JoblogicCentrusExcel

joblogic + excel

Ask Joblogic a question, and get the workbook back.

Joblogic's Dynamic Reports already export over 200 standard reports to CSV, and fill an Excel template you upload. Centrus writes the workbook from a question: ask in chat for a client's spend split into reactive and planned work, or have an agent write the monthly pack on the 1st.

Book a demoWhat Centrus adds

already built in

What Joblogic's reports do, and what Centrus adds

Keep Joblogic's Dynamic Reports. Centrus works across both systems, on the work that still falls to someone in the office.

Joblogic's Dynamic Reports

  • Over 200 standard reports export to CSV, filtered as you see them on screen.
  • A scheduled export emails a report automatically.
  • Report templates fill an uploaded Excel workbook, with its pivot tables and charts, on export.
  • New reports are requested from Joblogic's support team.

What Centrus adds

  • A workbook from a question in chat, such as a client's spend split into reactive and planned work.
  • Customers on repeated call-outs with no maintenance contract, listed in one workbook.
  • The monthly pack written on the 1st from Joblogic jobs and the invoices, in the format you already send.

Checked on 28/10/2026 against Joblogic's Dynamic Reports guide.

examples

Built on Joblogic and Excel together

Each one is an example agent or question that reads or writes both systems. Build it as it is, or describe your own version.

  1. 01

    Client spend and reactive versus planned mix

    Ask what a contract spent this month, split into reactive and planned, with last month beside it.

    Read the use case: Client spend and reactive versus planned mixWorks with BigChange, Joblogic, Simpro, Excel, Teams

  2. 02

    Customers on reactive work with no service contract

    Which customers keep calling you out with no contract? A call list from Joblogic, in Excel.

    Read the use case: Customers on reactive work with no service contractWorks with BigChange, Joblogic, Simpro, Excel

  3. 03

    Excel reports, described in a sentence

    Describe the report once. On the 1st it is written from Joblogic, 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
01 / 03

how one runs

Last month's pack, ready on the 1st

One agent, set up once in Agent Builder. Finance gets the file they already expect, without the export.

01

Describe it once

Tell Agent Builder what the report holds and who it goes to, in a sentence of your own.

02

Read on the 1st

The agent reads last month's jobs from Joblogic, and the invoices that go with them.

03

In your format

It writes the workbook in the layout you already send, with anyone owing over 30 days flagged.

04

Sent, or held first

It goes to the people you name, or waits for an approval if someone should check it first.

See the use case: Excel reports, described in a sentence

setup

Two connections, each made once

Each system connects on its own card in Integrations. Agents keep their own connection, so a scheduled run never depends on one person staying signed in.

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 connectThe Joblogic setup

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 connectThe Excel setup

the integrationJoblogicJobs, sites, assets and quotes answered from live Joblogic, with quotes raised from the same chat.the integrationExcelThe workbooks your office builds by hand, written from live jobs and sent on a schedule.

other pairings

questions

Joblogic and Excel questions

A template formats a report Joblogic already has. Centrus answers the question that is not a standard report yet, from a sentence in chat, and can put data from outside Joblogic, such as Xero or a client's own tracker, in the same workbook.

Asked in chat, it is saved to OneDrive for the person who asked and shared in the reply. An agent can save it to a set folder, or attach it to an email to finance or to a client.

No. A reporting agent reads jobs, visits and invoices and writes the workbook. It only uses the steps you give it, so nothing in Joblogic changes unless you add a step that does.

An administrator enters three Joblogic credentials once. Each person connects their own Excel with Microsoft, and agents connect separately, so a scheduled report never depends on one person staying signed in.
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We build a monthly workbook from Joblogic jobs on a setup like yours, in the layout you send.
  3. 03We pick out the admin that should run itself first.

See Joblogic and Excel working together.

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