Automation

quotes

A quote marked ready is a quote sent.

When a field service quote in BigChange is marked ready to send, an agent emails the PDF from Outlook to the account contact, copies the site contact where you want it and notes the send on the quote, so the follow-up starts from the right day.

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

how it runs

From one sentence to quotes sent.

Describe the agent once in Agent Builder, watch it send a real quote, then see what the note on each quote is for.

01

Describe it

Say what marks a quote ready and who gets it. Agent Builder lays out steps to email the PDF from Outlook and note the send.

One sentence to describe it

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

before and after

The same finished quote, two ways.

Riverside Care's kitchen extract fan, QUO/7527 at £570 + VAT, marked ready by Sarah at 11:05 on Tuesday 13/10.

  1. Sending it

    Without Centrus: Waits in a tray until someone has a gap

    With Centrus: Emailed when it's marked ready

  2. The contacts

    Without Centrus: Whoever was on the last email, maybe

    With Centrus: Helen Ward, with the kitchen manager copied

  3. The record

    Without Centrus: Nobody knows if it went, or when

    With Centrus: A note on the quote says who and when

  4. The follow-up

    Without Centrus: Starts from a guess at the send date

    With Centrus: Starts from the day it was sent

keep going

More in quotes and sales.

Priced from your rate card, sent the same day, chased until they land.

All 36 in quotes and sales
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 "Quotes sent when they're marked ready" 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