client portal · read and write
Ask the issue. Write the job number back.
Centrus integrates with Fixflo for UK field service businesses. Ask what is logged on an issue, write your job number back, and update the managing agent on the portal. Fixflo stays the portal your client runs.
start with these
Housing providers email to ask whether an issue has been picked up.
Ask what is logged on an issue before anyone is booked: the tenant's report, the photos and the access. When an issue is assigned to you, Agent Builder raises the job and writes its number back. Engineers book the visit from WhatsApp, and the comment and the completion go on the issue when the job is done. Fixflo stays the portal the housing provider uses.
01
Read a Fixflo issue before booking the visit
The right engineer is booked first time, without opening the portal.
Read the use case: Read a Fixflo issue before booking the visitWorks with Fixflo02
Job number written back to the Fixflo issue
When an issue is assigned to you, the job is raised and its number written back to the issue.
Read the use case: Job number written back to the Fixflo issueWorks with BigChange, Joblogic, Simpro, Fixflo03
The visit booked from the van
An engineer books the visit on WhatsApp. The appointment goes on the issue for the housing provider to see.
Works with WhatsApp, Fixflo04
Comment when the job is done
When the job is completed, the engineer's comment and the completion go on the Fixflo issue.
Works with Fixflo, BigChange, Joblogic, Simpro
setup
Your portal address and one token
An administrator connects once. Everyone else clicks Enable on the same card.
Connect Fixflo
Open Integrations and click Connect on the Fixflo card. Paste your Fixflo address, for example acme.fixflo.com or just acme, and the 64-character API token. The email field is not used.
Ask, then write back
Start with an issue you already know. Ask what is logged, then assign it and write a job number onto it. Check the first few so the reference matches how you name jobs.
Automate the awards
When every awarded issue should become a job, describe it in Agent Builder and connect the Fixflo step with the same token. Add BigChange if the job lives there, and Outlook for the desk.
what it covers
The issue, the property, and the people on it
Chat and Agent Builder share the same 165 Fixflo actions, so anything you can ask or change in chat, an agent can do too. Each one connects separately, with the same token.
- connects through
- Your Fixflo address and a 64-character API token
- reads and writes
- Issues, properties, people, comments, quotes, appointments, invoices
- starts on
- A Fixflo issue status change, a schedule, an email, a chat request, or a BigChange job change
- where people ask
- Web, WhatsApp and Teams
Issues
ask
Open by number, or list awarded, completed and closed
change
Assign, set the job number, comment, merge issues
trigger an agent
A status change posted by Fixflo, or the lists checked on a schedule
Quotes and appointments
ask
Read the quotes already on the issue
change
Add or amend a quote, decline, set or cancel an appointment
trigger an agent
Schedule or chat
Completion and invoices
ask
Read completion details and invoice figures
change
Save completion, add certificates and documents, submit the invoice
trigger an agent
Schedule or chat
Properties
ask
Search properties and addresses, read tenants and notes
change
Save the property, update the address, add notes, set tags
trigger an agent
Schedule or chat
People
ask
Tenants, landlords, leaseholders and contractors
change
Create or update them, and link them to a property
trigger an agent
Schedule or chat
Service programmes
ask
Programmes, service events and certificates on a property
change
Create, update or complete a service event
trigger an agent
Schedule or chat
New issues, picked up on a schedule
An agent can list awarded, completed or closed issues as often as every 5 minutes and skip any it has already handled, so new work is picked up without anyone refreshing the portal. A BigChange job change can also start a run that updates Fixflo.
questions
Fixflo questions
in the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We read a Fixflo issue like yours, write the job number back, and show the agent that picks up every awarded issue.
- 03We pick out the admin that should run itself first.
See it working with Fixflo.
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