Prepare quote records
Turn email requests into consistent customer, site and quote data in Simpro.
AI employee for security-system businesses
An AI employee that keeps security work accountable.
It prepares quote requests, keeps site and system details together, follows the agreed accounts-receivable ladder and surfaces the exceptions that genuinely need the office.
Built around your processStarts drafts-firstLooked after by us
Today
Check the patrol report request from Kevin, gather the last six months and draft the summary. Don’t send it.
Done. I found all six reports, prepared the activity summary and linked the source files. March has a 14-day gap, so I flagged it for the control room before approval.
Pre-built first office jobUseful on day one.01
Quote-request emails become clean Simpro records.
It reads the enquiry, checks whether the customer exists, gathers site, system and contact details, then prepares the customer and quote record for the team to review.
01 · NoticeIt watches the agreed inbox or queue.02 · DoIt gathers, checks and prepares the work.03 · ReportYour team gets the result and the exceptions.
Then add office jobs
Ask it to take on the computer work around the job.
Your first office job is the starting point, not the product boundary. Once it has earned trust, give the same secured agent another clearly-scoped responsibility, just as you would brief someone joining the office.
Chase receivables by rule
Follow the agreed ladder, stop on payment or reply and escalate disputes to the office.
Summarise monitoring reports
Gather source reports, answer the specific question and link every record used.
Track maintenance renewals
Find agreements and assets approaching renewal, then prepare the contact list for approval.
Build installation readiness
Surface permits, access, equipment and technical documents missing before the booked visit.
Close out jobs
Keep commissioning notes, device lists, photos and handover documents with the correct site.
Connected, not another silo
It works across the systems you already run.
Message it in plain English. It carries out the approved steps across job management, email, accounting and calendars, then returns a receipt your team can check.
Your current stack stays in place
Simpro
Xero
Outlook
WhatsApp
Google CalendarOne inbox, one job system and one office job can be the entire starting boundary.
Customer-facing work can wait for approval until you decide it is ready.
Exceptions, sensitive calls and decisions stay with the people you nominate.
Built for the way trades work
Different trade. Same office pressure.
See how the same AI-employee model changes with the job types, documents and systems in each business.
Bring us the task everyone keeps putting off.
In a short walk-through, we map the work, show what the agent would touch and tell you plainly whether it is a sensible first office job.