quotes
Tell Centrus a quote has been accepted. It checks the customer's account in Joblogic, and if they're not on stop and nothing is overdue, it marks the quote approved so the work can be booked for a field service engineer.
Joblogichow it runs
Grace Holt accepts the kitchen sockets quote on Wednesday morning. This is how it's checked, approved, booked and confirmed to her.
01
The quote is found and Merchant House's account checked in Joblogic. Not on stop, nothing overdue, so it's approved.
Never approved while on stop
02
Megan asks on Teams to raise the job from the quote. JOB/90606 is raised and Dylan is booked for Tue 20/10.
Booked the day it's accepted
03
Sarah asks on WhatsApp to let Grace know. She's emailed the date from your inbox, with the quote number.
The customer hears it first
01
Checked, then approved
The quote is found and Merchant House's account checked in Joblogic. Not on stop, nothing overdue, so it's approved.
Never approved while on stop
before and after
Grace Holt accepts QUO/7521, Merchant House's kitchen sockets, on the morning of Wednesday 14/10.
The account
Without Centrus: Sarah emails accounts and waits to hear back
With Centrus: Checked in Joblogic before the quote is approved
Approving it
Without Centrus: Left at awaiting approval until someone has a gap
With Centrus: Marked approved in Joblogic from one message
Booking
Without Centrus: Megan finds out when Grace chases for a date
With Centrus: Raised and booked for Dylan the same morning
The customer
Without Centrus: Hears nothing until someone remembers to ring
With Centrus: Emailed the date the same morning
keep going
Priced from your rate card, sent the same day, chased until they land.
Centrus AIin the 30 minutes
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