quotes
Every Monday an agent finds the gas safety, EICR and LOLER checks your field service team did nearly a year ago, with no renewal booked in BigChange, Joblogic or Simpro. Each customer gets a reminder written for their site, and replies come back to the desk.
Outlookhow it runs
Describe the agent once in Agent Builder, watch it work through this Monday's checks, then let the desk book what comes back.
01
Say when to run and which checks to find. Agent Builder sets out steps that read last year's visits and email each customer.
One sentence to describe it
02
A test run on this Monday's checks reads them from your job system, skips Elm House and emails reminders written for the other 2 sites.
Tested on real checks
03
Halden Housing reply with a week that suits. The renewal is raised as a job and Megan has it to book.
Booked before it falls due
Describe the automation you need. I will add nodes and wire the canvas.
Describe the workflow you want to build…
01
Describe it
Say when to run and which checks to find. Agent Builder sets out steps that read last year's visits and email each customer.
One sentence to describe it
Describe the automation you need. I will add nodes and wire the canvas.
Describe the workflow you want to build…
before and after
The checks for Weavers Court's 24 flats, done last November and due again on 09/11.
Finding it
Without Centrus: Spotted when Halden's auditor asks for the certificate
With Centrus: Found on the Monday run, 4 weeks before it's due
The reminder
Without Centrus: A general letter, if anyone remembers to send it
With Centrus: Written for Weavers Court, with the due date
The reply
Without Centrus: Sits in someone's inbox until they're back
With Centrus: Raised as a job when it lands
The visit
Without Centrus: Booked after the certificate has run out
With Centrus: Booked for the week of 26/10, before it's due
keep going
Priced from your rate card, sent the same day, chased until they land.
Centrus AIin the 30 minutes
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
