Automation

finance

Billed at the contract rates, before the invoice goes.

When a draft invoice is raised in your field service job system, an agent checks every line against the job and the client's contract. Labour goes to the agreed rate, materials to the agreed margin, and each change shows its clause before finance sends it.

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 checked invoices.

Describe the check once in Agent Builder, test it on a real draft, then let it read every invoice before it goes.

01

Describe it

Say what to check, what to correct and who approves. Agent Builder plans steps that read the job and contract, then correct the draft.

One sentence, six steps

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

before and after

The same draft invoice, two ways.

INV-1893 for Halden Housing, works order 55124 at Kingsway Court, drafted at £177.40 + VAT.

  1. The rates

    Without Centrus: Billed at list rates, the contract unopened

    With Centrus: Labour and materials at the contract rates

  2. The works order

    Without Centrus: Missing, so the client sends it back

    With Centrus: Works order 55124 added from the job

  3. Excluded charges

    Without Centrus: The congestion charge billed, then disputed

    With Centrus: Removed, with the clause that excludes it

  4. Finance

    Without Centrus: Checks every line by hand before it goes

    With Centrus: Approves one corrected invoice, clauses shown

keep going

More in finance and cash flow.

Invoices chased, matched, checked against the contract and sent.

All 31 in finance and cash flow

questions

Questions about the contract check

From the folder you already keep contracts in, on SharePoint, OneDrive or Google Drive. Train syncs the folder, so the agent reads the current framework agreement, its rates, its margins and its exclusions, and quotes the clause for every change it makes.

It corrects the draft and holds it. Nothing reaches the client until a named person in finance approves it, from the Runs panel or by email. Each change shows the clause beside it, so finance checks the changes rather than every line.

The labour rate, the materials margin, the client's PO or works order, and any charge the contract excludes, such as parking or congestion charges. It reads the timesheets, POs and worksheet on the job, so the hours and parts billed match what was done.

Draft invoices in BigChange, Joblogic or Simpro, contracts in SharePoint, OneDrive or Google Drive, and the email from Outlook or Gmail. Your job system stays the record: the agent corrects the draft there and never replaces it.

Yes. The agent finds the client on the invoice and reads that client's contract, so a housing association's framework rates and a retail client's day rates are each applied to their own invoices.
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 "Invoices checked against the contract" 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