From first contact to the next service, in one system.
We walk through a complete sample project: the anti-slip treatment of the Allegro Playacar lobby, from the hotel asking for an assessment to the system scheduling the next visit.
“Can [SURFEX] capture a B2B client, turn it into an approvable quote, carry out the service, generate evidence/documentation, collect payment, and turn that client into a recurring relationship using a controlled digital flow?”
Your document: Central Matrix, module 7.X.1, module objective (translated)
- Hotel
- Marcela Ortiz, maintenance manager at Allegro Playacar
- Sales
- Jorge Medina
- Operations
- Andrea Solís
- Technician
- Diego Ramos, contractor
- Finance
- Lucía Reyes
The hotel finds SURFEX online and understands the service before calling.
In your documentMaster sketch: Home, Industries, How it works
Smarter surfaces.
Safer spaces.
Anti-slip treatment for hotels, residential towers, shopping centers and government buildings. We assess, apply, document and follow up.
Hotels and resorts
Areas we assess
- Lobby
- Pool
- Restaurants
- Restrooms
- Spa
- Walkways
- Service areas
How it works
- 01AssessWe visit the site and verify areas and surfaces.
- 02QuoteQuote by area, with its payment schedule.
- 03ApproveAccept it in your portal or with your purchase order.
- 04ScheduleOutside peak traffic hours.
- 05ApplyA technician applies the treatment with a checklist.
- 06VerifyPost-service inspection and readings, if requested.
- 07DocumentReport, photos and certificate in your portal.
- 08Follow upWe propose the next review.
Product, technical knowledge, application, service, documentation and accountability, with a single provider.
She asks for an assessment in a form and gets her reference number.
In your documentMaster sketch: Request service. Module 7.X.1: Lead management
Request service
Our technical team reviews every request and contacts you.
Request received
Your reference number is
LD-MX-PDC-000001Our technical team will review your request and contact you. We sent a copy to marcela.ortiz@example.com.
You don't need to create an account. When we move forward, we will send you an invitation to your portal.
What happens when you send
- You get a reference number and a copy by email.
- Sales gets the notice and becomes the owner.
- We call you to learn about the project and schedule the assessment.
Simplified privacy notice: who is responsible for your data, which data we use, what for, and how to limit its use. Full notice. Text pending from your lawyer
Meanwhile, at SURFEX
- New lead from the website
LD-MX-PDC-000001, Sep 1, 2026, 09:14 - Assigned to Jorge Medina, Sales
- Copy sent to the requester
Sales qualifies the request with ten questions and converts it into a project.
In your document4. Lead qualification. 5. Module 7.X.2: Service request
Allegro Playacar
Qualification Qualifies when all ten are answered and the first three are Yes.
- The company is real and identified.
- The person with purchasing authority is identified.
- The property that needs the service is identified.
- The areas to treat are identified.
- A real need is confirmed.
- A budget exists or was stated.
- Who approves is identified.
- Who pays is identified.
- The hotel's vendor registration requirements are known.Note: ask purchasing
- Regulatory or logistics blockers were reviewed.
Hotel request
- Contact
- Marcela Ortiz
Maintenance manager - Phone and email
- +52 984 000 0000
marcela.ortiz@example.com - Property
- Allegro Playacar, Playa del Carmen
- Type
- Hotel or resort
- Areas
- Lobby
- Approximate area
- 100 m², stated by the hotel
- Comments
- The lobby floor gets slippery when guests come in wet from the pool and during the rainy season.
- Photos
- lobby-entrance.jpglobby-reception.jpg
Created in one step
- Client
- Allegro Playacar
- Billing entity
- Operadora Hotelera de Ejemplo, S.A. de C.V.
Legal name and RFC from its tax certificate - Property
- Allegro Playacar, Playa del Carmen
- Project
- PRJ-MX-PDC-000001, area Lobby
Requested - Portal access
- Invitation sent to Marcela Ortiz as administrator, valid for 7 days
Operations visits the hotel and verifies on site what the hotel stated.
