Simpro AI Agent — fixed-price package - Simpro Quote Drafting Agent — Same-day quotes from inbound email, shipped in 6 weeks

A focused AI agent that reads inbound quote requests and scope-of-works PDFs, matches them to your Simpro cost catalogue, drafts the quote, attaches photos, and parks it in Simpro for your PM to review and send. Fixed price, fixed scope, ships in 6 weeks. Read the full architecture in our Simpro AI agent guide.

AUD fixed price
$34,995
From kickoff to live
6 wk
Quote turnaround
Same-day
Aware from day one
Multi-co.

Where simpro multi-trade shops lose time today

  • Quote requests arrive as multi-paragraph emails with PDF scopes attached, and turning them into a properly costed Simpro quote takes a senior PM 60–90 minutes each.
  • Variations buried in client email replies don't make it into Simpro until invoicing — when they get billed, you discover three of them never got captured at all.
  • Supplier invoices land by email and get matched to jobs and POs by hand, with the AP team chasing variance instead of doing real work.
  • Stale quotes sit in Simpro past 5/10/15 days because nobody has time to draft the follow-up nudges.
  • Cost catalogue accuracy drifts because the people who know which line items are stale are the ones too busy to clean it up.
  • Quote drafting alone burns 12–20 hours of senior PM time per week — and that is the bottleneck on revenue, not delivery.

AI workflows for simpro multi-trade shops - What we build for simpro multi-trade shops

Every engagement is fixed price and founder-led. We scope, ship, and support — typically 2–8 weeks from kickoff to production.

  • Inbound quote request → draft Simpro quote. Reads the email, reads the attached scope-of-works PDF, identifies the client and site (or creates them), maps requested scope to your Simpro catalogue, drafts the quote with photos attached and the right cost centre. PM reviews and sends.
  • Catalogue gap detection. When a parsed scope item does not match your catalogue with high confidence, the agent flags it and proposes the closest match — turning the catalogue cleanup from a one-off project into a continuous process.
  • Custom field extraction. Site contact mobile, after-hours access, special insurance requirements — anything the PM normally re-keys into custom fields gets extracted from the email and written through the API.
  • Multi-company aware from day one. If your group runs multiple companies in one Simpro instance, the agent knows which company each request belongs to from sender, domain, and content cues — no manual routing.
  • Audit log + threshold rules. Every AI decision is reproducible. Hard rules for quotes over your dollar threshold, new clients, and projects exceeding scope value triggers keep PMs in the loop where it matters.

Why Sandlabs - Built for Simpro, not a generic agent template

Most "Simpro AI" pitches in 2026 are either Simpro's own native features (still in development) or platform-agnostic agents that have never seen a Simpro cost catalogue. We build directly on the Simpro REST API with OAuth 2.0, designed around your catalogue and custom fields from day one.

  • Fixed price, no scope creep. $34,995 AUD covers scoping, build, catalogue mapping, training, and the first 30 days of supported live operation.
  • Simpro API native. OAuth 2.0 authentication, full coverage of jobs, quotes, custom fields, cost centres, and catalogue. No screen scraping, no browser automation.
  • Catalogue-aware. The agent uses your Simpro cost catalogue as a knowledge anchor, with confidence scoring on every line item match.
  • Multi-company native. Built for groups that run several companies in one Simpro instance. Routing logic is part of the scoping, not bolted on later.
  • PM stays in control. Every drafted quote sits in Simpro for review before going to the client. The agent saves the data-entry hours; the PM keeps the relationship.
  • Founder-led delivery. One senior partner from scope to ship. No account managers, no offshore handoffs.
What does the $34,995 AUD Simpro Quote Drafting Agent package include?
Scoping and architecture, OAuth 2.0 integration, the brain and knowledge layers including a mapping of your Simpro cost catalogue, custom field extraction logic, the governance dashboard with review queue and audit log, and the first 30 days of supported live operation. Multi-company configuration is included if your Simpro instance has multiple companies.
Why is Simpro 6 weeks instead of 4?
The Simpro build takes longer than AroFlo or ServiceM8 because of cost catalogue complexity, custom field configuration, and multi-company routing. Week 1 is scoping and catalogue analysis, weeks 2–4 are build and integration, weeks 5–6 are shadow-mode testing and tuning before go-live.
What if our Simpro cost catalogue is in poor shape?
Common situation. The agent's pricing accuracy is a function of catalogue quality, so the first month often surfaces gaps faster than a manual cleanup ever would. We include catalogue mapping in the engagement and flag stale or duplicate entries as the agent finds them. Major catalogue rebuilds are out of scope but we will scope them separately if needed.
Can the agent work alongside Simpro's native AI features?
Yes. Simpro is actively developing native AI capabilities, mostly focused on internal automation triggers and templated reports. Our agent operates on the unstructured input layer — email, PDFs, photos — that Simpro's native automations can't reach. The two are complementary, not competing.
How does this handle quotes that need an estimator on drawings?
The agent does scope-from-email well; it does not do take-offs from construction drawings. For drawing-based estimates, the estimator does the take-off as today and the agent handles the data entry into Simpro once the numbers are agreed. We scope explicitly to keep the agent on the right side of that boundary.
Will this break when Simpro releases an API update?
Properly built integrations are resilient to typical Simpro releases because the agent uses the documented REST API rather than the user interface. Simpro versioning and deprecation is well-managed and gives integrators long lead times. Maintenance retainers cover the rare cases that need adjustment.

Further reading - Before you scope your AI project

The cost, scoping, and architecture questions we get most often — answered.

Let's build something great together.

Melbourne, Australia — serving founders worldwide. [email protected]