Automation

new work

Portal mail in. The desk stays on the phone.

For a UK field service desk, an Agent Builder agent watches the inbox for works orders from client portals. It reads the site, the priority and the PO, raises the job in BigChange, Joblogic or Simpro as unscheduled, and emails the account manager the job number. The desk stays on the phones and only has to book it.

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 raised jobs.

Describe the agent once in Agent Builder, watch it work on a real works order, then switch it on.

01

Describe it

Say which inbox to watch, what to raise 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 works order, two ways.

A P2 from Halden Housing's portal at 09:15, followed from the inbox to the board.

  1. When it lands

    Without Centrus: Sits in Outlook until someone on the desk has a gap

    With Centrus: Read when it reaches the desk inbox

  2. Raising the job

    Without Centrus: Site, priority, PO and fault copied in by hand

    With Centrus: Raised as an unscheduled job, typed by the agent

  3. The account manager

    Without Centrus: Finds out when the client chases

    With Centrus: Emailed the job number once it's raised

  4. The desk

    Without Centrus: Pulled off the phones to type it in

    With Centrus: Stays on the phones and only books it

Other mail the desk files

  • “Cancellations from the portal, mirror onto the job.”
  • “Attendance times from the portal, write onto start and finish.”

keep going

More in new work coming in.

Enquiries, portal tickets and emails turned into booked jobs.

All 35 in new work coming in
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 real portal email through to an unscheduled job and the account manager's inbox.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. Bring a portal email.

Raise portal jobs like this, or does work arrive from a portal 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