scheduling
Name the field service job, the engineer and the time in chat. Centrus checks the engineer's diary in BigChange or Simpro for a clash and schedules the job. Say yes to the text, and chat calls the texting agent you set up, so the customer has the time before the call ends.
how it runs
Megan books JOB/90240 for Lewis while Helen Ward is on the phone. This is what happens between her message and Helen getting the time by text.
01
JOB/90240 and Lewis's Tuesday are read. Merchant House ends at 13:30, so 14:00 is clear.
No clash to undo
02
The job is scheduled for Lewis on Tuesday at 14:00, with a note that Helen booked it by phone.
Booked during the call
03
Megan says yes, and chat calls the Customer text agent. Helen gets the time and the job number from your number.
No call back needed
01
Diary checked first
JOB/90240 and Lewis's Tuesday are read. Merchant House ends at 13:30, so 14:00 is clear.
No clash to undo
before and after
Helen Ward rings at 11:40 on Monday to book the Riverside Care plant room lighting for Tuesday afternoon.
Finding a slot
Without Centrus: The planner opened while Helen waits
With Centrus: Lewis's Tuesday read in the same answer
A clash
Without Centrus: Spotted after the call, if at all
With Centrus: Merchant House ends at 13:30, so 14:00 is clear
Booking it
Without Centrus: The job dragged into the diary later
With Centrus: Scheduled from one message, while she's on the line
Confirming
Without Centrus: A call back to Helen with the time
With Centrus: Texted the time and the job number
keep going
Visits confirmed, each day on WhatsApp, customers texted on the way.
Centrus AIin the 30 minutes
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BigChange
Simpro
