Alarm, CCTV, access control and security installers

The CRM for security and alarm companies.

GuardenerAI for security companies is a CRM that runs the commercial side of security work: leads and site surveys, installs and service visits as work orders, monitoring and maintenance contracts as signed agreements and custom records, and invoices. It is for small and mid-sized alarm, CCTV and access control installers. It is not a monitoring platform.

Security companies sell an install once and then keep the customer for years through maintenance and monitoring contracts. That only works if every site, contract and service visit is on record. GuardenerAI keeps the customer, the site and the contract together, so renewals and service visits never slip.

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Sound familiar?

What this usually looks like today.

What changes

One system, doing the work with you.

Surveys booked quickly

Enquiries land as leads with their source, and a booking link offers your surveyor’s free times, synced with their Google or Microsoft calendar.

Installs and visits as work orders

The Field Services starter template adds Work Orders with the customer, site contact, service type, status, priority, scheduled date, technician, service address and quoted amount.

Contracts as real records

Add a Service Contracts custom object with the site, contract type, start date, renewal date and annual value, linked to the customer, and sign the contract online.

Renewals that do not slip

When a contract is signed, apply an action plan that lays down the service-visit and renewal tasks, each with its due date.

The modules this runs on

How you set it up

Shaped around how security and alarm companies actually work.

Start from the Field Services starter template in Settings, then adjust anything. Everything a template adds stays editable.

From the starter template

Work Orders

One record per survey, install or maintenance visit.

  • Work Order Number
  • Customer
  • Site Contact
  • Service Type
  • Status
  • Priority
  • Scheduled
  • Completed
  • Technician
  • Service Address
  • Quoted Amount
You create it

Service Contracts

Maintenance and monitoring agreements per site.

  • Customer
  • Site Address
  • Contract Type
  • Start Date
  • Renewal Date
  • Annual Value
  • Status
Built in

Companies

Commercial customers, landlords and managing agents.

  • Rating
  • Type
  • Phone
  • Billing

Suggested stages on Opportunities (new installs)

  1. Enquiry
  2. Site survey
  3. Proposal
  4. Negotiation
  5. Closed Won
  6. Closed Lost
Routines to copy

The repeat work, set up once.

Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.

Action plan

Annual maintenance contract

  1. Day 0: send the contract for signature (high priority).
  2. Day 180: book the six-month service visit.
  3. Day 330: renewal call with the customer.
  4. Day 360: book the annual service visit.
Booking link

Survey booking

  1. A 45-minute In Person survey link for your surveyor.
  2. Ask for the site type and what they want protected.
  3. A buffer after each survey for travel.
Signature template

Monitoring and maintenance agreement

  1. Write the agreement once, with the customer’s name and the date merged in.
  2. Put the site, response terms and annual fee in the wording.
  3. The customer signs on any device; your office countersigns.

Customer and site details, held carefully.

Site and contact details live in your own isolated, encrypted space with default-deny roles and an audit trail, and every signed contract carries a sealed PDF and an evidence trail.

Read the security details →
FAQ

Questions from teams like yours.

Does GuardenerAI monitor alarms?
No. Alarm monitoring and signalling stay with your monitoring centre and platform. GuardenerAI handles customers, sites, contracts, visits and invoicing.
Will it remind us when contracts are due for renewal?
Through tasks. Apply an action plan when the contract is signed, and the renewal call lands in your team’s task list on the right day. There is no automatic alert on the renewal date field.
Can it schedule our engineers?
Each visit is a work order with a scheduled date and a technician. Rotas and route planning stay in your scheduling tool.
Can customers pay by card?
On the Max plan, with a Stripe card payment link sent with the invoice. On other plans, you record payments by hand.

See it on your kind of work.

Start free in an afternoon, or have us walk you through it with data that looks like yours.

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Also built for home services, field services and it services and msps. See every industry.

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