How can field service companies on Simpro recover ops manager time?
Field service companies on Simpro recover roughly 30 hours per week per ops manager by deploying a computer-use agent that uses Simpro the way a person does. It opens jobs from inbound calls, chases unaccepted quotes, updates dispatch ETAs, places debtor calls and writes every outcome back into the job and customer records. No new system, no API project, no engineer retraining.
What teams running Simpro recover, in their first quarter.
The same digital workforce, the same Simpro environment, no new system to learn.
Simpro is where the job lives. The admin lives in 9 other places.
Inbound call goes onto a notepad. Quote sits in someone's outbox. ETA gets WhatsApped to the customer. Invoice chase happens on a different screen. Engineer notices an upsell on site and forgets to mention it back at the yard.
Jobs to schedule
3,000 a month across sites. Each one needs the right engineer, the right kit, the right SLA.
Invoices to raise & chase
1,500 a month reconciled with Xero or Sage. Debtors aging while the desk runs the next callout.
After-hours calls
100% to voicemail. The 9pm emergency books itself somewhere else by morning.
Engineer add-ons
Spotted every day on site. Almost none get logged in Simpro by the time the engineer drives home.
A digital worker that uses Simpro the way your team does.
No API project. No middleware stack. No risky integration that breaks at every Simpro release. The agent opens Simpro, clicks the screens, types the forms, saves the record. Same workflow your dispatcher uses today.
It reads Simpro to know which jobs need ETA updates, which quotes are overdue, which customers haven't paid. Then it writes back the way a human would: into the job log, the customer record, the invoice queue, the engineer's run sheet.
Your engineers keep using the Simpro mobile app. Your dispatcher keeps the schedule board. Nothing changes on the floor. The work that never got done starts getting done.
What the agent does, inside Simpro
- Opens jobs from inbound calls & forms
- Chases unaccepted quotes, captures wins
- Updates job statuses & dispatch ETAs
- Places debtor calls, logs outcomes
- Reads, writes & reports straight to Simpro
Two digital teams. One finds the gaps. The other fills them inside Simpro.
Insight runs continuously and gets sharper the more jobs it sees. Action does the work in Simpro itself.
Watches everything around the jobs.
Connect call recordings, Simpro logs, engineer voice notes, photos and the customer inbox. The insight team surfaces what's slipping: missed callbacks, overdue ETAs, unaccepted quotes, repeat issues mentioned on site, debtors aging past 60 days.
- Per-branch answer-rate scorecards
- Overdue ETA & SLA breach alerts
- Quote pipeline by customer & engineer
Does the work in Simpro.
Opens jobs from inbound calls. Chases unaccepted quotes. Updates ETAs. Places debtor calls. Captures engineer voice notes and writes add-on work into Simpro. After-hours triage so a 9pm emergency is a job on the board, not a voicemail.
- 24/7 inbound call answering & new-job creation
- Quote chase, customer callback & debtor calls
- Engineer voice-note capture, add-on logging
Every action your team does in Simpro, only without the queue.
Everything written back to the right record, every action timestamped, every outcome searchable.
- Inbound call answering, qualification, new job creation
- After-hours and weekend emergency callout triage
- Unaccepted quote chase with reason capture
- Job status, ETA and customer SMS updates
- Debtor calls, payment-plan capture, contact-note write-back
- Engineer voice-note & photo capture, add-on work logged
- Customer callbacks, recall-list management, reactivation
- Invoice reconcile assist with Xero, Sage and QuickBooks
Hiring another ops admin vs. switching one on inside Simpro.
Same outcome, two very different operating models.
| Another ops admin | AIOS computer-use agent | |
|---|---|---|
| Time to productive | 3 to 6 months | 4 weeks to live in Simpro |
| Annual cost | £32,000+ salary, NI, kit | A fraction of a single hire |
| Coverage | 37.5 hrs Mon to Fri | 24/7/365 including bank holidays |
| Tabs open at once | 2 to 3 before mistakes start | Unlimited, no context-switching tax |
| After-hours emergency | Voicemail until morning | Job created in Simpro within minutes |
| Unaccepted quotes chased | The ones they remember | Every quote, every morning |
| Audit trail | Whatever got typed up | Every action timestamped to Simpro |
| Adding another branch | Another hire | Configuration change |
A 6-branch M&E and FM contractor. 30 hours a week recovered. 100% of after-hours jobs into Simpro.
A multi-site mechanical, electrical and facilities-management contractor running Simpro across 6 branches. They knew they were losing emergency callouts after 5pm but couldn't see how many. Quotes sat unanswered for weeks. Engineers spotted upsell on site every day; nobody logged it.
We deployed an AIOS computer-use agent that answers the inbound line, opens new jobs straight into Simpro, runs the unaccepted-quote list every morning, captures engineer voice notes from site and writes the add-on work back into the job record. Debtor calls placed nightly. Contact notes saved to the customer record before the cup of tea goes cold.
Inside the first quarter: 30 hours per week of ops manager time recovered, 100% of after-hours emergency callouts booked into Simpro on the night they came in, and 6x return on the team they already pay for.
Everything operators ask before going live in Simpro.
Yes. The agent answers the inbound call, qualifies the customer, captures the site address and fault, and opens a fully-populated job inside Simpro. The dispatcher sees a live job on the board, not a voicemail.
No. The agent uses Simpro the same way your team does. It opens the application, clicks through the screens, fills the forms and saves the record. There is no engineering project on Simpro's side, no risky middleware and no waiting on integration tickets.
It runs the unaccepted quote list every morning, calls the customer, captures the win or the reason for the no, and updates the quote status inside Simpro. The notes go back onto the customer record so the next conversation has context.
The agent answers the call, triages the fault using your escalation rules, captures access details, opens the emergency job inside Simpro and sends the dispatch alert to the on-call engineer. When the engineer arrives in the morning, the job is already on their board with the customer history attached.
No. Engineers keep using the Simpro mobile app exactly as they do today. The agent listens to their voice notes and reads the photos they upload, then captures the add-on work, cross-sells and repeat issues mentioned in passing and writes them into the job and customer records.
Yes. After Simpro raises the invoice, the agent runs the debtor list, places the chase call, captures the customer commitment or dispute reason, and writes the contact note back onto the customer record. Whatever accounts package sits behind Simpro keeps doing what it does.
See where Simpro is leaving money on the board.
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Deployed across 120+ UK businesses in dental, pharmacy, automotive, field services and franchise networks.