BigChangeCentrusOutlook

bigchange + outlook

The work order is in the inbox. The job is in BigChange.

BigChange's Outlook add-in lets the office save an email and its attachments to a note in BigChange. Centrus works on the inbox without anyone opening it: portal work orders become unscheduled jobs, subcontractor sheets become worksheets, and certificates go out from the job while the customer is on the line.

Book a demoWhat Centrus adds

already built in

What the BigChange add-in does, and what Centrus adds

Keep BigChange's Outlook add-in. Centrus works across both systems, on the work that still falls to someone in the office.

BigChange's Outlook add-in

  • The BigChange for Email add-in saves an email and its attachments to a new or existing note in BigChange.
  • From that note, the office can schedule a follow-up and assign the work to someone else.
  • It works in Outlook on Windows and Mac, on the email the person has open.

What Centrus adds

  • Portal work orders read from the inbox and raised in BigChange as unscheduled jobs, with the site, the priority and the PO.
  • Subcontractor job sheets rewritten as your worksheet and created on the job, matched to the PO.
  • Certificates and photos found on the job and sent in the customer's email thread.
  • Open quotes chased from your own mailbox every weekday, skipping anyone who has replied.

Checked on 28/10/2026 against BigChange for Email, Microsoft AppSource.

examples

Built on BigChange and Outlook together

Each one is an example agent or question that reads or writes both systems. Build it as it is, or describe your own version.

  1. 01

    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, Gmail

  2. 02

    Subcontractor sheets onto the job

    Their sheet arrives in Outlook. Centrus rewrites it as your worksheet on the BigChange job.

    Read the use case: Subcontractor sheets onto the jobWorks with BigChange, Joblogic, Simpro, Outlook, Gmail

  3. 03

    Certificates and photos sent from the job

    Ask for the EICR by address and it is sent from the job, in the customer's thread.

    Read the use case: Certificates and photos sent from the jobWorks with BigChange, Joblogic, Simpro, Outlook
01 / 03

how one runs

A portal email, raised as a job

An agent watches the inbox the portals send to. The desk stays on the phones and only has to book the job.

01

The work order lands

A client portal emails a works order to the inbox the agent watches in Outlook, such as a jobs@ address.

02

Read, PDF and all

The agent reads the site, the priority and the PO from the email, or from the PDF attached to it.

03

Raised as unscheduled

The job is created in BigChange as unscheduled, with the details matching what the portal sent.

04

The account manager told

They get the job number by email, so nobody types the work order in twice or chases the portal for it.

See the use case: Raise portal jobs

setup

Two connections, each made once

Each system connects on its own card in Integrations. Agents keep their own connection, so a scheduled run never depends on one person staying signed in.

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.

How to connectThe BigChange setup

Connect Outlook

Each person clicks Connect on the Microsoft Outlook card in Integrations and signs in with Microsoft. One sign-in covers mail and calendar. If your Microsoft 365 asks for an administrator's approval, IT approves Centrus once.

How to connectThe Outlook setup

the integrationBigChangeAsk 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.the integrationOutlookAsk the inbox like a colleague. Portal jobs, supplier invoices and replies handled inside Outlook.

other pairings

questions

BigChange and Outlook questions

No. Keep it for the emails someone wants to file by hand. Centrus works on the inbox as a whole: an agent watches a mailbox or a folder and acts on each email as it arrives, so portal work orders and subcontractor sheets do not wait for someone to open them.

The one you connect. Each person signs in with Microsoft, and Centrus sees only what that person can see. An agent can watch a team address you sign in to, such as jobs@ or accounts@, and a single folder within it.

Yes. The agent downloads the attachment and reads the PDF, so a works order sent as a file is raised the same way as one written in the email. Add an approval step and the desk checks each job before it is created.

Yes, from your own mailbox, with your HTML signature if you turn it on. Set the tone once in Organisation Context and upload a few good replies to Train, and every email is written the way your office writes.
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We take a real portal email through to an unscheduled job in BigChange, on a setup like yours.
  3. 03We pick out the admin that should run itself first.

See BigChange and Outlook working together.

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