Looking to hire a Make expert to set up workflow for my electrical business

Community Archive
1

run an electrical contracting company and want to automate our admin flow. I need help setting up Make to link Gmail, Google Drive, simPRO and QuickBooks so that:

Supplier invoices/credits from email (PDFs) go to the right Drive folder, attach to the right job in simPRO, and post to QuickBooks with PDFs attached.

New simPRO jobs auto-create a folder structure in Drive.

Leads from email auto-create in simPRO.

NAPIT certs/Building Control emails auto-file and attach to jobs.

Gmail labels keep things tidy and unmatched files go to a review folder.

I want a fully automated system with minimal manual handling.

If you could reach out

2 Likes
2

Hello @Tristian_Porter , welcome to make.com community i will love to collaborate with you on this you can schedule a call Here and you can checkout my upwork profile Here

3

Tristian, we can help. Let’s meet on Zoom to go over the details. Book a time of us here https://connex.digital/book/make

Talk soon!

4

Hi @Tristian_Porter! I would love to help you with your business automation. We have worked with other craft business like plumbers, electricians, as well as HVAC, it should be no problem to help you in here as well.

We are a small team of make.com experts and have developed plenty of complex integrations. This project should not be a challenge to us.

If you are interested we would love to help you, you can schedule a call in here: 30 Min Meeting | Felipe Saucedo | Cal.com or check our website www.aspirity.com

5

Hello @Tristian_Porter , I would like us to work on getting your admin flow up and running and integrate all the necessary APIs. let’s discuss this over a call. You can schedule a call with me here.

6

Hi Tristan,

As Make Gold Partners, we’ve built a lot of these admin-heavy flows for trade and service companies, and what you’re looking for is very achievable with Make. Gmail, Google Drive, and QuickBooks are all native connections, and simPRO has a solid API that lets us handle jobs, leads, and attachments reliably.

Here’s what your flow could look like:

  • Supplier invoices land in Gmail → auto-filed into the correct Drive folder → attached to the right simPRO job → posted into QuickBooks with the PDF carried through.
  • New simPRO jobs trigger a ready-made folder structure in Drive.
  • Leads that arrive by email are auto-created as simPRO leads.
  • NAPIT certs and Building Control emails are auto-filed and attached to jobs.
  • Gmail labels keep everything tidy, and anything unmatched falls into a simple “Review” folder so nothing gets lost.

The outcome is a hands-off system where your paperwork takes care of itself, and your team spends more time on billable work instead of admin.

I’d love to connect and chat. My email is Jeff@4SpotConsulting.com and my booking link is https://4SpotConsulting.com/30.

Please connect and let’s discuss the best way to get this done for you.

Keep Automating,

Jeff

7

Hi Tristan,

As a Make Platinum Partner, we’ve delivered many automation solutions for trade and service businesses, and what you’re looking for is absolutely achievable with Make. Gmail, Google Drive, and QuickBooks all have native integrations, while simPRO’s API gives us reliable access to jobs, leads, and attachments.

We’d be happy to walk you through how we can build this for you. You can book a call here

Looking forward to connecting,
Jahar
Msquare Automation | Make Platinum Partner

8

This topic was automatically closed after 30 days. New replies are no longer allowed.