integrations

AI agents for Simpro

Polytask agents turn emailed requests into leads and jobs in Simpro, keep the schedule moving and raise the paperwork when a job changes.

sound familiar?

Every job throws off admin at every stage.

Requests need entering, accepted quotes need turning into jobs, and finished work needs invoicing, usually when you’re out on site.

Reads the request and creates the customer, site, lead or job in Simpro.

Starts when a quote is accepted, converts it into a job and schedules the work.

Raises invoices and purchase orders, and records payments and receipts.

A job status change, an accepted quote or a new invoice can start an agent straight away.

an example

your control

You decide which accounts each agent can reach, and you can limit a connection to reading only.

Choose the actions that need someone’s OK first, and the right person on your team gets the request.

A rehearsal reads your real data and only simulates changes, so you see what it would have done.

to be clear

Agents email and text customers through Polytask, rather than from inside Simpro.
Timesheets are read-only.
Your Simpro admin creates the connection details, and we’ll set this up with you.

questions

Can Polytask start from something that happens in Simpro?: Yes. A job status change, an accepted quote or a new invoice can start an agent straight away.
Can it create invoices in Simpro?: Yes. An agent can raise invoices and purchase orders, and record payments. You can require someone’s OK first.
Can I try it without changing anything in Simpro?: Yes. A rehearsal reads your real data and only simulates changes, and you get a list of what it would have done.

Tell us the job that keeps landing back on your desk, and we’ll show you what an agent would do with it.

Nothing important goes out without your OK — from the first minute.