paperwork
Emailed certificates filed on the Simpro job
When a certificate or test sheet is emailed in, an agent reads the job number and site, uploads it to the right Simpro job and flags anything it can't match.
New agent
app.centrus.aiDescribe what you want to automate…
- how it runs
- Built once in Agent Builder, then runs on its own.
Simpro
Outlook
Gmailhow it works
From one sentence to a running agent.
The certificate arrives
Engineers, subcontractors and test software email certificates to one address.
It's matched
The agent reads the job number, address or customer from the document and finds the job in Simpro.
It's filed
The PDF is uploaded to the job. Anything without a clear match goes to the desk with the reason.
before and after
Every certificate is on its job before the invoice goes out.
without centrus
A shared inbox of certificates, saved to jobs by hand at the end of the week.
with centrus
Each certificate is on its job the day it arrives.
keep going
More in paperwork and compliance.
RAMS, worksheets, vans and subcontractor cover, checked before anyone has to chase.
- Subcontractor sheets onto the jobTheir sheet arrives by email. Centrus rewrites it as your worksheet and creates it on the job.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- Worksheets checked before the client sees themAt 17:00 it checks the day's worksheets, chases the missing ones and rewrites notes that aren't client-facing.AutomationWorks with BigChange, Joblogic, Simpro, WhatsApp
- Audit pack for a client in one requestEverything since April, filed and indexed.AskWorks with BigChange, Joblogic, Simpro, SharePoint, OneDrive, Google Drive, Teams
- Subcontractor cover checked every MondayEvery Monday, cover due in 30 days is chased and anyone lapsed is put on hold.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel
- Asbestos survey check before booking intrusive workIntrusive work is not booked without the survey the engineer needs.AskWorks with SharePoint
- Contractor credentials expiring soonAsk now who is about to lapse, before you allocate the work.AskWorks with BigChange
Centrus AI
in the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Emailed certificates filed on the Simpro job" on a setup that matches yours.
- 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