Automation

reports

The client's own tracker, updated when the job is.

When a field service job changes in BigChange, Joblogic or Simpro, the agent updates its row in the client's shared Google Sheet or Excel tracker, in their columns, and emails the account manager anything in the sheet that doesn't match the jobs.

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 their sheet.

Describe it once in Agent Builder and test it on a real Northgate Offices job. When the check finds a row with no job, Sarah asks what it is.

01

Describe it

Say whose jobs to follow, which sheet to keep and who hears about mismatches. Agent Builder plans the steps.

One sentence to describe it

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

before and after

The same client tracker, two ways.

Northgate Offices' shared tracker, when Priya's EICR on JOB/90266 is completed at 15:10 on Thu 15/10.

  1. The update

    Without Centrus: Copied into their sheet at the end of the day

    With Centrus: Row 14 updated as the job is completed

  2. Their columns

    Without Centrus: Retyped to fit their layout

    With Centrus: Status, visit and next step in their columns

  3. Mismatches

    Without Centrus: Found when Paul asks about a missing job

    With Centrus: A row with no job emailed to Sarah

  4. Each evening

    Without Centrus: An hour copying the day's jobs across

    With Centrus: Nothing to copy: the sheet is already current

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 "The client's own tracker kept up to date" 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