In your document6. Module 7.X.3: Assessment
On-site assessment, Lobby
- Request
- Assessment
- Quote
- Approval
- Scheduled
- In service
- Completed
- Closed
- Request
- Assessment
- Quote
- Approval
- Scheduled
- In service
- Completed
- Closed
Area data
Slip reading before Optional
The system records readings. It never labels a floor as safe or compliant with a standard.
Photos and notes
If an area is quoted without verified m², the quote carries the legend "Subject to on-site verification".
Sales builds the quote line by line and Finance reviews it before it goes out.
In your document7. Module 7.X.4: Quotation engine
Quote Q-MX-PDC-000001, version 1
Line items
| Item | Quantity | Unit price | Amount |
|---|---|---|---|
| Service Anti-slip treatment application, Lobby | m² | ||
| Materials Treatment materials, Lobby | m² | ||
| Logistics Transport of equipment and staff to Playa del Carmen | lump sum | ||
| Taxes None by default, configurable | USD 0.00 |
Payment schedule
Quote
Q-MX-PDC-000001-v1- For
- Operadora Hotelera de Ejemplo, S.A. de C.V.
- Property
- Allegro Playacar, Playa del Carmen
- Date
- Sep 7, 2026
- Valid until
- Oct 7, 2026
| Item | Qty | Unit price | Amount |
|---|---|---|---|
| Anti-slip treatment application, Lobby | m² | ||
| Treatment materials, Lobby | m² | ||
| Transport of equipment and staff | lump sum |
Milestone 1, 50% on acceptance: . Milestone 2, 50% on completion: . Payment due 30 days after each invoice.
On completion, the service report and a service certificate are delivered.
The hotel has its own portal with projects, quotes, documents and payments.
In your documentMaster sketch: 7. Customer account, 8. Client dashboard
Good morning, Marcela
My projects
| Project | Property | Area | Status |
|---|---|---|---|
| PRJ-MX-PDC-000001 | Allegro Playacar | Lobby | Quote sent |
Technical documents
Hotel team
Maintenance. Invites her team and accepts quotes.Administrator
Purchasing. Accepts quotes.Approver
Engineering. Views and requests approval.Viewer
Accounts exist by invitation only. Inviting, changing roles and accepting require a verification code.
The hotel accepts online, with a record of who, when and which version.
In your document8. Customer approval. 15. Multifactor authentication
Projects / PRJ-MX-PDC-000001 / Quote
Anti-slip treatment, Lobby
Details
Payment schedule
USD 1,500.00
USD 1,500.00
Before recording the acceptance we will ask you for a verification code.
Another route: upload the hotel's purchase order against this exact version.
Quote accepted
- Who
- Marcela Ortiz, administrator
- When
- Sep 9, 2026, 11:42, Cancún time
- Version
- Q-MX-PDC-000001-v1
- Fingerprint
- 7c1f9a2e…d41b
- Method
- Portal, code by email
- Terms
- Portal terms, version 1
We sent you the acceptance record as a PDF.
What happens next
- Milestone 1, the USD 1,500.00 deposit, was generated for invoicing.
- SURFEX will schedule the service with you.
Operations books a night slot, assigns the technician and notifies everyone.
In your document9. Module 7.X.5: Order / Work order
Work order WO-MX-PDC-000001-01
Scheduling
The technician sees scope, hours, contact and documents. Never prices or commercial terms.
Nights of Sep 15–19
22:00–05:00
Lobby
Diego Ramos
Notifications sent
- Diego Ramos, technician: new work order assigned for Thursday 17, 22:00.
- Rafael Cruz, on-site contact: service scheduled.
- Marcela Ortiz, hotel: service scheduled, in her portal and by email.
On site, the technician follows a phone checklist that feeds the project file.
In your document10. Module 7.X.6: Service execution. 32. Mobile-first field application
Allegro Playacar, Lobby
Checklist
0 of 10 savedDo not photograph guests. Reading before: already recorded in the assessment.
Prefilled with the verified m².
Reading after, optional: DCOF 0.62, wet, same instrument.
9 steps left to complete the job
Live project file
What the office sees while the technician works in the lobby.
