Automation

reports

Who invoiced what, sorted on the 1st.

For a field service sales team, the agent reads September's invoiced jobs from BigChange at 07:30 on the 1st and groups them by the salesperson on each job. Each salesperson gets a line and a total in an Excel workbook, which is emailed to Kate Lowe in finance for commission.

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 the commission sheet.

Describe the workbook once in Agent Builder and test it on one salesperson. When finance wants the detail, Kate asks on Teams.

01

Describe it

Say when it runs, how to group the jobs and who gets the workbook. Agent Builder plans the steps.

One sentence to describe it

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

before and after

The same September invoices, two ways.

September's invoiced jobs, grouped by salesperson for Kate Lowe at 07:30 on Thu 01/10.

  1. Who sorts it

    Without Centrus: Someone in finance, job by job

    With Centrus: Read from BigChange and grouped at 07:30

  2. The lines

    Without Centrus: A spreadsheet rebuilt from the invoices

    With Centrus: Sarah, Marie and Dan, each with a total

  3. The total

    Without Centrus: Added up, then added up again

    With Centrus: £106,200 ex VAT across 127 jobs

  4. Commission

    Without Centrus: Argued from last month's sheet

    With Centrus: Worked from the invoices, the same way

keep going

More in reports and numbers.

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

All 29 in reports and numbers
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 "Invoiced work by salesperson each month" 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