CentrusWhatsApp

channels · channel

Ask from the van. Act on the job.

Centrus integrates with WhatsApp for UK field service businesses. Engineers ask from the van, send voice notes and photos, and the job is updated. Nothing to install.

Book a demoSee all 64 use cases

start with these

Engineers ring the office for answers, and someone stops what they are doing to look.

Engineers already message for help on WhatsApp. Now the answer comes from Centrus, from the live job and your own files. A voice note becomes the worksheet, a site photo becomes a priced quote, and directors ask for contract figures on the way into a meeting. Same login and the same permissions as the web, and the tag you pick decides which files in Train it uses.

  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

    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

  3. 03

    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

  4. 04

    Contract figures, asked on WhatsApp

    Ask in the meeting. The PPM count and the job that's overdue come back from your job system before the next question.

    Read the use case: Contract figures, asked on WhatsAppWorks with BigChange, Joblogic, Simpro, WhatsApp

  5. 05

    HR questions, answered from the handbook

    Leave, pay and policy answered on WhatsApp or Teams. Anything personal goes straight to HR, privately.

    Read the use case: HR questions, answered from the handbookWorks with Word, SharePoint, OneDrive, Google Drive, WhatsApp
01 / 05

setup

Talking in three steps

Nothing to connect for the company. Each person does this once.

01

Add your mobile

In Centrus, Settings, Account, put your mobile in the Phone field with the country code: +44 7700 900412, not 07700 900412. That is how Centrus knows it's you.

Message Centrus from WhatsApp

02

Save the number

Integrations shows the number: +44 7462 836662, or your company's own number on the White label add-on. Save it as a contact. There is no QR code.

The WhatsApp card

03

Pick a tag

Say hello and the first reply lists your tags. Answer with the number or the name, then ask your question. Type RESTART CHAT at any time to switch tag.

Tags and who sees what

what it covers

What you can send, and what comes back

WhatsApp is a way in, not a separate system. What Centrus can read or change depends on the integrations your company has connected and the tag you picked, exactly as it does on the web.

you message
+44 7462 836662, or your own branded number
it knows you by
The mobile on your profile, saved with +44
you can send
Text, voice notes, photos, PDFs and Word documents
it can reach
Every integration your tag and login allow

  • A question

    centrus does

    Answers from your systems and files, with the sources

    where it ends up

    Actions in any connected system, with your web permissions

    agents

    Ask for a published agent and it starts

  • A voice note

    centrus does

    Transcribes it and sends the transcript back first

    where it ends up

    Job notes, worksheets, follow-on jobs, anything you would type

    agents

    Say which agent to run, out loud

  • Photos

    centrus does

    Holds them a moment, then asks what to do if you didn't say

    where it ends up

    Attached to the job, or saved to a OneDrive folder

    agents

    Available to the next step you ask for

  • PDFs and Word documents

    centrus does

    Reads and summarises them when you ask

    where it ends up

    Attached to the job or filed where you say

    agents

    Available to the next step you ask for

  • A tag number or name

    centrus does

    Sets what this conversation can see

    where it ends up

    RESTART CHAT clears it so you can pick again

    agents

    Agents you have access to under that tag

  • Is it done yet?

    centrus does

    Checks the live status of the run you started

    where it ends up

    Nothing. It never starts the agent twice

    agents

    The result arrives as a message when it finishes

  • A request for a file

    centrus does

    Builds the report, letter or workbook

    where it ends up

    Sent back as a download link that works for 7 days

    agents

    Agents that make files send the link too

  • Anything at all

    centrus does

    The thread shows in Chat on the web

    where it ends up

    Read only on the web. The conversation stays on WhatsApp

    agents

    Runs started here show in the agent's run history

WhatsApp is the way in. The integrations do the work.

There is nothing to connect for WhatsApp itself. If your company has BigChange, Outlook, Xero, OneDrive or any other integration connected, it works from WhatsApp the same way it works on the web, within the tag you picked.

See how chat and agents work in Centrus

everything with WhatsApp

All 64 use cases

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

64 use cases

01

New work coming in

2

Enquiries, portal tickets and emails turned into booked jobs.

New work use cases
02

Quotes and sales

5

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

Quotes use cases
03

Scheduling and dispatch

3

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

Scheduling use cases
04

Engineers on site

31

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

On site use cases
05

Paperwork and compliance

7

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

3

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

Reports use cases
08

Team and knowledge

12

Your best people's answers, available to everyone.

Team use cases

from the blog

Read more on this

More on engineers on site
previous integrationFreshdeskAsk what a ticket is waiting on, reply in the thread, and turn reactive tickets into jobs.next integrationMicrosoft TeamsThe office asks Centrus in Teams like a colleague, with every connected system behind it.

questions

WhatsApp questions

Everything chat does on the web, from the phone. Ask about a job, a contract or an invoice. Send a voice note and have it written up on the job. Send photos and have them filed. Start an agent and get the result as a message when it finishes.

No. They already have WhatsApp. Save the Centrus number as a contact and make sure the mobile on their Centrus profile has +44 in front. Centrus recognises the number and asks which tag to use.

No. WhatsApp is another way into the same Centrus, with the same tags and tools. The job stays in BigChange, Simpro or Joblogic. The conversation also shows in Chat on the web so the office can read it.

That AI only sees what lives inside WhatsApp. It does not see your job system, your inbox, your documents 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.

Centrus matches the number WhatsApp sends to the Phone field on your user. WhatsApp always sends the full international number, so the profile needs it too: +44 7700 900412, not 07700 900412.

Text, voice notes, photos, PDFs and Word documents. Voice notes can be up to 25 MB and come back transcribed. Photos can go on the job or into a OneDrive folder. Anything else gets a polite reply asking for one of those.

Yes, if it is published with a chat trigger in Agent Builder and you have access to it. Short runs reply straight away. Longer ones carry on in the background and send the result as a message. Ask how it is going whenever you like.

Yes, with the White label add-on at £49.99 a month. It is not part of the standard plans. Once it is live, the card on Integrations shows your company's number and replies come from it, with your profile picture. Otherwise everyone uses +44 7462 836662.

They are kept with the conversation. If you said what to do, Centrus does it, for example attaching them to a job or saving them to a OneDrive folder. If you didn't, it asks rather than guessing.

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.

WhatsApp comes with every plan, from £299.99 a month. Each reply uses message credits, plus 1 credit for the WhatsApp delivery. 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 set up WhatsApp for a test engineer, ask about a live job, and turn a voice note into a worksheet.
  3. 03We pick out the admin that should run itself first.

See it working with WhatsApp.

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