Surefire Software

Surefire Software is a comprehensive management system software designed specifically for plumbing and heating businesses. It is suitable for companies of all sizes, ranging from small independent contractors to large plumbing and heating companies. This software caters to various professions and industries, including plumbing companies, heating companies, HVAC contractors, maintenance and repair service providers, as well as building and construction companies.

Key Features

Diary management: According to the vendor, Surefire Software enables efficient appointment management and scheduling for businesses and staff. It offers features such as automated text confirmations and the ability to view multiple engineers' diaries simultaneously. The software also includes route mapping for optimized travel.

Accounts integration: Surefire Software seamlessly synchronizes with popular accounting software like QuickBooks or Xero, allowing for easy invoice creation and synchronization with the accounts package. It also facilitates the import of invoices from suppliers, streamlining record-keeping processes. The software is designed to streamline invoicing, purchase invoices, and job costing.

Business reporting: Surefire Software offers comprehensive reporting capabilities to track various aspects of a business. The vendor claims that it provides valuable insights into leads, quotations, and other relevant information. Users can monitor the success rate of quotations and identify areas for improvement. The software also allows for the analysis of lead sources to make data-driven decisions.

Industry certificates including CP12: According to the vendor, Surefire Software provides access to industry certificates for compliance purposes. It allows for the easy management of service and CP12 reminders for customers. The software automates service reminders through text, email, and letters. Users can also track the service history for each customer seamlessly.

Parts Arena integration: Surefire Software offers integration with Parts Arena, which allows users to look up appliance spares, check cost and availability, and access boiler manuals instantly. The software streamlines the process of finding and ordering necessary parts.

Merchant price integration: Surefire Software allows users to plug directly into their preferred merchant account, such as Plumb Center. It provides live pricing for materials and products in the shopping basket. Users can check stock availability and locations for immediate collection or delivery. The software aims to help users negotiate confidently, knowing the exact cost of materials.

SureQuote: Surefire Software includes a plug-in estimating tool for online quotes. Customers can carry out estimates on the user's website and receive instant quotes. The software enables users to email and text quotes to customers, allowing them to accept and pay deposits instantly. It also offers options to personalize quotes based on preferred products and prices.

Quote Wizard: Surefire Software allows users to generate bespoke and detailed quotations in seconds. The software automatically fills a shopping basket with required components, providing customers with a professional quote and pricing information. Users can email and text quotes to customers, allowing them to accept and pay deposits instantly.

Payment gateways: Surefire Software offers synchronization with popular payment gateways like Stripe for instant payments. It enables users to accept card payments directly through the software using SumUp or Go Cardless. The software aims to improve cash flow and reduce time spent chasing invoices. It also seamlessly reconciles payments in the accounts package.

Real-time portal for customers: Surefire Software provides customers with a real-time portal to track engineers en route and receive updates. Customers can also pay invoices directly through the software. The portal allows customers to access real-time certificates, invoices, and receipts. Additionally, customers can write reviews and provide feedback through the software.