01
Asked by site
On site, Sarah asks on WhatsApp if Merchant House has paid. Centrus finds the invoice without a reference.
No reference needed
WhatsApp, from site
Centrus AIonlineToday
Message
Ask
finance
Any invoice or quote, found by number or site.
In a field service office, ask for an invoice, quote or PO by its number, or everything on a site. Centrus reads your job system and Xero live and answers with the amounts and where each one stands, while the customer is still on the phone.
Centrus chat, on a call
MEMegan EllisService desk
Today
Type a message…
- who asks
- Service desk and adminFinance
- works with
BigChange- how it runs
- Asked in chat, on WhatsApp or in Teams.
how it runs
Behind the invoice query.
Megan found INV-1868 while Paul Grant was on the phone. The same questions work from site and from finance, and the copies go from the chat.
01
Asked by site, not number
On site, Sarah asks on WhatsApp if Merchant House has paid. Centrus finds the invoice without a reference.
No reference needed
Works with WhatsApp, Xero, BigChange, Joblogic, Simpro02
A PO and its invoice
Kate asks on Teams for a PO. Centrus finds it, the supplier's invoice and the credit note.
The PO and its paperwork together
Works with Teams, BigChange, Joblogic, Simpro, Xero, Sage Intacct03
Copies sent from the chat
Megan asks for both to go to Paul. They're emailed as PDFs and noted on the account.
Sent on the same call
Works with Outlook, Gmail, BigChange, Joblogic, Simpro
WhatsApp, from site
Centrus AIonlineToday
Message
01 / 03
Centrus AIonline01 / 03
before and after
The same invoice query, two ways.
Paul Grant at Northgate Offices rings Megan about INV-1868 on Mon 26/10 at 14:20.
Finding it
Without Centrus: Megan asks finance to look it up in Xero
With Centrus: Found by Megan while Paul is on the line
The quotes
Without Centrus: Searched for in the job system, one by one
With Centrus: Listed with the invoice, and where each stands
Sending copies
Without Centrus: Downloaded, attached and emailed by hand
With Centrus: Emailed to Paul from the same chat
Paul
Without Centrus: Rung back later, once finance has replied
With Centrus: Answered on the same call
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
- On stop? Checked before the quote goesAsk on WhatsApp. Centrus checks the account and the aged debt, and holds the quote if they're on stop.AskWorks with BigChange, Joblogic, Simpro, WhatsApp, Xero, Sage Intacct
- 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
- 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
Centrus AIin the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Financial documents by reference or site" 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