01
Gone quiet
Dan asks on Teams which 6 have gone quiet. The 3 largest of the £41,300 come back.
6 deals, £41,300
Teams, with the director
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Pipeline by stage, and the quiet deals.
Ask what your pipeline of field service work is worth. Centrus reads the open opportunities in GoHighLevel and answers with the count and value at each stage, and the deals with no contact in 14 days. Ask for the quiet deals in a workbook and it comes back in chat.
Centrus chat, with the director
DPDan PriceDirector
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- who asks
- Sales and estimatingDirectors
- works with
GoHighLevel- how it runs
- Asked in chat, on WhatsApp or in Teams.
how it runs
From the stages to the quiet deals.
Dan asks at 08:30 on Fri 02/10. Here are the 6 deals with no recent contact, the note on the largest, and the workbook of all 6.
01
The 6 that have gone quiet
Dan asks on Teams which 6 have gone quiet. The 3 largest of the £41,300 come back.
6 deals, £41,300
Works with Teams, GoHighLevel02
The note on the largest
On WhatsApp he asks about QUO/7604. Nadia Walsh's note of 14/09 comes back from GoHighLevel.
Waiting since 14/09
Works with WhatsApp, GoHighLevel03
The 6, in a workbook
He asks for the 6 in a workbook. It comes back in chat, £41,300, with no contact since 18/09.
The workbook in the reply
Works with GoHighLevel, Excel, Google Sheets
Teams, with the director
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before and after
The same pipeline, two ways.
Ridgeway's open opportunities, asked by Dan at 08:30 on Fri 02/10.
The stages
Without Centrus: Exported to a sheet for the meeting
With Centrus: £412,000 across 38 deals, by stage
Quote sent
Without Centrus: A column total, and no more
With Centrus: 15 deals, £186,000
Gone quiet
Without Centrus: Spotted when someone scrolls the list
With Centrus: 6 deals, no contact in 14 days
The largest
Without Centrus: Opened one by one to find the note
With Centrus: QUO/7604, waiting on their board
keep going
More in reports and numbers.
Answers, reports and alerts from the systems you already run.
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- Contract figures, asked on WhatsAppAsk in the meeting. The PPM count and the job that's overdue come back from your job system before the next question.AskWorks with BigChange, Joblogic, Simpro, WhatsApp
- Excel reports, described in a sentenceDescribe the report once. On the 1st it's written from your job system and Xero, in the format you already send.AutomationWorks with BigChange, Joblogic, Simpro, Excel, Word, Xero, Google Sheets, Google Docs
Centrus AIin the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Sales pipeline by stage from GoHighLevel" 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