Claude + Simpro — AI Co-pilot for Field Service | Platinum Consultants
Quotes built in seconds.
Jobs created and scheduled in one message.
AR reviewed on demand.
Reports run on a sentence.
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Everything Claude can touch

Customers & Sites Contacts Quotes Jobs Recurring Jobs Schedules Invoices Payments Credit Notes Purchase Orders Assets Work Orders Leads & Pipeline Employees Contractors Vendors Catalogue Prebuilds Contracts Plant & Equipment Tasks Reports & WIP Attachments Setup Data
What Claude can do

Every area of your Simpro, available in a sentence.

Claude has full read and write access across your entire Simpro data model — the same operations your team runs every day, just without the clicking.

Customers, Sites & Contacts
Search by name, tag, or group — partial matches work. Create customers with full address, ABN, and a primary site in one go. Look up any contact globally without knowing which customer they belong to. Add and link contacts across customers and sites in a single step.
Quotes
Build a complete quote — sections, cost centres, line items, labour, prebuilds, service fees — in one conversation. Search and filter by stage, customer, value, or date. Convert to a job and schedule the first tech in the same message. Set forecast values for pipeline reporting.
Jobs
Create jobs with full structure in one go. Search and filter by any combination of stage, customer, status, tag, or date. Move jobs between stages in bulk. Reassign technicians across multiple jobs in one operation. Read or append activity logs. Manage service fees on cost centres.
Recurring Jobs & Maintenance Plans
Search recurring job templates by stage, customer, or date. Read any template's full configuration — cost centres, schedule pattern, line items. Trigger a recurring job to generate a live job immediately when a customer calls in outside their normal schedule.
Schedules & Dispatch
Schedule techs with date, time, and rate. Update, swap, or cancel schedule blocks. Block out non-job time — training, leave, time-off. View one tech's complete day or week. See every dispatch entry across the whole company on any given date.
Leads & Pipeline
Search leads by stage, value, salesperson, or date. Read full lead records including notes and activity history. Update fields, close won or lost with a reason in a single message. Run a full pipeline view grouped by stage with total value and count.
Invoices, Payments & AR
Create, search, and update invoices. Record a single payment or allocate one EFT across multiple invoices simultaneously. Create credit notes and apply them against specific invoices. Run AR aging buckets on demand. List completed jobs not yet billed — your ready-to-bill worklist with the gap on each.
Vendor Orders & Receipts
Create stock or job POs — or mix both in one order. Move POs through their lifecycle from Pending to Closed. Record full or partial receipts with invoice numbers and freight. Handle supplier credit notes. Attach the supplier's invoice PDF in the same step as the receipt.
Catalogue, Prebuilds & Stock
Search and create catalogue items with vendor links, trade prices, and tax codes. Link suppliers with their part numbers and costs. Create and update prebuilds — add or change components, adjust labour, refresh pricing. Add stock lines to job cost centres from any storage device.
Employees & Contractors
Create employee records with logins, security groups, pay rates, and mobile licences. Update roles, reset passwords, promote to project manager or salesperson. Add contractors to job cost centres, update their allocations, and view their invoices and timesheets — all in chat.
Assets & Maintenance
Search assets at any site. Pull full test histories across every work order ever performed against an asset. Record test results with photos. Create work orders, approve and complete them. Pull the full compliance history for any asset — every test, reading, and failure point.
Customer Contracts
List all maintenance and service contracts attached to any customer. Read full contract records. Create new contracts and update existing ones — dates, values, and notes — without navigating to the record.
Plant & Equipment
List and manage the vans, ladders, lifts, and other equipment your business owns. Read full plant item records including assignment and state. Create new plant items and update them — change assignments, track condition, update notes as the business grows.
Tasks
List internal to-dos and follow-ups by entity, assignee, or due date. Create tasks against any entity — customer, site, job, quote — with a due date and assignee. Update status, reassign, add notes, and close out tasks as work progresses.
Reports & Analytics
Sales summaries, revenue trends, quote conversion, AR aging, WIP cost-to-complete (financial and operational), pipeline value, unprofitable jobs, technician workload, customer 360, jobs pending invoicing — all from a single message, with conversational filtering that standard Simpro reports can't match.
Attachments & Documents
List, upload, organise, and download attachments on any entity. Upload many files at once — a full set of site photos lands in seconds, organised into the right folder. Auto-create folder paths like "Invoices/2026/January". Download attachments back when needed.
A day in the life

Real tasks. One message each.

