Automation

paperwork

The door certificate, written from the worksheet.

After every door PPM visit, an agent reads the engineer's worksheet in BigChange and writes the service certificate as a PDF in your format. It's filed on the site record, so the audit pack is complete without your field service office spending an afternoon in Word. A failed door gets its remedial job.

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

how it runs

Describe it once, every door certificate filed.

Describe the agent in Agent Builder, test it on a real door service, then let it write the certificate whenever a PPM closes.

01

Describe it

Say which visits it's for, where it's filed and what happens when a door fails. Agent Builder plans the steps.

One sentence to describe it

01 / 03

before and after

The same door certificate, two ways.

Dylan's service of the four loading bay shutters at Harlow Retail Park, completed at 11:10 on Mon 19/10.

  1. The worksheet

    Without Centrus: Ticked on site, then typed up again in Word

    With Centrus: Read from Dylan's worksheet as the job closes

  2. The certificate

    Without Centrus: Written by the office one afternoon a week

    With Centrus: Written as a PDF in your format

  3. Filing

    Without Centrus: The shutter certificate in a shared folder, off the site record

    With Centrus: Filed on the Harlow Retail Park site record

  4. The audit

    Without Centrus: Certificates chased round the office

    With Centrus: Every visit's certificate already on the site

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 "Door certificates after each visit" 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