Simpro

• New jobRuns when a job is added in Simpro, with its customer, site, stage and dates. Jobs already there when the workflow is turned on don't start it.
• Job stage changedRuns when a job moves to the stage you choose, such as Complete, or is added in it. Moves made before the workflow was turned on don't start it.
• Job status changedRuns when a job is given the status you choose, one of your build's own. Changes made before the workflow was turned on don't start it.
• New job noteRuns when someone adds a note to a job, such as a technician on site, with what it says and who wrote it. Notes already there when the workflow is turned on don't start it.
• New quoteRuns when a quote is added in Simpro, with its customer, site and totals. Quotes already there when the workflow is turned on don't start it.
• Quote stage changedRuns when a quote moves to the stage you choose, such as Approved when it is won, or is added in it. Moves made before the workflow was turned on don't start it.
• Quote status changedRuns when a quote is given the status you choose, one of your build's own. Changes made before the workflow was turned on don't start it.
• Quote accepted by customerRuns when a customer accepts a quote, so Simpro shows it as Accepted. Quotes accepted before the workflow was turned on don't start it.
• New invoiceRuns when an invoice is raised in Simpro, with its customer, jobs, amounts and due date. Invoices already there when the workflow is turned on don't start it.
• Invoice paidRuns when an invoice is fully paid. Invoices paid before the workflow was turned on don't start it.
• New leadRuns when a lead is added in Simpro, with its customer, site and follow-up date. Leads already there when the workflow is turned on don't start it.
• New customerRuns when a customer is added in Simpro, a company or a person, with their contact details and address. Customers already there when the workflow is turned on don't start it.
• New siteRuns when a site (a place work is done) is added in Simpro, with its address and customers. Sites already there when the workflow is turned on don't start it.
• New schedule entryRuns when time is booked in the schedule, such as a technician booked on a job, with who, when and what for. Bookings already there when the workflow is turned on don't start it.

• Find customersFind customers by name or email, newest first: companies, individuals or both. Leave every field blank to list the newest.
• Get customerGet a customer's details: contact details, address, sites and how much they owe.
• Create company customerAdd a business as a customer, with its contact details and address.
• Create individual customerAdd a person as a customer, such as a homeowner, with their contact details and address.
• Update customerChange a customer's details, or archive them. Fields left blank keep what they have.
• Find sitesFind sites (the places work is done) by name or street, newest first. Leave both blank to list the newest.
• Get siteGet a site's address, customers and notes, such as for a technician's directions.
• Create siteAdd a site: a place work is done, linked to the customer it belongs to. Jobs, quotes and leads each need one.
• Find jobsFind jobs by stage, customer, site, name or issue date, newest first. Leave every field blank to list the newest.
• Get jobGet a job's details: its stage and status, customer, site, dates, people and totals.
• Create jobAdd a job for a customer at one of their sites, with what it is for and when it is due.
• Update jobChange a job's name, description, customer, site, due date or people. Fields left blank keep what they have. To move it on, use 'Change job stage or status'.
• Change job stage or statusMove a job to another stage (such as Complete), to one of your build's statuses, or both.
• Add job noteAdd a note to a job, such as a call with the customer, optionally shown to the customer or given to someone to follow up.
• Find quotesFind quotes by stage, customer, site, name or issue date, newest first. Leave every field blank to list the newest.
• Get quoteGet a quote's details: its stage and status, whether the customer accepted it, its customer, site and totals.
• Create quoteAdd a quote for a customer at one of their sites, ready for your team to price in Simpro.
• Change quote stage or statusMove a quote to another stage (such as Complete, when it is ready to send), to one of your build's statuses, or both.
• Convert quote to jobTurn a quote the customer agreed to into a job, as converting it in Simpro does, and get the new job.
• Find invoicesFind invoices by customer, issue date or whether they are paid, newest first. Leave every field blank to list the newest.
• Get invoiceGet an invoice's amounts, due date, the jobs it bills and whether it is paid.
• Create leadAdd a lead: work a customer may want, before it is quoted, such as an enquiry from your website.
• Find schedule entriesList the time booked in the schedule on the days you choose, for one person or everyone, such as tomorrow's jobs.
• Find employeesList your employees by name, with their position, email and phone.
• Delete recordDelete a customer, site, job, quote or lead from Simpro for good. It can't be undone.

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