Does the Simpro agent actually execute work?

Yes. Unlike a copilot that only suggests actions, DoMyWork agents take your plain English instructions and directly manipulate records in Simpro and your other business tools to complete the work.

How is this different from native Simpro automation?

Native Simpro automation is limited to internal rules. DoMyWork agents use AI to understand context, make decisions, and connect Simpro to 1,500+ other apps that native features cannot reach.

Is this just another Zapier or Make?

Zapier requires building manual logic flows. DoMyWork is an agent that understands your goal in plain English, handles multi-step reasoning, and executes the entire process for you.

Can the agent monitor my Simpro account 24/7?

Yes. You can set up autopilot jobs that watch for specific Simpro events—like a new job or invoice—and trigger the agent to act instantly, ensuring nothing falls through the cracks.

Is my Simpro data safe with an AI agent?

Security is our priority. DoMyWork uses enterprise-grade encryption and only accesses the specific data needed to execute the tasks you explicitly authorise.

Can the agent connect Simpro to other apps?

Absolutely. The agent can pull data from Simpro and act in your accounting software, email, Slack, or cloud storage, creating a unified workflow across your entire tech stack.

AI Agent for Simpro

Schedule jobs, update project status, and process invoices automatically. DoMyWork AI agents work with Simpro and 1,500+ apps to turn field service data into completed business actions.

Find all jobs in Simpro scheduled for tomorrow and email the customer details

Identify overdue invoices in Simpro and draft payment reminders in Gmail

Update the status of all completed projects in Simpro to Ready for Invoicing

Extract materials used from recent Simpro job cards and update inventory in your accounting app

Check for unassigned jobs in Simpro and post a summary to Slack

Summarise the last week of field technician hours from Simpro into a report

Agent for

Simpro

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your Simpro data into resolved field service actions

Update project statuses, reconcile inventory, draft customer communications, and clear your billing backlog.

12 job emails sent

Reconcile all unbilled jobs from last week

"Find all jobs in Simpro marked as 'Completed' last week that have no invoice attached. Draft an invoice for each in your accounting app and save them as drafts."

Send Message

Flag high-value projects missing a site report

"Search Simpro for projects over $5,000 without a site report attached and list them in a Slack channel."

Send Message

Summarise technician performance for the month

"Pull all technician hours from Simpro for the last 30 days and create a summary table in Google Sheets."

Send Message

Update customer contact details from email signatures

"Search Gmail for recent project-related emails, extract new contact details, and update the corresponding customer record in Simpro."

Send Message

Clean up duplicate customer records

"Identify duplicate customer entries in Simpro based on email address and merge them into the oldest record."

Send Message

Got a different task in mind? Describe it

Send Message

Update project phases for stalled jobs

"Find all projects in Simpro that haven't moved phase in 14 days and flag them for review."

Send Message

Notify stakeholders of project delays

"Check Simpro for projects with a status of 'Delayed' and draft a status update email to the customer contact."

Send Message

Verify material orders against project budgets

"Compare material costs in Simpro job cards against the initial project budget and flag discrepancies."

Send Message

Archive completed project documentation

"Find all projects closed in the last month in Simpro and move their linked documents to your cloud storage."

Send Message

Generate a weekly project progress report

"Create a PDF summary of all active projects in Simpro and email it to the project team."

Send Message

Got a different task in mind? Describe it

Send Message

Identify technicians with low utilisation

"Analyse technician hours in Simpro and list those with less than 20 hours billed this week."

Send Message

Check for equipment maintenance alerts

"Review Simpro for any equipment due for service this month and create a maintenance job for each."

Send Message

Draft technician schedules for next week

"Look at upcoming jobs in Simpro and suggest a schedule for each technician based on their location."

Send Message

Follow up on customer feedback from job cards

"Scan Simpro job notes for negative feedback and draft a response email for the customer service team."

Send Message

Reconcile site inventory usage

"Compare materials used in Simpro job cards against actual stock levels and flag any missing items."

Send Message

Got a different task in mind? Describe it

Send Message

Chase payments for overdue invoices

"Identify all invoices in Simpro past their due date and draft a follow-up email for each."

Send Message

Review unapproved purchase orders

"Find all purchase orders in Simpro awaiting approval for more than 3 days and notify the relevant manager."

Send Message

Analyse job profitability by region

"Calculate the profit margin for jobs in Simpro grouped by region and export to a spreadsheet."

