CentrusSharePoint

knowledge · knowledge

Ask the manual from site. Straight from SharePoint.

Centrus integrates with SharePoint for UK field service businesses. Your sites and libraries, kept current on Train and answered in chat, WhatsApp and Teams. Your files stay in SharePoint.

Book a demoSee all 40 use cases

start with these

The manual, the RAMS and the handbook are on SharePoint, and engineers still ring the office.

Pick a site, a library or the whole thing on Train and set the re-sync. Engineers get the fault-code checks from the manufacturer manual on site, the RAMS is written from the last job, and a policy change reaches everyone the next time they ask. SharePoint stays where files are edited.

  1. 01

    Fault codes and the fix, on site

    Send the code from the boiler. The checks come back from the manufacturer manual, and Centrus looks for the part on the van.

    Read the use case: Fault codes and the fix, on siteWorks with BigChange, Joblogic, Simpro, SharePoint, OneDrive, Google Drive, WhatsApp, Dropbox

  2. 02

    Procedures, policies and site drawings

    An engineer asks on WhatsApp where the board is and what the site allows. The answer comes from your files.

    Read the use case: Procedures, policies and site drawingsWorks with SharePoint, OneDrive, Google Drive, WhatsApp, Dropbox

  3. 03

    RAMS from the last job at the site

    Ask in chat. The RAMS is written in your format from the last job there, with each hazard and its control.

    Read the use case: RAMS from the last job at the siteWorks with BigChange, Joblogic, Simpro, Word, SharePoint, OneDrive, Google Drive

  4. 04

    Policy changes, briefed in three lines

    The new version is compared with the old, and what changed goes to every engineer on WhatsApp.

    Read the use case: Policy changes, briefed in three linesWorks with Word, SharePoint, OneDrive, Google Drive, WhatsApp

  5. 05

    New starters, useful from day one

    A no-show, the right form, whether to charge, a day off. Answered on Teams or WhatsApp from your SOPs and decisions log, without tapping a senior.

    Read the use case: New starters, useful from day oneWorks with Word, SharePoint, OneDrive, Google Drive, WhatsApp, Teams
01 / 05

setup

Company sites, read into Train

An administrator sets this up once. Nobody else connects anything.

01

Connect SharePoint

In Train, Integrations, click Connect on SharePoint and sign in with Microsoft. Train sees only the sites that person can open. If your Microsoft 365 asks for approval, IT approves Centrus once.

How to connect

02

Choose the site

Choose the site, then Full Site, Site Pages or a document library. On Active Syncs set a default tag and pick 1, 2, 4, 8, 24 or 48 hours. Tags decide who can ask.

Tags and who sees what

03

Start asking

Start asking in chat, WhatsApp or Teams. When a file changes in SharePoint, the next sync brings the new one in. Nobody re-uploads it.

Files and Cloud Folders

what it covers

What Centrus can read from SharePoint

Train is how a site becomes knowledge. Ask works in chat on the web, WhatsApp and Teams, against what you have synced. Change here means the sync itself: what you add, pause or tag. SharePoint stays the place files are edited.

connects through
A Microsoft sign-in, on Train
trains from
Team sites, communication sites, libraries and site pages
what you pick
The full site, site pages only, or documents in a library
stays current
Automatic re-sync every 1 to 48 hours, tags kept

  • Sites

    ask

    Team sites and communication sites you pick after you connect

    change

    Add or remove a site from Active Syncs

    trigger an agent

    Schedule or chat

  • Document libraries

    ask

    A whole library, or folders and files you tick inside it

    change

    Sync selected, or sync the library root

    trigger an agent

    Automatic re-sync, or Re-sync now

  • Site pages

    ask

    Pages on the site, and files attached to them

    change

    Sync Site Pages on that site

    trigger an agent

    Automatic re-sync

  • Full site

    ask

    Pages, lists, announcements and the other site content

    change

    Sync Full Site, once a site is picked

    trigger an agent

    Automatic re-sync

  • Files

    ask

    The document types Train already takes on Files

    change

    Read only

    trigger an agent

    Schedule or chat

  • Tags

    ask

    Who can ask about a file

    change

    A default tag on the sync, or tags set by hand on Files

    trigger an agent

    New files from that sync pick up the default tag

  • Versions

    ask

    The current file after the last sync

    change

    A later sync replaces a changed file and keeps its tags

    trigger an agent

    Every 1, 2, 4, 8, 24 or 48 hours, or on demand

  • Cloud Folders

    ask

    Synced files, shown on Files in the same tree they had in SharePoint

    change

    Read only

    trigger an agent

    Schedule or chat

This page is Train. Filing into a library is a different card.

Agent Builder has a SharePoint node that can make a folder and upload a file into a site library. That is the same idea as OneDrive, for team documents rather than personal files. The work on this page is the knowledge sync: pick the site, keep it current, ask against it.

See how chat and agents work in Centrus
“Team members are more productive. Manual tasks completely automated. The ROI is incredible.”
John Conaghan, Director, BSMLBSML runs BigChange and SharePoint, and saves over 100 hours of back-office work a month.Read the case study

everything with SharePoint

All 40 use cases

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

40 use cases

02

Quotes and sales

7

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

Quotes use cases
03

Scheduling and dispatch

1

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

Scheduling use cases
04

Engineers on site

12

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

On site use cases
05

Paperwork and compliance

8

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

Paperwork use cases
06

Finance and cash flow

1

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

Finance use cases
07

Reports and numbers

2

Answers, reports and alerts from the systems you already run.

Reports use cases
08

Team and knowledge

9

Your best people's answers, available to everyone.

Team use cases
previous integrationGoogle CalendarWhat is on, who is free, and the meeting booked, from chat, WhatsApp or Teams.next integrationOneDriveAnswers from the folders you already keep, and finished files put back where they belong.

questions

SharePoint questions

It keeps your company knowledge in step with the sites and libraries you already keep in SharePoint. On Train you pick a site, then a library or the whole site, set a default tag, and turn on automatic re-sync. People ask in chat, WhatsApp or Teams and get the current file, page or list item.

OneDrive is Shared Libraries, My Files and Shared with Me. SharePoint is the company sites and the libraries on them. Connect both if you keep files in both places, and pick the sites and folders on each card in Train.

No. SharePoint stays the company sites and their libraries. Train syncs the whole site, its pages or one library on the schedule you set, so a policy updated in SharePoint reaches chat at the next sync without anyone uploading it again.

That AI only sees what lives inside SharePoint. It does not see your job system, your inbox, your client portals 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.

The full site, including pages, lists and announcements. Site pages only. Or documents in a library, either the root or folders and files you tick. You pick this on the card after you choose the site.

Not on this connection. Train reads SharePoint. Agent Builder has a separate SharePoint node that can make a folder and upload a file into a site library, which is the same idea as OneDrive for team documents.

No. Your data is not used to train AI models, and training is switched off on our AI provider account. Data is encrypted in transit and at rest, and access is set per person through tags and roles.

SharePoint comes with every plan, from £299.99 a month. Synced files count against plan storage. Chat uses message credits. A re-sync that finds nothing new does not start a chat. Plans run month to month, with no lock-in, and paying annually saves 20%.See full pricing
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We sync a site like yours and answer a fault code, a procedure and a new starter's question from it, live on WhatsApp.
  3. 03We pick out the admin that should run itself first.

See it working with SharePoint.

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