The platform

Everything You Need.
All in One Place.

Purpose-built for security and technology integrators. Flexible enough to run a division. Connected enough to run the company.

One operating system

Workflows that stay connected.

Every module shares customers, sites, projects, assets, documents, people and history—so the handoffs stay clean.

CRM & Sales

From conversations to customers.

Manage accounts, contacts, leads, opportunities, surveys, estimates, proposals and activity in one customer timeline.

✓Opportunity pipeline and account planning
✓Site survey → commercial draft handoff
✓Estimating, approvals and proposal generation
✓Customer history carried into project and service

Opportunities

Discovery$142k
Proposal$189k
Negotiation$96k
Closed Won$290k
Pipeline trend
Upcoming activity
Demo · Regional Medical CenterProposal review · Corporate CampusFollow up · Community Health Campus
Projects

Control scope, cost, material and margin.

Tie approved commercial work directly to project delivery, BOM, purchasing demand, labor, documentation, commissioning and closeout.

✓Estimate/BOM lineage into project demand
✓Schedule, milestones and field execution
✓Change orders, documents and approvals
✓Job-cost and margin intelligence

Project Overview

Progress68%
Budget$482k
Labor1,120 hrs
CompletionOct 18
Cost breakdown
Project health
● Schedule On track● Materials At risk● Margin On target
Service & Dispatch

Keep customers running.

Schedule, dispatch, service, satisfy. Preserve the complete site and asset history with every visit.

✓Work orders, dispatch board and SLA tracking
✓Service agreements, PMs and renewals
✓Asset service history and warranty context
✓Parts, labor, notes, photos and customer sign-off

Service Operations

Open calls28
In progress16
Completed18
SLA96%
Dispatch board
Technicians
Tech 01 On routeTech 02 On siteTech 03 Available
Inventory & Purchasing

From demand to delivered material.

Turn project and service demand into smart reservations, purchase orders and receiving workflows.

✓Warehouse and van stock
✓Project and work-order demand
✓Purchase orders, approvals and partial receiving
✓Serialized inventory and lineage to installed work

Inventory

Total items1,842
Stock value$1.26M
Low stock28
Out of stock16
Warehouses
Main Warehouse 1,024 itemsWest Warehouse 412 itemsJobsite Trailer 213 items
Demand
Ready to buy $74kIn progress 12 POs
AI & Intelligence

Know what deserves attention next.

Use the Company Digital Twin, operational history and live signals to surface risks, commitments, margin opportunities and next actions.

✓Executive operating brief and universal search
✓Margin Guardian and revenue leak detection
✓Capacity, workflow and bottleneck intelligence
✓Site Digital Twin and operational memory
IntegratorOps Intelligence

What needs attention before Monday?

4 items deserve attention.

One project is forecast below target margin, two supplier delays affect next week’s installs, three renewals are inside 45 days, and callback patterns suggest a training opportunity for door operator commissioning.
Protect margin1 project
Protect schedule2 orders
Protect revenue3 renewals
Improve quality1 lesson
Beyond the modules

The operating layer underneath the business.

Multi-tenant, role-based, auditable, browser-first and designed so every important action can be traced back to context.

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Unified Timeline

A single historical view across customer, site, sales, project and service activity.

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Site Digital Twin

Installed systems, dependencies, assets, documents, service history and configuration context.

✦

Operational Memory

Turn completed work and field knowledge into reusable business intelligence.

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Document Builder

Import PDFs and Word templates, map fields and keep generated documents connected to live data.

ROADMAP
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Academy & Certification

Role-based training, practical labs, testing, certifications and skill development tied to real workflows.

ROADMAP
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Wiring Studio

Field wiring diagrams, device-aware validation, commissioning evidence and AI-assisted troubleshooting.

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IntegratorOps Connect

Communications foundation for calling, queues, messaging and transcription.

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Audit Everything

Permission-aware activity history for high-trust workflows and sensitive actions.

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API First

Extensible platform contracts for providers, integrations and customer-specific workflows.

See it in your workflow

Bring your real process. We’ll show you how it connects.

Request Demo →