BigChange
Joblogic
Simpro
WhatsApp
Xero
Sage Intacct
01
Every account on stop
Finance asks who's on stop with work open. Centrus reads the aged debt live and finds a visit still booked.
The visit found, not just the quote
Centrus chat, with finance
KLKate LoweFinance
Today
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Ask
finance
On stop? Checked before the quote goes.
Field service account managers can ask on WhatsApp before a quote goes out. Centrus reads the aged debt and the account, says whether they're on stop and what's owed against the limit, and holds the quote on the job if you ask.
WhatsApp, before the quote goes
Centrus AIonlineToday
Message
- how it runs
- Asked in chat, on WhatsApp or in Teams.
how it runs
Behind the on-stop check.
Sarah's quote to City Medical is held at 11:30. This is what finance sees next, and what happens when the account clears.
01
Every account on stop
Finance asks who's on stop with work open. Centrus reads the aged debt live and finds a visit still booked.
The visit found, not just the quote
Works with Xero, Sage Intacct, BigChange, Joblogic, Simpro02
The visit held too
Asked why, it shows the visit was booked before the stop. It's held on the job and Matt is told why.
Nothing booked for an account on stop
Works with Teams, BigChange, Joblogic, Simpro03
Released when they pay
When City Medical pays, Centrus checks they're under the limit and releases the quote and the visit.
Work back on once the account clears
Works with Xero, Sage Intacct, BigChange, Joblogic, Simpro
Centrus chat, with finance
KLKate LoweFinance
Today
Type a message…
01 / 03
01 / 03
before and after
The same account on stop, two ways.
City Medical, £3,240 owed against a £2,500 limit on Mon 26/10, with a quote ready to send.
The quote
Without Centrus: Sent, because nobody checked the aged debt
With Centrus: Checked on WhatsApp before it goes
The booked visit
Without Centrus: Attended, adding to what's owed
With Centrus: Found and held until the account clears
Accounts
Without Centrus: Find out at the month-end review
With Centrus: Told when the quote is held
When they pay
Without Centrus: The quote waits until someone remembers
With Centrus: Released once they're under the limit
keep going
More in finance and cash flow.
Invoices chased, matched, checked against the contract and sent.
- Raise and send an invoice from chatAsk for the invoice. It's raised in your job system or Xero, or sent as a branded PDF.AskWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Xero
- Bulk expenses turned into purchase ordersA batch of POs raised in one message instead of keyed one at a time.AskWorks with BigChange
- Client PO number chased before invoicingInvoices go out with the PO the client's accounts team needs to pay.AutomationWorks with BigChange, Outlook
- Financial documents by reference or sitePayment and billing queries answered in the same call or message.AskWorks with BigChange
- Invoices held until the paperwork is on the jobClients stop rejecting invoices for missing evidence.AutomationWorks with BigChange
- Monthly client invoice pack built automaticallyLast month's jobs pulled from your job system or spreadsheet, invoiced and emailed to each client as one pack.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
questions
Questions about the on-stop check
From the systems you already keep it in: the account in BigChange, Joblogic or Simpro, and the aged debt and credit limit in Xero or Sage Intacct. Centrus reads them live when someone asks, so the answer is today's position, not last week's report.
Anyone you give access to, on WhatsApp, Teams or the web app. Account managers can ask before a quote goes, and the service desk before a visit is booked. Access is set per person, so the figures stay with the people you choose.
No. Finance decides who is on stop, in your own systems. Centrus reads that decision, answers anyone who asks, and holds a quote or a visit on the job when they say so.
Ask whether they've paid and Centrus reads the payment and the balance against the limit. Say release it, and the quote and any held visits go back on, with the account manager told the quote is ready to send.
Yes. An Agent Builder agent can check the account whenever a quote is ready to send, and hold it with a note for finance if the client is on stop, so nobody has to remember to ask.
Centrus AIin the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "On stop? Checked before the quote goes" on a setup that matches yours.
- 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.
30 minutes / UK team / No lock-inOr see pricing