Realistic interactions drawn from ordinary field service days — the natural-language ask on the left, what Claude does behind the scenes on the right.

You ask
"Quote for Hilltop Hospitality — full kitchen exhaust clean and filter replacement at the Mt Lawley site. Project type, two cost centres, 12 hours labour, 8 replacement filters from catalogue."
Claude does
Finds the customer, picks Mt Lawley from their sites, creates a Project quote with two named cost centres, adds 12 hours labour at the standard rate, looks up the filter in catalogue, adds 8 of them, returns the quote number with a direct link into Simpro.
You ask
"Service call from Spudshed Belmont, freezer alarm going off. Job created, put Mark on it for 2pm today."
Claude does
Finds Spudshed Belmont, creates a Service-type job with a Reactive Maintenance cost centre, looks up Mark, schedules him 2pm–5pm at Normal Time, returns the job number plus the editable link.
You ask
"Progress claim time — which jobs are over 70% complete but under 50% billed?"
Claude does
Runs the financial cost-to-complete report across every open job, filters to that exact condition, and presents them in priority order with the dollar gap on each — directly actionable for the claim.
You ask
"Order a 6kW Daikin condenser from Beijer for job 8821 — the team needs it by Friday."
Claude does
Finds Beijer in vendors, searches catalogue for the right condenser, looks up the job's cost centre, creates the PO with the correct allocation, sets the due date, and confirms the PO number.
You ask
"PO 4412 just landed. Vendor invoice number INV-66231, dated today, freight $35, all items received."
Claude does
Reads the PO to confirm what was ordered, creates the receipt with the invoice number and freight, marks all items as received, and updates the PO stage to Received.
You ask
"Coles just paid invoices 5610, 5612, and 5618 with one EFT for $12,400. Record it."
Claude does
Allocates the $12,400 across the three invoices in the right amounts, records the payment, marks each as paid, and confirms the receipt and balances.
You ask
"What's the address and access notes for Subway Joondalup?"
Claude does
Searches sites, returns the full address, zone, public access notes, and any private notes attached to the site — fast, voice-friendly, no need to leave the truck.
You ask
"Pass on the cool room compressor C-04 at Coles Subiaco, illumination 1000 lumens, all checks good. Photo attached."
Claude does
Records the test result against the work order asset, sets all readings to Pass, logs the lumens reading, attaches the photo to the test record, and confirms the test is filed — compliance done in one message.
Power moves

Multiple Simpro operations. One message.

The most powerful interactions bundle multiple Simpro operations into a single sentence — the "how on earth did that just happen" moments.

