Guide for your trade
Surehand for Window Cleaners
A practical path for moving your round into Surehand and running the working day with less admin.
Follow the round from setup to payday.
Work through the guides in order, or jump directly to the part of the day you need help with.
- 1Getting started
Get started with Surehand
Set up the essentials, add your first customer and service, and take a job through to completion.
Read guide - 2Customers
Import customers and scheduled work
Bring an existing customer list or round into Surehand from a CSV file, preview the result, and fix issues before importing.
Read guide - 3Jobs & scheduling
Set up recurring work
Create a repeating schedule for regular visits and understand the difference between the schedule and an individual visit.
Read guide - 4Jobs & scheduling
Organise recurring work into rounds
Group regular jobs into useful rounds so you can understand the route, value and work attached to each one.
Read guide - 5Jobs & scheduling
Reschedule work after bad weather
Move one visit or a whole working day while keeping recurring schedules intact.
Read guide - 6Jobs & scheduling
Run the working day
Use Today or Day View to work through scheduled visits, keep useful notes, and leave each job in the right state.
Read guide - 7Quotes & invoices
Complete a job and send an invoice
Finish a visit accurately, let Surehand raise the invoice, and choose whether to email it to the customer.
Read guide - 8Payments
Record and manage payments
Keep invoices accurate by recording money received and distinguishing connected payments from payments taken elsewhere.
Read guide - 9Payments
Set up Direct Debit with GoCardless
Connect GoCardless, give a customer a secure authorisation link, and check when their mandate becomes available.
Read guide - 10Team & account
Invite people and organise teams
Invite colleagues, choose an appropriate role, and group users into teams for job assignment.
Read guide