AI that answers from your live Simpro.
Customers ask where their electrician is. Owners ask what's overdue. The Leadout AI Agent for Simpro looks it up in Simpro at the moment someone asks, and answers in plain words: by text, chat or phone, or in Leadout CRM.
Read-only first · Your own Simpro key · Every lookup logged
Three people ask about the job. One has a Simpro login.
Your office can look things up in Simpro. Your customers can't, and the owner rarely has the time.
The receptionist
Answers "is the sparky still coming?" and "did you get my quote?" from the job and the quote in Simpro, and puts new work into Simpro.
See the receptionist →The assistant
Ask in plain words: which quotes have waited two weeks, what's finished but not invoiced, who's booked Thursday. Answered from a year of Simpro history, inside Leadout CRM: 30 of 30 test questions right on a working Simpro build.
The morning brief
Today's bookings, quotes waiting more than seven days, invoices more than 30 days overdue and jobs not yet invoiced. Then ask it anything else.
Simpro's own AI helps your team inside Simpro. Ours answers where your customers and your CRM are. They work side by side.
Questions owners and managers ask every day.
Type them into the AI assistant in Leadout CRM, the way you'd ask the office. The answer comes from your live Simpro, in plain words.
Money
What you are owed, and what is slipping.
- Who owes us money, and how much is overdue?
- Which invoices are more than 30 days overdue?
- Which customer has the biggest overdue invoice?
- What's finished but not invoiced?
Quotes and sales
Where the next work is coming from.
- Which quotes have been waiting more than two weeks?
- What quotes did we send last week?
- Has [customer] accepted their quote?
- Any new leads this week?
Jobs and the team
Who's where, and where there's room.
- What's on today?
- Who is free Thursday afternoon?
- What's [technician] doing tomorrow?
- Where are the gaps in next week?
Customers and the week
The history, without opening five screens.
- Give me a rundown on [customer]: open jobs, quotes and invoices.
- What work have we done at [address]?
- What did we finish yesterday?
- How did last week go?
Ask something it can't see, like the margin on a job, and it says so. It never guesses a number.
Each login answers what its role allows: owners see the money, and no login sees pay rates or bank details.
Read from Simpro when the question comes in.
A sync copies a record when its status changes, so by the time someone asks, the copy can be out of date. These agents read Simpro at the moment of asking.
Jobs
Where each job stands, the booked visit, and which technician is on the way.
Quotes
Still being priced, sent and when, or accepted.
Invoices
What's owed, what's overdue, and by how long.
Customers and sites
The history at an address: past jobs and open work.
The agents only read. Anything that writes to Simpro is a separate part you switch on, and nothing ever deletes.
Each login sees what its job needs.
Customers, the office and the owner each get their own login, with its own limits.
Your own Simpro key
The connection uses an API key from your own Simpro build, read-only to start. Turn the key off and it stops.
No prices for customers
Customer-facing agents never get quote totals, invoice amounts or bank details.
No pay rates for anyone
No login sees pay rates, bank details or tax file numbers.
Looked up, not copied
It reads Simpro when asked. The log keeps which records were read and when, not what they said.
Not used to train AI
Your Simpro data answers your questions and nothing else.
Customers know it's AI
The receptionist says it is AI, offers a person, and announces recording before a call is recorded.
General information, not legal advice.
Enquiries in. Milestones out.
The agents sit on the same connection that puts new work into Simpro and sends each milestone back to your CRM.
Into Simpro
A form, chat or call becomes a Simpro customer, site and quote, with the customer's own words in the private notes.
See the integration →Back to your CRM
Quotes sent, accepted or declined, jobs booked and completed, invoices paid or overdue, in your CRM within seconds.
See the integration →In your CRM and your pocket
Ask questions, run automations off Simpro and take actions, from Leadout CRM on your desk or your phone.
See it in your CRM →Your CRM's agent, or a chat assistant?
