A replacement for your security dispatch software and more
Our software can replace your security dispatch software, alarm billing software, security scheduling software, alarm CRM software and more, and it’ll integrate seamlessly with your Quickbooks accounting software. That means you no longer have to enter the same information into multiple pieces of software, which will save lots of time and reduce data entry errors. It’ll also save you money on multiple software subscriptions.
Are your staff ever disgruntled about being sent on consecutive callouts on opposite ends of town? Our software will optimise staff schedules and dispatching to minimise the amount of driving staff have to do. It’ll even tell staff the best route to take from any location (from the office or wherever they are in the field). That means happier staff plus more work is done in less time for increased revenue and reduced staff turnover.
Like to notify customers when your staff are on the way? It’s a great way to improve customer service but is a hassle if you have to do it manually. Our software solves that problem by notifying customers automatically.
And once a job is done, our software will allow your staff to record any inventory that was used and mark the job as complete on-site and it’ll then automatically generate and deliver an invoice for the customer (if needed) and create an accounting entry in Quickbooks. And if you don’t use Quickbooks, the data can easily be exported to your accounting software.
Alarm and security company management software that keeps your business competitive
Optsy’s alarm and security company management software is incredibly powerful, yet easy to use. We designed it to work just like other software you’re already familiar with, so the learning curve is minimal. And it’s fully customisable to your exact needs, so it’ll do what you need it to do, when you need it done.
While other businesses give customers vague timelines and issue quotes and invoices when someone’s in the office and has a spare minute, our software will help you stand out as a highly professional business that keeps customers in-the-loop, helping you attract and retain more customers, and it’ll allow you to effortlessly keep on top of paperwork, helping improve your cashflow and free more time for revenue-generating activities.
How Optsy security and alarm business software can benefit your business
Our software is full to the brim with all the features you need to efficiently manage your alarm and security business.
Any of your staff can enter and access details about your customers including contact and payment details, communication and order history, reminders, and notes. And each other part of our software can access that information too. So, your staff enter the customer details once, and they can then be used in quotes, invoices and work orders, and they can even be used to select the best route for staff who need to visit the customer on site.
Just think how much time it’ll save when you no longer have to enter customer details into several different programs. Plus, customers will see how much more professional you are than the alternative alarm or security companies, when they realise they never have to give you the same information or answer the same questions multiple times.
You can record all your staff details in the software and they can track their time and work tasks there too. No more manual timesheets and you can even see how productive each staff member is. Best of all, you can customize the user rights and credentials for each staff member so they only have access to the parts of the tool that you want them to access. Similarly, you can customize the purchasing rights of each staff member, so you have the right staff making the right purchases.
Optsy’s suite of tools includes security and alarm billing software. With it, staff can issue invoices, view payments and billing history, and even take credit card payments with Optsy Payments powered by Fidelity. You can create customized reports from that data and if you use Quickbooks, you can connect our software with your existing Quickbooks account. The invoices created will be automatically connected with the relevant customer profiles, work orders and quotes and you’ll be able to quickly and easily see who’s paid what and whether there are any overdue invoices.
When it comes to ongoing alarm and security clients and customers, a service-level agreement (SLA) is vital. For example, if you offer nightly security checks of customer premises, you’ll want an SLA that lays out the immense value you deliver while protecting your business from scope creep and unfair litigation in the event there’s ever a security incident.
With our software you can create and manage SLAs and other contracts. It’ll even automatically schedule tasks and issue invoices based on the contracts you have in place. With Optsy, you’ll spend far less time serving those valuable, ongoing customers while offering them a smoother, more reliable service. That’s a win for everyone.
When it comes to dispatching personnel after an alarm is triggered or a security incident is reported, our alarm and security dispatch software is legendary. The tool will automatically suggest the closest available staff member and tell them the fastest way to get to the location taking traffic into consideration, so your staff get more work done and your clients receive faster service, helping you win repeat and referral clients and increase your revenue.
Optsy’s suite of tools includes alarm and security scheduling software which makes it easy to schedule once-off tasks (like the installation of a new alarm system) and reoccurring jobs (like security sweeps) from the office and on the go. The software automatically suggests the best staff for each job based on their availability and other tasks for the day, so there’s no more zigzagging all over the map.
So much goes into successfully managing security and alarm jobs. You’ve got to know the customer’s history, exactly what needs to be done and which equipment and tools, if any, are needed for the job, so they can be made available. Then you’ve got to assign the job to an available member of your staff, hopefully someone who has another job in close proximity, and make sure all the paperwork gets done so you get paid promptly, have all the information you need at tax time and everyone knows you’re maintaining the level of service required by your SLA (if relevant).
If you’re using several pieces of software to do all that, you know it takes ages to input all the data and make sure it’s consistent across tools. That’s why we included alarm and security job management software in our suite of field services management tools. With Optsy, you can quickly, efficiently and accurately manage every single aspect of all your jobs in one place, regardless of whether they’re once-off alarm system installations, regular security sweeps or everything in between. You’ll save time on data entry and reduce data entry errors, get more jobs done each day, increase staff satisfaction because they spend less time on paperwork and zigzagging all over the map, be able to serve your customers more professionally, and save money by not having to buy or subscribe to an array of tools.
Our software will help you keep track of your equipment and its maintenance schedules, so you always know where everything is and when it needs a service.
Our software offers real-time inventory tracking, so your staff won’t ever turn up to a job without the parts they need to install and your customers won’t ever get grumpy that their jobs need to be rescheduled due to an unexpected lack of parts.
Everyone can create and assign tasks and set reminders, so no one ever drops the ball and forgets to do something. No cranky customers or lost revenue because someone on your team forgot about a job or left a tool behind, and no late payment fees because someone overlooked a bill.
Worried Jimmy’s been slacking off? Think Cho might be ready for a raise? Optsy’s fully customizable reporting tools will tell you how productive your team is whenever you need to know. Want to check your cashflow? There’s a report for that. Trying to figure out who your best customers are, so you can see if they’ll refer other customers to you? You can create a report for that too.
Basically, if you want to know something about your business, as long as you’ve put the data in the system, our alarm and security company software will be able to generate the report you need. We’ll even help you set up custom report templates, so accessing the business insights that will help you grow is super easy.
Regardless of whether your staff have Apple or Android phones or tablets, they’ll be able to install Optsy and sync data in real time. And if they’re heading into an area without mobile reception, they’ll be able to record data in the system ‘offline’ and it’ll automatically sync once they’re back in range. So Optsy has you covered no matter how you’re set up or where you are.
Don’t need some of the amazing Optsy features? No problem, just disable that feature. Prefer your software to look a particular way? We’ll help you customize the interface. However you need your software to work, Optsy can make it happen.