Automation

quotes

Follow-on work, quoted the day it's written down.

When a field service job is marked complete, it reads the worksheet, prices any follow-on work from your rate card, creates the quote in BigChange, Joblogic or Simpro and emails the account manager. The extra work the engineer already wrote down is quoted the same 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 follow-on quotes.

Describe the agent once in Agent Builder, watch it quote a real worksheet, then switch it on.

01

Describe it

Say when to run, how to price and who to tell. Agent Builder plans the steps from your words.

One sentence to describe it

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

before and after

The same completed job, two ways.

Dylan's boiler repair at 22 Station Road, finished at 15:42 with two things to quote.

  1. The worksheet

    Without Centrus: Read by the office days later, if at all

    With Centrus: Read when the job is marked complete

  2. Follow-on work

    Without Centrus: A line on a PDF that nobody prices

    With Centrus: Each item priced from your rate card

  3. The quote

    Without Centrus: Typed up when the estimator gets to it

    With Centrus: Created on the job as a draft

  4. Account manager

    Without Centrus: Hears about it when Ms Clarke asks

    With Centrus: Emailed the quote the same afternoon

Other follow-up they pick up

  • “Remedials on the EICR, price from the rate card.”
  • “Extra lighting the worksheet called out, quote the account manager.”

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

questions

Questions about quotes from worksheets

Every job marked complete, unless you narrow it when you describe the agent: one job type, certain clients, or only jobs where the engineer ticked follow-on work. It runs from BigChange, Joblogic or Simpro.

Then nothing is created. The run is logged, no quote is raised and nobody is emailed, so the account manager only hears about jobs with work to price. The account manager's inbox stays clear.

Not unless you want it to. The quote is created as a draft and the account manager is emailed, so a person checks it before the client sees it. An approval step can hold quotes over a set value.

Say what should happen when you describe the agent. Most teams have it list the item in the account manager's email for the estimator to price, rather than guess a figure.
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We take a completed worksheet and turn the follow-on work into a priced quote on the job.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. Bring a worksheet.

Quote follow-on work like this, or is there other work on your worksheets 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