Work order log
- No steps saved yet. The technician arrives at 22:00.
Each step saves the time and who did it. Editing a saved step is logged and flagged for Operations review.
Every project leaves a complete file, its report and its certificate.
In your document11. Module 7.X.7: Documentation. 20. Application report. 21. Certification
Allegro Playacar, Lobby
Project file Full traceability
- LeadLD-MX-PDC-000001, Sep 1
- ClientAllegro Playacar
- QuoteQ-MX-PDC-000001-v1, Sep 7
- ApprovalMarcela Ortiz, portal, Sep 9
- Work orderWO-MX-PDC-000001-01
- Technical documentsData sheet and SDS
- Product informationSure Step, anti-slip treatment
- Application record10 of 10 steps
- Photos2 before, 3 after
- TechnicianDiego Ramos, contractor
- LotLOT-0001
- InvoiceSFX-0001; SFX-0002 on completionSFX-0001 paid; SFX-0002 issued
- PaymentDeposit paid, Sep 11
- CertificateIssued on completion
- CertificateCERT-MX-PDC-000001, Sep 18
- Client acceptanceAccepts, Rafael Cruz, Sep 18 04:31
Service report
SR-MX-PDC-000001-v1- Project
- PRJ-MX-PDC-000001, Allegro Playacar
- Date and time
- Sep 17–18, 2026, 22:04 to 04:41
- Technician
- Diego Ramos, contractor
- Product and lot
- Sure Step, LOT-0001
- Surface
- Porcelain tile, indoor
- Area treated
- Lobby, 100 m²
- Method
- Per manufacturer protocol
- Conditions
- Indoor, 24 °C
- Prior condition
- Clean and dry, no prior wax
- Post-service check
- No issues
| Recorded reading | Before | After |
|---|---|---|
| ANSI A326.3, DCOF, wet, same instrument | 0.38 | 0.62 |
- Client acceptance
- Accepts. Rafael Cruz, night maintenance supervisor
- Signature
- R. Cruz
The certificate generates itself
When the report is issued and the hotel has accepted the service, the project is marked completed and the system issues the certificate. It does not wait for payment.
Service certificate
CERT-MX-PDC-000001It is recorded that Operadora Hotelera de Ejemplo, S.A. de C.V. received the application of the Sure Step anti-slip treatment at Allegro Playacar, Playa del Carmen, Lobby area, 100 m², on September 17 and 18, 2026, following the application protocol.
- Lot
- LOT-0001
- Technician
- Diego Ramos, contractor
- Recorded readings
- ANSI A326.3 DCOF, wet: 0.38 before, 0.62 after
- Issue date
- Sep 18, 2026
Certificate verification
CERT-MX-PDC-000001 is authentic. Issued to Allegro Playacar on Sep 18, 2026.
Your document asks for a QR code that leads to a public page verifying only the authenticity of the certificate. We left it for the next phase: this is how it would look.
Each milestone is invoiced through Stripe; the hotel pays and Finance reconciles.
In your document13. Module 7.X.8: Invoice. 14. Module 7.X.9: Secure payment. 15. Payment status
- Pending
- Payment initiated
- Received
- Reconciled
Payments
| Invoice | Description | Amount | Due | Status |
|---|---|---|---|---|
| SFX-0001 | Milestone 1, 50% deposit | USD 1,500.00 | Oct 9 | Paid Sep 11 |
| SFX-0002 | Milestone 2, 50% on completion | USD 1,500.00 | Oct 18 | Open |
The invoice is issued by SURFEX's LLC from Stripe, in dollars. Stripe sends the receipt to the hotel.
The platform never sees or stores card data and does not show bank accounts.
Funds received
- Pending
- Payment initiated
- Received
- Reconciled
No funds to apply
When the hotel transfers, the money reaches the Stripe balance and appears here. Nothing is applied automatically.
