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It’s a common dilemma: how do you get to all of your customers in time and make sure you haven’t missed an appointment – all while quoting for new jobs and chasing payments?
Billy Wilgar, founder of Surefire Software, explains how his 35 years of experience in the plumbing and heating sector led him to build an industry-specific solution to many of the daily headaches that come with operating as a sole trader or running a small business:
While I was running my own plumbing and heating business, I was often getting frustrated with the admin side. Making sure that my paperwork was all in order, and that I knew where and when I needed to be. That’s why I designed and developed Surefire to streamline my day-to-day operational needs.
That’s when I realised that I’d created a tool that could bring substantial benefits to similar businesses nationwide – especially for thousands of sole traders and small-to-medium operations with up to 20 staff.
With the advantage of being specifically designed for the UK plumbing and heating sector, Surefire has been constantly adapted to reflect current business requirements and its development team are able to ensure that it’s tested in real-life situations faced by plumbers.
Simplicity is key
No one needs complicated log-ins or processes, especially during the course of a busy day in the field. Surefire has been developed to be very simple to use with intuitive steps that can be picked up in one (free) easy onboarding session with a support team always on hand to assist with any questions. The majority of UK plumbing and heating businesses have less than 20 team members and Surefire gives these businesses a highly professional solution that manages plumbing and heating transactions from initial customer contact, through to invoicing, payment and certificate generation, all managed easily from a phone or tablet on the go.
Key features that make the working day easier include:
Quote Wizard – create bespoke customer quotes in seconds, including all parts and job timing calculations, emailed or texted straight to customers for approval and instant deposit payment.
Diary Management – no more jotting appointments on scraps of paper, everything is held in one place and can be viewed by the team back in the office if needed.
Route Optimisation – Surefire simplifies each day’s diary into the most efficient route at the click of a button and texts appointment confirmation to each customer – offering the chance to fit in one more job and reducing those “where’s my engineer?” calls.
Easy Accounting
Sometimes it feels like you need an extra day in the week just to get through the pile of accounting tasks that are part of running a business. With integration to Quickbooks and Xero, Surefire has this covered too, allowing engineers to create invoices within the app from any location and making it easier to upload supplier invoices too.
Customer payments are synchronised with Stripe, Sum Up and Go Cardless through Surefire, allowing for instant payment whilst still with a customer.
To book a personalised demonstration and learn how Surefire can benefit your business visit www.surefiresoftware.co.uk
