Automation that gives your team their time back.
We help service and trade businesses using Simpro, Salesforce and Microsoft Power Platform eliminate repetitive work, connect disconnected systems, and free up time for higher-value tasks.
Built mainly in Power Automate and Python, so the hours lost to manual, repetitive tasks, daily, monthly and annually, come back to your team instead of your admin pile.
Registered Simpro Partner
Where the hours go.
Most job management and ERP platforms work fine on their own. The cost shows up in the time someone spends manually bridging the gaps between them, day after day.
The same job, typed twice
A job gets created in one system, then re-typed elsewhere for invoicing, costing or reporting, with room for mistakes every time.
Numbers that don't match
Stock levels, job status and costs drift out of sync between systems because nothing updates automatically in either direction.
KPIs no one has time to check
Issues that should trigger action get buried in reports nobody has time to read manually, so they surface too late.
Three ways we give your team their time back.
Automation
Built mainly in Power Automate, with Python for scheduled or more complex tasks. For clients already live, that means workflows running thousands of times a month, with hundreds of manual actions removed from the business every day. Wherever possible, solutions are designed to run within your existing Microsoft environment and security controls.
- Job and status updates that fire the moment a condition is met
- Scheduled reports, worksheets and reminders sent without anyone triggering them
- Logic that flags issues and tracks KPIs automatically
Integration
ProFlow connects the systems your business already runs on, so a record entered once in Salesforce or Simpro appears everywhere it's needed, without anyone re-typing it, including full platform integrations and data migration between systems.
- Simpro, Salesforce, CRM, HR and Finance systems working together
- API and webhook-based connections
- Data migration between platforms
Bespoke Enhancements
Off-the-shelf systems rarely fit a business exactly. ProFlow builds enhancements that cut mouse clicks, add flexibility, and shape the system around how your team actually works, including getting it ready to make use of AI.
- Fewer clicks, more direct workflows
- Custom reports, invoice packs and job cards
- Systems adapted to work alongside AI
Real builds, delivered for real businesses.
Examples from live workflow reporting show the scale of repetitive work that can be removed once processes are connected and measured.
Calculated from 928 automation runs between 13 and 19 July 2026, equivalent to 14.75 eight-hour working days.
Estimated productivity value across 2,598 runs from 8 to 30 June 2026, representing 233.58 calculated hours saved.
Monthly invoice preparation, reduced from nearly a week of manual work by collecting documents, combining PDFs and generating the report automatically.
Methodology: automation run counts come from workflow execution logs. Time and cost savings are calculated using an agreed estimated time and cost per run, so they are indicative measurements rather than guaranteed outcomes.
Billing automated in Simpro, with out-of-hours and in-hours calls calculated and invoiced separately every time.
When a customer emails a specific mailbox, a Simpro job is created automatically, assigned to the correct team and acknowledged within seconds.
Jobs automatically tagged against a set of conditions the moment they're raised, keeping records consistent without manual review.
Customer-specific invoice packages assembled automatically from the source documents, formatted and ready to send.
Full Simpro and Salesforce integration, keeping opportunities, jobs and customer records aligned in real time.
Open jobs and site assets shown directly on the job screen, removing the need to search a second system.
Over 7 years inside Simpro, as a customer and business analyst.
That time was spent helping businesses streamline their processes, get more out of Simpro, and integrate it with their CRM, HR and Finance systems. It's the foundation ProFlow's automation and integration work is built on.
Experience spans APIs, webhooks, Power Automate and Python, bringing multiple systems together across a range of industries.
Beyond backend automation, ProFlow also builds lightweight external scripts and browser add-ons that bring extra context directly into Simpro. One example: open jobs and upcoming planned maintenance visits shown right on the job page, so there's no need to leave it and go searching elsewhere.
Workflow run counts can be reported alongside estimated time and cost savings, with filters by date, department and category. This gives each automation a visible, reviewable business case after it goes live.
From first call to a system that runs itself.
Discover
We map your current systems and find exactly where the manual hours are going and why.
Design
We plan the automation or integration, agree scope and cost upfront, and account for edge cases.
Build
We build and test using representative data in a controlled environment, followed by carefully managed production validation before launch.
Support
We stay on to monitor, adjust and report on savings as your systems or processes change.
Show us one repetitive task. We'll tell you if it can be automated.
Book a free workflow review and find out where your team is losing hours every week, and what it would take to get them back.