Simpro
01
Why they're waiting
Kate asks why Halden's 3 jobs have waited 17 days. Each is missing Halden's works order number.
The reason, not just the list
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finance
Pending in Simpro? Billed, not forgotten.
Ask which field service jobs are sitting in Simpro's Pending Batch Invoice and Centrus lists them by customer, with the value and how long each has waited. It shows why any are stuck, such as a missing works order. Say which ones to invoice and it raises them in Simpro, leaving the rest in the batch.
Centrus chat, with finance
KLKate LoweFinance
Today
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how it runs
Behind the pending batch.
Kate checked Simpro's Pending Batch Invoice at 09:20 on Thu 29/10. This is why Halden's jobs were waiting, and what happened next.
01
Why Halden's are waiting
Kate asks why Halden's 3 jobs have waited 17 days. Each is missing Halden's works order number.
The reason, not just the list
Works with Teams, Simpro02
The rest invoiced
Kate asks for the others to be invoiced. Centrus raises 4 invoices in Simpro and leaves Halden's in the batch.
Nothing finished left unbilled
Works with Simpro03
Every Monday at 08:30
Kate saves it as an agent in Agent Builder. From Mon 02/11 the batch reaches her at 08:30, oldest first.
Checked every week
Works with Simpro, Outlook, Gmail
Teams, with finance
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before and after
The same pending batch, two ways.
Simpro's Pending Batch Invoice at 09:20 on Thu 29/10: 7 jobs, £5,240 + VAT, the oldest 17 days.
Finding them
Without Centrus: Filtered in Simpro and added up by hand
With Centrus: Listed by customer from one question
The oldest
Without Centrus: Found at month end, weeks after the work
With Centrus: Shown with how long each has waited
Halden's 3
Without Centrus: Invoiced without works orders, then rejected
With Centrus: Held until Halden's works orders arrive
The rest
Without Centrus: Billed whenever someone clears the batch
With Centrus: Invoiced in Simpro the same morning
keep going
More in finance and cash flow.
Invoices chased, matched, checked against the contract and sent.
- Overdue invoices chased every MondayPulled from your job system, spreadsheet or Xero. Anyone already replying is skipped, the rest are chased in your tone.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel, Xero
- Raise and send an invoice from chatAsk for the invoice. It's raised in your job system or Xero, or sent as a branded PDF.AskWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Xero
- Invoices checked against the contractBefore it goes, the invoice is reconciled with the POs and timesheets on the job and billed at the contract rates.AutomationWorks with BigChange, Joblogic, Simpro, SharePoint, OneDrive, Google Drive
- Supplier invoices matched to the POEvery line is checked against the PO. Matches update the job cost, and anything out is queried with the supplier.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- On stop? Checked before the quote goesAsk on WhatsApp. Centrus checks the account and the aged debt, and holds the quote if they're on stop.AskWorks with BigChange, Joblogic, Simpro, WhatsApp, Xero, Sage Intacct
- Aged debt by client from Xero in a workbookThe credit control meeting starts with the sheet already built.AskWorks with Excel, Xero
Centrus AIin the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Jobs waiting in Simpro's pending batch invoice" 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