01
What she wrote
Sarah asks what Anna wrote on Tuesday. The car park charger is first, and the second waits until 22/10.
Her words, not a summary
new work
Before your field service team calls a lead back, ask what the lead has said. Centrus reads their messages and open tasks in GoHighLevel and sends back what they asked for and what is still open. Ask for a follow-up email and it is drafted in Outlook for you to send.
how it runs
Sarah catches up on Kestrel Dental on Tuesday morning. This is Anna's own note, the task still open, and the draft that is not sent.
01
Sarah asks what Anna wrote on Tuesday. The car park charger is first, and the second waits until 22/10.
Her words, not a summary
02
Dan asks what's open on the deal. The £3,850 quote is sent, and the phase 1 price is the task.
The task, still open
03
Sarah asks for an email to Anna. It's drafted for her to send, with the price still to follow.
Nothing sent until she says
01
What she wrote
Sarah asks what Anna wrote on Tuesday. The car park charger is first, and the second waits until 22/10.
Her words, not a summary
before and after
Sarah is about to ring Anna Shaw at Kestrel Dental on Tuesday, a week after the quote was sent.
Before ringing
Without Centrus: Three tabs in GoHighLevel, then the call
With Centrus: One question: what she asked, and the open task
Her words
Without Centrus: The Tuesday note, found if someone scrolls
With Centrus: Price the car park charger first
The task
Without Centrus: The phase 1 price, easy to miss
With Centrus: Still open, before the board on 22/10
The follow-up
Without Centrus: Written from memory after the call
With Centrus: Drafted for Sarah, and not sent yet
keep going
Enquiries, portal tickets and emails turned into booked jobs.
in the 30 minutes
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