Your Shop Desk
Home Security and Alarms · Custom Shop Desk CRM

A Custom CRM for Security and Alarm Dealers

Your real business is the monthly monitoring, not the install. Your desk plans every sensor and camera, gets the system live, and keeps an eye on the accounts that pay you every month.

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A Shop Desk set up the way a home security and alarms business would run it
A Shop Desk set up the way a home security and alarms business would run it

Shown: Summit Crest Air and Electric, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Home Security and Alarms Words

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

  1. 01Call
  2. 02Site Survey
  3. 03Proposal
  4. 04Signed
  5. 05Install
  6. 06Activation
  7. 07Paid

A security install on your desk hangs off the home and its system.

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

  • Doors and windows covered
  • Devices and zones
  • Camera spots
  • Monitoring plan
  • Emergency contacts
  • Install photos
Where it leaks

Where Home Security and Alarms Businesses Lose Work

Monthly Accounts That Slip Away

A card declines or a customer moves and nobody notices. The monthly money is gone before anyone calls.

Installs Missing a Device

The survey called for a glass break sensor that never made it on the truck. The customer finds out when they walk the house.

Service Calls Nobody Bills

A tech swaps a battery and moves a camera. It goes on no ticket and nobody gets paid for it.

What we would build

Fitted to How You Already Work

  • A Zone by Zone Survey

    Your rep walks the house and marks each door, window and camera spot. The proposal and the install list come from the same walk.

  • An Install Checklist That Matches the Sale

    Your tech checks off each device as it goes in, with a photo. Activation does not happen until every zone is tested.

  • Monthly Billing With a Watch List

    Monitoring bills on its own each month. Declined cards and customers who are moving show up on one board so you can call first.

  • Service Calls on the Record

    Every visit logs what was changed and what it cost. The invoice goes out before the tech is back in the van.

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Questions

What Home Security and Alarms Owners Ask

Can it bill monitoring every month?
Yes. The customer saves a card when they sign and the monthly charge runs on its own. Failed payments show up on your board right away.
Can my tech see which zones go where?
Yes. The job card lists each device by zone and room with notes from the survey. Photos show where each one went in.
Who can see a customer's codes and contacts?
We set who can see what with you. Techs can see what they need for the install, and sensitive details stay with the people you pick.
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 Home Security and Alarms Business Runs

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

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