job management · read and write
Ask the live job from site. Hand Centrus the admin.
Centrus integrates with BigChange for UK field service businesses. Ask the live job, and the inbox, the files and the finance system in the same answer. The admin is done by agents and written back to BigChange. BigChange stays your job system.
start with these
Every question about a job waits for someone in the office to open BigChange.
Engineers ask about the site on WhatsApp and the answer comes from the live job. Agents raise jobs from portal emails, write up voice notes and quote follow-on work the moment BigChange records the change. Everything lands back in BigChange, where planners and accounts already look.
01
Tomorrow's jobs and the site brief
The night before, the engineer asks on WhatsApp. The jobs, keysafe, parking and the last three visits come back.
Read the use case: Tomorrow's jobs and the site briefWorks with BigChange, Joblogic, Simpro, Excel, Word, SharePoint, OneDrive, Google Drive, WhatsApp, Dropbox02
Raise portal jobs
Portal mail becomes an unscheduled job on BigChange, and the account manager is told.
Read the use case: Raise portal jobsWorks with BigChange, Joblogic, Simpro, Outlook, Gmail03
Worksheets from a voice note
One voice note from the van. The worksheet is written in your format, and Centrus asks for anything missing.
Read the use case: Worksheets from a voice noteWorks with BigChange, Joblogic, Simpro, WhatsApp04
Follow-on quote from the worksheet
The job closes, the follow-on work on the worksheet is priced, and the account manager has the quote the same day.
Read the use case: Follow-on quote from the worksheetWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel05
Out-of-hours journeys, logged daily
Last night's tracker journeys, matched to call-outs and logged. Any with no job goes to fleet on WhatsApp.
Read the use case: Out-of-hours journeys, logged dailyWorks with BigChange, SharePoint, OneDrive, Google Drive, WhatsApp
setup
Three keys, pasted once
An organisation administrator does the first step. Everyone else clicks Enable and starts asking.
Connect BigChange
In Integrations, open BigChange REST and paste three keys from your BigChange account: Customer ID, Client ID and Client secret. Centrus checks them before saving.
Decide who does what
In Settings, BigChange Tools, tick the actions each person or team can use. Engineers can read, while the office raises jobs and quotes.
Ask, then automate
Start with a job you already know. When a question turns into a routine, describe it in Agent Builder, which has its own BigChange connection.
what it covers
What Centrus can read and change in BigChange
Each row is a record type in your BigChange account. Ask works in chat on the web, WhatsApp and Teams. Change works from chat and from agents, for people whose tools are switched on. Trigger means an agent can start the moment BigChange reports the change.
- connects through
- BigChange REST API and Web Services
- reads and writes
- Jobs, quotes, invoices, POs, contacts, worksheets, stock
- starts on
- Webhooks across 14 record types
- where people ask
- Web, WhatsApp and Teams
Jobs
ask
List, look up, search by address, status history, each engineer's schedule
change
Create, update, schedule, unschedule, start, set the result, cancel
trigger an agent
Created, modified, status changed, deleted
Job groups
ask
List and look up, with line items and flags
change
Create, update, complete, complete financially
trigger an agent
Created, modified, deleted
Contacts and sites
ask
Search by name, address or reference, access hours, contact groups
change
Create, update, stop and restart, access hours
trigger an agent
Created, modified, deleted
Quotes
ask
By created or sent date, outstanding only, line items
change
Create, update, add lines, mark as sent, accept, reject
trigger an agent
Created, modified, deleted
Invoices
ask
By created or sent date, unpaid only, line items
change
Create, update, add lines, mark as sent, mark paid, cancel
trigger an agent
Created, modified, deleted
Purchase orders
ask
List, look up, line items, series
change
Create, update, add lines, mark as sent, receive
trigger an agent
Created, modified, deleted
Sales opportunities
ask
Stages, probabilities, line items
