Your Shop Desk
Commercial Security and Access Control · Custom Shop Desk CRM

A Custom CRM for Commercial Security and Access Control

A door that will not unlock or a camera that went dark is an emergency for your customer. Here is what your desk would track from the site walk to the monitoring contract, one site at a time.

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A Shop Desk set up the way a commercial security and access control business would run it
A Shop Desk set up the way a commercial security and access control business would run it

Shown: Tallpine IT, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Commercial Security and Access Control Words

Every install or service call moves down the same line. We name each stop the way your crew already does.

  1. 01Lead
  2. 02Site Walk
  3. 03Proposal
  4. 04Signed
  5. 05Install
  6. 06Programming and Handoff
  7. 07Monitoring

An install or service call on your desk hangs off the site and its devices.

So the card asks for what you actually need, and nothing a commercial security and access control business would never fill in.

  • Doors and readers
  • Camera count
  • Panel location
  • Monitoring contract
  • Inspection due date
  • Site contacts
Where it leaks

Where Commercial Security and Access Control Businesses Lose Work

Change Orders Nobody Bills

The customer adds three doors during install and the tech just does it. That work never makes it onto an invoice.

Slow Answers on Service Calls

A reader fails at shift change and the customer cannot reach anyone. They start looking for a new integrator.

Monitoring Renewals Left to Chance

Recurring revenue is the best part of this business. When the contract ends without a call, it walks.

What we would build

Fitted to How You Already Work

  • Change Orders Signed on the Spot

    The tech writes up the added work on their phone and the customer signs before it starts. It lands on the invoice without chasing.

  • A Device Map for Each Site

    Every door, reader, camera and panel is listed with photos and location notes. The service tech knows where everything is.

  • Service Calls Answered Fast

    Calls and texts get a quick reply and land on the board by site. The on call tech gets paged with the site history.

  • A Renewal and Inspection Calendar

    Monitoring contracts and inspection dates show well ahead. Customers get a reminder and your team gets a call list.

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Questions

What Commercial Security and Access Control Owners Ask

Can it handle customers with many sites?
Yes. Each site has its own devices, contacts and history under one customer. A regional manager can see all their sites on one page.
Will door codes or system passwords live in the desk?
No. We keep credentials out of the desk. We set up who can see what with you, so site notes only reach the people who need them.
Can it bill monitoring every month?
Yes. Monitoring can be set up as a monthly charge per site. Customers pay from a link.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Commercial Security and Access Control Business Runs

We will tell you honestly what a desk fitted to it would take.

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