Official Simpro Partner in the UK

Get more from Simpro. Then go beyond it.

We implement Simpro properly, then build the automations that connect it to the rest of your business, so the system works the way you do.

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See how we work

Charlie Baker, founder of CB Tech Consulting, Simpro implementation partner

CB Tech Consulting is a UK-based Simpro Partner in Essex. We implement SimPro for trade and field service businesses, including roofing, electrical, plumbing, HVAC and fire and security contractors, then build automations that connect SimPro to the rest of their systems.

Most businesses only use a fraction of what Simpro can do.

Simpro is a powerful job management platform for trade and field service businesses. But a rushed setup, a migration that never quite finished or a team that was never properly trained leaves money on the table.

Workarounds creep in. Spreadsheets reappear. And the jobs Simpro was never designed to do still land on your desk.

Sound familiar?

Quotes, jobs and invoices re-keyed between systems

Engineers working around the mobile app instead of with it

Reports that don’t answer the questions you actually ask

Customer updates sent by hand, if they’re sent at all

Features you pay for but have never switched on

Two ways we make Simpro work harder

Get the platform right first. Then connect it to everything else.

Simpro implementation, done properly

Whether you’re new to Simpro or untangling an existing setup, we configure it around how your business actually runs.

Account setup and configuration
Data migration from your old system
Quote, job and invoice templates
Cost centres, stock and pricing set up correctly
Accounts integration with Xero, QuickBooks or Sage
Team training and written SOPs

Automation beyond Simpro

Where Simpro stops, we build the connections. Using Simpro’s API, we link it to the tools you already use and automate the work in between.

Website enquiries straight into Simpro
Automated customer updates by email and SMS
CRM and marketing integrations
Live dashboards and owner reports
AI-assisted admin, from documents to follow-ups
Custom workflows with our bespoke SimPro workflows tool

What it looks like when Simpro runs on autopilot

A few examples of the automations we build around Simpro. Yours will be shaped by how your business works.

When a quote is accepted

The job is created, the deposit invoice goes out and the customer gets a link to book their slot.

When a job is completed

Photos and certificates are packaged, the invoice is raised and a review request goes to the customer.

When an enquiry comes in

The customer, site and lead are created in Simpro with no re-keying, and the right person is notified.

Every Monday morning

Your dashboard lands in your inbox: work in progress, overdue invoices and engineer utilisation.

Portrait of Charlie Baker, Simpro consultant at CB Tech Consulting

Who you’ll work with

You work directly with me, from first call to handover.

I’m Charlie Baker, founder of CB Tech Consulting. I help growing businesses step out of the day-to-day by building systems that run without them. As a Simpro Partner, I bring the same approach to your job management: set it up properly, connect it to everything else and document it so your team can run it with confidence.

No account managers, no hand-offs and no jargon. Just a clear plan, a price agreed up front and a system that fits how you work.

Charlie Baker, Founder, CB Tech Consulting

How we work

A clear path from where you are today to a Simpro setup that runs your business, not the other way round. Not sure where to start? A Bottleneck Audit pinpoints where time is being lost, a fixed-scope Systems Build delivers one process end to end, and our AI automations take on the admin in between.

Discovery call

A free conversation about your business, your current setup and where Simpro is falling short.

Review and plan

We map your processes, review your Simpro configuration and agree a clear scope and price in writing.

Implement and automate

We configure Simpro, migrate your data and build the automations, testing everything as we go.

Train, document, support

Your team gets hands-on training and written SOPs, with ongoing support available as you grow.

Automation projects we’ve delivered

Simpro or not, the principle is the same: connect the systems, remove the manual work and give owners their time back.

Revenue operations automation and CRM migration

Moving a growing business onto one connected system, with the manual hand-offs between sales, operations and finance automated away.

AI sales qualification and CRM orchestration

AI agents that qualify new enquiries, update the CRM and route each lead to the right person without anyone lifting a finger.

Read the case studies

Common questions

Are you an official Simpro Partner?

Yes. CB Tech Consulting is a Simpro Partner, so we work closely with Simpro and stay current with the platform as it develops.

We already use Simpro. Can you still help?

Absolutely. We review what’s already in place, fix what isn’t working and switch on the features you’re paying for but not using yet.

Which types of businesses do you work with?

Trade and field service businesses that run Simpro or are moving to it. That includes electrical, plumbing, HVAC, fire and security, and building maintenance contractors across the UK.

Where are you based?

CB Tech Consulting is based in Essex, and we work with Simpro customers across the UK.

What can you connect Simpro to?

Most tools with an API, including accounting packages, CRMs such as GoHighLevel and HubSpot, Microsoft 365, Google Workspace, website forms and SMS platforms. If it can be connected, we can usually automate it.

What happens to our automations when Simpro updates?

We build on Simpro’s official API and document everything we create. If something changes, we know exactly where to look, and ongoing support is available so your automations keep running as Simpro evolves.

How long does it take and what does it cost?

It depends on the scope. After the discovery call we agree the deliverables, timeline and price in writing before any work begins, so there are no surprises.

Page last reviewed: October 2026

Let’s make Simpro work the way your business does.

Tell us how you use Simpro today and where it’s holding you back. We’ll show you what’s possible and what it would take.

Book a discovery call

Free call • Scope and price agreed before any work begins

Charlie Baker, Simpro automation specialist at CB Tech Consulting

Address

Office 10
Josephs Barn
Woodend Farm, Hatfield Road
Witham
Essex
CM8 1EH

E-mail

info@cbtechconsulting.co.uk

Phone

01268 203324