Automation

reports

Last week in one pack, before the Monday meeting.

Every Monday at 07:00 the agent reads last week's completed jobs, invoices and open quotes from your field service job system and finance, writes the KPI pack and emails it to the directors. Quotes going stale are flagged in the pack.

Book a demoSee how it runs
works with
OutlookExcel
how it runs
Built once in Agent Builder, then runs on its own.

how it runs

Described once, sent every Monday.

Describe the pack once in Agent Builder and test it on a real week. When Dan wants the detail behind a figure, he asks.

01

Describe it

Say what the pack holds and when it runs. Agent Builder plans steps that read the jobs and Xero, write the pack and email it.

One sentence to describe it

01 / 03
Book a demoSee the before and afterSee how agents work

before and after

The same Monday pack, two ways.

Last week's jobs, revenue and open quotes, for Dan and Rachel at 07:00 on Mon 05/10.

  1. Who builds it

    Without Centrus: Someone's Monday morning, from three exports

    With Centrus: The KPI pack written at 07:00 by the agent

  2. The figures

    Without Centrus: Jobs, invoices and quotes matched by hand

    With Centrus: 27 jobs and £12,860 invoiced, read live

  3. Old quotes

    Without Centrus: Noticed when the client has gone elsewhere

    With Centrus: 3 over 30 days flagged in the pack

  4. The detail

    Without Centrus: Looked up after the meeting

    With Centrus: Asked on WhatsApp, answered by client

keep going

More in reports and numbers.

Answers, reports and alerts from the systems you already run.

All 29 in reports and numbers
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We show "Weekly or monthly KPI report to directors" on a setup that matches yours.
  3. 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