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Security

Camera surveys and guard requests both land, but the quote and contract trail scatters.

Rocketly links CCTV, alarm and manned guarding requests from WhatsApp, corporate email, web forms and phone notes to one client record. The site survey, quote versions, contract term, shift tasks and periodic checks stay on one screen.

Where Security Work Stalls Between Survey and Signed Contract

CCTV, alarm and manned guarding requests scatter across WhatsApp, corporate email and web forms, so no shared record shows who replied about which site.

Floor counts, entry points, camera positions and cabling notes from the survey circulate as photos and messages, then get asked again when the quote is written.

Residential and factory quotes are revised line by line, and later nobody can tell which version was presented or whose decision the job is waiting on.

After signing, the shift plan, commissioning steps and briefings live in different places, and it stays unclear who owes the client an update.

Periodic visits — camera servicing, alarm tests, battery checks — go unreminded, so the contract term quietly ends without a renewal conversation.

Where Security System and Guarding Requests Come From

Corporate Email and Quote Threads

Property managers, factories, offices and hotels mostly write by email; attachments and quote versions attach to the same company record.

WhatsApp Business

Survey bookings, floor-plan photos and quick questions run here, and the thread stays in the site record history.

Website Survey Form and Chat Widget

A survey request form with site type, floor area and service-need fields turns a visitor straight into a client record.

Google Search and Business Profile

Requests from "CCTV installation" and "manned guarding" searches land with their source visible.

Phone Calls and Switchboard Notes

Urgent and corporate calls still come by phone. With AloTech or Bulutfon connected, the call lands on a record and the notes stay on the client card.

Referrals and Corporate Introductions

Sites referred by an existing client are noted on the record, so you can see which referral turned into a contract.

What Rocketly Runs Across CCTV, Alarm and Manned Guarding

Collect Security Requests in One Inbox

WhatsApp Business and personal line, corporate email, the web survey form, chat widget and call notes — the sources your firm connects appear on one screen. Rocketly supports 12 channel types; you decide which ones to open.

Attach the Site Survey and Field Notes to the Record

The survey is booked from a shareable page and syncs to Google Calendar. Floor counts, entry points, camera positions and cabling notes collect with photos on the same client record.

Give the Security Job a Stage

Build your own stages: Request → Survey → Quote → Contract → Commissioning → Periodic Check. The board shows which site is waiting where, who owns it and how long it has been sitting.

Document the CCTV and Alarm Quote

Use the quote module to itemize camera count and type, recorder, alarm panel, access control, cabling and labour, then share it as a PDF. A revision creates a new version on the same record with view and approval status visible.

Turn Guarding Quotes and Shift Plans into Tasks

Write how many officers cover how many posts as quote lines; after approval turn handover, briefing and site-visit steps into tasks and calendar entries. Location tracking and timesheets are not part of this.

Track the Contract and Its Renewal

The contracts module holds service scope, term start and end dates and the invoicing rhythm. As renewal approaches a task opens for the owner and the client joins a segment list.

Keep Monitoring-Centre Routing Visible on the Record

Your alarm receiving centre and response team keep running in their own system; Rocketly only records which site is under monitoring, what the contract covers and what was discussed with the client.

AI Reply Drafts and Thread Summaries

AI drafts replies from your knowledge base on service scope and process, and summarizes long corporate threads. It performs no risk assessment and quotes no final price; your team approves the content.

Quote and Contract Reports

With 38 ready-made report types, use your own data to see which channel turns into a survey, which service type turns into a contract and which quotes are awaiting a decision.

Ready to bring the customer communication you connect into one shared workspace?

Configure your process, team and connected sources at a pace that fits your operation.

What AI Speeds Up in Security Quoting — and What It Does Not

AI can prepare drafts and summaries from conversation context; your team decides what is shared with customers.

Drafts Replies

Produces a draft for recurring corporate questions about service scope, coverage area and process steps from your knowledge base; the team edits it and decides whether to send.

