OutlookEnquiries + work orders
AI employee for Simpro businesses
Get more from Simpro. Without adding more office work.
Your AI employee handles the repetitive work between the inbox, Simpro, Xero and your team. It prepares clean records, follows the agreed process and gives people the exceptions that need judgment.
- Keep SimproNo migration and no replacement job system.
- Keep your approvalsDraft, ask or act according to the rules you set.
- Keep the recordEvery connected action has an audit trail.
The useful difference
Simpro holds the job. Your AI employee handles the work around it.
Most office work does not begin and end in one system. A request arrives by email, becomes a Simpro record, needs a document checked, then ends as a decision or summary for a person. One employee can carry that handover across the whole stack.
SimproCustomers + jobs
XeroInvoices + payments
WhatsAppInstructions + summaries
One connected employee Read the work. Make the agreed move. Report the exception.
No second inbox to manage. No new job system for the office to learn.
01 · A strong place to start
Turn messy quote requests into clean Simpro work.
The employee reads the request and its attachments, checks for the existing customer and site, gathers missing details, then prepares the customer and quote record for review.
When a duplicate, unclear scope or missing contact makes the next step uncertain, it holds the record and explains the decision it needs from your team.
- 01Read the requestInbox
Email, attachments and the customer details already supplied.
- 02Check the recordSimpro
Existing customer, site and open work checked before a new entry is prepared.
- 03Prepare the clean workDraft
The agreed fields, source documents and job story stay together.
- 04Return the exceptionsReview
Anything outside the rule becomes a short decision list for the office.
Start narrow. Grow by responsibility.
One employee can support the whole job cycle. Prove one role first.
Pick the office responsibility with the clearest return. We map its rules, permissions and exceptions, then test it on the work your team sees every week.
See how we build and launch it01Win the work
Turn quote requests into records your estimators can use.
Read inconsistent requests, gather the missing site and contact details, check for existing records and prepare the clean handover in Simpro.
Work it can own
- Quote-request preparation
- Customer and site checks
- Source documents attached
OutcomeLess retyping before anyone can quote
02Run the work
Find the jobs waiting on a person before they become delays.
Review work orders, close-out notes, photos, certificates and ownership. Move the agreed work, then return a short exception brief for everything else.
Work it can own
- Work-order normalisation
- Close-out readiness
- Operational exception brief
OutcomeFewer silent gaps between teams
03Get paid
Follow the accounts process without freelancing near the money.
Run the reminder ladder you approve, stop when a payment or reply arrives, and hand disputes back to the office with the full Simpro and Xero context.
Work it can own
- Invoice follow-up
- Stop-on-reply rules
- Disputes held for review
OutcomeA clean list instead of another queue
The ceiling These are starting points, not the edge of the employee.
Once the first role is dependable, the same employee keeps its Simpro connection, company knowledge and working relationship. Add the next responsibility without starting from zero.
See the launch optionsControl is part of the job
It can stop. That is a feature.
Useful automation is not the same as unobserved automation. Your team decides what the employee can read, prepare, send or hold. Every connected action is logged, and an integration can be cut off from the dashboard.
- Read quote requestOutlook · source email retained
- Checked customer and siteSimpro · existing record found
- Held before preparationSite contact missing · office decision required
- Sent exception briefWhatsApp · one decision requested
Read back what happened, where it happened and why the employee stopped.
- 01Your own private server
One business per server. Nothing shared with another customer.
- 02App logins kept away from the AI
The employee gets approved abilities, not your passwords.
- 03Backups around the clock
Automatic recovery points, with deletion locked behind a person and two-factor sign-in.
- 04Our access is audited too
Staff sessions are identity-checked and recorded in a separate audit account.
A Simpro customer
ADACS started with incoming work. Then kept going.
Kevin and Narelle run ADACS Security Systems on Simpro. Their first specialist agent, George, has been installed and tested on incoming work. Their next role, Remi, is commissioned and being built for accounts receivable.
Customer film · 2:21Kevin HanlonADACS Security Systems · Simpro
“The good thing is the task list. The agent’s running that.”
George has been installed and tested on incoming work. It reads the request, checks Simpro, creates the customer or quote record and reports back.
Remi is the commissioned next role for accounts receivable: invoice follow-up, replies, exceptions and the owner summary.
See how a first role becomes a working employeeA practical launch
Start with one job. Earn the next one.
- 01Find the return
Choose the Simpro work that costs time, delays cash or keeps crossing desks.
- 02Build the role
Connect the systems, write the rules, set approvals and test the normal work and the awkward cases.
- 03Put it to work
Onboard the team, review the receipts and hand over more only when confidence grows.
Your Simpro. Less chasing around it.
Bring us the office job you would most like to stop carrying.
We will map the return, the systems involved and the places a person should stay in control. If it is not a good fit for an AI employee, we will say so.