Automation

quotes

Maintenance contracts ending, renewed before they run out.

Every Monday an agent reads BigChange, Joblogic or Simpro for field service maintenance contracts ending in the next 90 days. Customers get reminders written for their contract on the schedule you set, and if 2 go unanswered, the account manager is asked to call.

works with
Outlook
how it runs
Built once in Agent Builder, then runs on its own.

how it runs

From one sentence to renewals chased.

Describe the agent once in Agent Builder, watch it work through this Monday's contracts, then see who it asks to pick up the phone.

01

Describe it

Say when to remind and when to ask for a call. Agent Builder maps out steps that read contract end dates and email the reminders.

One sentence to describe it

01 / 03

before and after

The same contract renewal, two ways.

Riverside Care's PPM contract, ending on 11/11 with 2 reminders unanswered.

  1. Spotting it

    Without Centrus: Noticed when the new year's first PPM isn't booked

    With Centrus: Found on the Monday run, 90 days before it ends

  2. Reminders

    Without Centrus: Sent when Sarah is next in the office

    With Centrus: Sent 90 and 60 days out, written for the contract

  3. No reply

    Without Centrus: Nobody notices Helen hasn't answered

    With Centrus: Picked up after 2 reminders go unanswered

  4. The call

    Without Centrus: Made after the contract has run out

    With Centrus: Sarah asked on WhatsApp to ring Helen that day

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 "Maintenance contracts renewed before they end" 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