Automation for Job Management & ERP Systems

Automation that gives your team their time back.

ProFlow builds Power Automate and Python-driven automation that cuts the hours lost to manual, repetitive tasks, daily, monthly and annually, so your team can spend that time on customers instead of admin.

The problem we solve

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.

01 — REPEATED BY HAND

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.

02 — STALE DATA

Numbers that don't match

Stock levels, job status and costs drift out of sync between systems because nothing updates automatically in either direction.

03 — MISSED SIGNALS

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.

What we do

Three ways we give your team their time back.

AUTOMATION

Automation

Built mainly in Power Automate, with Python for scheduled or more complex tasks. Automation removes the repetitive steps from your week and keeps your data inside your own tenant throughout.

  • Automated job and status updates
  • Scheduled reports, worksheets and reminders
  • Logic that flags issues and tracks KPIs automatically
INTEGRATION

Integration

ProFlow connects the systems your business already runs on, so information entered once appears everywhere it's needed, including full platform integrations and data migration between systems.

  • Job management, CRM, HR and Finance systems working together
  • API and webhook-based connections
  • Data migration between platforms
ENHANCEMENTS

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
ProFlow in practice

A few examples of the work.

Real builds delivered for real businesses. Screenshots and full write-ups to follow, for now, here's what they do.

SIMPRO

Automated billing in Simpro that accounts for out-of-hours and in-hours calls separately.

AUTOMATION

Jobs raised automatically straight from incoming customer emails, no manual entry needed.

AUTOMATION

Jobs automatically tagged based on set conditions, keeping records consistent without manual review.

ENHANCEMENT

Customer-specific invoice packages built and assembled automatically, ready to send.

INTEGRATION

Full Simpro and Salesforce integration, keeping both systems aligned in real time.

ENHANCEMENT

Open jobs and site assets displayed directly on the job screen, no need to search elsewhere.

Simpro specialist

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.

Trades Fire & Security Renewables
MEASURING THE IMPACT
£10K / month

Current example from one client. Every automation can be tracked by how many times it runs, so savings are reported daily, monthly or annually, not estimated.

How we work

From first call to a system that runs itself.

01

Discover

We map your current systems and find exactly where the manual hours are going and why.

02

Design

We plan the automation or integration, agree scope and cost upfront, and account for edge cases.

03

Build

We build and test against your real data, not a demo environment, before anything goes live.

04

Support

We stay on to monitor, adjust and report on savings as your systems or processes change.

Systems we work with
Simpro Salesforce CRM Platforms HR & Finance Systems ERP Systems
Tools we build with
Power Automate Python APIs Webhooks
Get in touch

Tell us where your hours are going.

Send a few details about your current setup and what's eating into your team's time, and we'll get back to you to arrange a free consultation.

RESPONSE TIME Within 1 business day