finance
Parts in work order notes checked before invoicing
When a job is completed, an agent reads the work order notes for parts the engineer used and lists any not costed to the Simpro job, before it is invoiced.
New agent
app.centrus.aiDescribe what you want to automate…
- who asks
- Service desk and adminFinance
- 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 job is completed
The agent starts when the job reaches the status you choose, such as Complete.
The notes are read
The engineer's work order notes are read for parts fitted, then compared with the stock and materials already on the job.
The gaps go to the desk
Anything mentioned but not costed is listed with the line from the notes, so the desk adds it before the invoice is raised.
before and after
Parts used on site end up on the invoice.
without centrus
Parts fitted on site and never added to the job, so they are never charged.
with centrus
Missing parts are flagged while the job is still open.
keep going
More in finance and cash flow.
Invoices chased, matched, checked against the contract and sent.
- 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
- 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
- Bulk expenses turned into purchase ordersA batch of POs raised in one message instead of keyed one at a time.AskWorks with BigChange, Joblogic, Simpro
- Client PO number chased before invoicingInvoices go out with the PO the client's accounts team needs to pay.AutomationWorks with BigChange, Joblogic, Simpro, Outlook
- Financial documents by reference or sitePayment and billing queries answered in the same call or message.AskWorks with BigChange, Simpro
- Invoices held until the paperwork is on the jobClients stop rejecting invoices for missing evidence.AutomationWorks with BigChange, Joblogic, Simpro
Centrus AI
in the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Parts in work order notes checked before invoicing" 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