01
Ready for questions
Sarah asks which emergencies missed the 4 hours. Both come back with the reason, before Eastfield can ask.
No figure she can't back up
Teams, with the account manager
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Centrus AIChatAboutToday
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quotes
Your own job figures, ready for the next pitch.
Ask what you can say to a prospect and Centrus works out the figures from similar field service work in BigChange, Joblogic or Simpro: jobs done, emergencies attended in time, the average time to attend. Numbers from your own jobs, not stories from memory.
Centrus chat, with the account manager
SCSarah ColeAccount manager
Today
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- who asks
- Sales and estimating
- works with
BigChange- how it runs
- Asked in chat, on WhatsApp or in Teams.
how it runs
From the figures to the pipeline.
Sarah meets Eastfield Homes on Thursday. This is how she goes in with Ridgeway's own housing figures, and what's logged after.
01
Ready for the hard question
Sarah asks which emergencies missed the 4 hours. Both come back with the reason, before Eastfield can ask.
No figure she can't back up
Works with Teams, BigChange, Joblogic, Simpro02
On one page
She asks for it on one page and gets a Word brief: the figures, the misses and the questions to expect.
One page to take in
Works with BigChange, Joblogic, Simpro, Word03
Logged after the meeting
One voice note on the way out, and the opportunity is in BigChange with the stage and the date the price is due.
In the pipeline the same day
Read the use case: Logged after the meetingWorks with WhatsApp, BigChange
Teams, with the account manager
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01 / 03
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before and after
The same sales meeting, two ways.
Sarah's first meeting with Eastfield Homes on Thursday 15/10, a housing provider with 120 homes to look after.
The figures
Without Centrus: Rough numbers rebuilt from memory the night before
With Centrus: 146 housing jobs, 41 of 43 emergencies inside 4 hours
The hard question
Without Centrus: Caught out when they ask what went wrong
With Centrus: Both misses known, with the reason for each
The brief
Without Centrus: Notes on her phone, typed up the night before
With Centrus: A one-page Word brief written from the jobs
Afterwards
Without Centrus: The opportunity logged at the month-end review
With Centrus: Logged in BigChange from a voice note on the way out
keep going
More in quotes and sales.
Priced from your rate card, sent the same day, chased until they land.
- Job priced in chatAsk the price in chat. It comes back from your rate card, then goes out as your branded PDF or into your job system.AskWorks with BigChange, Joblogic, Simpro, Excel
- Quote from site photosThe engineer sends a photo on WhatsApp. It is priced and with the client before they leave site.AskWorks with BigChange, Joblogic, Simpro, Excel, SharePoint, OneDrive, Google Drive, WhatsApp
- Sales enquiry turned into a quoteThe enquiry is read, priced from your rate card and quoted, and the customer hears back the same day.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel
- Follow-on quote from the worksheetThe job closes, the follow-on work on the worksheet is priced, and the account manager has the quote the same day.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel
- Open quotes followed upEvery weekday it chases open quotes from your own inbox, in your tone, and leaves anyone who has replied alone.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- Accepted Xero quote turned into an invoiceThe quote lines become the invoice.AskWorks with Xero
Centrus AIin the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Sales talking points from live job data" on a setup that matches yours.
- 03We pick out the admin that should run itself first.
Book 30 minutes. Bring a real question.
Ask this every week, or need something that isn't on the list? Bring the question the way your team would put it, and we will show it on a setup like yours. You leave with a plan.
30 minutes / UK team / No lock-inOr see pricing