Automation

finance

Missing a client PO? Asked before billing.

When a field service job is completed in BigChange, an agent checks it for the client's PO number. If it's missing, the site contact is emailed for it from Outlook, so the invoice goes out with the PO their accounts team needs to pay it.

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 POs on the job.

Describe the check once in Agent Builder, test it on a real job, then let it read every job as it's completed.

01

Describe it

Say which jobs to check, what's missing and who to ask. Agent Builder plans steps from the BigChange job to an Outlook email.

One sentence, five steps

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

before and after

The same missing PO, two ways.

Lewis's stairwell lighting at Merchant House, JOB/91049, completed at 15:20 on Wed 21/10 with no client PO.

  1. Spotting it

    Without Centrus: Found when Merchant House rejects the invoice

    With Centrus: Checked when the job is marked complete

  2. Asking for it

    Without Centrus: Grace phoned once someone notices

    With Centrus: Grace emailed for the PO from Outlook

  3. Her reply

    Without Centrus: Sits in the accounts inbox, never typed in

    With Centrus: MH-2093 written onto the job by the agent

  4. The invoice

    Without Centrus: Sent, rejected, then sent again

    With Centrus: Sent once, with the PO on it

keep going

More in finance and cash flow.

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

All 31 in finance and cash flow
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 "Client PO number chased before invoicing" 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