Ask

paperwork

Everything for the audit, in one folder.

Ask on Teams or in chat for a client's audit pack. Centrus finds the certificates, RAMS and worksheets for every site across your field service jobs and folders, files them in one folder with an index workbook, and answers whatever the auditor asks next.

Book a demoSee how it runs
how it runs
Asked in chat, on WhatsApp or in Teams.

how it runs

Behind the audit pack.

Sarah asks once on Teams at 11:05. This is how 64 documents are found, indexed and with the client before lunch.

01

Found and filed

Centrus reads every Riverside Care job since April and finds the certificates, RAMS and worksheets, site by site.

Every site, every document

01 / 03
Book a demoSee the before and afterSee how chat works

before and after

The same audit pack, two ways.

Riverside Care's audit since April: 64 documents across 3 sites, from Sarah's request at 11:05.

  1. Finding them

    Without Centrus: Two days digging through jobs, folders and inboxes

    With Centrus: Found across the job system and your folders

  2. Filing them

    Without Centrus: Copied into a folder one at a time

    With Centrus: Filed in one folder, site by site

  3. The index

    Without Centrus: Typed up by hand, if anyone has time

    With Centrus: An Excel line for every document, by site and date

  4. The auditor asks

    Without Centrus: "Where's the kitchen boiler record?" means more digging

    With Centrus: Answered on Teams: line 41, Sam, 02/09

keep going

More in paperwork and compliance.

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

All 32 in paperwork and compliance

questions

Questions about audit packs

On the jobs in BigChange, Joblogic or Simpro, and in the folders you have connected in SharePoint, OneDrive or Google Drive. Certificates, RAMS and worksheets come from wherever they were saved, so nobody has to gather them into one place first.

No. The audit folder holds copies, filed by site and date, and the originals stay where they are on the job or in the folder. The index workbook lists every document with its site, type and date.

Anyone you give access to. Tags decide which documents each person can use, so an account manager sees their clients' files and the engineers see only what they need on site.

Ask in the same thread. "Which of their sites has no fire alarm certificate this year?" gets an answer from the jobs and the folders, so a gap is found and booked before the auditor arrives.

Yes. Ask in chat and the email goes from your own Outlook or Gmail inbox, with the folder link and the index attached, to the contact on the client record.
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 "Audit pack for a client in one request" on a setup that matches yours.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. Bring a real question.

Ask this every week, or need something that isn't on the list? Bring the question the way your team would put it, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing