Save Time and Money with Up-to-the-Minute Business Management
10 Pillars of Surten Software
CRM
Single-entry data tracking allows you to enter information one time and use it throughout the sales cycle reducing time and errors. Set automated reminders to keep your salespeople on track and closing more deals.
Labor and Materials Management
Enter your labor, materials, and equipment costs to use for all of your estimates and proposals. You can manage several vendors to ensure you are providing the most beneficial solution to your client.
Estimating
Watch your sales grow and gross profit increase with quick and accurate estimating. All salespeople use the same labor, materials, and equipment options selected from easy-to-use dropdown menus providing thorough estimates.
Proposals
Proposals are easily created because the information entered into the CRM and through the estimating process are automatically pulled into the proposal saving your salespeople time while reducing errors.
Scheduling
Scheduling allows you to maximize your daily production and streamline communications with your employees and clients. Increase productivity using auto-reminders detailing progress with project completion.
Mobile Time Entry
Save time entering labor hours with mobile time entry. Your employees on the job site can easily clock in and out directly from their mobile devices. Accurate time entry enables accurate job costing.
Job Costing
Know and track the cost of each job with up-to-the-minute data resulting in real-time reporting and project analysis. Know where you are with each project so you can adjust immediately saving you time and money.
Invoicing
You can automatically bill your clients directly from Surten. With the invoice data pulling directly from the system, you can quickly and accurately invoice clients resulting in a consistent and timely cash flow.
Reporting
Stay on top of your business with in-depth management reporting. Real-time data can be pulled for every job no matter the time of day providing you with the certainty you need to run your business profitably.
QuickBooks Integration
Are you using QuickBooks to manage your bookkeeping and accounting? Surten provides you with simple integration functionality to transfer your data directly to QuickBooks. No manual entry required.
Proven Results
Up-to-the-Minute Management
Excellent software that lets us know how we are performing much sooner than the other companies. This software allows us to have performance review meetings on a weekly basis with the leaders and the can see how each phase of the job has progressed. It has allowed us to change how we manage projects and budgets. We are able to manage a job minute by minute and not after it is all over. It allows us to continually adjust how we bid and construct these projects.
Feature-Rich Software
Really enjoy capturing the costs from our vendors to estimate more accurately and quickly. Exporting data is easy. The different dashboards to view the business from different “hats” our small business wears is very helpful. We love the traffic control option and tracking and expect it will lower our costs. It is very nice to have actual costing so quickly on jobs. Scheduling is simple and easy to manipulate in our ever changing job schedule. Invoicing is really easy as well. So many functions that we are enjoying and so many functions we have not tapped into yet.
Increase Sales and Profits
Exceeds my expectations and works really well for my company’s needs. We went from five platforms to two and are getting more bids out, have a higher rate of closings, and a faster more efficient job procurement. We are bidding five more jobs per week and our closings have increased by five percent.