Simpro Integration

How One Plumbing Company Transformed Their Business Operations Through Smart Automation

In the competitive world of trade services, every missed call or delayed quote could mean lost business. Recently, we helped a plumbing company overcome these challenges by implementing a smart automation system that revolutionised their operations.

Turning Missed Calls into Opportunities

One of the biggest challenges for busy trade businesses is managing incoming calls at the same time as coordinating engineers on jobs, suppliers, preparing quotes, and more. Our solution ensures that no opportunity slips through the cracks. When a call goes unanswered, the system automatically checks if the caller is an existing customer or a new lead. For new enquiries, it instantly creates a high-priority lead in their Simpro, ensuring quick follow-up. For existing customers, the call is logged against their record, maintaining a complete communication history.

Streamlining Lead Management

The automation doesn’t stop there. The system seamlessly connects Google Ads with their job management software, automatically creating leads from online advertising campaigns. This integration provides clear visibility into which marketing channels are performing best, allowing the business to make data-driven decisions about their advertising spend.

Faster, More Accurate Quoting

In the trades industry, quick and accurate quotes can make the difference between winning and losing a job. Our automation solution regularly checks supplier catalogues against their pricing database, ensuring quotes are always up-to-date. This has significantly reduced the time spent preparing quotes, allowing the team to respond to customer enquiries faster than ever.

The Results

Since implementing these automations, our client has seen:

Faster response times to new enquiries
More accurate quoting
Better insight into marketing performance
Reduced administrative workload

Could Your Business Benefit from Similar Automation?

If you’re spending too much time on administrative tasks, struggling to follow up leads quickly, or want to streamline your operations, automation could be the answer. Whether it’s connecting your lead systems, automating routine tasks, or finding new ways to win more business, we can help you identify and implement the right solutions for your trade business.