01
What was agreed
Leaving the call, Sarah asks on WhatsApp what was agreed. The 3 actions come back with their owners, from the notes.
Nobody types up the minutes
team
Ask Centrus to join a field service contract review call on Teams or Google Meet. The Meeting Agent takes the notes, and each action goes on its job in the job system with an owner and a date, so nothing agreed is left in someone's notebook.
how it runs
Sarah's review with Helen Ward at Riverside Care is at 14:00 on Thu 08/10. This is what she gets after the call, what the desk sees on the job and what Dan finds open on Monday.
01
Leaving the call, Sarah asks on WhatsApp what was agreed. The 3 actions come back with their owners, from the notes.
Nobody types up the minutes
02
On Friday Megan asks what's new on the kitchen boiler job. The action from the review is noted on it, with her name.
Tracked on the job
03
Dan asks what's still open from the review. One action is done, and the two left have an owner and a date.
Every action followed to the end
01
What was agreed
Leaving the call, Sarah asks on WhatsApp what was agreed. The 3 actions come back with their owners, from the notes.
Nobody types up the minutes
before and after
Riverside Care's contract review with Helen Ward on Teams, at 14:00 on Thu 08/10.
The notes
Without Centrus: Scribbled by whoever is free to take them
With Centrus: Taken by the Meeting Agent on the call
The actions
Without Centrus: In Sarah's notebook, with no owner
With Centrus: 3 actions, each with an owner and a date
The jobs
Without Centrus: Nothing on the job until someone types it up
With Centrus: Noted on the two jobs they belong to
A week later
Without Centrus: Nobody sure what was agreed
With Centrus: Dan sees what's done and what's still open
keep going
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in the 30 minutes
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