JoblogicCentrusOutlook

joblogic + outlook

Joblogic sends from Outlook. Centrus works on what comes in.

Joblogic's Microsoft 365 integration already sends email from jobs, quotes and invoices, and syncs visits to Outlook calendars. Centrus works on the inbox too: portal work orders that arrive by email are raised as Joblogic jobs, and site contacts hear about their PPM a fortnight ahead, with replies noted on the job.

Book a demoWhat Centrus adds

already built in

What Joblogic's Microsoft 365 integration does, and what Centrus adds

Keep Joblogic's Microsoft 365 integration. Centrus works across both systems, on the work that still falls to someone in the office.

Joblogic's Microsoft 365 integration

  • Personal and shared Microsoft 365 mailboxes link to Joblogic, and email goes out from jobs, quotes and invoices.
  • Email history can be searched, and emails saved to the job, from inside Joblogic.
  • Visits sync to Outlook calendars, and engineers' calendars overlay the Engineer Planner.

What Centrus adds

  • Portal work orders read from the inbox and raised in Joblogic as jobs, with the site, the priority and the PO.
  • PPM due in the next 14 days emailed to each site contact every Monday, with replies noted on the job.
  • Subcontractor job sheets rewritten as your worksheet on the Joblogic job.

Checked on 28/10/2026 against Joblogic's Microsoft 365 guide and the Joblogic Marketplace listing.

examples

Built on Joblogic and Outlook 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

    Raise portal jobs

    Portal mail becomes a new job in Joblogic, and the account manager is told.

    Read the use case: Raise portal jobsWorks with BigChange, Joblogic, Simpro, Outlook, Gmail

  2. 02

    PPM reminders with the date and the work

    Every Monday each site hears about the next fortnight's PPM, and access is confirmed on the Joblogic job.

    Read the use case: PPM reminders with the date and the workWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel

  3. 03

    Subcontractor sheets onto the job

    Their sheet arrives in Outlook. Centrus rewrites it as your worksheet on the Joblogic job.

    Read the use case: Subcontractor sheets onto the jobWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
01 / 03

how one runs

Every site told, a fortnight ahead

One agent, described once in Agent Builder, runs every Monday. Access is sorted before the engineer travels.

01

Monday at 08:00

The agent reads the PPM visits due in Joblogic over the next 14 days.

02

Each site emailed

Each site contact gets the date, the engineer, the work and what to have ready, from your inbox.

03

Access confirmed

They are asked to confirm access by reply, so the visit is not wasted on a locked plant room.

04

Replies on the job

Each reply is noted on the job in Joblogic, where whoever books the visit will see it.

See the use case: PPM reminders with the date and the work

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 Outlook

Each person clicks Connect on the Microsoft Outlook card in Integrations and signs in with Microsoft. One sign-in covers mail and calendar. If your Microsoft 365 asks for an administrator's approval, IT approves Centrus once.

How to connectThe Outlook setup

the integrationJoblogicJobs, sites, assets and quotes answered from live Joblogic, with quotes raised from the same chat.the integrationOutlookAsk the inbox like a colleague. Portal jobs, supplier invoices and replies handled inside Outlook.

other pairings

questions

Joblogic and Outlook questions

Yes, keep it for sending from jobs and for the calendar overlay. Centrus adds agents that act on email as it arrives and on a schedule, so portal work orders and PPM confirmations do not wait for someone to open the inbox.

The one you connect. Each person signs in with Microsoft, and Centrus sees only what that person can see. An agent can watch a team address you sign in to, such as jobs@ or accounts@, and a single folder within it.

Yes. The agent downloads the attachment and reads the PDF, so a works order sent as a file is raised in Joblogic the same way as one written in the email. Add an approval step and the desk checks each job before it is created.

Onto the job in Joblogic as a note, so whoever books the visit sees that access is confirmed or what the site has asked for. The email itself stays in the mailbox it arrived 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 take a real portal email through to a new job in Joblogic, on a setup like yours.
  3. 03We pick out the admin that should run itself first.

See Joblogic and Outlook 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