01
Why one is stuck
At his desk Dan asks on Teams about City Medical's. No reply since the chase, and the account is on stop.
The quote and the account, together
Teams, back at the office
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Centrus AIChatAboutTuesday
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quotes
The quote review, done on the drive in.
Start voice mode in Centrus chat and ask which of your field service quotes are still open. It reads them from BigChange, oldest first, says them back and answers the next question. When you end it, every quote and figure stays written in the chat.
Centrus chat, voice mode
DPDan PriceDirector
Today
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- who asks
- Sales and estimatingDirectors
- works with
BigChange- how it runs
- Asked out loud in voice mode, in the web app chat.
how it runs
From the drive in to the chase.
Dan hears the 3 open quotes at 07:40 on Tuesday. This is what he checks at his desk, what goes on the quote and how the rest are chased.
01
Why one is stuck
At his desk Dan asks on Teams about City Medical's. No reply since the chase, and the account is on stop.
The quote and the account, together
Works with Teams, BigChange02
Noted on the quote
He asks for a note on QUO/7371 in BigChange, so whoever opens it sees why it's waiting.
Everyone sees why it waits
Works with BigChange03
The rest chased at 10:00
The follow-up agent chases 9 Oak Road and Brookfield FM from the notes on each. City Medical's is left to Dan.
Chased from the notes
Read the use case: The rest chased at 10:00Works with BigChange, Outlook, Gmail
Teams, back at the office
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01 / 03
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before and after
The same quote review, two ways.
Dan's review of the quotes still open after 7 days, on the drive in at 07:40 on Tuesday 20/10.
The list
Without Centrus: Exported from BigChange the night before
With Centrus: Read out from BigChange as he drives
The order
Without Centrus: Whatever order the export comes out in
With Centrus: Oldest first, with the largest named
His questions
Without Centrus: Saved up until he's at his desk
With Centrus: Asked out loud and answered on the way
Afterwards
Without Centrus: The figures remembered, or not
With Centrus: Every quote and figure left in the chat
keep going
More in quotes and sales.
Priced from your rate card, sent the same day, chased until they land.
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- 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
- Why quotes were lost, by clientPricing and follow-up decisions are based on what was actually recorded.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 "Talk through open quotes in voice mode" 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