How to Ask Your Simpro Data Questions in Plain English Using AI
You've got a question about your business. Maybe it's "Which jobs are currently running over budget?" or "What's our quote-to-job conversion rate this quarter?"
Simple questions. But if you're a Simpro user, getting the answer usually isn't simple at all.
You might need to pull data into a spreadsheet, cross-reference a few different screens, or ask someone to build you a report, which could take days. By the time you get the answer, the moment's passed.
What if you could just type that question in plain English and get an instant answer based on your live Simpro data?
That's exactly what Tugger's AI Insights does.
How It Works
Tugger connects to your Simpro account and automatically pulls your data into a secure data warehouse. From there, our built-in MCP server connects your data to AI tools like Claude, ChatGPT, or Gemini.
Once connected, you simply ask a question in everyday language. The AI reads your actual Simpro data and gives you a real, data-backed answer, not a guess, not a generic response, but an answer drawn directly from your jobs, quotes, invoices, technicians, and everything else sitting in your Simpro system.
No SQL. No coding. No Power BI skills required. You just ask.
10 Questions You Can Ask Your Simpro Data Right Now
Here are some real examples of the types of questions Simpro users are asking through Tugger's AI Insights:
1. "Which jobs are overdue and still in progress?"
Instantly see which jobs have slipped past their deadlines without digging through individual job records.
2. "What's my quote-to-job conversion rate this quarter?"
Understand how effectively your sales process is turning quotes into paying work.
3. "How do actual costs compare to estimates across active projects?"
Spot jobs running over budget before they become a problem, rather than finding out after the fact.
4. "What's our resource utilisation rate this month?"
See how effectively your team's time is being used, a question that normally requires pulling together multiple data points.
5. "Show me the total value of open quotes this month."
Get a snapshot of your pipeline without running a separate report.
6. "Which technicians are most profitable?"
Compare revenue generated against time spent to see who's driving the most value.
7. "How has monthly invoiced revenue trended over the past 12 months?"
Spot seasonal patterns and growth trends at a glance.
8. "What's the average time from quote to job completion?"
Understand your full sales-to-delivery cycle and identify bottlenecks.
9. "Show me overdue maintenance jobs grouped by technician."
Keep on top of scheduled maintenance and make sure nothing falls through the cracks.
10. "What's the total cost of materials ordered this quarter versus last?"
Track procurement spending without waiting for your accountant to pull the numbers together.
Every one of these would normally require either a custom report, a spreadsheet, or a conversation with someone who knows where to find the data. With AI Insights, you just ask.
It's Not Just Simpro
Here's where things get really powerful. Tugger doesn't just connect to Simpro. It also connects to Xero, HubSpot, and other business systems. And because all your data sits in the same warehouse, you can ask cross-platform questions in a single query.
For example:
- "What's the invoiced revenue in Simpro versus what's been reconciled in Xero this month?"
- "Show me contacts in HubSpot that are linked to jobs completed in the last 90 days."
- "How does quoted value compare to actual invoiced amount across all completed projects this year?"
This kind of cross-system insight normally requires someone to manually pull data from two or three different platforms and stitch it together. With Tugger, it's one question.
But What About Proper Reporting?
AI Insights is brilliant for quick answers and ad-hoc questions, but it doesn't replace structured reporting it sits alongside it.
Tugger also gives you a full suite of ready-made Power BI reports for Simpro covering job analysis, quotes, maintenance, utilisation, orders, and more. These are pre-built, automated, and always up to date. You can use them straight out of the box, customise them to your needs, or build entirely new reports from scratch.
So you get the best of both worlds: polished, visual dashboards for the questions you ask regularly, and AI-powered answers for everything else.
Real Simpro Users, Real Results
Don't just take our word for it. Here's what Simpro users are saying after connecting Tugger:
GridTec, a rapidly growing electrical business based in Leeds, were struggling to see their Simpro data in a bigger picture format. Since connecting Tugger, they've been able to compare original estimates to actual costs across projects, automate their reporting, and view their data in multiple formats. Read GridTec's full story
Envirotech FM, a facilities management company, replaced hours of manual spreadsheet work with automated, interactive dashboards. Their Director of Digital Disruption described Tugger as an "absolute no-brainer." Read Envirotech's full story
ARH Group, a mechanical and electrical building services company, went from delayed, fragmented reporting to live management dashboards across the business. Read ARH Group's full story
How to Get Started
Getting set up with Tugger takes minutes, not days:
- Sign up for a free trial
- Connect your Simpro account, no coding, no API configuration
- Start asking questions through AI Insights, or explore your ready-made Power BI reports
There's no contract, no commitment, and our UK-based support team is on hand if you need help.
Frequently Asked Questions
Do I need any technical skills to use AI Insights?
None at all. You ask questions in plain English, no SQL, no coding, no data science background needed.
Which AI tools does Tugger work with?
Tugger's built-in MCP server connects to Claude (by Anthropic), ChatGPT (by OpenAI), and Gemini (by Google). You choose whichever you prefer.
What is an MCP server?
MCP (Model Context Protocol) is a standard that lets AI tools securely connect to external data sources. Tugger's built-in MCP server means your AI tool of choice can read your Simpro data directly, without you needing to set up anything technical.
Can I combine data from Simpro with other systems?
Yes. Tugger connects to Simpro, Xero, HubSpot, and other platforms. Because all your data is stored in the same warehouse, you can ask cross-platform questions in a single query.
Is my data secure?
Absolutely. Your data is held in a state-of-the-art secure data warehouse. Tugger maintains all API integrations and data syncing for you.
Does this replace Power BI reporting?
No it complements it. You still get a full suite of ready-made Power BI reports with Tugger. AI Insights adds the ability to ask quick, ad-hoc questions without building a new report every time.
How much does it cost?
Plans start from £125/month and include AI Insights, data warehouse storage, and pre-built reports. There's no contract and you can start with a free trial. See full pricing
Ready to start asking your Simpro data questions in plain English? Start your free trial or book a demo
