Automation

quotes

Quoted in the job, on the Fixflo issue.

When a quote is raised on a field service job that came from Fixflo, an agent adds the quote and its PDF to the issue. The client's managing agent can approve it in the portal they already use, and the job notes say when it was added.

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 quotes on the issue.

Describe the agent once in Agent Builder, watch it add a real quote to Fixflo, then see what the desk can answer afterwards.

01

Describe it

Say which quotes go onto the linked Fixflo issue. Agent Builder plans steps to read each quote on the job and attach it.

One sentence to describe it

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

before and after

The same quote, two ways.

Halden Housing's extractor fan at Flat 8, Kingsway Court, QUO/7532 at £175 + VAT, raised on Wednesday 14/10.

  1. The quote

    Without Centrus: Typed into Fixflo by hand the next day

    With Centrus: Added to FX-20415 once it exists

  2. The PDF

    Without Centrus: Saved and uploaded separately

    With Centrus: Attached to the issue with the quote

  3. The figures

    Without Centrus: Keyed in again, and easy to mistype

    With Centrus: The same £175 + VAT as in the job system

  4. The record

    Without Centrus: The job notes never mention the portal

    With Centrus: The job notes say it was added at 11:20

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
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 "Quote added to the Fixflo issue from your job system" 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