About Surefire
A management software for plumbing and heating businesses in the UK. It provides tools for diary management, quoting, invoicing, customer management, and integrations with accounting software like Xero and QuickBooks.
Surefire Software is a comprehensive field service management platform designed specifically for plumbing and heating businesses in the United Kingdom. Created by industry professionals, it aims to streamline all aspects of business operations, from initial customer contact to final payment. The software provides a suite of tools including diary management, job scheduling with route optimization, a quoting wizard, and automated service reminders for events like CP12 gas safety checks. It features mobile access for engineers, allowing them to manage their schedules, create invoices, and take payments in the field. Key integrations include accounting platforms like Xero and QuickBooks, payment gateways such as Stripe and SumUp, and industry-specific tools like Parts Arena for sourcing spares. Pricing is offered on a per-user, per-month basis with a two-user minimum, and includes a one-month free trial, onboarding, and ongoing support during UK business hours.
Pros & Cons
- Specifically designed for the needs of UK plumbing and heating businesses.
- Integrates with major accounting software like Xero and QuickBooks.
- Includes free onboarding, training, and ongoing support.
- Provides mobile apps for engineers to manage work in the field.
- Allows customers to obtain self-serve quote estimates directly from business websites.
- Support is limited to UK business hours (9:00 to 17:00, Monday to Friday).
- Lacks specialized scheduling modules suited for larger mixed-trade construction firms.
- Restricts public service documentation access for off-grid system troubleshooting work.
- Limits automatic digital payment configurations to a specific list of two gateways.
- Forgoes public user discussion message boards to share collaborative trade setups.
Features
Key features
Manage staff diaries and automatically send customers appointment reminders via text and email.
A tool to produce high-quality quotes for customers in seconds.
Synchronize with QuickBooks or Xero for invoicing, purchase invoices, and job costing.
Accept instant payments through integrations with Stripe, SumUp, or Go Cardless.
Look up appliance spares, check costs, and see availability directly within the software.
Keep track of business performance with a comprehensive suite of reports and a live dashboard.
Automate service and gas safety certificate (CP12) reminders via text, email, and letters.
Plan daily travel routes for engineers to ensure efficiency and save time.
Additional features
Maintain stock levels for van stock and comprehensive store inventories.
Add plug-ins to a business website to allow customers to schedule appointment requests online.
Track vehicles on a job-by-job basis, providing a detailed breakdown of movements.
An online quoting tool that plugs into an existing website, allowing customers to generate their own estimates.
Connect directly to a Plumb Center account for immediate access to live pricing.
Track engineer time for accurate job costing and payroll.
Allows property managers to view and manage their properties online.
Manage staff leave with a tool that integrates with the main diary.
Pricing
Monthly plans
- Diary management including invoicing and mobile app
- Free onboarding & training
- Engineer timesheets and job costing
- Industry specific forms including CP12
- Route optimisation
- Automated service reminders
- Customer portal
- Smart Quote function
- All features from Go Digital
- Full accounts integration
- Stock control function
- State of the art Quote Wizard
- Staff holiday tracking tool
- Customisable security roles
- Detailed job costing
- Parts Arena total integration
- All features from Total Integration
- Website integration tools
- Surefire Sales process (quote chasing tool)
- Unlimited data storage
- Full suite of reports
- Online Quote tool for your website
- Customer App
- Customised reports
Countries & Languages
Available in
Interface languages
Billing currencies
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About Surefire
A management software for plumbing and heating businesses in the UK. It provides tools for diary management, quoting, invoicing, customer management, and integrations with accounting software like Xero and QuickBooks.
Surefire Details
Surefire's In-App Market Place
Does Surefire have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Monthly plans
- Diary management including invoicing and mobile app
- Free onboarding & training
- Engineer timesheets and job costing
- Industry specific forms including CP12
- Route optimisation
- Automated service reminders
- Customer portal
- Smart Quote function
- All features from Go Digital
- Full accounts integration
- Stock control function
- State of the art Quote Wizard
- Staff holiday tracking tool
- Customisable security roles
- Detailed job costing
- Parts Arena total integration
- All features from Total Integration
- Website integration tools
- Surefire Sales process (quote chasing tool)
- Unlimited data storage
- Full suite of reports
- Online Quote tool for your website
- Customer App
- Customised reports
Accepted Payment Currencies
GBP
Pros & Cons
- Specifically designed for the needs of UK plumbing and heating businesses.
- Integrates with major accounting software like Xero and QuickBooks.
- Includes free onboarding, training, and ongoing support.
- Provides mobile apps for engineers to manage work in the field.
- Allows customers to obtain self-serve quote estimates directly from business websites.
- Support is limited to UK business hours (9:00 to 17:00, Monday to Friday).
- Lacks specialized scheduling modules suited for larger mixed-trade construction firms.
- Restricts public service documentation access for off-grid system troubleshooting work.
- Limits automatic digital payment configurations to a specific list of two gateways.
- Forgoes public user discussion message boards to share collaborative trade setups.
Surefire's Support Options
Email Address
support@surefiresoftware.co.ukContact
020 8639 4546Surefire's Alternatives
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