Your pipeline, organised

Every stage triggers the next automatically — reminders fire, invoices generate, and your team gets notified without you lifting a finger.

Quotes in minutes

Your materials pre-loaded, measurements from site feeding the numbers. Line-itemised, VAT-correct, ready to send.

• Full Project Lifecycle — Track every job: Lead → Quote → Active → Completed → Archived
• Project Details & Scope — Record surface area, materials, substrate, access requirements in one place
• Upload supplier POs — Attach purchase orders directly to a job. Actual material costs logged against the quote value.
• Real margin per job — Quote value minus actual materials and labour gives you the true profit on every job.
• Status Dashboard — See leads waiting, active jobs and completions at a glance
• Job Notes & Site Details — Attach notes, site conditions and crew instructions to every project

Get paid faster

Deposit invoices, full invoices, automatic deposit deduction. Send by email and SMS. Professional PDFs every time.

• Quote Builder — Build detailed quotes with line items, quantities, unit prices and VAT
• Deposit Invoicing — Generate deposit invoices with one click, smart pre-fill from quote data
• Invoice Status Tracking — Track every invoice: Draft → Sent → Paid → Overdue
• PDF Generation — Polished branded PDFs sent directly to customers
• Payment & Balance Management — Track deposits, balance payments and revenue per project
• Supplier PO uploads — Attach purchase orders to any job. Actual material spend set against the invoice value so your margin is always visible.

Your whole team, in one app

Add every crew member with their role, day rate, and access level. Assign them to jobs, track days worked, export timesheets.

• Interactive Job Calendar — Visual calendar to drag, click and plan your weeks
• Smart Tooltips — Hover to see job summary, customer name, status and crew
• Date-Based Navigation — Jump to any week or month, filter by date range

Know your numbers

Live KPIs, conversion funnel, revenue charts, outstanding payments. Download completed jobs, crew utilisation, and materials reports.

• Revenue dashboard — Total quoted, invoiced, and cash received. Outstanding balances flagged in red.
• Job pipeline report — See exactly how many jobs are at each stage and their combined value.
• Completed jobs export — Download a full list of completed jobs with dates, values and materials used.
• Crew utilisation report — Days worked per crew member, day rates applied, and labour cost per job.
• Conversion tracking — Quote-to-acceptance rate so you know what's winning and what's being lost.
• Outstanding payments — Every unpaid deposit and balance invoice in one view, with days overdue.
• Profit margin per job — Upload supplier POs and material costs. Surface Suite calculates your actual margin against the quoted value automatically.
• Materials cost report — See what you spent on materials across all jobs in a period. Export to CSV for your accountant.

Connects to your tools

Calendar sync to Google, Apple, and Outlook. Embed a quote request form on your website. Import from Jobber, Tradify, or Invoice Simple.

• Custom Company Profiles — Your name, logo, contact details on every document
• Logo & Avatar Support — Upload SVG or PNG logos for quotes and invoices
• White-Label Feel — Customers see your brand, not ours