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 · Jupiter MedicalProposal review · NorthpointFollow up · St. Mary’s
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
Brian On routeLuc On siteJose 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.

Unified Timeline

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

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.

Document Builder

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

Academy

Training, certifications, brand-specific lessons, labs and skill graph development.

IntegratorOps Connect

Communications foundation for calling, queues, messaging and transcription.

Audit Everything

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

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 →