quotes
Joblogic quotesheet emailed from chat
Name the quote. Centrus gets the quotesheet PDF from Joblogic, drafts the covering email to the site contact in your Outlook and sends it when you say so.
Centrus
online
- how it runs
- Asked in chat, on WhatsApp or in Teams.
Joblogic
Outlookhow it works
From the question to the answer.
Name the quote
Give the quote number, or the site and what it was for.
The email is drafted
Centrus attaches the quotesheet PDF from Joblogic and drafts a covering email in your Outlook to the site contact.
You send it
Check the draft and say send. It goes from your own mailbox, so replies come back to you.
before and after
The quote is with the customer while the visit is still fresh.
without centrus
Download the quotesheet, open Outlook, find the contact, attach it and write the email.
with centrus
One message, and the quote goes to the customer from your mailbox.
keep going
More in quotes and sales.
Priced from your rate card, sent the same day, chased until they land.
- Job priced in chatAsk the price in chat. It comes back from your rate card, then goes out as your branded PDF or into your job system.AskWorks with BigChange, Joblogic, Simpro, Excel
- Follow-on quote from the worksheetThe job closes, the follow-on work on the worksheet is priced, and the account manager has the quote the same day.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel
- Contract rates, SLAs and approval thresholdsThe right price, the right SLA and the right approver, settled before the quote leaves.AskWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, SharePoint, WhatsApp, Teams
- Convert an accepted Simpro quote into a jobAccepted work is booked the day it is won.AskWorks with Simpro
- Further works raised on Fixflo from the engineer's notesThe recommendation reaches the managing agent the day it's made.AutomationWorks with BigChange, Joblogic, Simpro, Fixflo
- Quote added to the Fixflo issue from your job systemQuoted once, and the managing agent sees it.AutomationWorks with BigChange, Joblogic, Simpro, Fixflo
Centrus AI
in the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Joblogic quotesheet emailed from chat" 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