change
Create, update, add lines
trigger an agent
Created, modified, deleted
Worksheets
ask
Worksheets, questions and answers on a job
change
Set worksheets and answers on a job, from agents
trigger an agent
Answers modified
Notes and flags
ask
Notes, progress history, flags on any record
change
Create and update notes, add and remove flags
trigger an agent
Notes created, modified, deleted
People
ask
Search people, consent history
change
Create, update, record data consent
trigger an agent
Created, modified, deleted
Engineers and users
ask
Resources, resource groups, scheduled jobs
change
Create and update resources and users
trigger an agent
Created, modified, deleted
Stock
ask
Items, details, suppliers, movements, stock on a job
change
Create and update items and suppliers, add stock to a job
trigger an agent
Created, modified, deleted
Vehicles
ask
List and look up vehicles
change
Create and update vehicles
trigger an agent
Vehicle changes, harsh driving, idling, trips and journeys
Timesheets
ask
List and look up
change
Create and update
trigger an agent
Schedule or chat
Reference data
ask
Job types, VAT, nominal and department codes, product categories
change
Read only
trigger an agent
Schedule or chat
Plus BigChange Web Services, in Agent Builder
For the parts the REST API does not reach: attachments, branded PDFs, job signatures, JobWatch documents, contracts, GPS journeys and mileage, resource absences, asset defects, expenses and the scheduling assistant.
“Every engineer has the information they need instantly. We save over 83 hours per week.”
everything with BigChange
All 145 use cases
Grouped by area of work. Search, or narrow the list by role or by the other systems you run.
145 use cases
New work coming in
19Enquiries, portal tickets and emails turned into booked jobs.
- Raise portal jobsIn depthPortal mail becomes an unscheduled job on BigChange, and the account manager is told.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- Job and contact created from a messageJobs captured on site or in the van, not lost waiting for a call to the office.AskWorks with BigChange, Joblogic, Simpro, WhatsApp
- Answer the customer while they're still on the lineNo hold music while someone logs into the job system.AskWorks with BigChange, Joblogic, Simpro
- Overnight jobs summarised by 07:00Overnight jobs land in the workbook, and the desk is emailed the summary with the file attached.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel
Quotes and sales
21Priced from your rate card, sent the same day, chased until they land.
- Job priced in chatIn depthAsk the price in chat. It comes back from your rate card, then goes out as your branded PDF or into your job system.AskWorks with BigChange, Joblogic, Simpro, Excel
- Follow-on quote from the worksheetIn depthThe job closes, the follow-on work on the worksheet is priced, and the account manager has the quote the same day.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel
- Open quotes followed upIn depthEvery weekday it chases open quotes from your own inbox, in your tone, and leaves anyone who has replied alone.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- Quote from site photosThe engineer sends a photo on WhatsApp. It is priced and with the client before they leave site.AskWorks with BigChange, Joblogic, Simpro, Excel, SharePoint, OneDrive, Google Drive, WhatsApp
Scheduling and dispatch
22Visits confirmed, each day on WhatsApp, customers texted on the way.
- Nearest available engineer by postcodeA faster response with less travel, and newer desk staff make the same call an experienced planner would.AskWorks with BigChange
- Cancelled and status-flagged jobs listThe follow-up pile is visible in one question instead of a filter only some people know exists.AskWorks with BigChange
- Who holds the ticket and is freeAsk who can go. Centrus checks tickets and expiry dates against the diary and books the one who can.AskWorks with BigChange, Joblogic, Simpro, Excel, SharePoint, OneDrive, Google Drive, Teams
- Unscheduled work near today's engineersThe day fills with nearby jobs instead of empty miles.AskWorks with BigChange
Engineers on site
17The site brief the night before, the manual on site, the worksheet from the van.
