Surehand Help Centre
What would you like to get done?
Practical guidance for setting up your business, organising work and keeping money moving.
Start with the essentials.
Set up your business details, add customers and services, schedule work, and complete your first job.
Follow the getting-started guideGuide for your tradeSurehand for Window Cleaners
A practical path for moving your round into Surehand and running the working day with less admin.
Explore 10 guidesBrowse by subject
Go straight to the part of Surehand you’re working with.
Getting started
Set up Surehand, bring in your existing work, and get ready for your first working day.
Customers
Add customer records, import existing data, and keep contact and address details together.
Jobs & scheduling
Create jobs, build recurring schedules, organise rounds, and handle changes to the working day.
Quotes & invoices
Price work, send quotes, complete jobs, raise invoices, and follow what is still unpaid.
Payments
Record payments and set up connected payment methods such as GoCardless.
Finances & tax
Record business costs, understand financial summaries, and prepare for tax and MTD.
Team & account
Invite people, organise teams, understand access, and look after your business data.
Still need a hand?
Talk to a real person. Open live support or email us and we’ll help you get moving again.