paperwork
Every form on a contract, sent on the 1st
On the 1st an agent gathers last month's completed form PDFs for a contract from Joblogic and emails them to the client with an index by site and date.
New agent
app.centrus.aiDescribe what you want to automate…
- who asks
- Operations and planning
- how it runs
- Built once in Agent Builder, then runs on its own.
Joblogic
Outlook
Gmailhow it works
From one sentence to a running agent.
The month is read
The agent reads the forms logbook for every job on the contract completed last month.
The PDFs are gathered
Each completed form's PDF is collected and listed by site, date and engineer.
The client gets them
One email goes to the client's contact with the PDFs attached and the index in the body.
before and after
The client has the month's paperwork without asking for it.
without centrus
Forms downloaded one by one when the client asks, usually the week before an audit.
with centrus
The month's forms arrive on the 1st without anyone asking.
keep going
More in paperwork and compliance.
RAMS, worksheets, vans and subcontractor cover, checked before anyone has to chase.
- RAMS from the last job at the siteAsk in chat. The RAMS is written in your format from the last job there, with each hazard and its control.AskWorks with BigChange, Joblogic, Simpro, Word, SharePoint, OneDrive, Google Drive
- Subcontractor sheets onto the jobTheir sheet arrives by email. Centrus rewrites it as your worksheet and creates it on the job.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- Worksheets checked before the client sees themAt 17:00 it checks the day's worksheets, chases the missing ones and rewrites notes that aren't client-facing.AutomationWorks with BigChange, Joblogic, Simpro, WhatsApp
- Audit pack for a client in one requestEverything since April, filed and indexed.AskWorks with BigChange, Joblogic, Simpro, SharePoint, OneDrive, Google Drive, Teams
- Subcontractor cover checked every MondayEvery Monday, cover due in 30 days is chased and anyone lapsed is put on hold.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel
- Asbestos survey check before booking intrusive workIntrusive work is not booked without the survey the engineer needs.AskWorks with SharePoint
Centrus AI
in the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Every form on a contract, sent on the 1st" on a setup that matches yours.
- 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