Automation

paperwork

Every worksheet checked, before the client reads it.

At 17:00 an agent reads the day's field service worksheets in BigChange, Joblogic or Simpro and checks each one against your standard. A missing worksheet is chased on WhatsApp, and notes written for the van are rewritten for the client and held for Matt to approve.

how it runs
Built once in Agent Builder, then runs on its own.

how it runs

Describe it once, checked every evening.

Describe the check in Agent Builder, test it on today's worksheets, then let it run at 17:00 every weekday.

01

Describe it

Say when to check, what counts as complete and who approves a rewrite. Agent Builder plans the steps.

One sentence to describe it

01 / 03

before and after

The same day's worksheets, two ways.

Three worksheets on Mon 19/10, from 17:00 to what the clients read the next morning.

  1. Checking them

    Without Centrus: Matt reads every sheet when he finds the time

    With Centrus: Checked against your standard at 17:00

  2. The missing one

    Without Centrus: Found days later, when the client asks for it

    With Centrus: Sam chased on WhatsApp before he finishes

  3. Van notes

    Without Centrus: "Valve knackered, sorted" goes to the client

    With Centrus: Rewritten in plain English and held for Matt

  4. Approval

    Without Centrus: Matt rewrites the note himself, late

    With Centrus: Matt approves, and the original stays on the job

questions

Questions about worksheet checks

Only if you allow it. The usual setup rewrites notes that aren't client-facing and holds them for a manager to approve. The engineer's original note stays on the job, so you can always see what was written on site.

Your own standard, described in plain words when you build the agent: the readings a gas job needs, parts used, photos, and notes a client can read. Change the standard in a sentence and the next evening's check uses it.

On WhatsApp, from Centrus, with the job number and what's missing. They can reply with a voice note, which Centrus writes up as the worksheet in your format, so the chase and the fix happen in the same thread.

BigChange, Joblogic or Simpro. It reads the day's worksheets from the job system and saves approved rewrites back to the job. Every run is logged with what it checked, who it chased and what was approved.
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We show "Worksheets checked before the client sees them" on a setup that matches yours.
  3. 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