Managing Your Simpro Automation Rules

Once your Simpro account is connected to betterbunch, you can fine-tune rules to control when and how invitations are sent.

This article is a sister guide to the main Simpro Automation article. If you’re looking for instructions on how to connect Simpro, start there first.

At a Glance: Simpro Rules

Rule Type	What It Controls	Example Use Case
Sending rules	When an invitation is triggered, who receives it, and when it’s sent.	Send an invite when a job is invoiced, to the company + site contact, at the “best send time.”
Exclusion rules	Which jobs should not generate invitations.	Block jobs tagged “commercial” or in the “Melbourne West” zone.
Additional settings	Additional settings to refine automation (e.g., cool off period, blocklist).	Prevent invites to the same customer within 90 days.

Sending Rules

1. Triggering Invitations

Select the job status code in Simpro that will trigger an invite.
Each business defines job statuses differently (e.g., invoiced, paid, completed).
Only one status code can be selected.

Tip: Choose a status linked to the completion of a job or payment to ensure invitations are timely.

Learn how to update the trigger job status code.

2. Choosing Contacts

Each job may have multiple associated contacts. betterbunch allows you to choose which records receive invitations:

Company contact
Individual contact
Site contact

How betterbunch interprets contacts:

If the Primary Customer Contact has a first name → considered an Individual.
If the Primary Customer Contact first name is blank → considered a Company.
Site contact = contact marked as site contact in the job record.

Tip: Select all three contact types to maximise feedback opportunities.

Learn more about Simpro contacts.
Update contact settings.

3. Setting Send Times

You can control when invitations are delivered:

Option	Description
Best time to send	betterbunch analyses open/response data to send at peak times.
Right away	Sends immediately once the trigger is met.
After delay	Sends X hours after trigger (you choose the delay).
At specific time	Sends at an exact time you set.

Update your sending times.

Exclusion Rules

Exclusion rules prevent invitations from being sent to specific groups based on tags, zones, or cost centres in Simpro.

Examples

Tag exclusion: Block jobs tagged "billing contact"
Zone exclusion: If your Simpro subscription covers multiple regions, exclude jobs in “Melbourne West” when sending from the “Melbourne North” account.
Cost centre exclusion: Exclude jobs tied to the "commission" cost centre.

Caution: Exclusion text must exactly match Simpro categories (case, spacing, and spelling).

Learn how to add exclusion rules.

Additional Invitation Settings

Additional invitations settings (e.g., Cool Off Period, blocklist, or promoter retargeting) are configured in the Settings menu.

Updating Your Rules

To adjust your sending and exclusion rules:

Log in to your betterbunch account.
Go to Automation in the left menu.
Click Edit on the Simpro tile.
Update sending rules:
- Select job status code.
- Choose contact(s).
- Select sending time.
Click Next.
Update exclusion rules:
- Select a category (Tag, Zone, Cost centre).
- Enter the exact match keyword.
Review your settings.
If satisfied, click I’m happy with that setup.
(Optional) Test your setup:
- Create a dummy job in Simpro with your details.
- Change job status to your trigger setting.
- Confirm that the test invite is received.