SimPro is the backbone of many Perth trade businesses — managing jobs, quotes, schedules, and invoicing. But SimPro works even harder when it’s connected to your other tools via automation. Here’s how to unlock its full potential.
Connect SimPro to your CRM so leads flow in automatically. When someone fills out your website contact form or chats with your AI chatbot, the enquiry creates a new lead in SimPro without manual data entry. The lead includes contact details, job description, and preferred scheduling — ready for your team to convert into a quote.
Automate quote follow-ups by connecting SimPro to an email/SMS platform. When a quote is sent but not accepted within 48 hours, an automated follow-up goes out: ‘Hi [Name], just checking if you had any questions about the quote we sent for [job]. Happy to discuss.’ This simple automation recovers 15-25% of quotes that would otherwise go cold.
Post-job automation triggers when a job is marked complete in SimPro. The system automatically generates the invoice in Xero, sends a customer satisfaction survey, and requests a Google review — all without your office team touching a button.
Job scheduling notifications keep customers informed. Automated SMS the day before: ‘Your [trade] appointment is confirmed for tomorrow at [time]. [Technician] will arrive in a [vehicle description].’ This reduces no-access situations and improves customer experience.
Perth tradies automating their SimPro workflows report 20-30% higher quote conversion rates and save 5-8 hours weekly on admin.