quotes
Simpro leads turned into draft quotes
When a lead is ready to quote, an agent creates the quote in Simpro for the same customer and site, carries the survey notes across and tells the estimator.
New agent
app.centrus.aiDescribe what you want to automate…
- who asks
- Sales and estimating
- how it runs
- Built once in Agent Builder, then runs on its own.
Simpro
Outlookhow it works
From one sentence to a running agent.
The lead is ready
A salesperson moves the lead to the stage you choose, such as Ready to Quote.
The quote is set up
The agent creates the quote against the same customer and site, with the survey notes from the lead.
The estimator prices it
The estimator is emailed the quote number and adds the lines. Nothing goes to the customer until they send it.
before and after
The estimator opens a quote that is already set up.
without centrus
Leads retyped into a new quote, with the survey notes left behind on the lead.
with centrus
The quote exists, with the notes on it, the moment the lead is ready.
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 AI
in the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Simpro leads turned into draft quotes" 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