BigChange
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01
Signed for on site
Kate asks on Teams if Riverside Care signed for the work. Helen's signature and Lewis's photos are on the job.
The sign-off found, not hunted for
Teams, before Kate replies
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finance
An invoice queried? Answered from the job.
When a client queries a field service invoice, ask Centrus for the evidence. It reads the job behind it in BigChange, with the time on site, the worksheet, the parts and the photos, and drafts your reply in Outlook for you to check.
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KLKate LoweFinance
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how it runs
Behind Riverside Care's query.
Kate had the evidence for INV-2251 at 10:20 on Wed 28/10. This is how she checked it, replied, and what happened next.
01
Signed for on site
Kate asks on Teams if Riverside Care signed for the work. Helen's signature and Lewis's photos are on the job.
The sign-off found, not hunted for
Works with Teams, BigChange02
The reply, drafted
Kate asks for her reply to Helen. It's drafted in Outlook with the times and the photos, for her to check.
Checked before it's sent
Works with Outlook, BigChange03
Answered, then paid
With the query answered, Riverside Care's £645.00 lands on Friday and is recorded against INV-2251.
Payment not held up
Read the use case: Answered, then paidWorks with Outlook, Xero, Sage Intacct
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before and after
The same queried invoice, two ways.
Helen Ward's query on INV-2251, £645.00 for Riverside Care's plant room lighting, at 09:40 on Wed 28/10.
The evidence
Without Centrus: Worksheet, times and photos found one by one
With Centrus: Read from JOB/90244 in one answer
The hours
Without Centrus: 4 on the worksheet, 5 billed, nobody sure why
With Centrus: 5 hours on site, shown from the job's times
The reply
Without Centrus: Written from scratch, the photos attached later
With Centrus: Drafted in Outlook with the photos attached
The payment
Without Centrus: Held while the query waits for an answer
With Centrus: Paid on Friday, recorded against INV-2251
keep going
More in finance and cash flow.
Invoices chased, matched, checked against the contract and sent.
- Overdue invoices chased every MondayPulled from your job system, spreadsheet or Xero. Anyone already replying is skipped, the rest are chased in your tone.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel, Xero
- Raise and send an invoice from chatAsk for the invoice. It's raised in your job system or Xero, or sent as a branded PDF.AskWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Xero
- Invoices checked against the contractBefore it goes, the invoice is reconciled with the POs and timesheets on the job and billed at the contract rates.AutomationWorks with BigChange, Joblogic, Simpro, SharePoint, OneDrive, Google Drive
- Supplier invoices matched to the POEvery line is checked against the PO. Matches update the job cost, and anything out is queried with the supplier.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- On stop? Checked before the quote goesAsk on WhatsApp. Centrus checks the account and the aged debt, and holds the quote if they're on stop.AskWorks with BigChange, Joblogic, Simpro, WhatsApp, Xero, Sage Intacct
- Aged debt by client from Xero in a workbookThe credit control meeting starts with the sheet already built.AskWorks with Excel, Xero
Centrus AIin the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Evidence for an invoice query in one place" 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