Automation

finance

Paperwork on the job, then the invoice.

Before an invoice is raised, an agent checks each field service job in BigChange for its certificate, photos and signed worksheet. Clean jobs are invoiced. Anything missing is held, with the reason, for the desk to chase.

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

how it runs

From one sentence to held invoices.

Describe the rules once in Agent Builder, test them on a real job, then let it check every job before it's invoiced.

01

Describe it

Say what each job needs before it's billed and who gets the held ones. Agent Builder plans the steps.

One sentence, five steps

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

before and after

The same invoice run, two ways.

Tue 20/10 at 16:00: 3 jobs ready to invoice in BigChange, 2 of them missing paperwork.

  1. The paperwork

    Without Centrus: Checked by eye, when someone has time

    With Centrus: Certificate, photos and signature checked

  2. Kingsway Court

    Without Centrus: Invoiced with no certificate, then rejected

    With Centrus: Held until Priya's certificate is on

  3. Merchant House

    Without Centrus: Sent unsigned, then queried by Grace Holt

    With Centrus: Held for the signature, the reason on the job

  4. The desk

    Without Centrus: Hears when the client rejects the invoice

    With Centrus: Sees what's missing on each held job

keep going

More in finance and cash flow.

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

All 31 in finance and cash flow
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 held until the paperwork is on the job" 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