CentrusCin7

inventory · read and write

Ask what's on the shelf. Build the offer sheet.

Centrus integrates with Cin7 for UK field service businesses. Ask what is on the shelf or what a customer last bought, and get the offer sheet built. Cin7 stays your stock record.

Book a demoWhat it covers

start with these

Every stock question goes to the one person with Cin7 open.

Ask how many pumps are left and where, or what Brookfield FM bought last. Centrus reads live stock by location, products and sales in Cin7, for the office on Teams and engineers on WhatsApp. Name a brand and it builds the offer sheet with live stock on each line, as a PDF and a workbook. Cin7 comes with every plan: an administrator connects it once and everyone else clicks Enable.

  1. 01

    Stock for a SKU

    Ask about a part on Teams. Get what's free in the warehouse and on each van, and what's on order.

    Works with Cin7, Teams

  2. 02

    Product offer sheet with live stock

    Name the brand. The PDF and the workbook are built from today's stock, not last quarter's export.

    Read the use case: Product offer sheet with live stockWorks with Excel, Cin7

  3. 03

    Van stock, asked from site

    An engineer asks from the job. Centrus says which van or the warehouse has the part, and if it's free.

    Works with Cin7, WhatsApp

  4. 04

    What a trade customer bought last time

    Ask what a trade customer bought. Get their orders by product, and the last price they paid.

    Read the use case: What a trade customer bought last timeWorks with Cin7
01 / 04

more with Cin7

setup

An Account ID and one key

An administrator connects once. Everyone else Enables it. The Agent Builder Cin7 node keeps its own copy of the key.

01

Connect Cin7

Open Integrations and click Connect on the Cin7 card. Paste the Account ID and Application Key from Cin7. The key is stored on this connection only. Other people then Enable the same account.

How to connect

02

Ask, then build

Start with a SKU you already know, or ask Centrus to build an offer sheet for one brand. Check the first PDF, so pack sizes and stock match how you already send a list.

03

Automate the repeat

When the same aged-stock report or the same brand sheet runs every week, describe it in Agent Builder and drop the Cin7 node on the canvas. Connect Excel if the file has to land as a workbook.

Cin7 in Agent Builder

what it covers

The product, the shelf, and the sale

Chat and Agent Builder share the same Cin7 actions. Long lists come back a page at a time. Connecting chat does not connect the Agent Builder node.

connects through
A Cin7 Account ID and Application Key. Admin connects, everyone else Enables
reads and writes
Reads products, stock, customers and sales. Writes offer sheets and aged-stock workbooks
starts on
A schedule, an email, or someone asking in chat
where people ask
Web, WhatsApp and Teams

  • Products

    ask

    Search by brand, name or SKU, or open one product

    change

    Build an offer sheet from a brand or a SKU list

  • Live stock

    ask

    On hand, allocated and available, by warehouse or van

    change

    Read only

  • Customers

    ask

    Find a customer, then their recent orders

    change

    Read only

  • Sales

    ask

    List recent sales, or open one order with the lines

    change

    Read only

  • Offer sheets

    ask

    Not asked in chat

    change

    PDF brochure and Excel companion, with live stock and images, saved to OneDrive

  • Aged stock

    ask

    Not asked in chat

    change

    Workbook of stock by age band, optional brand filter, saved to OneDrive

Cin7 does not start the run. Something else does.

There is no Cin7 webhook. An agent starts on a schedule, an email, or someone asking in chat. Cin7 is the catalogue the sheet is built from.

See how chat and agents work in Centrus
previous integrationOstaraAgents accept the order inside the SLA window, write the ETA, and send attendance back to the client's portal.next integrationSage IntacctAsk what has been paid, raise the invoice from the job, and let agents draft the bills.

questions

Cin7 questions

People ask what is in stock, what a customer last bought, or what sold this month. Centrus reads products, live quantities, customers and sales in Cin7. It builds an offer sheet for a brand, and an aged-stock workbook, as files you already open in Excel.

No. BigChange, Joblogic and Simpro are the jobs. Excel is the workbook. Cin7 is the product, the shelf and the sale. Connecting Cin7 does not connect the job system, and it does not write a random spreadsheet. Use Cin7 when the question is stock or a customer order.

No. Cin7 stays the stock system, and the warehouse keeps working in it. Centrus reads products, stock, customers and sales from it, and writes the offer sheets and aged-stock workbooks your sales team already sends.

That AI only sees what lives inside Cin7. It does not see your job system, your inbox, your documents or anything else running the business day to day. Centrus sits across everything you use, so it is not limited by what one vendor decided to build.

The Cin7 Account ID and Application Key, from the API section of your Cin7 account. An administrator connects once from Integrations, the key is stored on that connection only, and everyone else clicks Enable on the same account.

No. The Cin7 node keeps its own copy of the Account ID and Application Key, separate from the Integrations card. Enter them once per agent, and a scheduled offer sheet keeps running whoever is on holiday.

Not today. It reads products, stock, customers and sales, and it writes offer sheets and aged-stock workbooks. Raising the sale still happens in Cin7, so the order follows the approval and pricing rules your team already uses there.

A PDF and an Excel file land in the OneDrive folder you name. You can email them from Outlook, send the link in chat, or let an agent send the Monday sheet to the same customer list every week.

No. Your data is not used to train AI models, and training is switched off on our AI provider account. Data is encrypted in transit and at rest, and access is set per person through tags and roles.

Cin7 comes with every plan, from £299.99 a month. Chat uses message credits and agents use automation credits. Plans run month to month, with no lock-in, and paying annually saves 20%.See full pricing
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We ask a Cin7 account like yours what is on the shelf, then build an offer sheet for one brand while you watch.
  3. 03We pick out the admin that should run itself first.

See it working with Cin7.

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