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.
Perth on site · remote across Australia · built around the SimPro API
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.
Platform specific workflows
Work we build in SimPro
We start with the real handoffs, decisions and data rules already happening in your business.
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.
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.
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.
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, re-keys the invoice in Xero 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 Automation facts and what's included
We get the facts from whoever owns the platform, then check the controls against your setup.
- The way we connect in
- SimPro APIcontextSimPro 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.
Clients
What clients say about the way we work
General feedback on how we listen, plan the work and deliver it, not a case study tied to one platform.
VibeZero reviewed BuildScore end to end before our public launch. What impressed us most was the rigour: a clear scope of work up front, tightly controlled access that they wound back the moment the job was done, and a written report so precise that our own independent verification confirmed every finding, line for line. They didn't just point at problems. Every issue came with a practical fix, sequenced so we could ship safely, and they handed over their testing tools so the value outlasted the engagement. Professional, responsive and security-first at every step. We'd recommend Josh and the VibeZero team to any founder who wants confidence in what they're shipping.
Josh and the VibeZero team turned a mess of ideas into a working product faster than I thought possible. 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.
Delivery
From SimPro workflow map to handover
We agree the connector, who approves and who owns it before we build, and we document it before handover.
Conversation
Free consultation
A conversation about what you need, with no pitch deck and no commitment, and a straight answer on whether we can help.Agreement
Scope and proposal
You get a clear proposal with fixed pricing, deliverables and timing, and you know what you are getting before any work starts.Delivery
Build and deliver
You get regular check ins, no surprises and a finished system that works in production, with delivery timing agreed in the proposal.Aftercare
Support and iterate
We do not disappear after launch, and ongoing support, managed services and the option to keep improving remain available.
Related work
What tends to sit beside SimPro Automation
Work that connects this platform safely to the systems and people around it.
Practical details
Questions about SimPro Automation
Access, platform fit, handover and control boundaries in plain language.
Start with one job lifecycle
Get the SimPro admin off your team
SimPro automation, Perth or remote across Australia.