Transfer to apply
| Received | Amount | Bank reference | Suggestion |
|---|---|---|---|
| Oct 2, 2026, 10:12 | USD 1,500.00 | SFX-0002 ALLEGRO | Apply to SFX-0002 |
- Amount due on SFX-0002
- USD 1,500.00
- Cash to apply
- USD 1,500.00
- Adjustments
- None. If the bank deducts a fee or the hotel withholds taxes, Finance records an adjustment; above a limit, someone else approves it.
Milestones of project PRJ-MX-PDC-000001
| Milestone 1, 50% deposit SFX-0001, card, Sep 11 | USD 1,500.00 | Settled |
| Milestone 2, 50% on completion SFX-0002, issued Sep 18 | USD 1,500.00 | Invoiced |
It closes when everything is fulfilled, and follow-up opens the next one.
In your document16. Module 7.X.10: Project closure. 17. Module 7.X.11: Repetition engine
Closure and follow-up, Allegro Playacar
Conditions to close
- Service completedSep 18, 10 of 10 steps
- Documentation completedReport SR-MX-PDC-000001-v1 and certificate
- Client acceptanceAccepts, Rafael Cruz
- Financial status verified2 of 2 milestones settled, no disputes
- Follow-up definedNext review still to be chosenPending
- Follow-up definedNext review on Mar 18, 2027
Follow-up
- Source
- Repeat
- Owner
- Jorge Medina
- Previous project
- PRJ-MX-PDC-000001
- Areas
- Pool, restaurant
The system creates it on Mar 18, 2027 and it enters the loop as a new lead.
Management sees the pilot in numbers, computed from the system's records.
In your document23. Pilot dashboard. 24. KPIs we must validate
Playa del Carmen pilot
Sep 1 to Oct 2, 2026. One project run through the full loop: the one in this demo.
Commercial
- Lead to quote
- 1 of 1
- Quote to approval
- 1 of 1
- Average accepted value
- USD 3,000.00
- Sales cycle
- 8 days
- Acquisition cost
- With accounting
Operations
- Approval to service
- 8 days
- Service duration
- 6 h 37 min
- Documentation
- Same day
- Rework
- 0 of 1
- Cost per project
- With accounting
Finance
- Invoiced revenue
- USD 3,000.00
- Time to payment
- 2 and 14 days
- Receivable
- USD 0.00
- Gross margin
- With accounting
- Cost to serve
- With accounting
Client
- First-time acceptance
- 1 of 1
- Remarks
- 0
- Repeat requested
- 1, for Mar 18, 2027
- Cross-sell
- 2 new areas
- Satisfaction
- After the pilot
Strategic
- Repurchase rate
- 0 of 1 so far
- How it is measured
- Clients with 2 or more accepted projects divided by clients with one closed project. It rises when the hotel accepts the second.
Every figure comes from status changes in the log; nobody enters it by hand. Costs and margins are calculated with accounting while the system does not record costs.
What we build first, what comes later and what we need from you.
In your document37. MVP, phases 1 to 4. 25. Module gates
In the pilot
- The full thirteen-stage loop you just saw.
- Public website in Spanish and English.
- Hotel portal with administrators, approvers and viewers.
- Back office for Sales, Operations, Finance and Management.
- Technician app on the phone, without prices.
- Versioned quotes, with a record of acceptance.
- Invoices and payments with Stripe, in dollars.
- Service report and certificate.
- A log that cannot be altered and two-step verification for the team.
After the pilot
- Public QR verification page.
- Satisfaction survey.
- Catalog, cart and online orders (phase 2).
- More countries, currencies and entities (phase 3).
- AI assistant and document search (phase 4).
- Partner and distributor portal.
What we need from you
- The logo file.
- The complete Central Matrix.
- Confirm the name and palette.
- Default prices and payment schedule.
- Legal texts: privacy notice, portal terms and certificate text.
- Tax review with your lawyer: US LLC, no CFDI.
- Manufacturer documents and permission to use the Sure Step name.
- Gate 1Commercial structure approvedNext
- Gate 2Technical and regulatory information approvedNext
- Gate 3Pilot client confirmed
- Gate 4Service execution authorized
- Gate 5Payment architecture operating
- Gate 6First project completed
- Gate 7Repurchase validated
- Gate 8Ready for international scale