AI-Agents working with Simpro
Choose a ready-to-run Agent that connects to Simpro and handles recurring work for you.
Send Customer Balance Report
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
Works with
45 tools
45 tools
Send Due Date Reminders
Your task owners get due date reminder emails before deadlines, and you get a summary when work falls behind or owner details need fixing.
Works with
32 tools
32 tools
Clarify Material Requests
Your storekeeper gets a clear materials requisition in the request thread, or the exact questions needed to finish an incomplete request.
Works with
12 tools
12 tools
Return Supplier Forms
Your suppliers can fix legal name or address conflicts on their original forms before onboarding moves forward.
Works with
5 tools
5 tools
Draft Purchase Orders
Get draft purchase orders for missing materials on upcoming ServiceM8 jobs, with job notes that flag gaps before crews start work.
Works with
4 tools
4 tools
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