Enquiries land in Simpro as leads with the details filled in. Big quotes get followed up before they go cold. Overdue invoices and progress claims get chased until they’re paid. You get one report on Monday morning. Built by Miro in Wellington, in your own accounts, for a fixed price.
Fixed prices + GST. Built in your own accounts.
Owner-managed New Zealand firms of about 6 to 50 staff, often towards the top of that range. More techs, bigger quotes, more projects billed in stages. Simpro handles the complexity of the job. The admin between Simpro, the inbox and Xero is where the hours go.
Simpro and Xero already share invoices. With bigger quotes and staged billing, the cost of a missed follow-up is larger too.
Enquiries and tender requests come in by web form, email, text and Facebook. Someone reads each one and retypes it into Simpro. When the office is busy, replies wait.
A large quote goes quiet. A stage finishes. A progress claim passes its due date. Each one should trigger the next step. Today it waits until someone remembers.
Job profit, quote win rate, retentions and who owes what live partly in Simpro and partly in Xero. Putting them side by side is a spreadsheet job most owners don’t get to.
Each one has a number you can count without any analytics. You approve anything a customer sees.
Enquiries from your web form, email, text and Facebook become Simpro leads with the customer, site and scope filled in. AI reads the free-text message and pulls out what your estimator needs. For simple jobs it drafts a quote from your own price list. For bigger ones it gets the lead ready, so your estimator starts from a clean brief.
What you count: time to first reply, and quotes sent per week.
About Enquiry to Quote →Quotes that haven’t been accepted get a follow-up on a schedule you set, with a call reminder for the big ones. Invoices and progress claims reach Xero without retyping. Overdue amounts get reminders that get firmer as they age, then land on your list. Everything stops the moment it’s paid or accepted.
What you count: days to payment, and dollars overdue.
About Get Paid →One weekly view built from Simpro and Xero: profit by job, quote win rate, who owes what and for how long, and how busy each tech is. It arrives Monday morning, in your inbox or a shared sheet.
What you count: the report nobody has to put together by hand.
About the Owner Dashboard →Not sure which flow comes first? For Simpro firms it’s often Get Paid, because the amounts are larger. The optional Flow Map ranks them for you.
Simpro is a big system and many firms use a fraction of it. If a setting you already pay for solves the problem, we’ll tell you on the call and you won’t need us.
Vendors add features often, and plans differ. Check what yours includes before paying anyone, us included.
Simpro has an API that lets approved software read and create leads, quotes, jobs and invoices. Access is set up in your own Simpro account.
The flows run on your own Make, n8n or Zapier account, set up in your name. Xero connects through its standard app connection, the same way your other Xero add-ons do.
We check what your Simpro plan and set-up allow on the intro call, before you pay anything.
More on where your data goes.
Nothing is billed by the hour. You pay your own tool and AI bills directly, at cost, with no markup.
$800 + GST
Your top three opportunities across your tools, ranked, plus a “don’t automate this” list. Credited in full against a sprint booked within 60 days.
$3,000 + GST fixed
One named flow, built in two weeks in your own accounts. Includes monitoring and alerts, a runbook and 30 days of tuning. Live within 14 days of kickoff, or half the fee comes back.
$300/month per flow + GST
Monitoring, fixes when a vendor changes something, and a monthly report in your own numbers. Month to month, 30 days’ notice.
$2,200 + GST
The full sprint, in exchange for a before-and-after measurement, a named case study and one introduction.
The Owner Dashboard and custom tools are $3,500 to $6,000 + GST, fixed and quoted in writing first. The 14-day clock starts when we have access to your accounts. Full pricing and terms →
We can follow them up. The claim itself stays in Simpro, where your team builds it. Get Paid watches what’s due in Xero, sends reminders on the dates you set and puts anything overdue on your list. Your contract terms set the dates. We don’t give legal advice on payment claims.
If Simpro’s reports give you what you need, use them. The dashboard is for owners who want job numbers and Xero numbers side by side in one place, without logging into either.
No. Draft quotes wait for you to approve them. You sign off the wording of every follow-up and reminder before it goes live, and everything stops the moment a quote is accepted or an invoice is paid.
A Flow Sprint is $3,000 + GST, fixed, for one flow. The Owner Dashboard is a bigger build at $3,500 to $6,000 + GST, quoted in writing first. Flow Care is $300 a month + GST per live flow and is optional. The first three customers get a sprint for $2,200 + GST.
Half the sprint fee comes back. The 14 days start when we have access to your accounts. It’s a deadline guarantee, not a promise about results, because how your team uses the flow is up to you.
Send me your web form link and I’ll record a 90-second video of the flow running on it, with your business name and a real-looking enquiry landing in Simpro.
Both are free. Miro, Wellington.