Suretly retains a contractor’s bid safety and compliance paperwork in a single place
A contractor bidding on public work carries two obligations that don’t have anything to do with
constructing something: the bonds that safe every bid, and the certificates that show the corporate
is allowed to carry the contract. Each expire. Each are often tracked in a spreadsheet, and the
spreadsheet is what lets a basic legal responsibility certificates lapse three days earlier than a bid opening.
Suretly is a self-hosted Laravel software that replaces that spreadsheet.
It tracks tasks and bids, the bid, efficiency, fee and upkeep bonds hooked up to them,
the mixture bonding capability these bonds devour, and each compliance doc with an expiry
date on it. It tells you what’s falling due earlier than it falls due.
Reside demo
Internet: https://suretly.foundrcode.com
Each account under makes use of the identical password: SuretlyDemo!
- Administrator, learn solely: [email protected]. The complete admin console at /admin. Branding, authorized pages, integrations, licensing and the crew, all seen, none of it saveable.
- Employees, learn solely: [email protected]. The daily workspace at /dashboard.
Each demo accounts are intentionally learn solely, so the demo nonetheless seems the best way
it’s imagined to while you get to it. It is a function of the product, not a
restriction on the demo: any account may be flagged learn solely from the console,
which is how you’d hand a surety agent or an auditor a have a look at the ebook
with out handing over the keys.
Ask by means of merchandise assist if you would like a writable login to strive creating and
enhancing information before you purchase.
Two entrance doorways, and they aren’t the identical door
The workspace at /dashboard is the product: tasks, bonds, the doc
vault, what’s falling due. All 4 roles work there, day by day. The admin console
at /admin configures the set up: branding, authorized pages, integrations, licensing and the crew.
House owners and directors solely. The general public web site hyperlinks the 2 individually with the fitting login beside
every, as a result of sending an estimator to the console will get them a refusal as a substitute of the product.
Android app
An installable Android construct is on the demo web site. Open the demo, scroll to the foot of the web page
and use the Obtain for Android button, then register with both account above.
iOS runs from the included supply.
The demo is seeded with a working heavy civil contractor: seventeen tasks, ten bonds,
seventeen compliance paperwork, and a bid closing in two days with no bond in opposition to it but, so the
alerting is seen with out having to attend for something to run out.
What it does
Tasks and bids
Each job from invitation by means of bidding, submitted, awarded, in progress and closed. Bid due
dates, estimated worth, your individual bid, the obligee, the estimator who owns it. Win price is computed
from determined bids, not out of your reminiscence of them.
Bonds
Bid, efficiency, fee and upkeep bonds, every in opposition to a undertaking and a surety, with
penal sum, efficient and expiry dates, and standing. A bond nearing expiry is flagged in the identical
place as every part else that’s nearing expiry.
Bonding capability
Your mixture line is finite. Suretly totals dedicated publicity in opposition to it, reveals the
proportion consumed, and warns earlier than you decide to a job you haven’t any capability to bond. That is
the quantity a surety agent asks for and the one most contractors need to reconstruct by hand.
Compliance vault
Insurance coverage certificates, prequalification packets, licensed payroll, licenses, W 9s. Every
doc carries its expiry, its issuer, the undertaking it belongs to if any, and the uploaded file.
The vault solutions one query: can we legally bid this work on Monday.
Renewal calendar and alerts
One chronological view of every part with a date hooked up, bucketed by how shut it’s.
Scheduled e mail goes out for bid deadlines, expiring bonds, lapsing paperwork and capability
warnings, so no person has to recollect to open the applying.
Analytics
Publicity over time, win price, capability utilization, bonds by surety, paperwork by standing. Learn
solely, computed from the information you already hold.
Listing
Sureties, brokers and obligees, with the contact particulars you want when a bond needs to be issued
this afternoon.
What you get
Two separate interfaces
A daily workspace for the folks doing the work, and a very separate admin console
for whoever runs the set up. They share a database and nothing else. An estimator by no means
lands in a settings display, and configuring the product by no means means strolling by means of operational
information.
A cellular shopper
A Flutter software for iOS and Android that talks to the identical set up over a token
authenticated API. Cowl, tasks, bonds, vault, renewal calendar and profile, with native
patterns on every platform, a light-weight and a darkish theme, and skeleton loading all through. Full supply
is included, and a constructed Android package deal is on the demo web site so you may strive it before you purchase.
Account restoration
Each register screens have their very own forgot password move, so a member of employees who can not attain
the admin console can nonetheless get better their very own account with out an administrator resetting it by
hand. The reset mail is the product’s, not the framework’s.
An internet installer
Add the recordsdata, open the positioning, and the applying detects that it’s not arrange. It checks
server necessities, assessments the database connection earlier than it writes something, verifies your
buy code, creates the primary firm and proprietor account, then locks itself so it can’t be run
once more. No configuration file needs to be edited by hand.
Branding and content material management
Brand, favicon, model colours, product title and default theme are all set from the admin console,
with no code change. Phrases, privateness and every other web page you want are authored in a wealthy editor and
printed at a URL you select. Error pages use your branding moderately than the framework default.
A number of firms on one set up
Single database multi tenancy. Every firm sees solely its personal tasks, bonds, paperwork,
sureties and crew, enforced on the question degree moderately than within the interface. Lined by automated
assessments that assert isolation straight.
What’s within the obtain
- script/ the Laravel net software: the workspace, the admin console, the general public web site and the cellular API.
- app/ the Flutter shopper in full supply, for iOS and Android, constructing from one codebase.
- documentation/ an illustrated HTML doc and a PDF of the identical factor.
The cellular app is supply you construct, not a binary you’re handed. Level it at
your individual set up with a single construct flag and it talks to your server, not
to anyone else’s.
Constructed on
- Laravel and Filament, with Livewire for the workspace
- PHP 8.4 or newer, MySQL, MariaDB, PostgreSQL or SQLite
- Tailwind for styling, constructed with one npm command at set up time
- Flutter for the cellular shopper
- 217 automated assessments masking tenancy isolation, licensing, the installer, permissions, account restoration, read-only accounts, e mail and each display
Third occasion providers and prices
Suretly runs with no third occasion account in any respect. Each exterior service under
is non-compulsory, clearly marked as non-compulsory within the documentation, and inert till you provide a key.
- E-mail. Any Laravel mailer works, together with plain SMTP by yourself host. A PostaLynk driver is bundled as one choice amongst a number of. Swap it for SMTP, Postmark, SES, Mailgun or Resend by altering one surroundings worth.
- Help chat. An non-compulsory Supoora widget, off by default. Depart the important thing clean and no widget renders. Any script primarily based chat supplier drops into the identical slot.
- Push notifications. Elective, for the cellular shopper solely. The applying is absolutely usable with out them, and e mail covers the identical alerts.
Any charges charged by these suppliers are billed by them, below your individual account, and are
not included within the value of this merchandise. The documentation names a drop in various for
every one so you may consider your individual.
Documentation
A standalone HTML doc and a PDF ship with the merchandise. It separates the required setup from
the non-compulsory integrations, states the anticipated final result of each configuration step, and features a
fast begin written for a purchaser who doesn’t write code, a rebranding information, an surroundings
variable reference, the API reference for the cellular shopper, and a troubleshooting part.
Help
Questions on set up, configuration and the documented options are answered by means of the
merchandise assist tab. Customized improvement, third occasion service accounts and server administration are
exterior the scope of merchandise assist.