- Tomorrow's jobs and the site briefIn depthThe night before, the engineer asks on WhatsApp. The jobs, keysafe, parking and the last three visits come back.AskWorks with BigChange, Joblogic, Simpro, Excel, Word, SharePoint, OneDrive, Google Drive, WhatsApp, Dropbox
- Worksheets from a voice noteIn depthOne voice note from the van. The worksheet is written in your format, and Centrus asks for anything missing.AskWorks with BigChange, Joblogic, Simpro, WhatsApp
- Fault codes and the fix, on siteIn depthSend the code from the boiler. The checks come back from the manufacturer manual, and Centrus looks for the part on the van.AskWorks with BigChange, Joblogic, Simpro, SharePoint, OneDrive, Google Drive, WhatsApp, Dropbox
- Van stock check before travellingNo wasted journey for a part that is not on the van, and fewer return visits booked.AskWorks with BigChange, WhatsApp
Paperwork and compliance
22RAMS, worksheets, vans and subcontractor cover, checked before anyone has to chase.
- RAMS from the last job at the siteIn depthAsk in chat. The RAMS is written in your format from the last job there, with each hazard and its control.AskWorks with BigChange, Joblogic, Simpro, Word, SharePoint, OneDrive, Google Drive
- Subcontractor sheets onto the jobIn depthTheir sheet arrives by email. Centrus rewrites it as your worksheet and creates it on the job.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- Contractor credentials expiring soonAsk now who is about to lapse, before you allocate the work.AskWorks with BigChange
- Certificates and photos sent from the jobCertificate requests stop filling the inbox. The customer leaves the call with the file already sent.AskWorks with BigChange, Outlook
Finance and cash flow
17Invoices chased, matched, checked against the contract and sent.
- Overdue invoices chased every MondayIn depthPulled from your job system, spreadsheet or Xero. Anyone already replying is skipped, the rest are chased in your tone.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel, Xero
- Financial documents by reference or sitePayment and billing queries answered in the same call or message.AskWorks with BigChange
- Bulk expenses turned into purchase ordersA batch of POs raised in one message instead of keyed one at a time.AskWorks with BigChange
- Raise and send an invoice from chatAsk for the invoice. It's raised in your job system or Xero, or sent as a branded PDF.AskWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Xero
Reports and numbers
22Answers, reports and alerts from the systems you already run.
- Excel reports, described in a sentenceIn depthDescribe the report once. On the 1st it's written from your job system and Xero, in the format you already send.AutomationWorks with BigChange, Joblogic, Simpro, Excel, Word, Xero, Google Sheets, Google Docs
- Contract figures, asked on WhatsAppIn depthAsk in the meeting. The PPM count and the job that's overdue come back from your job system before the next question.AskWorks with BigChange, Joblogic, Simpro, WhatsApp
- Group job financials in one viewMulti-job packages reviewed in one place instead of opening each reference by hand.AskWorks with BigChange
- Multi-site contract job searchMulti-site FM, retail or airline contracts reported without opening each site record.AskWorks with BigChange
Team and knowledge
5Your best people's answers, available to everyone.
- Every reply, written like your bestIn depthWrite the rough version. Centrus rewrites it from the complaints procedure, the job and your best replies, ready to check and send.AskWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Word, SharePoint, OneDrive, Google Drive
- Approved leave added to the diaryNobody re-keys leave into the job system, so nobody gets booked while they're off.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Excel
- Submit the day's timesheet from the vanTimesheets are in on the day, and payroll stops chasing on Friday.AskWorks with BigChange, WhatsApp
- Notes and actions from a contract review callActions from the review are tracked on the job, not left in someone's notebook.AskWorks with BigChange, Teams
from the blog
Read more on this
questions
BigChange questions
in the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show it on a BigChange setup like yours: a question about a live job, then the agent that raises your portal jobs.
- 03We pick out the admin that should run itself first.
See it working with BigChange.
Found the use case you need, or doing something that isn't on the list? Book 30 minutes. Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.
30 minutes / UK team / No lock-inOr see pricing

