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What is XT-ERP?

XT-ERP gives French trade contractors one place to run quotes, jobs, invoices and margins. It is designed for heating and plumbing, HVAC, refrigeration, roofing, electrical and solar businesses, with one or more office staff and technicians in the field. Main functions: quotes and progress invoicing with deposits and retention, scheduling and map-based dispatch, maintenance contracts with automatic reminders, purchasing, and job costing that compares planned and actual margins. Ten XT-Talk mobile profiles come with every plan; the app works offline and records jobs, photos, signatures and hours. Invoices go out in Factur-X through an approved platform for the French e-invoicing reform. Two AI tools are available: the XT-Académie assistant for how-to questions, and the Compagnons Experts for grant estimates and prospecting. Publisher: Adler Technologies, Créteil, France, since 1998.

What is Surefire?

Surefire enhances customer interactions while optimizing business operations specifically for plumbers and heating technicians. This adaptable software solution can be customized to meet the unique requirements of your enterprise, making it easier to manage various processes with its robust Customer Relationship Management features. With Surefire, you can effectively oversee appointments, customer data, and supplier information all in one place. Additionally, the SureQuote tool, which can be integrated into any website, empowers your clients to generate online estimates, choose fuel types, and conveniently send the estimates via email or text to potential customers. This not only improves efficiency but also fosters better communication with your clientele.

Media

Media

Integrations Supported

Integrations Supported

Causal
Go Integrator Cara
QuickBooks Online
Xero

API Availability

API Availability

Pricing Information

€159/month
Pack Solo €159, Pack Duo €209, Pack Équipe €309 per month, excl. VAT, annual commitment. Ten XT-Talk mobile profiles included in every plan. Free demo on request.

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Adler Technologies

Date Founded

1998

Company Location

Créteil, France

Company Website

www.adlertechnologies.eu/logiciel-btp

Company Facts

Organization Name

W B Solutions

Company Location

United Kingdom

Company Website

www.surefiresoftware.co.uk

Categories and Features

Construction ERP

Not specified

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Warehouse Management

HVAC

Not specified

Job Costing

Not specified

Maintenance Management

Asset Tracking
Billing & Invoicing
Dispatch Management
Inventory Control
Inventory Management
Mobile Access
Planning Calendar
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing

Not specified

Categories and Features

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

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