Joblogic
01
The 2 held visits
Kate asks on Teams which visits were held. Both are missing the tenant's signature on the worksheet.
Nothing billed without a signature
Teams, with finance
Search
Centrus AIChatAboutToday
Type a message
Ask
finance
A contract's month, invoiced in one go.
Ask Centrus to invoice a field service contract's completed visits in Joblogic. It finds every visit with no invoice, raises them, holds any with paperwork missing and answers with a summary for finance to check. A visit held for an unsigned worksheet is raised once it's signed and you ask again.
Centrus chat, with finance
KLKate LoweFinance
Today
Type a message…
how it runs
Behind the contract billing.
Kate invoiced Halden Housing's September visits at 09:05 on Thu 01/10. This is what happened to the 2 that were held.
01
The 2 held visits
Kate asks on Teams which visits were held. Both are missing the tenant's signature on the worksheet.
Nothing billed without a signature
Works with Teams, Joblogic02
Invoiced once signed
On Fri 09/10 both worksheets are signed. Kate asks again, and the last 2 invoices are raised in Joblogic.
Held visits billed, not forgotten
Works with Joblogic03
The month, all billed
Dan asks on WhatsApp if Halden's September is invoiced. All 17 visits are, £7,710 + VAT.
One answer for the director
Works with WhatsApp, Joblogic
Teams, with finance
SearchCentrus AIChatAboutToday
Type a message
01 / 03
SearchCentrus AIChatAbout01 / 03
before and after
The same contract month, two ways.
Halden Housing's September: 17 completed visits in Joblogic, invoiced on Thu 01/10.
Finding them
Without Centrus: Filtered in Joblogic and checked against invoices
With Centrus: Every completed visit with no invoice found
Raising them
Without Centrus: Raised one at a time through the morning
With Centrus: 15 raised from one message
The 2 unsigned
Without Centrus: Billed anyway, then queried by Halden
With Centrus: Held until the signed worksheets are on
The summary
Without Centrus: Built in a sheet for Dan afterwards
With Centrus: In the reply, by site, for Kate to check
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 "Invoice a contract's completed Joblogic visits" 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