01
The biggest loss
Dan asks why the 3 Halden quotes went. Each comes back with its value and the reason noted on it in BigChange.
Reasons from the notes, not memory
Teams, with the director
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quotes
The quotes you lost, and why, by client.
Ask which quotes you lost and why. Centrus reads the declined quotes in BigChange with their notes and values, groups the reasons and names the client you lost the most with, so field service pricing decisions start from what was recorded.
Centrus chat, with the director
DPDan PriceDirector
Today
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- who asks
- Sales and estimatingDirectors
- works with
BigChange- how it runs
- Asked in chat, on WhatsApp or in Teams.
how it runs
From the answer to the next review.
Dan asks on Monday why the summer's big quotes were lost. This is what's behind the answer, how it's written up for the review and how the next reason gets logged.
01
Behind the biggest loss
Dan asks why the 3 Halden quotes went. Each comes back with its value and the reason noted on it in BigChange.
Reasons from the notes, not memory
Works with Teams, BigChange02
In a workbook
He asks for all 9 in a workbook. Each quote, its reason and its value are written up from BigChange.
All 9 on one sheet
Works with WhatsApp, BigChange, Excel, Google Sheets03
Logged the day it's lost
Sarah says Harlow Retail Park went elsewhere on price. The quote is marked lost, with the reason.
Every loss has a reason
Works with Teams, BigChange
Teams, with the director
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before and after
The same lost quotes question, two ways.
Dan asks on Monday 12/10 why July to September's lost quotes over £5,000 were lost.
The quotes
Without Centrus: Declined quotes exported and filtered by hand
With Centrus: Read live from BigChange, over £5,000 only
The reasons
Without Centrus: Remembered by whoever sent each quote
With Centrus: Taken from the notes logged on each quote
The client
Without Centrus: A hunch about who we keep losing to
With Centrus: Halden Housing, £31,800, named in the answer
The review
Without Centrus: Dan goes in with impressions
With Centrus: Dan goes in with a workbook of all 9
keep going
More in quotes and sales.
Priced from your rate card, sent the same day, chased until they land.
- Answer tender questions from your own policiesTender returns no longer start with a week of chasing documents.AskWorks with Word, SharePoint, OneDrive, Google Drive
- Case study and social content from finished jobsContent produced from work already done, without pulling an engineer off site.AskWorks with BigChange
- Customers on reactive work with no service contractA call list of who should be on a maintenance contract.AskWorks with BigChange, Joblogic, Simpro, Excel
- Review requested after a good jobA text with the link, once, when the job went well.AutomationWorks with BigChange, Joblogic, Simpro, Phone and SMS
- Talk through open quotes in voice modeThe weekly quote review happens on the drive in.AskWorks with BigChange
- 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
Centrus AIin the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Why quotes were lost, by client" 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