CentrusJoblogic

job management · read and write

Ask the job, the site, the asset. Quote it from site.

Centrus integrates with Joblogic for UK field service businesses. Jobs, sites, assets and quotes answered from live Joblogic, with quotes raised from the same chat. Joblogic stays your job system.

Book a demoSee all 69 use cases

start with these

Engineers ring the helpdesk for answers that are already in Joblogic.

Ask about a job, a site or an asset on the web, WhatsApp or Teams and the answer comes from live Joblogic. Engineers price follow-on work from a site photo, completed worksheets become quotes, and agents chase the ones still open. An administrator connects Joblogic once from Integrations, and everyone else clicks Enable.

  1. 01

    Tomorrow's jobs and the site brief

    The night before, the engineer asks on WhatsApp. The jobs, keysafe, parking and the last three visits come back.

    Read the use case: Tomorrow's jobs and the site briefWorks with BigChange, Joblogic, Simpro, Excel, Word, SharePoint, OneDrive, Google Drive, WhatsApp, Dropbox

  2. 02

    Quote from site photos

    The engineer sends a photo on WhatsApp. It is priced and with the client before they leave site.

    Read the use case: Quote from site photosWorks with BigChange, Joblogic, Simpro, Excel, SharePoint, OneDrive, Google Drive, WhatsApp

  3. 03

    Follow-on quote from the worksheet

    The job closes, the follow-on work on the worksheet is priced, and the account manager has the quote the same day.

    Read the use case: Follow-on quote from the worksheetWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel

  4. 04

    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, Gmail

  5. 05

    Tomorrow's visits confirmed by phone

    Every customer booked for tomorrow is rung from your number. Moves and no-answers are written to the visit.

    Read the use case: Tomorrow's visits confirmed by phoneWorks with BigChange, Excel, Phone and SMS
01 / 05

setup

Three credentials, entered once

Whoever manages your Joblogic account can find the three values. Nothing is installed on anyone's machine.

01

Connect Joblogic

An administrator pastes the Client ID, Client secret and Tenant ID from Joblogic into the Joblogic card in Integrations, and Centrus checks them before saving.

How to connect

02

Enable the team

Everyone else clicks Enable on the Joblogic card and starts asking. The Agent access switch on each person in Edit users decides who can build agents.

Users and roles

03

Ask, then automate

Start with a job you already know. When a question turns into a routine, describe it in Agent Builder and connect the Joblogic step there, because each agent keeps its own credentials.

Steps an agent can use

what it covers

What Centrus can read and change in Joblogic

Each row is a record type in your Joblogic account. The first two columns are what people can ask and change in chat, on the web, WhatsApp and Teams. The last column is what the Agent Builder Joblogic step adds on top.

connects through
Joblogic API, connected once by an administrator
reads and writes
Jobs, quotes, purchase orders, sites, customers, assets
starts on
A Joblogic event, a schedule, an email, or a request in chat
where people ask
Web, WhatsApp and Teams

