Everything you need to run your service business

Surehand provides all the tools you need to manage customers, schedule jobs, send quotes and invoices, track payments, and grow your business—all in one simple platform.

Core Features

The essential tools every service business needs to run smoothly and efficiently.

Job Scheduling & Planning

Keep jobs organized and on time. Schedule appointments, track progress, and never miss a deadline.

Plan your entire week with our intuitive calendar view. Drag and drop jobs to reschedule, set recurring appointments, and get automatic reminders. See your team's availability at a glance and optimize your routes to save time and fuel.

  • Visual calendar with drag-and-drop scheduling
  • Recurring job templates for regular customers
  • Route optimization to save time and fuel
  • Team availability management
  • Automatic reminders for upcoming jobs
  • Job status tracking from quote to completion

Quotes & Invoices

Create professional quotes and invoices in minutes. Send them directly to clients and track payments effortlessly.

Generate polished quotes and invoices with your branding in seconds. Customize templates, add your logo, and include terms and conditions. Send directly via email and track when customers view and pay. Convert quotes to invoices with one click.

  • Professional templates with your branding
  • Convert quotes to invoices instantly
  • Email quotes and invoices directly
  • Track when customers view documents
  • Payment status tracking
  • Automatic follow-ups for unpaid invoices

Customer Management

Keep all customer details in one place. Store contact info, job history, and preferences for better service.

Build a complete customer database with contact information, job history, notes, and preferences. Access customer details instantly from any device. See all past jobs, quotes, and invoices in one place. Add custom fields to track what matters to your business.

  • Complete customer profiles with contact details
  • Full job history for each customer
  • Notes and preferences tracking
  • Quick access to past quotes and invoices
  • Custom fields for your specific needs
  • Search and filter customers easily

Payments & Tracking

Get paid faster with integrated payment options. Track who owes what and follow up on overdue invoices.

Accept payments online through Stripe integration. Send payment links with invoices, track payment status in real-time, and automatically follow up on overdue invoices. See your cash flow at a glance with the dashboard.

  • Online payment processing via Stripe
  • Payment links in invoices
  • Real-time payment status tracking
  • Automatic overdue invoice reminders
  • Cash flow dashboard
  • Payment history and reports

Business Management

Powerful features to help you work smarter and look more professional.

Mobile & Web Access

Access Surehand on your phone, tablet, or desktop. Stay connected and productive no matter where you are.

Work from anywhere with our responsive web app. Access all features on your phone, tablet, or computer. No app downloads required—just log in from any device. Perfect for checking schedules on the go, updating job status from site, or sending quotes from your van.

  • Fully responsive design works on all devices
  • No app downloads required
  • Access all features from mobile
  • Offline mode for basic functionality
  • Sync across all your devices
  • Works on iOS, Android, and desktop

Automated Reminders

Never forget a follow-up or payment. Set up automatic reminders for upcoming jobs, overdue invoices, and customer communications.

Set it and forget it. Configure automatic reminders for job confirmations, follow-ups, and payment due dates. Send reminders via SMS or email. Customize reminder timing and frequency. Never miss a follow-up or let an invoice go unpaid.

  • Automatic job confirmation reminders
  • Overdue invoice notifications
  • Follow-up reminders for quotes
  • SMS and email delivery options
  • Customizable timing and frequency
  • Reduce no-shows and late payments

Professional Branding

Customize your quotes and invoices with your logo and branding to build trust with customers.

Make every customer interaction look professional. Add your logo, choose colors that match your brand, and customize templates. Build trust and credibility with polished documents that reflect your business quality.

  • Upload your logo and branding
  • Customize colors and fonts
  • Professional document templates
  • Consistent branding across all documents
  • Build customer trust and credibility
  • Stand out from competitors

Advanced Features

Take your business to the next level with advanced reporting, analytics, and management tools.

  • Reporting & Analytics

    Understand your business performance with detailed reports and analytics. Track revenue, profit margins, and key metrics.

    • Profit and loss statements
    • Revenue and expense tracking
    • Job completion analytics
  • Expense Tracking

    Track business expenses easily. Categorize costs, attach receipts, and see where your money goes.

    • Categorize expenses by type
    • Attach receipt photos
    • Track mileage and vehicle costs
  • Inventory Management

    Keep track of materials and supplies. Know what you have in stock and when to reorder.

    • Track stock levels in real-time
    • Set reorder point alerts
    • Link inventory to jobs
  • Payroll Management

    Manage team payments and timesheets. Track hours worked and calculate wages automatically.

    • Digital timesheet tracking
    • Automatic wage calculations
    • Overtime tracking
  • VAT Returns

    Simplify VAT return preparation. Track VAT on sales and purchases, and generate reports for HMRC.

    • Automatic VAT tracking on invoices
    • VAT tracking on expenses
    • Generate VAT return reports

Learn More About Our Features

Read our guides and tips to get the most out of Surehand's features.

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