BigChange
Simpro
Outlook
01
Ask for it in chat
Marie asks for Northgate's September in their layout. The jobs are read live and the workbook comes back.
The workbook in the reply
Centrus chat, with the contracts manager
MMarieContracts manager
Today
Type a message…
Automation
reports
Their report layout, filled in on the 1st.
On the 1st the agent reads last month's completed field service jobs for a client from BigChange, Joblogic or Simpro, tidies the engineers' notes and sets the rows out in the client's own columns, ready to email in their format.
Agent Builder, the 1st at 07:00
Northgate monthly reportRuns at 07:00 on the 1stLive
Schedule1st, 07:00
BigChangeCompleted jobsIntelligenceTidy notes
ExcelTheir layoutAI Agent BuilderEdits apply live on the canvas
Describe the automation you need. I will add nodes and wire the canvas.
Centrus Agent Builder
Worked · 0 steps
Done.
Applied 4 canvas changes.
Describe a change…
- how it runs
- Built once in Agent Builder, then runs on its own.
how it runs
Ask for it, or have it on the 1st.
Ask in chat when a client wants it now. The monthly report lives in Agent Builder, and one sentence sends it to Paul Grant.
01
Ask for it in chat
Marie asks for Northgate's September in their layout. The jobs are read live and the workbook comes back.
The workbook in the reply
Works with BigChange, Joblogic, Simpro, Excel, Google Sheets02
Change it in a sentence
Marie asks for the report to go to Paul Grant once it's written. Agent Builder adds the email step.
One step added, nothing rebuilt
Works with BigChange, Joblogic, Simpro, Excel, Google Sheets, Outlook, Gmail03
In Paul's inbox on the 1st
At 07:00 on Sun 01/11 it reads October's 7 jobs, writes their report and emails Paul, copying Marie.
7 jobs, in their layout
Works with BigChange, Joblogic, Simpro, Excel, Google Sheets, Outlook, Gmail
Centrus chat, with the contracts manager
MMarieContracts manager
Today
Type a message…
01 / 03
01 / 03
before and after
The same client report, two ways.
Northgate Offices' completed work for September, in their own columns, at 07:00 on Thu 01/10.
The jobs
Without Centrus: Northgate's jobs exported and filtered by hand
With Centrus: 9 completed jobs read live at 07:00
The notes
Without Centrus: Engineers' shorthand rewritten line by line
With Centrus: Tidied into plain words for the client
Their layout
Without Centrus: Pasted into their template, column by column
With Centrus: Date, area, work done and follow-up, as theirs
Sending it
Without Centrus: A day each month, client by client
With Centrus: Emailed to Paul Grant on the 1st, copying Marie
keep going
More in reports and numbers.
Answers, reports and alerts from the systems you already run.
- Fleet journeys, mileage and defectsMileage and defect queries answered without a second system.AskWorks with BigChange
- The client's own tracker kept up to dateTheir spreadsheet, kept current for them.AutomationWorks with BigChange, Joblogic, Simpro, Excel, SharePoint, Google Sheets
- Excel reports, described in a sentenceDescribe the report once. On the 1st it's written from your job system and Xero, in the format you already send.AutomationWorks with BigChange, Joblogic, Simpro, Excel, Word, Xero, Google Sheets, Google Docs
- First-time fix this month against lastDirectors see where return visits come from without commissioning a report.AskWorks with BigChange, Joblogic, Simpro
- Cost alerts before a job overruns its quoteWhen a job passes 90% of its quote, the contracts manager and a director get a text, and it's in Monday's cost report.AutomationWorks with BigChange, Joblogic, Simpro, Phone and SMS
- Margin by category, and why it movedJob costs against invoices for each contract, by category, with the jobs that pulled the margin down.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel, Xero, Sage Intacct
Centrus AIin the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Completed work report in the client's format" on a setup that matches yours.
- 03We pick out the admin that should run itself first.
Book 30 minutes. Watch it run once.
Found the agent 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