Send Message

Verify tax codes on new invoices

"Check all invoices created in Simpro today to ensure the correct tax code is applied."

Send Message

Prepare monthly revenue forecast

"Pull all invoiced sales from Simpro for the last month and project them for the next quarter."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Simpro AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Simpro AI Agent

🛸 Autopilot

Act on field service updates the moment they happen — with agents on autopilot

The agents work across your apps 24/7.

They catch job changes, billing triggers, and technician alerts to keep your operations moving without manual effort.

Setting up an autopilot is too easy

New job is created in Simpro

Describe...

1. Route new urgent service requests to the right team

WhenNew job is created in Simpro

Then

Read the job description, determine if it is an emergency, and if so, send an urgent notification to the on-call technician in Slack.

Put on Autopilot

2. Update inventory levels after job completion

WhenJob status is updated in Simpro

Then

If the job status is 'Completed', extract the materials used and update the stock levels in your inventory app.

Put on Autopilot

3. Send project milestone updates to clients

WhenProject status is updated in Simpro

Then

When a project hits a new phase, draft a personalised update email to the client contact.

Put on Autopilot

4. Flag low-margin jobs for review

WhenNew job is created in Simpro

Then

Calculate the estimated margin for the new job and flag it in your project tracker if it falls below 15%.

Put on Autopilot

5. Daily summary of all new service jobs

WhenEvery day at 08:00 AM

Then

Summarise all jobs created in Simpro in the last 24 hours and post the list to the operations Slack channel.

Put on Autopilot

1. Alert team on budget overruns

WhenJob cost is updated in Simpro

Then

Check if the current job cost exceeds the budget and alert the project manager via email.

Put on Autopilot

2. Create project folders for new jobs

WhenNew job is created in Simpro

Then

When a new job is created, set up a new folder in your cloud storage with the job name and ID.

Put on Autopilot

3. Track site safety documentation

WhenNew document is attached in Simpro

Then

Check if the new document is a safety form; if not, remind the technician to upload it.

Put on Autopilot

4. Notify project owners of completion

WhenJob status is updated in Simpro

Then

When a job status changes to 'Closed', email the project owner with a summary of the final costs.

Put on Autopilot

5. Weekly budget health check

WhenEvery Monday at 09:00 AM

Then

Review all active project budgets in Simpro and flag any that have consumed over 80% of funds.

Put on Autopilot

1. Assign jobs based on technician location

WhenNew job is created in Simpro

Then

Check the job location and assign it to the nearest available technician in Simpro.

Put on Autopilot

2. Follow up on customer satisfaction surveys

WhenJob status is updated in Simpro

Then

When a job is completed, send a feedback survey link to the customer via SMS.

Put on Autopilot

3. Monitor technician shift start times

WhenTechnician logs in to Simpro

Then

If a technician logs in late, log the time and notify the service manager.

Put on Autopilot

4. Reorder parts for low stock items

WhenInventory level is updated in Simpro

Then

If stock falls below the threshold, draft a purchase order in your accounting app.

Put on Autopilot

5. Monthly technician performance digest

WhenEvery 1st of the month at 09:00 AM

Then

Compile a report of all jobs completed by each technician in Simpro and email it to the team.

Put on Autopilot

1. Flag high-value invoices for manual approval

WhenNew invoice is created in Simpro

Then

If the invoice value is over $10,000, flag it for manual review in your finance app.

Put on Autopilot

2. Update payment status from bank feeds

WhenNew payment is received in Simpro

Then

When a payment is logged, update the invoice status to 'Paid' in your accounting system.

Put on Autopilot

3. Notify clients of upcoming invoice due dates

WhenNew invoice is created in Simpro

Then

Send a reminder email to the client 3 days before the invoice due date.

Put on Autopilot

4. Report on tax collected for the month

WhenEvery 30th of the month at 05:00 PM

Then

Summarise all tax collected on Simpro invoices and email the total to the accounting team.

Put on Autopilot

5. Check for unbilled labour costs

WhenJob status is updated in Simpro

Then

When a job is completed, check if all labour hours are billed and flag any missing entries.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Simpro

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

New Customer Onboarding Playbook

FormCollect data with form

1. Customer Details

Customer Details

Fill fields below 👇

Customer Name *

Email *

Address *

AI AgentExecute agent from playbook

2. Validate Data

Agent

Check address format and search Simpro for duplicates of {{Customer Name}}.

Complete in a clickSend data to 1500+ apps

3. Create Record

Create CustomerinSimpro

4. Send Email

Send EmailinGmail

New Customer Onboarding Playbook

Create customer records and welcome them in one click.

Clone This Playbook

Job Cost Review Playbook

Analyse job costs and flag overruns.

Clone This Playbook

Inventory Audit Playbook

Reconcile inventory levels.

Clone This Playbook

Technician Handoff Playbook

Transfer job details to field staff.

Clone This Playbook

Customer Feedback Playbook

Process survey responses.

Clone This Playbook

Project Kickoff Playbook

Set up new projects.

Clone This Playbook

Milestone Review Playbook

Review project progress.

Clone This Playbook

Resource Allocation Playbook

Assign resources to jobs.

Clone This Playbook

Safety Compliance Playbook

Ensure project safety.

Clone This Playbook

Budget Adjustment Playbook

Adjust project budgets.

Clone This Playbook

Technician Onboarding Playbook

Set up new techs.

Clone This Playbook

Equipment Audit Playbook

Audit service equipment.

Clone This Playbook

Shift Planning Playbook

Plan technician shifts.

Clone This Playbook

Service Quality Playbook

Review service quality.

Clone This Playbook

Stock Reorder Playbook

Reorder service stock.

Clone This Playbook

Invoice Processing Playbook

Process customer invoices.

Clone This Playbook

Payment Reconciliation Playbook

Reconcile payments.

Clone This Playbook

Credit Limit Playbook

Review credit limits.

Clone This Playbook

Tax Compliance Playbook

Check tax compliance.

Clone This Playbook

Revenue Forecasting Playbook

Forecast revenue.

Clone This Playbook

1500+ App Integrations

Connect Simpro + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New job is created in Simpro

Then

Recurring Work on autopilot

Autopilot

Job Handoff Process

Enter job ID

Verify site access

Notify technician

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Simpro

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Simpro AI Agent

An AI agent for Simpro is a digital worker that executes tasks directly within your Simpro account and connected apps. It doesn't just suggest work; it performs it, such as updating job statuses or processing invoices.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Simpro

Turn your Simpro data into resolved field service actions

Reconcile all unbilled jobs from last week

Flag high-value projects missing a site report

Summarise technician performance for the month

Update customer contact details from email signatures

Clean up duplicate customer records

Got a different task in mind? Describe it

Update project phases for stalled jobs

Notify stakeholders of project delays

Verify material orders against project budgets

Archive completed project documentation

Generate a weekly project progress report

Got a different task in mind? Describe it

Identify technicians with low utilisation

Check for equipment maintenance alerts

Draft technician schedules for next week

Follow up on customer feedback from job cards

Reconcile site inventory usage

Got a different task in mind? Describe it

Chase payments for overdue invoices

Review unapproved purchase orders

Analyse job profitability by region

Verify tax codes on new invoices

Prepare monthly revenue forecast

Got a different task in mind? Describe it

How Does a Simpro AI Agent Work

Act on field service updates the moment they happen — with agents on autopilot

1. Route new urgent service requests to the right team

2. Update inventory levels after job completion

3. Send project milestone updates to clients

4. Flag low-margin jobs for review

5. Daily summary of all new service jobs

1. Alert team on budget overruns

2. Create project folders for new jobs

3. Track site safety documentation

4. Notify project owners of completion

5. Weekly budget health check

1. Assign jobs based on technician location

2. Follow up on customer satisfaction surveys

3. Monitor technician shift start times

4. Reorder parts for low stock items

5. Monthly technician performance digest

1. Flag high-value invoices for manual approval

2. Update payment status from bank feeds

3. Notify clients of upcoming invoice due dates

4. Report on tax collected for the month

5. Check for unbilled labour costs

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

New Customer Onboarding Playbook

Job Cost Review Playbook

Inventory Audit Playbook

Technician Handoff Playbook

Customer Feedback Playbook

Project Kickoff Playbook

Milestone Review Playbook

Resource Allocation Playbook

Safety Compliance Playbook

Budget Adjustment Playbook

Technician Onboarding Playbook

Equipment Audit Playbook

Shift Planning Playbook

Service Quality Playbook

Stock Reorder Playbook

Invoice Processing Playbook

Payment Reconciliation Playbook

Credit Limit Playbook

Tax Compliance Playbook

Revenue Forecasting Playbook

Connect Simpro + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Simpro AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Simpro AI Agent