Field Service CRM Software for Security Service Contractors
Run your security business at the speed threats demand. From 3am alarm dispatches to quarterly fire inspections across 50 sites, our AI-powered security CRM books every emergency, routes the nearest certified tech, tracks every monitoring contract, keeps inspection logs audit-ready, and turns one-time installs into recurring monitoring revenue.
“No other software company runs four trade businesses on their own product. We do. That's the difference.”
Every missed alarm call is a $12,800 install on someone else's panel
If you're running a security service business without the right CRM, this is what every alarm call and every inspection cycle looks like — whether you notice it or not.
Alarm call goes to voicemail
3:14am motion alarm at the warehouse. Your phone is on silent. By 6am the client has called three competitors, filed an insurance incident report, and is requesting contract cancellation. One missed ring = one lost account.
Wrong van stock, wrong site
Tech rolls up to a commercial fire alarm test without the right pull station key or AHJ certification. You eat the trip, the inspection window closes, and the client gets cited. Without van-stock tracking by certification, this happens every other week.
Monitoring contracts in a spreadsheet
Renewal dates tracked in a shared Google Sheet. Someone edits the wrong row. Forty accounts expire silently, the monitoring center stops service, and your recurring revenue drops 15% before you notice the color coding was off.
Fire inspection missed, account lost
Annual fire inspection for the medical center was due in March. It's June. The AHJ shows up unannounced, issues a citation, and the facility manager — who pays you $4,200 a month — calls the competitor who auto-scheduled their inspection two months ago.
You
02:34 AM
John M. — alarm dispatch, warehouse
Voicemail full · 0:00
Missed call
−$840
Your competitor
02:36 AM
John M. — alarm dispatch, warehouse
Picked up on ring 2
Job booked · Tech dispatched
Ticket won
+$840
Purpose-Built Solutions
Every feature designed specifically for businesses like yours.
Never miss another alarm dispatch
The AI-powered security software that picks up every inbound call within 2 rings — 24/7, including the 2:47am alarm at the warehouse whose motion sensor just tripped. The AI qualifies the emergency, captures site address and alarm zone, and dispatches the nearest certified tech with the right van stock automatically.
Quote new installs and upgrades on the spot
Built-in security estimating software lets your techs generate Good-Better-Best proposals on the spot — pre-loaded with alarm panel packages, camera counts, access control tiers, monitoring plans, and labor for residential, commercial, and industrial sites. Customers sign and pay a deposit before the truck leaves the lot.
Monitoring contracts that renew themselves
Security contract management software that auto-tracks every monitoring agreement, sends renewal reminders before expiration, and bills recurring charges without a single click from your office. Know exactly which accounts are up for renewal next quarter — and which ones are at risk — before they call to cancel.
See your dispatch board fill itself
60-day free trial. You're live in 30 minutes.
Every site, every zone, every permit — one screen
Stop searching through file cabinets for the AHJ permit from the 2019 install. Our security job management software keeps site layouts, alarm zones, camera serials, panel models, key fob assignments, permit numbers, and inspection history in one searchable place — accessible from any device, instantly. The tech who responds at midnight sees the exact same data as the one who installed it.
Dispatch emergency and install crews on one board
Run alarm response trucks, install crews, and inspection routes from a single command board with drag-and-drop scheduling, GPS-based routing, on-van parts inventory, and automatic customer notifications. Reroute emergency calls, balance new installs against service agreements, and keep every truck running at full capacity.
Get paid at final walkthrough — every time
On-site card payments, ACH, and recurring monitoring billing built right into the invoice — no third-party apps, no chasing checks on a $12,800 camera install. Sell monitoring upgrades at the service call, auto-renew them annually, and watch every transaction log to your books with real-time job-level margin.
One platform. One price.
Unlimited users · No seat fees · Cancel anytime
Answer & Book
Convert every lead- AI Dispatcher — 24/7 inbound
- Smart Scheduler — self-serve booking
- Two-Way SMS — automated sequences
- Reputation & Reviews — auto-request
- Speed-to-Lead — every source
Fill Boards & Win Back
Grow recurring revenue- Reactivation Campaigns — SMS
- Memberships & Service Plans
- Customer Financing — point of sale
- Automated appointment reminders
- Estimate follow-up sequences
CRM & Field Ops
Run the operation- Command dispatch board
- Full customer CRM & history
- iOS & Android field app
- Option presenting — Good-Better-Best
- On-site payments — card, ACH, finance
- Pricebook & timesheets
Intelligence & Coaching
Know what works- AI call scoring — every CSR call
- Revenue intelligence — by channel & tech
- Job costing — real-time margin
- Tech leaderboards
- GPS tracking & ETAs
All plans include
- Unlimited users
- No seat fees
- No setup fee
- Month-to-month
- 60-day free trial
- Financing included
- Auto review requests
- Canadian-native (HST, TSSA)
- Live in 30 minutes
- Free onboarding & support
Cancel anytime
Replace All Your Tools With One Platform
$1,847/mo of separate tools — or $299/mo for everything
Most contractors stitch together 6–8 different tools to run their business. Here's what each one costs separately versus what's included in WorkflowPros.
| Tool | Avg. monthly cost | In WorkflowPros |
|---|---|---|
| AI receptionist & call answering | $399 / mo | |
| Field service CRM & dispatch | $398 / mo | |
| Estimating & quoting software | $129 / mo | |
| SMS & customer communication | $289 / mo | |
| Review management | $119 / mo | |
| Payment processing & invoicing | $89 / mo | |
| Customer financing platform | $149 / mo | |
| Membership & service plan tool | $179 / mo | |
| GPS tracking & routing | $96 / mo | |
| Total cost of separate tools | $1,847 / mo | |
| WorkflowPros — all features, one platformUnlimited users · No setup fee · Cancel anytime | $299per month, flat |
Your monthly savings: $1,548 ($18,576 per year)
Trusted by Service Professionals
"Workflow Pros transformed how we run our business. Dispatching is faster, invoicing is easier, and our customers love the communication."
Mike R.
Owner, Premier Service Co.
"The AI features are a game-changer. It's like having an extra office manager who never sleeps."
Sarah T.
Operations Manager, All-Pro Services
"We've doubled our daily job capacity without adding staff. The route optimization alone paid for the software."
James L.
Fleet Manager, Citywide Solutions
Get Started Today — We Handle the Setup
Tell us about your business and we'll do the rest. AI training and dispatch board configuration — all done for you in under 48 hours.
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