Features — Surface Suite CRM for Driveway Contractors

Job management

Your pipeline, organised

Every stage triggers the next automatically — reminders fire, invoices generate, nothing gets forgotten.

9-stage project pipeline — New Enquiry through to Completed, with automatic status updates as you take action
Customer management — Contact details, address, source, notes, and full activity history per customer
Project type selector — Resin, Tarmac, Block Paving, Dig Out, Loose Gravel, Paving Slabs — tick multiple and they combine
Site address with map — One tap opens the address in Google Maps, Apple Maps, or Waze for crew navigation
Activity log — Every action logged automatically with timestamp — quote sent, deposit received, status change
Follow-up dashboard — All follow-ups grouped as Overdue, Due Today, and Upcoming. One-click to send and clear

Surveys & measurements

From site to quote, seamlessly

Record everything on site and have it feed directly into your quote — no re-entering, no losing a notepad.

Survey scheduling — Book with date, time, crew assignment, and customer confirmation by email or SMS
Measurements with confidence — Record area in m², method (laser/manual), and confidence level — feeds the quote builder
Survey vs install crew — Assign different team members to each phase
Automated reminders — Customer reminder sent the evening before — virtually eliminates no-shows

Quotes & invoices

Professional documents, every time

Branded PDFs, customer acceptance links, deposit invoicing — everything that gets you paid faster.

Quote builder — Line items with category, quantity, unit, rate. Auto-calculates subtotals, discounts, and VAT
Branded quote PDFs — Your logo, colours, terms and contact details on every document
Customer acceptance page — Send a public link — your customer reviews and accepts the quote online
Deposit + final invoicing — Deposit invoice from accepted quote, balance invoice with deposit auto-deducted
Payment tracking — Mark as Paid Deposit or Paid in Full. Overdue invoices flagged on the dashboard
Foreign currency — Live exchange rate conversion for international jobs

Scheduling & calendar

Your whole operation, visible

One calendar for surveys, installs, and follow-ups — with conflict warnings and sync to your phone.

Calendar view — All surveys, installations, and follow-ups in one place. Click any date to schedule
Multi-day install planning — Set start and end dates, auto-fill day-by-day timeline, assign crew per day
Conflict warnings — Visual flags when crew or installs overlap — spot clashes before they happen
Calendar sync — Subscribe from Google Calendar, Outlook, or Apple Calendar via iCal feed

Health & safety

RAMS in seconds

Site-specific Risk Assessment & Method Statements generated automatically — no templates, no copy-pasting.

RAMS generator — Tick the equipment being used and Surface Suite generates a fully populated, branded document
Full risk assessment — Scope, plant & equipment, control measures, method statement, PPE requirements, emergency procedures
Signature page included — Ready to sign on site or send to a client before work begins
Saved to project — Stored per project, downloadable as PDF anytime

Weather alerts

Know before it's a problem

Weather warnings tuned specifically to the thresholds that affect resin curing, tarmac laying, and crew safety.

Project weather warnings — Colour-coded banner when rain, extreme heat or cold, or high winds are forecast on install dates
Location-specific — Powered by Open-Meteo with postcode-level forecasting per project
Dashboard rollup — All installs in the next 7 days with weather concerns shown together with one-click access
Severe weather SMS — Any warning on an install within 2 days fires an SMS so you can react immediately

Photo workflow

Photos organised, not dumped

Stage-tagged, searchable, shareable — with a branded customer gallery and no storage limits.

Stage-tagged uploads — Tag every photo as Pre-survey, Survey, Progress, Completion, or Issue
Customer gallery — Share a branded gallery via public link. Toggle which stages are visible — keep Issue photos private
Bulk upload — Upload from your phone or computer in seconds. Filenames auto-prefix with the job number
Lightbox viewer — Fullscreen view with keyboard navigation on desktop and swipe gestures on mobile

Materials & profitability

Know your margin on every job

Track materials, log expenses, and see real profit — not just revenue.

AI purchase order capture — Upload a supplier PDF and AI extracts supplier, reference, line items, quantities, and totals automatically
Materials log — Track materials used per project with supplier, product, quantity, unit, and cost
Expense tracking — Log skip hire, fuel, and other costs against any project
Profit estimate — Quote value minus all costs with gross margin percentage, calculated automatically

Analytics & reports

Know your numbers

Live KPIs, revenue charts, crew utilisation, lead source ROI — everything you need to make better decisions.

KPI dashboard — Revenue, conversion rate, pipeline value, average quote size — filterable by date range
Monthly revenue chart — Quoted vs Paid figures with hover tooltips
Crew performance — Days worked, revenue generated, utilisation rate per team member
Lead source ROI — See which channels are generating real revenue. Decide what to keep paying for
Materials & supplier report — Spend by supplier and most-used products across all jobs
Outstanding payments — Overdue, due today, due soon — colour-coded and actionable

Integrations & tools

Connects to your world

iCal sync, smart CSV import, embeddable enquiry form, morning digest — built to fit how you already work.

Morning digest — 6am daily email with today's installs, surveys, weather warnings, and overdue invoices
Smart CSV import — AI maps columns from Invoice Simple, Tradify, Jobber, or any platform automatically
Embeddable enquiry form — Drop into any website. Submissions appear in your CRM with a notification
Calendar sync — Google Calendar, Outlook, and Apple Calendar via iCal feed
PWA — add to home screen — Install on iPhone or Android for a full-screen native-app feel
Built-in help centre — Step-by-step guides for every feature with contextual suggestions as you work

Everything you need.Nothing you don’t.