Simpro Integration
Connect your Simpro platform to Centrus AI and empower your team with instant access to job workflows, customer data, engineer schedules, and asset information through conversational AI.
How It Works
Contact us to request Simpro integration
Reach out to our team to initiate the Simpro integration setup process.
Provide your Simpro API credentials
We'll guide you through obtaining these credentials from your Simpro account.
We configure the integration and test connectivity
Our team handles the technical setup and ensures everything is working correctly.
Activate read/write access to selected modules
Choose which Simpro modules to connect: jobs, schedules, customers, or assets.
Start asking questions immediately
Your team can now query live Simpro data via WhatsApp or the web app.
Key Features
Page 1 of 2
All Simpro key features
- Real-time job data access via natural conversation
- Engineer schedule and availability lookups
- Full customer and site history retrieval
- Worksheet notes, forms, and compliance visibility
- Quote and invoice management in-chat
- Asset tracking and maintenance history checks
- Job status updates and completion tracking
- Resource, absence, and workload checks
- Address and postcode-based job activity search
- Attachment and photo retrieval from live jobs
- Purchase order workflows and financial visibility
- Spreadsheet exports for finance and operations
Common Use Cases
Engineers asking "What jobs do I have today?" via WhatsApp
AI ChatField engineers get their daily schedule instantly through WhatsApp without logging into Simpro.
Checking full job details by reference
AI ChatOffice teams pull live Simpro job details, worksheets, notes, and attachments to answer customer queries quickly.
Getting complete job history at a site
AI ChatTeams retrieve historical jobs and service notes at an address before quoting, dispatching, or planning follow-up work.
Supervisors checking engineer capacity
AI ChatManagers ask who is available tomorrow, check absences, and review workload to schedule urgent jobs faster.
Checking job status and completion dates
AI ChatAnyone can ask for live updates on open jobs, recently completed work, and service history by client or site.
Asset service history before site visit
AI ChatEngineers review asset maintenance records, previous faults, and warranty context before arriving on-site.
Page 1 of 2
All Simpro AI use cases
- AI Chat: Engineers asking "What jobs do I have today?" via WhatsApp. Field engineers get their daily schedule instantly through WhatsApp without logging into Simpro.
- AI Chat: Checking full job details by reference. Office teams pull live Simpro job details, worksheets, notes, and attachments to answer customer queries quickly.
- AI Chat: Getting complete job history at a site. Teams retrieve historical jobs and service notes at an address before quoting, dispatching, or planning follow-up work.
- AI Chat: Supervisors checking engineer capacity. Managers ask who is available tomorrow, check absences, and review workload to schedule urgent jobs faster.
- AI Chat: Checking job status and completion dates. Anyone can ask for live updates on open jobs, recently completed work, and service history by client or site.
- AI Chat: Asset service history before site visit. Engineers review asset maintenance records, previous faults, and warranty context before arriving on-site.
- AI Chat: Pulling site access notes and requirements. Engineers ask for entry instructions and site-specific guidance from historical records before attendance.
- AI Chat: Quote and invoice information on demand. Teams retrieve quote and invoice data linked to Simpro jobs without switching systems.
- AI Agent: Auto-send completion updates after job close. A Simpro-triggered agent detects completed jobs and sends structured customer updates automatically.
- AI Agent: Daily engineer schedule notifications. A scheduled agent queries Simpro each morning and sends each engineer their day plan automatically.
- AI Agent: Auto-follow-up workflow for outstanding quotes. An agent tracks sent quotes, sends timed follow-ups, and escalates to managers when responses are delayed.
- AI Agent: Email alert to Simpro job creation. An automation agent reads incoming provider alerts, creates Simpro jobs, and notifies managers for review.
Ready to connect Simpro?
Transform how your team accesses job data with AI-powered conversations.
Book a demo