Automated Simpro Job Cost Reconciliation
Every Monday, WebRun opens Simpro, compares last week's completed jobs against what was actually invoiced for each, logs any job with a cost or invoice mismatch to Airtable, and drafts a Gmail summary for the accounts team so discrepancies get caught before they compound.
How do I reconcile Simpro job costs against invoices every week?
WebRun compares last week's completed Simpro jobs against what was actually invoiced every Monday. It logs any job with a cost or invoice mismatch to Airtable and drafts a Gmail summary for the accounts team, so discrepancies get caught within the week instead of piling up unnoticed until month end.
- Cost and invoice mismatches get caught within the week they happen
- Every discrepancy has a logged record instead of a buried job note
- The accounts team gets a ready draft instead of a manual cross-check
Built for electrical and plumbing contractors · HVAC companies · field service businesses · trades business owners
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.simprogroup.comin a real browser with your saved login - no setup, no API keys. -
1
Simpro - compare completed jobs against invoiced amounts
simprogroup.com
WebRun opens Simpro to compare completed jobs against invoiced amounts. - Open Simpro and review jobs marked complete last week
- Compare the job cost total against what was actually invoiced
- Capture the job number and the size of any mismatch
Done when Every completed job from last week has been checked against its invoice.
-
2
Airtable - log discrepancies found
airtable.com
WebRun opens Airtable to log discrepancies found. - Add a record for each job with a cost or invoice mismatch
- Note the expected amount versus the invoiced amount
- Set the status to needs review
Done when Every mismatched job has an Airtable record.
-
3
Gmail - draft the reconciliation summary
gmail.com
WebRun opens Gmail to draft the reconciliation summary. - Draft a summary listing each mismatched job and the discrepancy amount
- Address it to the accounts team
- Leave it in Drafts. Never adjust an invoice directly
Done when A draft reconciliation summary is waiting for the accounts team.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it correct the invoice or job cost itself?
No. WebRun only flags where the job cost and invoice don't match. Correcting an invoice or adjusting a job cost stays with your accounts team.
Does it send the summary automatically?
No. It's always left as a Gmail draft so the accounts team reviews it before sending it anywhere.
What counts as a mismatch?
Any completed job where the invoiced amount differs from the job cost total in Simpro. You can set how large a difference counts as worth flagging.
Related templates
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