Automation

quotes

An enquiry in the inbox, a quote on the job.

A sales enquiry for field service work lands in Outlook or Gmail. The agent reads the job and any photos, prices it from your rate card, creates the quote in BigChange, Joblogic or Simpro and tells the customer it's on its way.

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 quoted enquiries.

Describe the agent once in Agent Builder, watch it price a real enquiry, then switch it on.

01

Describe it

Name the inbox and the rate card. Agent Builder plans steps to read each email, price it and draft the quote in your job system.

One sentence to describe it

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

before and after

The same enquiry, two ways.

Paul Grant's email at 10:20 asking for 12 LED panels on Northgate Offices' 2nd floor.

  1. When it lands

    Without Centrus: Sits in the sales inbox until an estimator is free

    With Centrus: Read when it reaches the sales inbox

  2. Pricing

    Without Centrus: Worked out by hand from the photos and old quotes

    With Centrus: Priced from your rate card, panels and labour

  3. The quote

    Without Centrus: Typed into the job system later in the week

    With Centrus: Created as a draft in your job system

  4. The customer

    Without Centrus: Chases to ask if anyone got the email

    With Centrus: Told the same morning that the quote is on its way

Other ways to describe it

  • “When a framework client emails photos of the damage, price it at their framework rates and create the quote.”

keep going

More in quotes and sales.

Priced from your rate card, sent the same day, chased until they land.

All 36 in quotes and sales

questions

Questions about enquiries into quotes

Only if you want it to. The agent creates the quote as a draft in your job system and tells the customer it's on its way. Someone in the office checks it and sends it, or you add an approval step for quotes over a set value.

Say what should happen when you describe the agent. Most teams have it reply asking for photos or measurements, and leave the enquiry for the desk rather than guess a price.

Yes. Train Centrus on each framework's schedule of rates alongside your own rate card, and the agent prices a framework client's enquiry at their rates and everyone else's at yours.

The agent starts from an email in Outlook or Gmail, and creates the quote in BigChange, Joblogic or Simpro. Rate cards can live in SharePoint, OneDrive, Google Drive or Dropbox.

Yes. Every run is logged in Agent Builder with the email it read, the price it worked out and the quote it created, so anyone can check a figure against the enquiry.
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 "Sales enquiry turned into a quote" 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