quotes
Tell Centrus a Simpro quote has been accepted. It converts the quote to a job, carries the lines across and books the visit with the first engineer free, so won work is on your field service schedule the day it's won.
Simprohow it runs
Helen Ward accepts the PRV quote on Tuesday morning. This is how it becomes a job, gets done on Monday and is invoiced at the quoted price.
01
The quote becomes JOB/90607 in Simpro. The PRV and the labour come across as quoted, and Dylan is booked.
Nothing retyped from the quote
02
At 07:40 on Monday Dylan asks what's at Riverside Care. He gets the work, the quote and where to sign in.
No call to the office
03
Kate asks for the invoice once Dylan's done. INV-2052 is raised from the job at the quoted price.
Billed at the price agreed
01
Lines carried across
The quote becomes JOB/90607 in Simpro. The PRV and the labour come across as quoted, and Dylan is booked.
Nothing retyped from the quote
before and after
Riverside Care's 20mm PRV, QUO/7390, accepted by Helen Ward on Tuesday 13/10.
The job
Without Centrus: Retyped from the quote, line by line
With Centrus: Converted in Simpro with the lines carried across
Booking
Without Centrus: Left until someone checks next week's diary
With Centrus: The first engineer free, Dylan on Monday
On site
Without Centrus: Dylan rings the office for the details
With Centrus: Asks on WhatsApp and gets the job and site notes
Invoicing
Without Centrus: Prices retyped onto the invoice
With Centrus: Invoiced from the job at the quoted £385 + VAT
keep going
Priced from your rate card, sent the same day, chased until they land.
Centrus AIin the 30 minutes
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