SimproCentrusOutlook

simpro + outlook

Every open quote chased, from your own inbox.

Simpro already adds emails to jobs and quotes from Outlook, and syncs schedules with the Outlook calendar both ways. Centrus works the inbox on its own: open Simpro quotes are chased from your mailbox every weekday, and portal work orders that arrive by email are raised as jobs in Simpro.

Book a demoWhat Centrus adds

already built in

What Simpro's Outlook integration does, and what Centrus adds

Keep Simpro's Outlook integration. Centrus works across both systems, on the work that still falls to someone in the office.

Simpro's Outlook integration

  • The Outlook add-in creates leads and customers in Simpro, and adds emails as notes to customer cards, leads, quotes and jobs.
  • It recognises the sender when they are already in Simpro.
  • The calendar sync is two-way: Simpro schedules show in Outlook, and Outlook appointments show in Simpro as Busy.

What Centrus adds

  • Quotes sent 7 to 28 days ago chased every weekday, written from the notes on the quote.
  • Portal work orders read from the inbox and raised in Simpro as jobs, with the site, the priority and the PO.
  • Subcontractor job sheets rewritten as your worksheet on the Simpro job.

Checked on 28/10/2026 against About Outlook integrations, Simpro help guide and Outlook calendar integration, Simpro help guide.

examples

Built on Simpro and Outlook together

Each one is an example agent or question that reads or writes both systems. Build it as it is, or describe your own version.

  1. 01

    Open quotes followed up

    Every weekday, Simpro quotes sent 7 to 28 days ago are chased in your tone. Anyone who replied is left alone.

    Read the use case: Open quotes followed upWorks with BigChange, Joblogic, Simpro, Outlook, Gmail

  2. 02

    Raise portal jobs

    Portal mail becomes a new job in Simpro, and the account manager is told.

    Read the use case: Raise portal jobsWorks with BigChange, Joblogic, Simpro, Outlook, Gmail

  3. 03

    Subcontractor sheets onto the job

    Their sheet arrives in Outlook. Centrus rewrites it as your worksheet on the Simpro job.

    Read the use case: Subcontractor sheets onto the jobWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
01 / 03

how one runs

Open quotes, chased before they go cold

One agent, described once in Agent Builder, runs every weekday. The account owner only steps in when it matters.

01

Every weekday

The agent loads the quotes sent from Simpro between 7 and 28 days ago that are still open.

02

Replies left alone

Anyone who has already replied about the quote is skipped, so nobody is chased after saying yes.

03

Written from the notes

It reads the notes on the quote in Simpro and writes the chase in your tone, about that job.

04

Sent from your mailbox

The chase goes from your own Outlook, and the account owner hears about any quote still open.

See the use case: Open quotes followed up

setup

Two connections, each made once

Each system connects on its own card in Integrations. Agents keep their own connection, so a scheduled run never depends on one person staying signed in.

Connect Simpro

In Simpro, create an application under System, Setup, API, Applications, using the API Key method. Paste the key into Integrations with your build URL and company ID, which is 0 on most builds. Centrus checks it before saving.

How to connectThe Simpro setup

Connect Outlook

Each person clicks Connect on the Microsoft Outlook card in Integrations and signs in with Microsoft. One sign-in covers mail and calendar. If your Microsoft 365 asks for an administrator's approval, IT approves Centrus once.

How to connectThe Outlook setup

the integrationSimproJobs, schedules, quotes and invoices answered from live Simpro. Reports and follow-ups built by agents.the integrationOutlookAsk the inbox like a colleague. Portal jobs, supplier invoices and replies handled inside Outlook.

other pairings

questions

Simpro and Outlook questions

No, keep both. The add-in files the email someone has open, and the calendar sync shows who is free. Centrus works on what arrives and what is waiting: the quotes nobody has chased yet and the work orders nobody has typed in.

Your own, or a team address you sign in to. Each person connects Outlook with Microsoft, and Centrus sees only what that person can see. Chases go out with your HTML signature if you turn it on.

No. Anyone who has replied about the quote is skipped, and the notes on the quote are read before each chase is written. Add an approval step if the account owner wants to see each chase before it goes.

Yes. The agent downloads the attachment and reads the PDF, so a works order sent as a file is raised in Simpro the same way as one written in the email. Add an approval step and the desk checks each job before it is created.
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We chase a real open Simpro quote from an Outlook mailbox, on a setup like yours.
  3. 03We pick out the admin that should run itself first.

See Simpro and Outlook working together.

Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing