finance
Joblogic invoices sent with the jobsheet
When an invoice is raised in Joblogic, an agent emails the invoice PDF with the job's jobsheet to the customer's accounts team, so the proof travels with it.
New agent
app.centrus.aiDescribe what you want to automate…
Joblogic
Outlook
Gmailhow it works
From one sentence to a running agent.
The invoice is raised
Finance raises the invoice in Joblogic as usual.
The paperwork is gathered
The agent downloads the invoice PDF and the jobsheet from the job.
Both go out together
One email goes to the customer's accounts address with both attached. If the jobsheet is missing, finance is told instead.
before and after
Fewer invoices come back asking for proof of attendance.
without centrus
Invoices sent on their own, then queried by the client's accounts team for proof of attendance.
with centrus
Every invoice arrives with the jobsheet behind it.
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 AI
in the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Joblogic invoices sent with the jobsheet" 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