Automation

new work

The site list arrives, the sites are set up.

When a customer sends a site list, questionnaire or renewal workbook, an agent reads it row by row and creates the sites, contacts and jobs in your job system. A new multi-site customer is set up for your field service team without anyone retyping the spreadsheet.

works with
Excel
how it runs
Built once in Agent Builder, then runs on its own.

how it runs

From one sentence to a customer set up.

Describe the agent once in Agent Builder, watch it work on a real site list, then switch it on.

01

Describe it

Say what each row of the site list holds. Agent Builder plans steps to create the sites, contacts and PPM jobs from it.

One sentence to describe it

01 / 03

before and after

The same site list, two ways.

Ruth Bell at Harlow Mechanical emails a workbook of 4 sites at 10:40 on Tuesday, followed to the first visits booked.

  1. The sites

    Without Centrus: Each row retyped into the job system

    With Centrus: Read row by row and added by the agent

  2. Site contacts

    Without Centrus: Copied across later, when someone needs them

    With Centrus: Added with each site, from the same row

  3. PPM jobs

    Without Centrus: Raised one by one once the sites exist

    With Centrus: The first job raised for every site

  4. Booking

    Without Centrus: Waits days for the setup to be finished

    With Centrus: Booked from the desk the same afternoon

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 "Spreadsheets turned into records" 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