BigChange
Joblogic
Simpro
Xero
01
What he emailed
Sarah asks what Rob sent. Calder Point, Edinburgh Way, and 30-day terms, from the 16:50 email.
Taken from his email
Teams, the email behind the setup
Search
Centrus AIChatAboutThu 15/10
Type a message
Ask
new work
A new customer, in both systems.
When a new customer asks to be set up, paste their email or describe them. Centrus shows the customer, site, contact and terms, and once you confirm, creates them in your field service job system and as a contact in Xero. Accounts can then ask on Teams and see the same name and terms in Xero.
Centrus chat, a new customer
SCSarah ColeAccount manager
Today
Type a message…
how it runs
From Rob's email to both systems.
Rob Hayes asked to be set up on Wednesday evening. This is his email, the check before anything is created, and Kate reading it back from Xero.
01
What he emailed
Sarah asks what Rob sent. Calder Point, Edinburgh Way, and 30-day terms, from the 16:50 email.
Taken from his email
Works with Outlook, Gmail02
Check it first
Centrus shows the customer, the site and the terms. Nothing is created until Sarah says so.
Seen before it's saved
Works with BigChange, Joblogic, Simpro, Xero03
Read back from Xero
Kate asks whether Calder Point is in Xero. It is, on 30-day terms, matching the job system.
Same name, same terms
Works with Teams, Xero
Teams, the email behind the setup
SearchCentrus AIChatAboutThu 15/10
Type a message
01 / 03
SearchCentrus AIChatAbout01 / 03
before and after
The same new customer, two ways.
Rob Hayes emails at 16:50 on Wednesday asking for Calder Point to be set up on 30-day terms.
The details
Without Centrus: Typed into the job system, then again into Xero
With Centrus: Taken from Rob's email of 16:50
Before saving
Without Centrus: A typo spotted after the first invoice
With Centrus: Shown first, and created only when Sarah says
The terms
Without Centrus: 30 days in one system, something else in the other
With Centrus: 30 days in the job system and in Xero
Accounts
Without Centrus: Kate looks Xero up to see if the name exists
With Centrus: Asked on Teams, and the contact is there
keep going
More in new work coming in.
Enquiries, portal tickets and emails turned into booked jobs.
- Raise portal jobsPortal mail becomes an unscheduled job on BigChange, and the account manager is told.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- Website enquiries taken out of hoursNew work is not lost overnight. The office starts the morning with the enquiries already qualified.Front DeskWorks with Your website
- Fault reported by phone, job raised with a referenceThe caller hangs up with a job number.Front DeskWorks with BigChange, Phone and SMS
- Job and contact created from a messageJobs captured on site or in the van, not lost waiting for a call to the office.AskWorks with BigChange, Joblogic, Simpro, WhatsApp
- Overnight jobs summarised by 07:00Overnight jobs land in the workbook, and the desk is emailed the summary with the file attached.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel
- Answer the customer while they're still on the lineNo hold music while someone logs into the job system.AskWorks with BigChange, Joblogic, Simpro
Centrus AIin the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "New account set up in the job system and Xero" 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