CentrusExcel

documents · read and write

Last month's margin pack. Already in Excel.

Centrus integrates with Excel for UK field service businesses. The workbooks your office builds by hand, written from live jobs and sent on a schedule.

Book a demoSee all 47 use cases

start with these

The month-end pack is rebuilt by hand from the same exports every month.

Describe the report once and an agent writes it from your job system and accounts, in the format you already send: margin by contract, overnight jobs, who is free and qualified. Ask about a tracker you already keep and the answer comes back with the row numbers.

  1. 01

    Excel reports, described in a sentence

    Describe the report once. On the 1st it's written from your job system and Xero, in the format you already send.

    Read the use case: Excel reports, described in a sentenceWorks with BigChange, Joblogic, Simpro, Excel, Word, Xero, Google Sheets, Google Docs

  2. 02

    Margin by category, and why it moved

    Job costs against invoices for each contract, by category, with the jobs that pulled the margin down.

    Read the use case: Margin by category, and why it movedWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel, Xero, Sage Intacct

  3. 03

    Overnight jobs summarised by 07:00

    Overnight jobs land in the workbook, and the desk is emailed the summary with the file attached.

    Read the use case: Overnight jobs summarised by 07:00Works with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel

  4. 04

    Each engineer's day on WhatsApp

    At 06:30 the plan in your Excel sheet is put in route order and sent to each engineer on WhatsApp.

    Read the use case: Each engineer's day on WhatsAppWorks with BigChange, Joblogic, Simpro, Excel, WhatsApp

  5. 05

    Who holds the ticket and is free

    Ask who can go. Centrus checks tickets and expiry dates against the diary and books the one who can.

    Read the use case: Who holds the ticket and is freeWorks with BigChange, Joblogic, Simpro, Excel, SharePoint, OneDrive, Google Drive, Teams
01 / 05

setup

From a question to a monthly pack

Each person connects their own Excel. Agents connect separately, so a scheduled report never depends on one person staying signed in.

01

Connect Excel

Each person clicks Connect on the Microsoft Excel card and signs in with Microsoft. Chat then works on the workbooks in that person's OneDrive. If your Microsoft 365 asks for approval, IT approves Centrus once.

How to connect

02

Ask a workbook first

Ask about a workbook you already use, then ask for a new one from last month's jobs. Check the first few in OneDrive so the columns match the pack you send today.

What you can ask

03

Schedule the report

When the same report goes out every month, describe it in Agent Builder. Connect Excel on the agent, plus the job system and Outlook, and add an approval before anything reaches a client.

Steps an agent can use

what it covers

What Centrus can read and change in Excel

Chat has 11 Excel tools and the Agent Builder Excel step has 14 actions. Ask works in chat on the web, WhatsApp and Teams. Excel cannot start an agent itself, so runs start on a schedule, an email, a chat request or a BigChange change.

connects through
Your Microsoft 365 sign-in
reads and writes
Workbooks, sheets, ranges, rows and formats
agents also add
Native charts and filterable tables
files land in
OneDrive, as .xlsx

  • Workbooks

    ask

    List and open the workbooks in that person's OneDrive

    change

    Create one, or find it by name or folder path

  • Sheets

    ask

    See every sheet in a workbook

    change

    Add a sheet, or make sure it exists with its headers

  • Rows

    ask

    Read a sheet as records, with the real row numbers

    change

    Append one row, or a whole month of jobs at once

  • Ranges

    ask

    Read a range such as Summary!A1:F20

    change

    Overwrite a range, formulas included

  • Formatting

    ask

    Not asked in chat

    change

    Fills, bold, fonts, alignment, column widths, £ and date formats

  • Charts and tables

    ask

    Not asked in chat

    change

    Native charts and filterable tables with totals, from agents

  • The file

    ask

    Not asked in chat

    change

    Download the .xlsx to attach to an email, from agents

Plus workbooks built in the chat

Ask for a workbook from figures already in the thread and Centrus builds the .xlsx itself, with a header row, UK dates and £ formats. Download it, get it as a WhatsApp attachment, or save it into a OneDrive folder you name.

See how chat and agents work in Centrus

everything with Excel

All 47 use cases

Grouped by area of work. Search, or narrow the list by role or by the other systems you run.

47 use cases

01

New work coming in

4

Enquiries, portal tickets and emails turned into booked jobs.

New work use cases
02

Quotes and sales

7

Priced from your rate card, sent the same day, chased until they land.

Quotes use cases
03

Scheduling and dispatch

5

Visits confirmed, each day on WhatsApp, customers texted on the way.

Scheduling use cases
04

Engineers on site

4

The site brief the night before, the manual on site, the worksheet from the van.

On site use cases
05

Paperwork and compliance

4

RAMS, worksheets, vans and subcontractor cover, checked before anyone has to chase.

Paperwork use cases
06

Finance and cash flow

6

Invoices chased, matched, checked against the contract and sent.

Finance use cases
07

Reports and numbers

15

Answers, reports and alerts from the systems you already run.

Reports use cases
08

Team and knowledge

2

Your best people's answers, available to everyone.

Team use cases
previous integrationDropboxThe shared pack you keep in Dropbox, kept current on Train and answered from site.next integrationGoogle SheetsThe Sheets your team shares, filled from live jobs and kept current from site.

questions

Excel questions

It writes the workbooks your office builds by hand every month. Centrus reads the jobs, quotes and invoices from your job system and writes them into an .xlsx in OneDrive, formatted and ready to send. People ask for one on the web, WhatsApp or Teams, and agents write the regular ones on a schedule.

Yes. Ask about the PPM tracker or the rate card and Centrus reads the sheet as rows, then answers with the row numbers it used. It can update those cells or add new rows underneath, so the tracker your team already opens stays the one they keep using.

A named person. In Agent Builder, an Approval step holds the run until someone approves it from the Runs panel or by email, and only then does Outlook send the workbook. In chat, nothing leaves the business until someone asks for it to be sent.

That AI only sees what lives inside Excel. It does not see your job system, your inbox, your client portals 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.

No. Excel stays where the numbers live, and finance keeps opening the same files. Centrus reads workbooks in OneDrive and writes into them, so the report it builds is a normal .xlsx that opens in Excel Online or the desktop app.

Yes. The Excel step in Agent Builder adds a native column, bar, line or pie chart from a block of data on the sheet, and can turn the rows into a filterable table with a totals row. Each run redraws the chart with that month's figures.

Chat creates workbooks in the signed-in person's OneDrive. Agents can write to a folder path such as Reports/2026/September and create the file if it is missing. A workbook built in the chat can be saved into any OneDrive folder you name.

No. Excel, Word, Outlook and OneDrive are separate cards on Integrations, each with its own Microsoft sign-in. Agents connect Excel separately again, so a scheduled report keeps running while the person who built it is on holiday.

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. Your workbooks stay in your OneDrive.

A few things. Through Excel's online connection it cannot freeze panes, merge cells, add borders or set conditional formatting, so it tells you where to click instead. It does write the rows, formulas, number formats, charts and tables for you.

Excel comes with every plan, from £299.99 a month, at no extra cost. 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 rebuild a workbook your office makes by hand from a job system like yours, then put it on a schedule with an approval before it goes.
  3. 03We pick out the admin that should run itself first.

See it working with Excel.

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