In every plan
The CRM for locksmiths and security installers
Your customers, their call-outs and installations, and the alarm, CCTV and access control systems you look after at each site, with the next service worked out and a reminder before it is due.
Every alarm, camera system and door entry, and when it is next serviced
Record the intruder alarms, CCTV systems, access control and door entry at a site with where each is. Sales Base works out the next service, yearly to start with, and keeps a “systems due” list, soonest first, so the service contract renewals are never missed. You can send the customer a reminder before each is due.
The date for each is yours to set. Sales Base keeps the record and the reminder, it does not decide what a site needs.
- Where each system is, with its type
- The next service worked out for you
- A systems-due list, overdue first
- Reminder emails to customers
Call-outs, installations and the engineers you send
Customers, call-outs, maintenance contracts and engineers, in your words. The starter price list has an emergency lockout, a lock change, a lock upgrade, an intruder alarm service, a CCTV installation and a CCTV health check, each with a checklist, including checking who the customer is before you open a door. Keep each engineer’s registrations and certificates with an expiry reminder, and the risk assessments and method statements for the work, which the crew see on the visit.
- Starter services with checklists
- Registrations and certificates with expiry reminders
- Risk assessments the crew see on the visit
Quote, invoice and get paid
Send a numbered quote as a PDF that the customer can accept online, then an invoice with VAT from your own email address. On Growth and above customers can pay by card, PayPal or Direct Debit from the invoice, and payment reminders chase the late ones.
Works well with
Ready to spend less time on admin?
Start your 30-day free trial of Growth, no card needed and have your first client, booking and invoice set up today. Questions first? Talk to us.