The back office for quoting & invoicing.
Your sales lead wins the quote, your admin raises the invoice. Behind them, the admin piles up: quote assembly, variations unbilled, invoice reconciliation, overdue accounts creeping. Sprigr drafts, reconciles, and flags in the background; the customer conversation stays with your team.
The admin around every quote, variation, and invoice - drafting, reconciliation, overdue flags - runs on Sprigr.
Your team wins the quote. Sprigr drafts the paperwork.
- Quote drafts
- Variation drafts
- Invoice reconciliation
- Overdue flags to owner
What Sprigr runs around your FSM & accounting
Back-office admin that simPRO and Xero were never built for, handled on autopilot.
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Quote drafts from job data
AI agents pull job scope, materials, labour, and travel from your FSM, apply your rate card, and draft a quote for your team's review. The quote sits in your sales lead's inbox ready to review, edit, and send to the customer in your voice. Sprigr doesn't send quotes to customers; it builds the draft so you can.
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Variation drafts from site notes
When a variation is logged in your FSM, Sprigr drafts the variation notice from the notes and existing quote, prices it against your variation rate card, and lands it in your desk for sign-off. No more billing variations three weeks late.
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Quote-to-job conversion admin
When your sales lead marks a quote as accepted, Sprigr converts the quoted scope, pricing, materials, and customer details into a scheduled job record in your FSM. No re-keying between systems. The admin that used to take 20 minutes per won quote takes zero.
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Invoice reconciliation against accounting
Invoices raised in your FSM reconciled against bookings in Xero or MYOB. Missed invoices, short billings, and duplicate entries flagged to your accounts team. The reconciliation pile stops existing.
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Overdue invoice flags to the owner
Invoices aging past your terms flagged to the owner with the customer, job, and amount attached. Sprigr doesn't email the customer; it surfaces what's slipping so you can decide whether to chase, escalate, or write off. No more finding out about overdue invoices at month-end.
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Margin & WIP variance flags
Quoted margin vs actual margin flagged per job when the variance exceeds your threshold. Under-quoted jobs, unbilled variations, and unbilled WIP surface to the owner weekly so margin bleed gets caught before it compounds.
The admin layer your FSM & accounting don't handle
Where the sales lead's week actually goes, and what Sprigr takes on.
- 12-15
hours a week of admin in scope
The admin that sales and ops leads typically hand to Sprigr each week: quote drafting, invoice reconciliation, variation drafting, and overdue chasing. An estimate of the hours in scope, not a measured result.
- Every
job closes with quote, variation, and invoice reconciled
Every job closes with a full paper trail: quote draft reviewed and sent by your team, variations drafted and approved, invoice reconciled against accounting. Audit-ready by default.
- 5%
margin variance threshold for flag
Jobs where actual margin drifts from quoted margin by more than 5% get flagged to the owner with the job record attached. Under-quoted work surfaces early, not at EOFY.
Up and running in under an hour
Connect your FSM, accounting, and inbox. Describe the admin you want handled. Sprigr runs it.
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Connect your FSM, accounting, and inbox
Link your FSM (simPRO), your accounting (Xero or MYOB), and the email account where supplier and pricing correspondence lands. Credentials are encrypted at rest and only decrypted in your isolated sandbox at runtime.
- 02
Describe the back office in plain English
"Draft quotes from new job records and drop them in the sales lead's inbox for review. Draft variations from site notes. Reconcile invoices against accounting weekly. Flag overdue invoices and margin variance over 5% to the owner."
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Sprigr runs the admin in the background
Sprigr coordinates across your FSM, accounting, and inbox, drafting, reconciling, converting, and flagging what needs your attention. Your sales and ops leads review and send. Nothing to retrain.
Customer communications, quote sends, chase conversations, variation conversations, can run through Sprigr as well, behind an approval gate your team controls. The back office (drafting, reconciliation, overdue flagging) runs without the tap. Every action is logged with a complete, timestamped audit trail.
Read the security model →Questions
Does Sprigr send quotes to customers?
Yes, where you allow it. Sprigr drafts the quote from job data and shows it to your sales lead as an approval card; one tap sends it to the customer in your voice, or they edit it first. Once you trust the routine ones, a standing approval lets them go out on their own. Quotes are a sales conversation, so the gate stays yours to set.
Does Sprigr chase customers for overdue invoices?
No. Sprigr flags overdue invoices to the owner with the customer, job, and amount attached. The decision to chase, escalate, or write off stays with your team. The chase conversation itself goes out in your voice through your preferred channel.
How does the variation drafting work?
When a variation is logged in your FSM, Sprigr reads the site notes, pulls the existing quote and variation rate card, and drafts the variation notice. The draft lands on your desk for sign-off. Your team still approves and sends the variation; Sprigr just compresses the assembly time.
Does this integrate with Xero and MYOB?
Yes. Xero and MYOB are native marketplace apps; connect either in a couple of clicks. Other accounting systems with an API connect through the HTTP tool, with your approval for each new domain. Invoices raised in your FSM are reconciled against accounting records. Mismatches flag to your accounts team. Your FSM and accounting stack stay the systems of record.
How long does setup take?
Under an hour. Connect your FSM, accounting, and inbox. Describe the admin you want handled in plain English. AI scaffolds the workflow. No coding, no IT team required.
Your team wins the quote. Sprigr drafts the paperwork.
Back-office admin for quoting and invoicing. Up and running in under an hour.