About Surten
A SYSTEM BUILT OUT OF SUCCESS
If you could dream it, how would you develop it?
We live it, so we built it. That’s right, a fully integrated business management software solution that will provide you with the certainty that you will be more efficient and more profitable. Manage your customers and vendors more effectively with CRM and estimating capabilities that merge information into a proposal complete with plans and maps. Close more sales and eliminate human error using the CRM functionality and automated reminders. Make sure everyone is where they should be with accurate scheduling which drastically increases productivity. Save additional labor costs and payroll efficiency with the mobile timekeeping app. Know your gross profit within 24 hours of job completion using the costing module.
No job is complete until it’s invoiced and paid. Surten provides a seamless and efficient experience for you from CRM and sales to one-click invoicing and reporting. Surten is a game changer for every contractor and is a must-have tool that provides you with the certainty you are maximizing your profitability.
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.
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