Accounts-receivable ladder
Follow agreed reminders, stop on payment or reply and send disputes to the office with context.
Your AI employee + Simpro
Put an AI employee around the Simpro work that keeps crossing desks.
Your agent works across email, Simpro, Xero, documents and WhatsApp. It prepares records, advances the agreed process and reports the edge cases instead of creating another queue to watch.
Your Simpro stays the system of recordInstalled and supported
Today
Check today’s quote requests. Create the records that are complete and tell me exactly what is blocking the rest.
Seven checked. I prepared four customer and quote records. Two need site contacts and one appears to duplicate an open Simpro customer, so I left those in review.
Installed first roleLeads become workable jobs.01
Useful before you invent the second office job.
The installed first role reads quote-request emails, checks for existing customers, gathers missing information and prepares the customer and quote record in Simpro for your team. It does not guess through duplicates or unclear scope.
InboxReads the agreed enquiry channel.SimproChecks, prepares and updates the record.Your teamGets a clean handoff and exceptions.
One employee, more responsibility
Let it work around Simpro, not replace it.
The agent can combine Simpro with email, accounting, calendars and documents. Each new office job is scoped, tested and added to the same controlled foundation.
Quote-request preparation
Turn inconsistent email requests into clean customer, site and quote records.
Work-order normalisation
Extract agency and client work orders from different templates into one reviewable structure.
Operational exception brief
Surface overdue steps, missing owners and records waiting on external information.
Report gathering
Request, collect and summarise source documents while preserving links to the evidence.
Close-out readiness
Find finished work missing notes, photos, certificates or approvals before invoicing.
Proof, with the boundary shown
A real business. A specific workflow.
We separate published customer experience from work that is installed, tested or still being built. No brochure arithmetic.
Cleared build recordADACSSecurity Systems · Simpro
Installed/tested mechanismKevin + Narelle · ADACS
Inbox first. Accounts receivable next.
George reads quote-request emails, checks whether the customer exists in Simpro and prepares the customer and quote record. A second role, Remi, is being built for the agreed accounts-receivable ladder. That next role is commissioned work, not a finished-outcome claim.
The operating rules
Your records stay useful. Your people stay in charge.
It uses named access, explicit instructions and review points. If the task sits outside the agreed boundary, it stops and reports instead of guessing.
Scoped access
Connect only the accounts and records required for the office job.
Visible work
Receipts show what it read, changed, prepared and escalated.
Managed change
New office jobs and permissions are tested before they enter live work.
See the agent work inside Simpro.
Bring one real office task. We will map the steps, the permissions and what a useful first version would look like.