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Thursday's client review, written from the jobs.

Ahead of a field service client review, ask in chat for the client's completed jobs as a review pack. Centrus reads them live from BigChange, Joblogic or Simpro, sums up the jobs, time to repair and open actions by site, and returns the pack in Word or Google Docs.

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Asked in chat, on WhatsApp or in Teams.

how it runs

From the jobs to the meeting.

Sarah asks on Friday for Riverside Care's fire door jobs. Here is what's read behind the answer, the pack it writes, and Helen getting it before Thursday.

01

Site by site

Behind the answer, the 14 jobs are read live and grouped by site, with each site's time to repair and what's open.

14 jobs, 3 sites

01 / 03
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before and after

The same client review, two ways.

Riverside Care's September fire door jobs, asked for by Sarah at 14:20 on Fri 02/10 for Thursday's review.

  1. Finding the jobs

    Without Centrus: Fire door jobs exported and filtered by hand

    With Centrus: 14 jobs read live across 3 sites

  2. Time to repair

    Without Centrus: Worked out job by job in a spreadsheet

    With Centrus: 3 days on average, site by site

  3. Open actions

    Without Centrus: Remembered on the day, or asked in the room

    With Centrus: 2 named, with the quote and the fitting date

  4. The pack

    Without Centrus: Slides built the night before the meeting

    With Centrus: Written in Word or Google Docs from one question

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in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We show "Write a client review deck from completed jobs" 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.

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