Ask

quotes

Who prices first wins the job.

Lewis is at 9 Oak Road, and Mr Patel wants a new consumer unit. For a UK field service team, the price comes from your rate card in chat, line by line. Anything over £1,000 waits for Dan, then it goes out as your branded PDF or onto the job in BigChange, Joblogic or Simpro.

Book a demoSee how it runs
how it runs
Asked in chat, on WhatsApp or in Teams.

how it runs

From the van to the client's inbox.

Lewis needs a price at 9 Oak Road. This is how it's priced, signed off by Dan, sent to Mr Patel and followed up.

01

Priced from the van

Lewis asks on WhatsApp and gets the price from your rate card, line by line. It goes on the job as a draft.

Same rate card, whoever asks

01 / 03
Book a demoSee the before and afterSee how chat works

before and after

The same quote, two ways.

Mr Patel's new consumer unit at 9 Oak Road, from Lewis's question to the PDF in his inbox.

  1. Getting a price

    Without Centrus: Lewis rings the office and waits for whoever knows the rates

    With Centrus: Asked on WhatsApp, priced from the rate card in the reply

  2. The figure

    Without Centrus: Depends on who picks up the phone

    With Centrus: The same lines and total, whoever asks

  3. Over £1,000

    Without Centrus: Sent before Dan has seen it, or stuck on his desk

    With Centrus: Held as a draft until Dan approves it in Teams

  4. Sending it

    Without Centrus: Retyped into a Word template and emailed by hand

    With Centrus: Sent as your branded PDF and marked sent on the job

Other prices they ask in chat

  • “Weekday call-out, two hours, Milton Keynes.”
  • “Fire door survey, 14 doors, next Wednesday.”
  • “Price this damaged barrier from the photos.”

keep going

More in quotes and sales.

Priced from your rate card, sent the same day, chased until they land.

All 36 in quotes and sales

questions

Questions about quoting in chat

Your prices. Centrus reads the rate card you connect, including weekend and London weightings, and shows the lines it used. If the work isn't on the rate card, it asks rather than guessing a number.

Only if you let them. Tags decide which documents each person can use, so the engineer in the van can price from the rate card without ever seeing margin, cost prices or director rates.

Either, or both. Centrus writes the quote as a PDF on your own letterhead, creates it on the job in BigChange, Joblogic or Simpro, or raises it in Xero. Say which in chat, or set a default once.

Yes. Write the rule into the pricing notes Centrus is trained on, and a quote over your line stays a draft until the named person says send. In Agent Builder, an approval step holds it until someone approves it from the Runs panel or by email.

Update the rate card where it already lives, in SharePoint, OneDrive or Google Drive. Train re-syncs the folder on the interval you choose, from every hour to every 48 hours, and the next price uses the new figures.
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We price a real job from a rate card like yours and send it as a branded PDF.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. Price a job live.

Price like this, or quote work 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