quotes
Upload a client's asset list. The field service visits for each asset are priced from your rate card in groups such as plant, lighting and fire, and the proposal is written in your Word template with the price table ready to check. Once you've checked it, it goes to the client from Outlook.
Excel
Word
SharePointhow it runs
Sarah prices Northgate Offices on Wednesday. This is the assets behind the total, Dan's check on the fire line, and the proposal in Paul's inbox.
01
Behind the question, plant, lighting and fire are priced from the rate card. £14,820 + VAT a year.
Priced from the rate card
02
Dan asks on Teams if the fire equipment is in the total. 34 assets, £6,500, from the rate card.
Every group is named
03
The Word proposal goes to Paul Grant from Outlook, at £14,820 + VAT a year.
In his inbox, ready to read
01
Priced by group
Behind the question, plant, lighting and fire are priced from the rate card. £14,820 + VAT a year.
Priced from the rate card
before and after
Northgate Offices' 86 assets, priced by Sarah on Wednesday 14/10 for a planned maintenance proposal.
The list
Without Centrus: A week of spreadsheets
With Centrus: Read from the list they sent
The prices
Without Centrus: Looked up one asset at a time
With Centrus: Priced from the rate card, by group
The proposal
Without Centrus: Retyped into the template
With Centrus: Written in your Word template
Sending
Without Centrus: Attached once someone remembers
With Centrus: Emailed to Paul Grant the same morning
keep going
Priced from your rate card, sent the same day, chased until they land.
Centrus AIin the 30 minutes
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
