Automation

reports

Every client's quotes, sent every Monday.

Every Monday at 08:00 the agent reads the open quotes from BigChange, Joblogic or Simpro, groups them by client and emails each client's contact a workbook of every quote waiting on them, with its value, age and status. Field service clients see what's outstanding without ringing to ask.

Book a demoSee how it runs
how it runs
Built once in Agent Builder, then runs on its own.

how it runs

From one sentence to Monday's lists.

Describe it once in Agent Builder and test it on one client. When the replies come in, Sarah asks on Teams who has answered.

01

Describe it

Say when it runs and who sends it. Agent Builder plans steps that read open quotes, group them by client and email each contact.

One sentence to describe it

01 / 03
Book a demoSee the before and afterSee how agents work

before and after

The same open quotes, two ways.

Ridgeway's 11 open quotes on Mon 05/10, sent to the 4 clients they are waiting on at 08:00.

  1. Sorting them

    Without Centrus: Quotes filtered and split by client by hand

    With Centrus: Read and grouped by client at 08:00

  2. Each client

    Without Centrus: An email typed per client, when there's time

    With Centrus: A workbook each, with value, age and status

  3. Old quotes

    Without Centrus: Left until the client has gone elsewhere

    With Centrus: 3 over 30 days, in front of the clients

  4. The answer

    Without Centrus: Clients ring to ask what's outstanding

    With Centrus: Paul Grant approves QUO/7601 at 10:12

keep going

More in reports and numbers.

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

All 29 in reports and numbers
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 "Open quotes report for each client, every Monday" on a setup that matches yours.
  3. 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