for sales and estimating

The same price, whoever picks up the phone.

A new fuse board at 9 Oak Road, priced from the van. Follow-up work already on the worksheet. A quote that has sat 20 days. The rate card holds across the field service team, whoever asked.

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a day with centrus

A day in sales, with the numbers already there

Prices from the card, drafts from the worksheet, chases on a schedule. The estimator decides. Centrus does the typing.

10:00

Open quotes chased

Three quotes open 7 to 28 days. Merchant House has replied, so it's skipped, and the other two are chased.

Chased from the notes, not a template

Read the use case: Open quotes followed upWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
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everything for sales and estimating

All 57 use cases

Grouped by the part of the work. Search, or narrow the list to the systems you run.

57 use cases

01

New work coming in

10

Enquiries, portal tickets and emails turned into booked jobs.

New work use cases
02

Quotes and sales

35

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

Quotes use cases
03

Scheduling and dispatch

1

Visits confirmed, each day on WhatsApp, customers texted on the way.

Scheduling use cases
05

Paperwork and compliance

3

RAMS, worksheets, vans and subcontractor cover, checked before anyone has to chase.

Paperwork use cases
06

Finance and cash flow

1

Invoices chased, matched, checked against the contract and sent.

Finance use cases
07

Reports and numbers

6

Answers, reports and alerts from the systems you already run.

Reports use cases
08

Team and knowledge

1

Your best people's answers, available to everyone.

Team use cases

other roles

The rest of the team

The same knowledge and the same systems, asked from a different seat.

questions

Questions about Centrus for sales and estimating

Pricing from the locked rate card while the customer is on the phone, a quotation from the completed worksheet, and a weekday chase on quotes that have sat 7 to 28 days. Photos from site become a draft quote from the same card.

Yes, if the rate card is the source. Saturday weighting and London rates are in the figure whoever picked up the phone, and the answer shows which line of the card it used, so the price can be checked before it goes.

An agent reads the open quotes each weekday and chases the ones that have sat between 7 and 28 days, in your tone and from your own address. Anyone who has already replied is skipped. You set the window, the wording and who is copied in.

Yes. An agent reads the day's completed worksheets for recommended work, prices it from your rate card and sends the draft quote to the account manager. Remedial work found on site becomes a quote before anyone forgets it was there.

Yes. Connect your policies, accreditations and past submissions, and Centrus drafts the answers from them with the source shown for each. Your estimator reviews and submits, and the same question gets the same answer from one tender to the next.
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We price a job from a rate card like yours, quote from a worksheet and show the follow-up that chases it.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. One rate card, one price.

Seen the quote you'd hand over, or is there part of estimating 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