Simpro
· #388 most-usedAutomate field service operations from quote to invoice
Simpro is a cloud-based field service management and job management platform purpose-built for trade contractors — electrical, plumbing, HVAC, fire protection, and security businesses. It connects office staff and field technicians with tools for estimating and quoting, job scheduling and dispatch, inventory management, invoicing, and customer management. Connect Simpro to Actionist and your agents can create jobs and quotes, schedule technician blocks, manage customer and site records, react to job status changes within about a minute, and surface the data your teams need — all without anyone switching tabs.
Eliminates manual work. Agents eliminate the manual cycle of creating jobs from incoming requests, chasing schedule conflicts, re-entering customer data across systems, and assembling weekly job-status reports.
What your Simpro agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Simpro × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
New service request intake: from email to scheduled job
When a service request email arrives, the agent identifies or creates the customer and site, raises a job, books the first available technician, and notifies the dispatch team in Slack — all within about a minute of the email landing. The operations team starts the day with jobs already in the queue.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales60 min / weekManual quote entry from each inbound enquiry
Sales staff read each email, open Simpro, search for the customer, navigate to the site, and manually fill in the quote form — taking 5 to 10 minutes per enquiry before the estimator even starts pricing.
Sales Agent0 minAgent converts enquiries to quotes in Simpro in secondsWhen an enquiry email arrives, the agent finds or creates the customer, looks up the site, and creates a Service Quote in Simpro — the estimator opens Simpro to a quote already waiting, not an inbox item to action manually.
- Marketing45 min / weekManual CRM sync and welcome email for new customers
Marketing staff check Simpro periodically for new customers, manually create CRM contacts, and send welcome emails individually — new customers often go weeks before entering any nurture sequence.
Marketing Agent0 minAgent syncs every new Simpro customer to CRM and welcome sequenceWhen a new customer is created in Simpro, the agent adds them to HubSpot, sends a welcome email, and logs them to the onboarding tracker — every customer enters the marketing funnel within about a minute of being added.
- Customer Support50 min / weekManual appointment confirmation calls or emails
Dispatchers call or email each customer to confirm their appointment after booking it in Simpro — taking 5 minutes per booking and often getting delayed under peak volume, leaving some customers unconfirmed.
Customer Support Agent0 minAgent sends appointment confirmations automatically on bookingWhen a schedule block is created in Simpro, the agent sends the customer an appointment confirmation email with technician name and arrival window within about a minute — no dispatcher makes a manual call.
- Human Resources200 min / weekManual daily run sheet preparation by dispatch team
The dispatch team manually pulls tomorrow's schedule from Simpro each evening, compiles it into a readable format per technician, and distributes it by email or message — taking 30 to 60 minutes every day.
Human Resources Agent0 minAgent builds and posts the daily run sheet before 7 AMA scheduled agent task reads Simpro schedule blocks each morning at 06:30, assembles each technician's jobs and addresses, and posts the run sheet to Slack before the depot opens — dispatchers review instead of build.
- Finance120 min / weekManual invoice creation from completed jobs
Finance staff review the jobs list in Simpro daily, identify completed jobs without invoices, open Xero, and manually re-enter the job scope, labour, and materials — taking 10 to 20 minutes per job and risking missed completions.
Finance Agent0 minAgent creates invoice draft in Xero the moment a job completesWhen a Job Updated event fires with status Complete, the agent reads the job cost summary from Simpro and creates an invoice draft in Xero — the finance team reviews a complete draft, not an empty form.
- Operations150 min / weekManual intake, job creation, and dispatch coordination
Operations staff read the inbound request, open Simpro, find or create the customer, find or create the site, raise the job, find an available technician, create the schedule block, and notify the team — 15 to 20 minutes per request.
Operations Agent0 minAgent dispatches jobs from inbound requests end to endFrom inbound email to Schedule Block in Simpro with a Slack notification to the dispatch team: the full intake-to-dispatch path runs in about a minute without a coordinator touching the record.
- Legal30 min / weekManual review of job records for compliance requirements
Legal or compliance staff review upcoming jobs weekly in Simpro, checking for sites with special access requirements or certificates due, and manually flagging them to the operations team — often catching issues too late to act before the technician is on-site.
Legal Agent0 minAgent monitors site and job records for compliance milestonesThe Legal Agent watches for job and site updates that trigger regulatory requirements — compliance certificates due, access restriction changes — and logs them to the compliance tracker before the field team arrives.
Calculate what your team saves
Based on Simpro's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.
How to plug Simpro into Actionist
Pick the connection method that suits your environment.
Connect via Simpro's OAuth 2.0 authorization flow. Actionist opens a Simpro login window — sign in and grant access. No credentials are stored by Actionist.
Find Simpro in the Apps library and click Connect. Choose OAuth 2.0 as your connection method.
A Simpro OAuth window opens. Enter your Simpro site URL, sign in, and grant Actionist permission to access your jobs, customers, quotes, schedules, and sites.
Actionist runs a test call to confirm the connection. You're ready to start creating agent tasks.
18 actions your agent can call
Read and write operations available to your Actionist agent.
12 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.