The Nitty Gritty
Work Notes AI now available in Simpro Mobile
New Process Management course in the Learning Toolbox
Time-saving product enhancements you asked for
A new Heroes of the Trades spotlight
Free training and business-growth events
What’s New?
Work Notes AI - Now Live in Simpro Mobile
Work Notes AI offers enhanced assistance in Simpro Mobile to generate, edit, and complete job-related work notes. With AI-powered suggestions, you get:
- Clear, detailed notes generated automatically
- Intelligent spelling and grammar corrections
- High-quality documentation with less effort.
Simpro Learning Resources
New Course: Build Your Business, Process Management
Our new course in the Simpro Learning Toolbox, developed with Kelly Green from Modus Operandi, helps you:
- Document existing processes
- Identify inefficiencies
- Design smoother, scalable workflows
- Maintain improvements over time
Take control of your processes and work smarter every day.
Enroll now and share your feedback to help us create future courses that matter to you.
Release Highlights
Thank you for your continued submissions through the Simpro Product Portal. Your ideas drive our improvements.
New: Check-in/out notes for plant & equipment
Save time and increase accountability by adding notes when checking plant and equipment items in or out.
Explore the full product update.
Don’t forget to visit the Product Portal to see what’s coming next, explore mock-ups, submit ideas, and vote on features.
Find it under Help -> Product Portal in the System menu
Heroes of the Trade
“People are the pillar of your business. If you don’t have the right people, then you can’t operate. Systems are the next part… then processes.”
— Dawn Lawrie, Group Systems Director, Virtual FM
AI is shaping nearly every workflow in the trades — but as Dawn shares in this month’s Heroes of the Trades story, true innovation starts with clear systems, strong processes and connected teams.
This year’s Simprosium Innovation in Operations Award winner, Virtual FM, shows how solid fundamentals allow technology to accelerate what already works.
Have a story worth sharing? Submit it here and Jamie James from our marketing team will be in touch.
Partner Spotlight
New Partner Integration
Pylon is an end-to-end solar design and proposal platform that helps installers create accurate layouts and professional proposals.
With the new integration:
- Sync customers sites, proposals, and project details directly to Simpro
- Automatically attach completed proposals and PDFs to the correct job
- Trigger automated job creation to ensure nothing gets missed
A smoother handover from sales and design to delivery.
Solve the Four Major Problems Every Trades Business Faces
Join Resvita’s 90-minute “Handle It” session and get practical strategies to grow your business.
You’ll learn how to:
- Generate high-quality leads
- Convert work profitably
- Boost sales with the Popcorn Method
- Build and keep a high-performing team
Get the roadmap to sustainable growth.
Refer a Friend
Do you know anyone who could benefit from using Simpro?
For every new company you refer that becomes a Simpro customer, you'll receive a gift card or a unique gifting experience valued at up to $500. Plus, there's no limit to how many companies you can refer!
The more companies you refer, the better your chances of winning big!
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