Claude and ChatGPT can connect to Simpro through an MCP server too. Here's how that compares with the AI Agent for Simpro working inside Leadout CRM.
| A Simpro MCP in Claude or ChatGPT | The AI Agent for Simpro | |
|---|---|---|
| Who uses it | Staff with a Claude or ChatGPT seat | Your customers, the office and the owner |
| What starts it | Someone types a question | A customer's text, a form, a Simpro milestone, or a question from your team |
| Your customers | It isn't built to talk to them | New enquiries go into Simpro, and their job and quote questions are answered by text, chat and phone |
| Simpro events | It waits to be asked | Quote, job and invoice milestones run your workflows |
| Writing to Simpro | Whatever the server allows, whenever the AI decides to call it | Only the workflow steps you switch on. No duplicate customers, no deletes, and paperwork approved by a person |
| Who sees what | Usually everything the API key can see, for everyone using it | A login per role: no prices for customers, and no pay rates or bank details for anyone |
| The tools | Endpoint by endpoint: create, update, list | About 25 task-level questions, plus actions built for the job |
| A record | Each person's chat history | A log of every lookup and write: which login, which record, when |
| Where it lives | The Claude or ChatGPT app | Leadout CRM, beside your contacts, conversations and pipelines |
Claude or ChatGPT is better for
Open-ended thinking: analyzing a quarter's jobs, drafting a tender, or mixing Simpro with your email and documents. Great for one person's own questions.
The AI Agent is better for
Running the business: enquiries into Simpro, milestones moving your pipeline, texts going out and customers answered, with nobody opening a chat.
It isn't either/or. The AI Agent's MCP server can connect to Claude and ChatGPT too, through the same role-limited logins. Use them for the thinking, and the AI Agent for the running of the business. See the AI Agent inside Leadout CRM.
Your questions first. Then live.
- 01
A read-only key
You make an API key in your Simpro. We connect it read-only.
- 02
Your own questions
We test it on the questions your office and your customers actually ask, from your own week.
- 03
One place first
Text and chat, or the office assistant. You see every answer it gives.
- 04
A month later, we check
What it got right, what it handed to a person, and what to switch on next.
If an agent can't answer a question well from Simpro, we say so before you pay for it.
Leadout CRM, with the AI Agent for Simpro built in.
Leadout Pro is Leadout CRM connected to your Simpro by the Leadout AI Agent for Simpro, with a website we build and host for you. US$299 a month after 30 days free.
Leadout CRM
Contacts, conversations, pipelines, the receptionist and your follow-ups in one place, on desktop and in the mobile app.
The AI Agent for Simpro
Enquiries into Simpro, milestones back out, answers from live Simpro and paperwork read for you. All included.
A website, built for you
Up to 20 pages, written, built and hosted while you're a member.
Already on HighLevel or Lana? Don't open a new account: move yours across and keep every contact and conversation.
Ask about the AI Agent for Simpro.
Tell us what you'd like it to do in your Simpro. It comes straight to us, and a person replies within one business day.
AI for Simpro, answered.
Is this Simpro's own AI?+
No. Simpro's AI works inside Simpro for your team. This is Leadout's, built on Simpro's public API, and it answers outside Simpro: by text, chat and phone for customers, and in your CRM for the office. We set up Simpro's AI too, on the Simpro page.
Does it change anything in Simpro?+
The agents only read. Putting new enquiries into Simpro is a separate part you switch on, and nothing ever deletes.
Do we need anything from Simpro?+
An API key from your Simpro build. We'll check yours on the call.
Do we need Leadout CRM?+
Yes. The AI Agent for Simpro runs inside Leadout CRM. Already on HighLevel or Lana? Move your account across and keep everything.
What does it cost?+
It comes with Leadout Pro: US$299 a month after 30 days free, with Leadout CRM and a website built for you.
Is Leadout a Simpro partner?+
No. Leadout is independent of Simpro Group. You keep buying Simpro from Simpro.
Ask your Simpro a question.
Fifteen minutes. Bring the question your office answers ten times a week, and we'll tell you whether an agent can answer it from Simpro.
Hayden Nosatti · Leadout · Sydney