use cases

The work that eats the week, handed over to Centrus.

Explore 253 use cases for UK field service teams, by role or area of work, or start with the ten teams switch on first.

Start hereTen to switch on firstThe quick wins: easy to set up, and admin off the team from the start.See the ten
By area of workEight areas of workFrom the first enquiry to the paid invoice, in the order the work happens.See the areas
By roleNine rolesA day in most roles, hour by hour. Customers is the front door, around the clock.See the roles
Not on the listDescribe your ownIf the team does it every week, Agent Builder turns the sentence into the steps.Bring it to the call

Trusted by UK field service teams

PFL ElectricalBSMLBarons GroupExcel ElectricsExcel FireElvex Property ServicesUpholstery2uVidette

start here

Ten use cases teams switch on first.

The quick wins. Easy to set up, and each one takes admin off the team every week.

01

Job priced in chat

Ask the price in chat. It comes back from your rate card, then goes out as your branded PDF or into your job system.

Same price, whoever answers

Read the use case: Job priced in chatWorks with BigChange, Joblogic, Simpro, Excel
01 / 10
Book a demoBrowse all 253 use cases

by area of work

From the first enquiry to the paid invoice

Eight areas, in the order the work happens. Each one opens with the problem it removes.

by role

Or start from who is asking

A day in most roles, hour by hour. Customers is the front door, around the clock.

every use case

Search all 253

Filter by role, system or type, and group the list by whichever matters to you.

253 use cases

01

New work coming in

35

Enquiries, portal tickets and emails turned into booked jobs.

New work use cases
02

Quotes and sales

36

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

Quotes use cases
03

Scheduling and dispatch

30

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

Scheduling use cases
04

Engineers on site

34

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

On site use cases
05

Paperwork and compliance

32

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

Paperwork use cases
06

Finance and cash flow

31

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

Finance use cases
07

Reports and numbers

29

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

Reports use cases
08

Team and knowledge

26

Your best people's answers, available to everyone.

Team use cases

questions

Questions teams ask

Engineers ask WhatsApp for site history, fault codes and van stock, and send worksheets as voice notes. The desk raises portal jobs and prices work while the customer is on the line. Finance chases invoices on Monday. Operations gets last month's jobs in the sheet. Directors get the figure in the meeting.

Ask is a question or request in chat, on WhatsApp or in Teams, answered from your systems and files. Automation is something you describe once in Agent Builder that then runs on a schedule or when something happens. Front Desk is the assistant and voice agent your customers talk to on your website and phone line.

No. It sits on the job system you already run, plus WhatsApp, Teams, Outlook and your drives. The job system stays the record. It does not replace that system, or anyone in the office.

The areas are the same. The work inside them changes. Electrical teams lean on certificates and first-time fix, FM on portals, SLAs and multi-site contracts, and fire and security on compliance reports and overnight catch-up.

UK field service teams running Centrus, and the product they run it on. Named figures are from PFL Electrical, BSML and Barons Group, our three published case studies. Everything else describes the work as it happens, without invented statistics.
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We walk the product on a setup that matches yours.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. Leave with a plan.

Found the use case you need, or doing something that isn't on the list? 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