  • Jobs

    ask in chat

    All or open jobs, by customer, site or date logged, jobsheet PDF

    change in chat

    Log a job with its type, category and priority

    agents add

    Update, change status, delete

  • Quotes

    ask in chat

    List, look up, quotesheet PDF

    change in chat

    Raise a quote with priced lines, linked to a job

    agents add

    Update, approve, reject, cancel

  • Purchase orders

    ask in chat

    List by job or supplier, look up

    change in chat

    Raise a purchase order

    agents add

    Order lines, approve, mark as sent

  • Customers and sites

    ask in chat

    Search and look up

    change in chat

    Read only

    agents add

    Create, update, delete

  • Contacts

    ask in chat

    Look up a contact

    change in chat

    Read only

    agents add

    List, create, update, delete

  • Assets

    ask in chat

    Assets on a job

    change in chat

    Read only

    agents add

    Site assets, assign to a job, update

  • Worksheet photos

    ask in chat

    Preview the site photos in a worksheet PDF

    change in chat

    Attach them to the job

    agents add

    Chat only

  • Visits

    ask in chat

    Agents only

    change in chat

    Agents only

    agents add

    List, search the planner, book, update, cancel

  • Invoices

    ask in chat

    Agents only

    change in chat

    Agents only

    agents add

    List, look up, create, update, invoice PDF

  • Notes and forms

    ask in chat

    Agents only

    change in chat

    Agents only

    agents add

    Job notes, forms logbook, form answers and PDFs

  • Engineers and staff

    ask in chat

    Engineers, engineer teams and office staff

    change in chat

    Read only

    agents add

    Read the same lists

  • Reference data

    ask in chat

    Job types, categories and priorities

    change in chat

    Read only

    agents add

    Read the same lists

Plus whole-list runs, in Agent Builder

When an agent needs every record rather than one page of results, it reads the full list in one step. That covers jobs, quotes, customers, sites, purchase orders, invoices and assets, so a monthly report or a clean-up run sees everything.

See how chat and agents work in Centrus
“My team are more productive. The manual work has been taken off their plate. It is like having another staff member that never forgets anything.”
Adam Simmons, Director, Barons GroupBarons runs Joblogic, and its ten staff on Centrus get 40 hours a week back between them.Read the case study

everything with Joblogic

All 69 use cases

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

69 use cases

01

New work coming in

8

Enquiries, portal tickets and emails turned into booked jobs.

New work use cases
02

Quotes and sales

12

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

Quotes use cases
03

Scheduling and dispatch

8

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

Scheduling use cases
04

Engineers on site

9

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

On site use cases
05

Paperwork and compliance

11

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

Paperwork use cases
06

Finance and cash flow

10

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

Finance use cases
07

Reports and numbers

9

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

from the blog

Read more on this

More on job systems
previous integrationBigChangeAsk the live job, and the inbox, the files and the finance system in the same answer. The admin is done by agents and written back to BigChange.next integrationSimproJobs, schedules, quotes and invoices answered from live Simpro. Reports and follow-ups built by agents.

questions

Joblogic questions

Your team asks Joblogic questions in plain English and gets answers from live jobs, sites, quotes and assets. From the same chat it can log a job, raise a priced quote or a purchase order, and file worksheet photos on the job. Agents add visits, invoices and forms, on a schedule or from an email.

You need three API credentials from Joblogic: a Client ID, a Client secret and your Tenant ID. An administrator connects the organisation once, and everyone else clicks Enable to start asking.

No. Joblogic stays your job system and the record everyone works from. A job logged or a quote raised from chat is written into Joblogic through its own API, so the helpdesk sees it alongside every other job. Centrus reads the live record when someone asks and keeps no second copy.

That AI only sees what lives inside Joblogic. It does not see your finance system, your client portals, your shared files 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.

Yes, on every plan. An administrator connects it from Integrations with the Joblogic API credentials, everyone else clicks Enable, and our UK team can walk you through it on the demo with a setup like yours.

Yes. In chat it can log jobs, raise priced quotes and purchase orders, and attach worksheet photos. Agents can also book visits, raise invoices, update customers, sites and assets, and add notes. Add an Approval step so a person signs off before an agent writes or sends anything.

Yes. A Joblogic event can start an agent run: a job, visit, invoice or purchase order created, updated or deleted. Agents can also run on a schedule, as often as every 5 minutes, or start from an email or a chat request.

Yes. Engineers message Centrus on WhatsApp and get answers from the same live Joblogic data as the web. They can ask about a job or its assets, send a voice note to raise a quote, or run an agent you have published to chat.

Job system integrations, Joblogic included, come 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

Yes. Data is encrypted in transit and at rest, access is controlled per person through tags and roles, and Centrus follows UK GDPR. Your data is not used to train AI models, and every customer can have a data processing agreement on request.How we protect your data
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 about a Joblogic job on WhatsApp, price a quote from a site photo, and plan the connection with you.
  3. 03We pick out the admin that should run itself first.

See it working with Joblogic.

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