The daily review
"Show me yesterday's job cards with all test results and photos."
Claude pulls every approved work order, expands each into its full detail, lists assets tested with results and readings, and brings back attachment metadata. Five-to-ten clicks per job becomes one message for the whole day — for compliance trades this is the difference between an hour and a minute.
Customer 360
"Tell me everything happening with Coles right now."
Every lead, every open quote, every active job, and every unpaid invoice for the customer in a single view. Useful before a customer call, an account review, or any conversation about scope.
Technician workload
"What's Mark's week look like?"
Every job schedule, every activity block, and every approved work order for that tech across the date range — one view, no toggling between dispatch and work-order screens.
Quote to scheduled job
"Convert quote 8821 to a job and schedule Mark for next Wednesday 9am to 2pm."
Claude converts the quote, creates the job, identifies the right cost centre, and creates the schedule entry — three operations collapsed into one message.
Multi-invoice payment
"Record an EFT of $12,400 from Acme Industries against invoices 5610, 5612, and 5618."
Claude allocates the payment across the three invoices in the right amounts, marks each as paid, and confirms the totals — one message for what's usually three separate payment entries.
Asset test with photo
"Pass on cool room compressor C-04, illumination 1000 lumens, all checks good. Photo attached."
Records the test against the right work order asset, logs the readings, sets the result, and uploads the photo — field-friendly compliance in one combined operation.
Bulk technician swap
"Reassign all of Mark's open jobs to Sarah."
Finds every open job assigned to Mark and reassigns them to Sarah in one operation, with a summary of what changed.
Settings warm-up
"Warm the cache."
In one call Claude pulls every reference list — tax codes, labour rates, cost centre types, customer tags, service fees, asset types, storage devices, every employee, every vendor, every contractor, and all security groups. The rest of the session runs on cached data without further lookups. Recommended at the start of any session involving record creation.
Why it's worth having

The difference it makes.

The savings aren't just time. They compound across your whole team, every day.

01
Speed
Operations that take 8–15 clicks across multiple screens collapse to a single message. Quote builds, job creation, scheduling, PO creation, customer setup, invoice raising, payment recording — all go from minutes to seconds. If your office runs even ten of these a day, you've reclaimed hours of administrative time that wasn't producing value.
02
Lower training cost
New starters can be productive in Simpro on day one rather than week three. They describe what they need in their own words; Claude knows the underlying structure. The Simpro UI is still there for deeper work, but the everyday tasks no longer require it.
03
Fewer mistakes
Claude searches before creating, so duplicate customers and contacts stop happening. It uses the right tax codes and labour rates from your actual setup data, not from memory. It summarises every change after writing it, so errors get caught immediately rather than at month-end.
04
Hands-free where it matters
On site, in the truck, on the phone with a customer — voice or short-text input is faster and safer than navigating an app. Looking up an address, checking a schedule, recording a test result, creating a follow-up job, taking a photo against an asset test — all conversational.
05
Cross-record intelligence
Claude doesn't see records in isolation. "Which open jobs are tracking over budget on labour hours?" works in one message. So does "what's the average margin on our installation work this quarter?" The platform's reports are powerful but rigid; Claude makes them flexible.
06
Conversational continuity
Give Claude context once — "I'm working on the Westfield project today" — and it sticks for the rest of the conversation. Follow-up requests don't need to repeat the customer name, site, or job number. It feels like working with someone who was in the meeting with you.
07
Always-on availability
Claude doesn't take leave, doesn't take a lunch break, and doesn't have a bad morning. The first quote of the day at 6am and the last record check at 9pm get the same level of capability — no waiting, no handoffs, no follow-up-tomorrow.

What this is really about: Your team's skill is in field service — diagnosing, fixing, installing, project managing, looking after customers. The administrative friction of getting that work into and out of Simpro is overhead. Claude removes most of that overhead by becoming the layer between your team's natural language and the platform's structured data. The platform stays intact. The skill of running it well stays with your people. The grind of clicking through it day-to-day mostly disappears.

Your data stays in Simpro
Claude reads and writes via your Simpro API key. No customer data is stored outside Simpro. Your connector is isolated from every other deployment — your credentials are never reachable from another customer's connector.
Simpro remains the source of truth
Every record Claude creates or updates is a real record in your live Simpro instance, with a real ID, viewable in the standard UI by anyone on your team. Nothing happens in a parallel system.
Confirmation and verification
Claude confirms before anything irreversible — converting quotes, closing POs, recording large payments. After every write, it reads the record back and confirms what actually landed, so errors are caught immediately.
Always improving
The connector is actively maintained by Platinum Consultants. When new capabilities are added they appear in your connector automatically — no action required. Conversations after an update will simply be able to do more.

Ready to see what it can do
in your Simpro?

The fastest way to understand the difference is to try it on a real task. Onboarding takes about 30 minutes — your connector goes live with your data the same day.

Book a Demo