Summarizes Long Corporate Threads

Summarizes months of quote and decision messages so the manager walking into a meeting sees the context without rereading it.

Helps Classify the Request

Suggests a service-type tag from the conversation — CCTV, alarm, access control, manned guarding — and the team confirms it.

Does Not Assess Risk or Set Price

AI performs no security risk assessment for a site, does not decide how many cameras or officers are needed and quotes no final price. Those calls belong to your team after the survey.

How a Security Request Moves From Survey to Shift Plan

01 · CONTROLLED HANDOFF

Taking a residents committee camera request to survey

01

The property manager submits a web form asking for "cameras for block entrances and the car park"; a record opens and attaches to the company card.

02

AI drafts a reply from the knowledge base; the team edits it, notes that camera count and scope are set after the survey, and sends it.

03

The record moves to the Survey stage, a project owner is assigned and the booking link is shared.

04

Photos, entry points and cabling notes from the survey are added to the record.

05

A quote covering cameras, recorder and labour is shared through a committee-specific link, and the record moves to the Quote stage.

Preparing a manned guarding quote for a factory

The request arriving by corporate email attaches to a single company record along with the decision-makers.

The survey notes how many posts, how many shifts and which equipment are needed, and the quote lines follow that.

Quote versions are archived on the same record, showing which one was presented and whose decision it awaits.

Once approved, the record moves to the Contract stage and the agreement is drafted from a document template.

Running commissioning and the shift plan after signature

The contract is recorded with its start date, scope and invoicing rhythm.

Handover, briefing, equipment issue and site induction become tasks with named owners.

A start-of-service update is drafted; the team edits the wording and decides when to send it.

A review meeting for the end of the first term goes on the calendar and the record moves to Periodic Check.

Not missing the periodic check or the renewal

Sites due for camera servicing, alarm tests and battery checks are listed as a segment.

The follow-up sequence opens the visit task and drafts the client update; the team approves the wording.

Visit results, replaced equipment and open items are noted on the record.

Clients near contract end get a renewal quote; those who stay silent get a second-contact task.

Follow-Up Flows You Can Build for a Security Firm

Use these examples to discuss triggers, owners and review points before configuring your own process.

New Security Request Intake and Routing

So a first contact from a connected channel never sits unowned

1

Trigger: a new conversation opens on a connected channel.

2

Condition: if the request carries a service-type or site-type tag, route it to the matching project owner.

3

Action: move the record to the Survey stage, assign an owner and prepare a reply draft.

4

If no reply goes out within your chosen interval, notify the team lead.

Follow-Up on a Quote Awaiting Decision

So a presented quote is not forgotten inside a corporate decision cycle

1

Trigger: the quote moves to the Presented status.

2

Condition: no response has come from the client within the interval you set.

3

Action: open a follow-up task for the owner and prepare a reminder draft.

4

If a response arrives, move the record to the contract stage; if not, plan a second contact.

Periodic Check and Contract Renewal

Camera servicing, alarm tests and end-of-term follow-up

1

Trigger: a check window or the end date defined in the contract approaches.

2

Action: open the visit task and prepare the client update draft.

3

Condition: if the client confirms, write the visit into the calendar and assign the technical crew.

4

If no confirmation arrives, open a second-contact task and add the record to the renewal segment.

Recommended Connections for Security Companies

Connect native channels directly, or use a webhook for an existing tool — each card makes Rocketly’s role clear.

Email (IMAP/SMTP)

Native connection

Attaching corporate quote and contract threads to the record

WhatsApp Business API

Native connection

Survey bookings, site photos and reminder planning

Google Calendar

Native connection

Syncing survey and periodic check visits with the team

AloTech

Native connection

Corporate phone enquiries landing on the client record

Google Business Profile

Link / manual flow

Following local-search survey requests with their source

CSV / Excel Import

One-time import

One-time transfer of an existing site and contract list

Where to Start Setting Up in a Security Company

Use these steps to review your process, responsibilities and permissions before going live.

