Automation

quotes

The quote is ready, accounts see it before the customer.

When someone in your field service office asks for a quote, an agent creates it in BigChange and holds it at an approval step. Once accounts approve, it emails the quote to the customer from Outlook. If they reject it, it goes back to whoever asked, with the reason.

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 signed off.

Describe the agent once in Agent Builder, watch it hold a real quote for accounts, then see what happens when one is rejected.

01

Describe it

Say which quotes wait for accounts. Agent Builder plans steps that create each one in BigChange, hold it for approval and email it from Outlook.

One sentence to describe it

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

before and after

The same new customer's quote, two ways.

Mr Ahmed's new cylinder at 14 Curlew Way, £940 + VAT, quoted on Thursday 15/10 after Sam's visit.

  1. The check

    Without Centrus: Sent before accounts have seen it

    With Centrus: Held at an approval step for Kate

  2. Approving it

    Without Centrus: Kate is asked in passing, if at all

    With Centrus: Approved by Kate from the Runs panel or by email

  3. Sending it

    Without Centrus: Emailed by hand once someone remembers

    With Centrus: Emailed to Mr Ahmed once Kate approves

  4. The record

    Without Centrus: Nobody can say who checked it

    With Centrus: The run shows who approved it and when

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 "Quote held for sign-off before it goes out" 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