From Inbox to Job: Put JustDo to Work in Your Office

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

Speaker

Dave McCarthy

VP Product, Platform
Simpro