Automation

finance

The portal's times, on every job before it's billed.

When a field service client's portal sends its attendance report, an agent writes each engineer's start, break and finish onto the job. Any visit that doesn't match the job sheet goes to finance before it's invoiced. It reads the report from the inbox each evening, so the times on the job are the client's own.

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

how it runs

From one sentence to timed visits.

Describe the check once in Agent Builder, test it on a real portal report, then let it run every evening.

01

Describe it

Say which report to read, what to write on the job and who to tell. Agent Builder plans the steps.

One sentence, six steps

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

before and after

The same portal report, two ways.

Brookfield FM's attendance report for Wed 28/10, 4 visits, arriving at 18:05.

  1. The times

    Without Centrus: Taken from the job sheet, the portal unread

    With Centrus: Written onto each job from the portal

  2. Lewis's visit

    Without Centrus: Billed at 3 hours, then disputed

    With Centrus: Flagged to Kate before it's invoiced

  3. Breaks

    Without Centrus: Left off, so the hours look long

    With Centrus: On the job, as the portal shows them

  4. A query

    Without Centrus: Answered by logging in to the portal

    With Centrus: Answered from the job

keep going

More in finance and cash flow.

Invoices chased, matched, checked against the contract and sent.

All 31 in finance and cash flow
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 "Client portal attendance times reconciled" 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