Automation

quotes

Open quotes, chased before they go cold.

For a UK field service team, every weekday it loads quotes sent 7 to 28 days ago from BigChange, Joblogic or Simpro, skips anyone who has already replied, reads the notes on the quote, writes the chase in your tone and sends it from your own email.

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 chased quotes.

Describe the agent once in Agent Builder, watch it work through today's open quotes, then leave it to run every weekday.

01

Describe it

Say when to run, which quotes to chase and who to leave alone. Agent Builder plans the steps from your words.

One sentence to describe it

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

before and after

The same open quote, two ways.

Riverside Care's 20mm PRV, QUO/7390, sent 20 days ago and not yet answered.

  1. Finding it

    Without Centrus: Pulled from the job system when someone remembers

    With Centrus: Found every weekday at 10:00

  2. Before chasing

    Without Centrus: The inbox searched by hand for Helen's reply

    With Centrus: The inbox checked for a reply on that quote first

  3. The chase

    Without Centrus: A template that ignores what Helen said last time

    With Centrus: Written from the notes: her budget sign-off

  4. Once she replies

    Without Centrus: Chased again because nobody saw her answer

    With Centrus: Left alone from the next run on

Other quote chases they run

  • “Quotes sent 14 days ago, still open, no reply in the inbox.”
  • “Over £2,000, sitting 21 days, copy in the account manager.”

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 chasing open quotes

No. Before each chase it checks your inbox for a reply on that quote and leaves anyone already talking to you alone. Tell it how often to chase, and it won't chase the same quote twice in that time.

Each chase is written from the notes on the quote, in the tone you describe, and sent from your own Outlook or Gmail address. Customers see an email from Sarah, not a system notification.

Yes. Set the age window, a minimum value, the clients to leave out, or copy in the account manager on quotes over a set amount. Change any of it later with a sentence in Agent Builder.

Add an approval step and each chase waits for a named person to approve it from the Runs panel or by email. Every run is logged, with the quotes it found and what it sent.
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We set up the weekday quote chase on a setup like yours, skipping anyone who has replied.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. Warm up old quotes.

Follow up quotes like this, or chase something else 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