CRM FOR SECURITY INSTALLATION & SERVICE BUSINESSES

Keep every site, install, service call and renewal connected.

Security companies rarely have one simple customer record. WorkQuarter keeps customers, multiple sites, installed equipment, jobs, service activity, quotes, invoices and recurring agreements together.

Customers & sitesJobs & diaryQuotes & invoicesServiceRecurring revenueCustomer portalRevenue Finder
WHY WORKQUARTER

Stop treating installation, service and recurring revenue as three separate systems.

WorkQuarter gives security installers a generic, configurable operating system rather than hard-coding one company’s pricing, products or workflows.

Customer + site history

Useful for commercial customers, estates and multi-site operators where site context matters.

Installed asset context

Keep equipment, serials, warranty dates, files and service history connected.

Recurring revenue visibility

Track ongoing agreements and surface sites where recurring cover may be missing.

THE PROBLEM

Less chasing the software. More running the business.

WorkQuarter is designed to keep the commercial and operational picture connected without forcing a service company into an enterprise implementation project.

Site history gets fragmentedKeep quotes, jobs, service calls, equipment and files under the correct site and customer.
Maintenance gets forgottenRecurring contracts and renewal dates stay part of the customer view.
Engineers do not need financeField permissions separate operational work from office pricing and billing.
Old quotes disappearRevenue Finder surfaces sent quotes that still need attention.
BUILT AROUND REAL WORK

Useful across installation and after-sales.

WorkQuarter is not tied to one manufacturer or security discipline. Configure it around CCTV, alarms, access control, intercoms, gates, fire or mixed service operations.

New installationsBuild the customer/site history from quote through job and invoice.
Service & fault callsRecord repeated visits, work carried out and parts/materials used.
Equipment historyKeep asset and warranty context available for future visits.
Ongoing agreementsTrack recurring service and renewal opportunity without a separate spreadsheet.

See WorkQuarter with your workflow.

Start the 14-day trial yourself, or book a short founder demo and show us how your team currently handles jobs, quotes, service and recurring work.

FAQ

Before you switch.

Is WorkQuarter only for CCTV companies?

No. It is a general installation and service CRM, with workflows that also suit alarms, access control, intercoms, gates, fire and mixed technical service businesses.

Can each company use its own rates and branding?

Yes. WorkQuarter is multi-tenant and workspace-configurable; it does not use another company’s pricing rules.

Can engineers be restricted from pricing?

Yes. Operational roles can be kept away from finance and customer administration.

Does it support multiple sites per customer?

Yes. Customers can have multiple sites with work and equipment tied to the correct location.