email and calendar · read and send
Quote requests priced. Replied in the Gmail thread.
Centrus integrates with Gmail for UK field service businesses. Quote requests priced from your rate card. Supplier invoices and follow-ups handled inside Gmail.
start with these
Quote requests sit in Gmail until the one person who knows the prices gets to them.
Ask which quote requests are still waiting and get the threads behind the answer. Centrus prices a request from your rate card and replies in the thread from your address. Agents follow up open quotes, match supplier invoices and file mail under the labels you already use.
01
Sales enquiry turned into a quote
The enquiry is read, priced from your rate card and quoted, and the customer hears back the same day.
Read the use case: Sales enquiry turned into a quoteWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel02
Open quotes followed up
Every weekday it chases open quotes from your own inbox, in your tone, and leaves anyone who has replied alone.
Read the use case: Open quotes followed upWorks with BigChange, Joblogic, Simpro, Outlook, Gmail03
Supplier invoices matched to the PO
Every line is checked against the PO. Matches update the job cost, and anything out is queried with the supplier.
Read the use case: Supplier invoices matched to the POWorks with BigChange, Joblogic, Simpro, Outlook, Gmail04
Overdue invoices chased every Monday
Pulled from your job system, spreadsheet or Xero. Anyone already replying is skipped, the rest are chased in your tone.
Read the use case: Overdue invoices chased every MondayWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel, Xero05
Every reply, written like your best
Write the rough version. Centrus rewrites it from the complaints procedure, the job and your best replies, ready to check and send.
Read the use case: Every reply, written like your bestWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Word, SharePoint, OneDrive, Google Drive
Could you quote to swap the 12 fluorescent fittings on our 2nd floor for LED panels? Photos of the fittings and the ceiling are attached.
Thanks, Paul Grant, Facilities, Northgate Offices
setup
Every inbox signs in on its own
The rate card and your voice go in once, for everyone, and Centrus only sees the inbox of whoever signed in.
Connect Gmail
Each person clicks Connect on the Gmail card in Integrations and signs in with Google. Google Calendar has a card of its own. If your Google Workspace blocks new apps, your Workspace administrator allows Centrus once.
Give it your voice
Set the tone in Organisation Context. Add the rate card, the email policy and a document of good replies to Train, as uploads or synced from a Google Drive folder.
Hand over the routine
Start by asking in chat. When an inbox job repeats, describe it in Agent Builder, connect the Gmail account it should watch and pick the label. A team account such as accounts@ works too.
what it covers
What Centrus can read and change in Gmail
Each row is part of your Gmail. Ask works in chat on the web, WhatsApp and Teams. Change notes where only agents can do it. Trigger means an agent starts when a matching email lands under the label.
- connects through
- A Google sign-in, for the Gmail inbox
- reads and writes
- Emails, threads, drafts, labels, attachments
- starts on
- A new email under any label, filtered before it runs
- where people ask
- Web, WhatsApp and Teams
Emails
ask
Search in plain English or Gmail search, list unread, read in full
change
Send from your address, mark read, archive, move to Bin
trigger an agent
New email, filtered by label, sender, subject, body or attachments
Threads
ask
Read a whole thread in order
change
Reply in the same thread, from chat or agents
trigger an agent
Replies arriving under a watched label
Drafts
ask
Not asked in chat
change
Create a draft to check before it goes
trigger an agent
Schedule or chat
Attachments
ask
Read inside an agent run, such as a supplier invoice
change
Attach files to emails and replies
trigger an agent
Only emails with attachments, if you choose
Labels
ask
Search under any label
change
File under a label, created if missing, from agents
trigger an agent
Watch any label, including the inbox
Plus Gmail search, in plain English
Ask for unread mail from a supplier since Monday and Centrus writes the Gmail search for you, with from:, is:unread, has:attachment and after:. Nobody on the team has to learn the syntax.
everything with Gmail
All 28 use cases
Grouped by area of work. Search, or narrow the list by role or by the other systems you run.
28 use cases
New work coming in
5Enquiries, portal tickets and emails turned into booked jobs.
- Raise portal jobsIn depthPortal mail becomes an unscheduled job on BigChange, and the account manager is told.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- Overnight jobs summarised by 07:00Overnight jobs land in the workbook, and the desk is emailed the summary with the file attached.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel
- Contact notes added from inbound emailsThe code and the person to call are on the contact before the engineer sets off. Nobody copies them across.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- Enquiry inbox sorted before the desk opens itReactive work is seen first, and supplier mail stops burying customer enquiries.AutomationWorks with BigChange, Gmail
Quotes and sales
4Priced from your rate card, sent the same day, chased until they land.
- Follow-on quote from the worksheetIn depthThe job closes, the follow-on work on the worksheet is priced, and the account manager has the quote the same day.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel
- Open quotes followed upIn depthEvery weekday it chases open quotes from your own inbox, in your tone, and leaves anyone who has replied alone.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- Contract rates, SLAs and approval thresholdsThe right price, the right SLA and the right approver, settled before the quote leaves.AskWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, SharePoint, WhatsApp, Teams
- Sales enquiry turned into a quoteThe enquiry is read, priced from your rate card and quoted, and the customer hears back the same day.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel
Scheduling and dispatch
1Visits confirmed, each day on WhatsApp, customers texted on the way.
Engineers on site
1The site brief the night before, the manual on site, the worksheet from the van.
Paperwork and compliance
3RAMS, worksheets, vans and subcontractor cover, checked before anyone has to chase.
- Subcontractor sheets onto the jobIn depthTheir sheet arrives by email. Centrus rewrites it as your worksheet and creates it on the job.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- Subcontractor cover checked every MondayEvery Monday, cover due in 30 days is chased and anyone lapsed is put on hold.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel
- MOTs and services booked before they lapseCentrus watches the fleet dates, asks before it books, and emails your approved garage.AutomationWorks with BigChange, Outlook, Gmail, Excel, WhatsApp
Finance and cash flow
8Invoices chased, matched, checked against the contract and sent.
- Overdue invoices chased every MondayIn depthPulled from your job system, spreadsheet or Xero. Anyone already replying is skipped, the rest are chased in your tone.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel, Xero
- Raise and send an invoice from chatAsk for the invoice. It's raised in your job system or Xero, or sent as a branded PDF.AskWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Xero
- Supplier invoices matched to the POEvery line is checked against the PO. Matches update the job cost, and anything out is queried with the supplier.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- Purchase orders approved by replyManagers decide from their inbox, and engineers aren't left waiting on site.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
Reports and numbers
1Answers, reports and alerts from the systems you already run.
Team and knowledge
5Your best people's answers, available to everyone.
- Every reply, written like your bestIn depthWrite the rough version. Centrus rewrites it from the complaints procedure, the job and your best replies, ready to check and send.AskWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Word, SharePoint, OneDrive, Google Drive
- Save a house rule for complaint repliesComplaint replies stay safe even when a new starter writes them.AskWorks with Outlook, Gmail, WhatsApp, Teams
- Engineer tickets expiring, emailed to each managerCourses are booked before tickets lapse and engineers are stood down.AutomationWorks with Outlook, Gmail, Excel, Google Sheets
- Log an accident or near miss from siteAccidents are recorded the same day, with the details fresh.AskWorks with Outlook, Gmail, Word, WhatsApp
questions
Gmail questions
in the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We price a quote request from a rate card like yours, reply in the Gmail thread, and show the agent that follows it up.
- 03We pick out the admin that should run itself first.
See it working with Gmail.
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