Quote to job
Create the SimPro job from an accepted quote with the agreed status, assignment and schedule data.
SimPro automation | Australia
SimPro automation, without the manual work
SimPro automation for Australian trades and field service businesses that need quote to job, job to invoice, Xero synchronisation and reporting to run without duplicate entry. We build the operational handoffs around quotes, jobs, purchase orders, timesheets, assets and reporting through the SimPro API.
Describe the problem in a sentence or two. Please do not send credentials or sensitive records.
Perth on site | remote across Australia | built around the SimPro API- Best fit
- A repeatable SimPro workflow with an accountable owner
- Main deliverable
- A tested workflow, run log and documented handover
- What we need
- A platform owner, limited access and representative records
- Commercial model
- Scoped and quoted before build, with platform costs separate
Delivery ownership
- Scope
- Connect
- Test
- Handover
The accountable team maps the workflow, connects the systems, tests the failure paths and records the handover. Platform access and ownership stay visible throughout.
One workflow to start with
A completed SimPro job reaches finance with its references
Start with a completed job that still needs someone to chase labour records or recreate the invoice elsewhere. Keep SimPro as the job record while preparing the next finance step.
Your commercial owner still approves costs, variations and invoice amounts. Missing timesheets or purchase records are exceptions to resolve, not estimates for the workflow to invent.
Platform specific workflows
Work we build in SimPro
Three common workflow paths, with the trigger, approval and exception rules agreed before the build starts.
Move from quote to cash
Carry approved job and finance data forward without losing the commercial sign off.
Job to invoice and Xero
Prepare the draft invoice and accounting handoff while preserving job references and line detail.Purchase order workflow
Prepare purchase orders from job requirements, so a person can approve them before anything is committed.
Coordinate field delivery
Keep labour, scheduling and maintenance work tied to the job record that owns it.
Timesheet and labour capture
Validate recorded labour against the scheduled job and flag exceptions for sign off.Dispatch notifications
Notify technicians and customers when an approved assignment or schedule changes.Asset maintenance jobs
Create recurring jobs from maintenance schedules against the correct asset record.
Keep costs visible
Give project and operations owners a current view without rebuilding the same exports.
Cost and margin reporting
Deliver job cost, budget, outstanding PO and margin views on an agreed cadence.Project cost roll up
Bring costs, variations and labour into a current project level view for the responsible manager.Custom SimPro integration
Connect whatever platform specific handoff your setup needs.
If this is the workflow causing trouble, send us the handoff and systems involved. We will tell you whether it is worth changing before anything is scoped.
Delivery feedback
A client view of the work
This feedback is about how we scope, build and hand over technical work. It is not a case study for this platform.
They actually listened to what we needed, didn't overcomplicate things, and delivered something our team could use straight away. Genuinely one of the best tech experiences I've had as a business owner.
The operating problem
The admin overhead that scales with every job
The office updates job stages, raises purchase orders, chases timesheets and recreates finance data while field teams are trying to deliver the work.
SimPro is where the job record lives. Automation should back that up by handling the repeatable handoffs between quote, job and invoice, while leaving commercial approvals and exceptions with the person responsible.
Job lifecycle
Keep SimPro as the source of truth, and cut the duplicate handoffs
Before
Completion starts another series of office tasks
The office updates status, prepares POs, enters the invoice in Xero again and chases the technician for a timesheet before reporting can be trusted.
Controlled workflow
Completion prepares the next records for review
Once a job is approved, it starts the finance handoff, flags any purchase or timesheet exceptions, and refreshes reporting without skipping commercial approval.
Facts and ground rules SimPro facts we verify before build
We check the platform, connector and operating facts against your setup before the workflow is quoted.
- The way we connect in
- SimPro APISimPro Helpguide
- Job to finance workflow
- Xero handoffproposedMapped against the active SimPro and Xero configuration
- Purchase orders and invoice release
- Human approvalproposedConfirmed with the commercial owner
Data and control
Your job and finance data, connected safely
We connect through the supported SimPro API rather than shared logins or screen scraping. The automation only touches what it needs, and if something fails, the right person hears about it.
Your qualified people still make the call on purchase orders, invoices and payroll. For wider controls around connected systems, see data loss prevention.
Pricing
How we scope and quote the workflow
You receive a fixed project price once the workflow, access and acceptance checks are clear. The first 30 minute consult, mapping pass and written estimate cost nothing.
Before you commit
Free mapping and written estimate
The first consult, workflow mapping pass and written estimate cost nothing. You see the assumptions before deciding whether to proceed.
Approved workflow
One fixed build price
The trigger, access, approvals, exception handling, acceptance checks and handover are agreed before the project quote is issued.
Platform costs
Licences and usage listed separately
Platform licences, premium connectors, API usage and any ongoing monitoring are identified separately. Support continues only when an ongoing arrangement is agreed.
Practical details
Questions about SimPro Automation
Access, platform fit, handover and control boundaries in plain language.
The repetitive operational work, turning accepted quotes into jobs, preparing invoices in SimPro and Xero, generating purchase orders from job requirements, capturing timesheets and labour costs, dispatching schedule notifications, creating maintenance jobs and producing custom job cost and margin reporting.
Start with one job lifecycle
Get the SimPro admin off your team
We will tell you if the SimPro setup needs fixing before automation.Enquiries get a reply within one business day.