Trades & Field Service

Run the simPRO Back Office Behind Your Field Team

A simPRO VA handles repeatable office workflows around jobs, technicians, customers and paperwork. Your operations and trade professionals retain technical, commercial and compliance authority.

How the workflow actually runs.

Document the inputs, expected output, and escalation rule for each step before handing it over.

Create The Customer And Site Record

Open The Approved Job

Schedule Field Resources

Maintain Job Notes

Track Purchase And Job Documents

Follow Technician Paperwork

Prepare Invoice Information

Update Job Status

Close Completed Administration

What the role covers.

Typical simPRO tasks handled once the role is trained on your setup.

job entryresource schedulingcustomer administrationpurchase order trackingtechnician follow-upinvoice administrationdatabase maintenance

Best for.

electrical contractorshvac businessesplumbing businessescommercial service companies

What changes once the role is running.

Office workflows keep pace with field activity.

Missing documentation becomes visible before billing.

Managers spend less time maintaining individual job records.

simPRO virtual assistant questions.

Can a virtual assistant actually run simPRO?

Yes, once trained on your specific workflow. Common simPRO tasks include job entry, resource scheduling, customer administration, purchase order tracking, technician follow-up. Scope the role around what you actually need before hiring.

What should stay with my local team instead of the VA?

The licensed or authorised local professional retains final technical decisions, advice, approval and compliance responsibility.

Who is this best for?

Electrical Contractors, Hvac Businesses, Plumbing Businesses, Commercial Service Companies typically get the most value from a simPRO VA.

How is this different from a generic virtual assistant?

A simPRO VA is trained on this specific platform from day one, so onboarding is faster and the role can start on real production work sooner instead of learning the system from scratch.

simPRO Virtual Assistant