finance
Materials ordered when a Joblogic quote is approved
When a quote is approved in Joblogic, an agent raises purchase orders for its materials, grouped by supplier and linked to the job, ready for approval.
New agent
app.centrus.aiDescribe what you want to automate…
- works with
Joblogic- how it runs
- Built once in Agent Builder, then runs on its own.
how it works
From one sentence to a running agent.
The quote is approved
The customer accepts and the quote is approved in Joblogic.
Materials are picked out
The agent reads the quote lines, separates materials from labour and groups them by your usual supplier for each.
The POs are raised
Purchase orders are raised against the job with their order lines. They follow your approval rules before they are marked as sent.
before and after
Materials are on order the day the work is won.
without centrus
Approved quotes waiting for someone to work out what to order.
with centrus
Purchase orders raised against the job as soon as the quote is approved.
keep going
More in finance and cash flow.
Invoices chased, matched, checked against the contract and sent.
- Monthly client invoice pack built automaticallyLast month's jobs pulled from your job system or spreadsheet, invoiced and emailed to each client as one pack.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- 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
- 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
- Bulk expenses turned into purchase ordersA batch of POs raised in one message instead of keyed one at a time.AskWorks with BigChange, Joblogic, Simpro
- Client PO number chased before invoicingInvoices go out with the PO the client's accounts team needs to pay.AutomationWorks with BigChange, Joblogic, Simpro, Outlook
Centrus AI
in the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Materials ordered when a Joblogic quote is approved" 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