CentrusSimpro

job management · read and write

Ask the live job in Simpro. Let agents build the reports.

Centrus integrates with Simpro for UK field service businesses. Jobs, schedules, quotes and invoices answered from live Simpro. Reports and follow-ups built by agents. Simpro stays your job system.

Book a demoSee all 72 use cases

start with these

The month-end report means exporting from Simpro and rebuilding the same spreadsheet by hand.

Describe the report in a sentence and an agent builds it from live Simpro every month: margin by customer, jobs waiting on a batch invoice, anything under target flagged. Engineers ask about the job from site, voice notes become worksheets, and completed work turns into quotes.

  1. 01

    Excel reports, described in a sentence

    Describe the report once. On the 1st it's written from your job system and Xero, 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

  2. 02

    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

  3. 03

    Worksheets from a voice note

    One voice note from the van. The worksheet is written in your format, and Centrus asks for anything missing.

    Read the use case: Worksheets from a voice noteWorks with BigChange, Joblogic, Simpro, WhatsApp

  4. 04

    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

  5. 05

    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, Gmail
01 / 05

setup

One key from your build

An administrator connects the build once. Nobody installs anything.

01

Connect Simpro

In Simpro, create an application under System, Setup, API, Applications, using the API Key method. Paste the key into Integrations with your build URL and company ID, which is 0 on most builds. Centrus checks it before saving.

How to connect

02

Enable the team

Everyone else clicks Enable on the Simpro card and starts asking. The Agent access switch on each person in Edit users decides who can build agents, so the office can automate while engineers ask.

Users and roles

03

Ask, then automate

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

Simpro in Agent Builder

what it covers

What Centrus can read and change in Simpro

Each row is a record type in your Simpro build. The first two columns are what anyone with Simpro enabled can ask and change in chat, on the web, WhatsApp or Teams. The last column is what the Agent Builder Simpro step adds on top.

connects through
Simpro REST API, with your build URL and an API key
reads and writes
Jobs, schedules, quotes, invoices, customers, sites, vendor orders
starts on
A Simpro event, a schedule, an email, or a request in chat
where people ask
Web, WhatsApp and Teams

  • Jobs

    ask in chat

    List by date raised or status, look up, timeline, notes

    change in chat

    Create, update, add and edit notes

    agents add

    Sections, cost centres, line items, recurring jobs

  • Diary

    ask in chat

    Who is booked where, by day, for jobs, quotes and activities

    change in chat

    Book an engineer onto a job, or take them off it

    agents add

    Activity schedules, employee timesheets

  • Quotes

    ask in chat

    List, look up, timeline, notes

    change in chat

    Create, update, add and edit notes

    agents add

    Priced line items

  • Invoices

    ask in chat

    Invoices and credit notes

    change in chat

    Create and update invoices

    agents add

    Credit notes, customer payments, recurring invoices

  • Customers and sites

    ask in chat

    Search and look up customers, sites and contacts

    change in chat

    Create and update customers, sites and contacts

    agents add

    Customer notes, site contacts, customer contracts

  • Purchase orders

    ask in chat

    Vendor orders and suppliers

    change in chat

    Create and update vendor orders

    agents add

    Order items, receipts, supplier credits and quotes

  • Attachments

    ask in chat

    List and download files on a record

    change in chat

    Read only

    agents add

    Upload a file to a record

  • Staff

    ask in chat

    Staff list and details

    change in chat

    Read only

    agents add

    Employee records

  • Work orders and forms

    ask in chat

    Agents only

    change in chat

    Agents only

    agents add

    Read and fill work orders, attach job forms

  • Stock and catalogue

    ask in chat

    Agents only

    change in chat

    Agents only

    agents add

    Catalogue items, stock on a job, transfers, stock takes

  • Assets

    ask in chat

    Agents only

    change in chat

    Agents only

    agents add

    Customer assets, site assets, test history

  • Leads

    ask in chat

    Agents only

    change in chat

    Agents only

    agents add

    List, create and update leads

  • Reference data

    ask in chat

    Companies on the build

    change in chat

    Read only

    agents add

    Cost centres, status and tax codes, payment terms, custom fields

Plus whole-list runs and cost to complete, in Agent Builder

When an agent needs every job, quote or invoice rather than one page of results, it reads the full list in one step. It can also pull Simpro's cost-to-complete figures for a job, which is where most margin and work-in-progress reports start.

See how chat and agents work in Centrus

everything with Simpro

All 72 use cases

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

72 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

13

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

Quotes use cases
03

Scheduling and dispatch

9

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

Scheduling use cases
04

Engineers on site

11

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

10

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

Finance use cases
07

Reports and numbers

11

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 integrationJoblogicJobs, sites, assets and quotes answered from live Joblogic, with quotes raised from the same chat.next integrationFixfloAsk what is logged on an issue, write your job number back, and update the managing agent on the portal.

questions

Simpro questions

Your team asks Simpro questions in plain English and gets answers from live jobs, schedules, quotes and invoices. It can create and schedule jobs, raise quotes and add notes from the same chat. Agents take the repeat work: batch invoice spreadsheets, month-end margin reports, quote follow-ups and jobs raised from portal emails.

Yes. Describe the job in a sentence, for example: on the last day of the month, pull every completed job, work out the margin by customer and email the spreadsheet to the directors. Agent Builder lays out the steps and you check them before it goes live. It runs on a schedule, from an email or from chat.

No. Simpro stays your job system and the record everyone works from. Chat reads the live job, schedule or invoice when someone asks, and anything it creates, from a scheduled job to a vendor order, is a normal Simpro record the service desk already works in.

That AI only sees what lives inside Simpro. 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. Describe the report: which jobs, which columns, which rules. For example, margin by customer with anything under 20% flagged, or jobs in Pending Batch Invoice split into labour and materials. Agent Builder reads Simpro, builds the workbook and emails it on the schedule you set.

An API key, your build URL and the company ID. An administrator creates an application under System, Setup, API, Applications, chooses the API Key method and copies the key. Most builds use company ID 0. We can go through it on the demo.

Yes. In chat it can create, update and schedule jobs, raise quotes, add notes, and create invoices, customers, sites and vendor orders. Agents add work orders, stock and receipts. Add an Approval step so a person signs off before an agent writes or sends anything.

Yes. A Simpro event can start an agent run: a job, quote, invoice, lead or schedule 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 Simpro data as the web. They can ask about a job or a site, check the diary, or send a voice note to an agent you have published to chat.

Job system integrations, Simpro 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 show a report your office makes by hand from Simpro, built by an agent that sends it on the 1st.
  3. 03We pick out the admin that should run itself first.

See it working with Simpro.

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