Surfagest

Features

Departments management

The Surfagest system allows a complete management of the company and promotes efficiency and automation of all processes. The software allows for the optimization of material, financial and human resources, as well as communication between the various departments of the company. Security, accessibility, permissions and transactional history ensure peace of mind.

Fully integrated

Operations management

The fully integrated modules allow the management and take in charge of the company’s commercial operations.

  • Notifications and reminders

    A system of integrated notifications and reminders, an ideal complement to all actions performed from Surfagest.

    • Reminder in transactions
    • Notification of completed deliveries
    • Notification if margin is not respected
    • Personal reminder
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    It takes care of informing the right people in real time. Be informed of orders placed and received, merchandise returns, new service calls, fully shipped files ready to be invoiced and much more. Our notification groups allow you to determine who is responsible for purchasing, inter-branch transfers, returns, invoicing and much more.

  • Schedule

    A simple and flexible centralized schedule allowing you to schedule your installations, deliveries, pick-ups, appointments and service calls.

    • Vacation management
    • Management of blocked delivery days
    • Automated delivery day postponement
    • Multi-day installation schedule
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    This schedule provides an overview of the projects to be completed and informs you of your subcontractors’ availability. In addition, it allows your subcontractors to consult their schedule from their smartphone.

  • Reports

    A customizable report generator where your creativity is your only limit.

    • Financial statements
    • Management reports
    • Sales reports
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    Modify the reports to highlight the numbers that are important to you and customize the printing of invoices, statements, payment notices etc… to your liking. A wide range of reports at your disposal giving you the right time and allowing real time actions. Manage your daily tasks with order and inventory reports. Track your service calls and returns to sender. Finally, view your sales and purchase reports and generate commissions by salesperson.

  • Mobile application

    A mobile application to manage your warehouse, take inventory, view the calendar, route deliveries and sales of the day.

    • Mobile schedule
    • Mobile signature
    • Reception of stock with mobile
    • Consultation of the inventory
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    Its integrated scan allows for the accelerated processing of products in your warehouse.