpro quote - its quantity, its price, or a discount on it.
- Update quoteUpdate a Simpro quote: stage (InProgress/Complete/Approved), close/reopen it, amend name/description/notes, or set the people and labels on it - primary and site…
- Convert quote to jobConvert a won Simpro quote into a job, carrying the quote's items and pricing across.
- Convert lead to quoteConvert a Simpro lead into a quote once the opportunity is real.
- Update scheduleEdit a booked time block: move it to another date/time, reassign the staff member, or change notes.
- Update catalog itemUpdate a Simpro catalog item - most often repricing it (trade/sell price).
- Set catalog tier priceSet what a catalog item sells for on one pricing tier.
- Update prebuildUpdate a Simpro prebuild's own fields - rename it, change its labour time, part number or description.
- Update prebuild materialChange how much of a material a Simpro prebuild uses.
- Update plant servicing scheduleChange when a plant record is next due for inspection, or how often it recurs.
- Set plant custom fieldSet one custom field value on a plant record - an inspection tag, a certificate number.
Remove & cancelRemove records or cancel supported workView 6 actions
- Delete job line itemRemove a line from a Simpro job - something added in error, or being replaced.
- Delete job labour lineRemove a labour line from a Simpro job - an allowance added in error, or one being replaced with a different rate.
- Delete quote line itemRemove a line from a Simpro quote - something added in error, or being replaced.
- Delete scheduleDelete a booked time block (any schedule type - job, quote, lead or activity) by its schedule ID (from simpro_list_schedules or a timesheet row's _href).
- Delete prebuildDelete a Simpro prebuild (a whole kit) from the build's prebuild library.
- Remove material from prebuildRemove a material from a Simpro prebuild.
Other actionsSpecialist and administrative actions.View 3 actions
- Job profitabilityRead a Simpro job's profit & loss: gross/nett profit and margins, materials and resources (labour) costs, and invoiced value - estimate vs actual (vs revised where the…
- Job cost breakdownBreak a Simpro job's P&L down by cost center: every section's cost centers, each with its own totals (profit, margins, materials/resources cost, invoiced value).
- Job cost reportRun Simpro's cost-to-complete financial report across jobs: total, cost to date, cost to complete, % complete, net margin to date and projected margin per job.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
What this unlocks
A cleaner path from request to record.
Your agent works across the approved Simpro actions while people keep control of exceptions and decisions.
Surface the right record
Bring jobs, customers and schedules into the conversation when the team needs them.
Do the repetitive preparation
Gather the details and prepare routine updates without another manual pass.
Keep exceptions visible
Follow the agreed process and send unusual cases to the person who should decide.
FAQ
Before you connect Simpro
How does the agent connect to Simpro?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Simpro?
The page above lists the 116 actions currently available through the Simpro connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Simpro included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Simpro is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Simpro to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.