Automation

reports

Margin by contract, and the jobs that moved it.

On the 1st, the agent compares last month's job costs with the invoices for each field service contract, by category. Where a category falls under target, it finds the jobs that pulled it down and says why, and the directors get the workbook by email.

Book a demoSee how it runs
how it runs
Built once in Agent Builder, then runs on its own.

how it runs

Built in a sentence, then put right.

Describe the report once and test it on a real month. When it flags a reason, finance recovers the money from chat.

01

Describe it

Say what to compare, the target and who gets it. Agent Builder plans steps that read job costs and invoices, then email the directors.

One sentence to describe it

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

before and after

The same month's margin, two ways.

Halden Housing's October remedials, where 4 access towers were never recharged.

  1. The figures

    Without Centrus: Costs and invoices exported and matched by hand

    With Centrus: Read live from the jobs and invoices on the 1st

  2. By category

    Without Centrus: One margin for the whole contract, if any

    With Centrus: PPM, reactive and remedials, each against 25%

  3. The reason

    Without Centrus: Remedials look thin and nobody knows why

    With Centrus: 4 jobs named: access towers never recharged

  4. The money

    Without Centrus: Written off without anyone noticing

    With Centrus: £1,240 invoiced to Halden from chat

keep going

More in reports and numbers.

Answers, reports and alerts from the systems you already run.

All 29 in reports and numbers

questions

Questions about the margin report

Costs come from the jobs in BigChange, Joblogic or Simpro: labour, materials and POs. Invoices come from Xero, Sage Intacct or the job system. Both are read live on the 1st, so nobody exports or matches anything by hand.

Yes. Name them in the sentence: PPM, reactive, remedials, projects, or the job types you already use. Each can have its own target, and changing one later is a sentence in Agent Builder, not a rebuild.

Where a category falls short, it reads the jobs behind it: costs with no matching invoice line, labour over the estimate, hire or materials never recharged. The reason names the jobs, so anyone can open them in the job system and check.

Access is set per person. Tags decide which documents and knowledge each person can use, and in BigChange each tool action can be allowed or blocked by role. Margin stays with the directors and finance people you choose.

Yes. The report can be written in Excel or Google Sheets, or as a Word or Google Docs summary for the board. It's emailed from Outlook or Gmail and can be saved to SharePoint, OneDrive or Google Drive as well.
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 "Margin by category, and why it moved" 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