documents · read and write
Ask for the RAMS. Get a Google Doc.
Centrus integrates with Google Docs for UK field service businesses. Ask for the RAMS or the letter, and get a real Google Doc back in Drive.
start with these
Every RAMS starts as the last job's document with the names typed over.
Ask for a RAMS and Centrus writes it as a Google Doc from your template and the last visit to the site. Engineers ask it a question from site, voice notes come back as a survey Doc, and a variation letter is written from the quote in Teams. Every file opens in Docs the usual way.
01
RAMS as a Google Doc
Ask in chat. The RAMS is written from your template and the last visit, as a Doc in your Drive.
Works with Google Docs, BigChange, Joblogic, Simpro02
Ask a document, without opening it
Ask the RAMS a question from site. The answer comes from the Doc, and a note from site goes back in.
Works with Google Docs, WhatsApp03
Site notes to a Doc, from WhatsApp
One voice note from site comes back as a survey Doc in your Drive, under headings.
Works with Google Docs, WhatsApp04
A variation letter from your template
Ask in Teams. The quote is read from your job system and the letter written as a Doc from your template.
Works with Google Docs, BigChange, Joblogic, Simpro, Teams
more with Google Docs
setup
RAMS and letters, in your Drive
Each person connects their own Docs. Sheets is a separate card. Google Drive is a separate card if you also want folders on Train.
Connect Google Docs
Each person clicks Connect on the Google Docs card and signs in with Google. Documents are created in that person's Drive. If Google Workspace blocks new apps, an administrator allows Centrus once.
Ask, then write
Start with a document you already have, or ask Centrus to create one. Check the file in Drive the first few times, so the headings and the name match how you already file letters.
Automate the repeat
When the same letter goes out every time a quote is accepted, describe it in Agent Builder and drop the Docs node on the canvas. Connect the job system and Gmail if the facts come from there and the link goes out by email.
what it covers
The document, the sections, and the file
Chat has 8 Docs tools: create, read, batch-update, insert text, insert blocks, format text, mark a heading, and list the files that person can see. Listing uses Drive, because that is where Docs live.
- connects through
- A Google sign-in, per person
- reads and writes
- Documents, headings, body text, lists and formatted sections
- files live in
- That person's Google Drive
- where people ask
- Web, WhatsApp and Teams
Documents
ask
List the files that person can see, and open one by name
change
Create a Doc in their Google Drive
Text
ask
Read the body of the document
change
Insert text at the end or at a named point
Headings
ask
Read the heading structure
change
Mark existing text as a heading, H1 to H3
Format
ask
Not asked in chat
change
Bold, italic and colour on a run of text
Batch update
ask
Not asked in chat
change
Several inserts and formats in one pass, including lists and tables
The file itself
ask
Open it from Drive
change
Save it as a Doc, so people still open it in Google Docs
Docs does not start the run. Something else does.
There is no Docs webhook. An agent starts on a job change, a schedule, an email, or someone asking in chat. Docs is the format the document comes back in.
questions
Google Docs questions
in the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We write a RAMS as a Google Doc from a job like yours, in your format, and save it where your team files them.
- 03We pick out the admin that should run itself first.
See it working with Google Docs.
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