1

Define the firm profile and the team

Create project owner, technical crew and operations users; use roles to limit who sees which site record and thread.

2

Build site fields and process stages

Add site type, floor area, entry count and service scope fields to the client record, then name the Request → Survey → Quote → Contract → Commissioning → Periodic Check flow.

3

Connect your channels

Start with corporate email and WhatsApp; add the survey request form and chat widget to your site, and connect the switchboard if phone traffic is heavy.

4

Prepare quote items and the knowledge base

Load camera, recorder, alarm, access control, cabling and staffing items into the template; write service scope and FAQs into the knowledge base, with a survey redirect for pricing questions.

5

Build and test the first three flows

Try request routing, follow-up on quotes awaiting decision and periodic checks on sample records before opening them to live client communication.

6

Set reports and clarify the system boundary

Turn on channel, service-type and contract reports. Your alarm receiving centre, video management software and field tracking solution keep running in parallel; Rocketly is the request, quote and contract layer.

The Rocketly Capacity Behind Your Security Contracts

0

Channel types where security requests arrive

0

Templates for surveys, quotes and periodic checks

0

Report types covering quotes and contract terms

0

Interface languages for corporate and overseas clients

The operational examples on this page are not guaranteed outcomes. What is available and how it performs depend on your process, connected sources, permissions and team use.

Security Companies — Frequently Asked Questions

Rocketly is a CRM layer for client communication and the request process: CCTV, alarm and manned guarding enquiries attach to one client record, surveys are scheduled, quote versions and approval status are tracked, and the contract term and periodic checks are followed. It does not replace your video management software, alarm panel software or monitoring centre system; it works alongside them as the request and communication layer.

No. Rocketly does not receive alarm signals, is not monitoring centre software and does not dispatch a response team. Your monitoring centre keeps running in its own system; on the Rocketly side only the fact that a site is under monitoring, what the contract covers and the client correspondence are recorded. That keeps the commercial process and the operation cleanly separated.

No. Rocketly does not run GPS or location tracking for field staff, holds no patrol checkpoints and does not process timesheets or payroll. The shift plan is kept as tasks, owners and calendar entries — who is assigned to which site on which day is visible on the board. Whatever you use for location and tour control keeps running in parallel.

Yes. In the quote module you itemize camera count and type, recorder, alarm panel, detectors, access control, cabling and labour line by line, then share it as a PDF. When a revision arrives, the new version attaches to the same client record, and you can see which version was viewed and approved. Line pricing follows the rates your firm sets.

The contracts module records service scope, how many officers cover how many posts, the term start and end dates and the invoicing rhythm. Steps such as shift handover, briefing and site visits open as tasks and land on the calendar. Personnel records and regulatory processes stay outside Rocketly and continue in your own systems.

Workflow Builder ships with 55 templates and offers 46 trigger types. You can build camera servicing, alarm testing, battery checks and contract renewal reminders on that structure, using your own intervals. The visit task opens automatically; your team edits the client message and decides when it goes out.

Every revision attaches to the same company record as a new version, showing which one was presented, when it was viewed and whose decision it is waiting on. Decision-makers are added as contacts and the board meeting date opens as a task. Long corporate decisions therefore run on one continuous history instead of scattered mailboxes.

The interface is available in 3 languages — Turkish, English and Russian. You run threads with overseas property owners, hotels and factory management in the language you choose, note the conversation language on the record and plan follow-up tasks accordingly. Team members can each pick their own interface language.

Yes. There is a permanently free plan and no credit card is requested. AI features, advanced workflows and some channel connections sit in paid plans; the pricing page shows which feature belongs to which plan. A small security firm can start with the shared inbox and the quote board, then widen the scope later.

Security Companies

Bring Security Quotes and Contracts Onto One Board

Keep the request, the survey, the quote version and the contract term in one workspace.

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