About this webinar
Your office knows exactly what needs doing. The manual part is getting it into Simpro: finding the customer, creating the job, copying in the details, then moving to the next screen. That happens again for every email, photo and spreadsheet that comes in.
JustDo, your AI Operations Agent in Simpro Lightning, changes that. Instead of hunting for buttons or digging through sub-menus, you tell it what you want in plain English:
“Create a job from this email.”
“Start a quote from this PDF.”
“Add a follow-up task to every overdue job.”
“Raise purchase orders on the jobs that need materials.”
JustDo prepares the work in your Simpro records, checking for existing customers along the way, and shows you a preview. Nothing is saved until you approve it, and JustDo works within each user’s existing permissions.
Trade businesses spend about 18.5 hours a week on administration (Simpro Group internal benchmark). JustDo takes the repetitive part of that off your team, so the same office can take on more work without adding headcount.
What you'll learn
- How to turn emails, photos and spreadsheets into jobs and customers
- How to start quotes from an email, a PDF or a single sentence
- How to handle bulk admin, such as creating tasks or raising purchase orders across jobs, with one instruction
- How the preview, approval and user permissions keep you in control
JustDo comes with Simpro Lightning, the platform upgrade for Simpro. Early Access starts November 9, 2026, with general access rolling out in the coming weeks. If you’re not on Simpro Lightning yet, this is the best way to see what the upgrade gives your office.
Can’t make it live? Register anyway and we’ll send you the replay.
Speaker
Dave McCarthy
VP Product, Platform
Simpro