CRM for security system integrators.From site survey to commissioning.
CCTV, access control and low voltage teams quote equipment and installation together. Rekozo checks the margin on each quote, holds the deal until the site survey report is on file, and follows the order to commissioning.
- Site visit loggedRahul Menon, 05 Nov
- Floor plan from the customerCustomer document
- Door schedule, 16 doorsRevision 1
- Site survey reportWaiting to be filed
Bring a site survey and its bill of materials to the demo. We will build the quote with you.
Book a demoA pipeline from survey to commissioning.
The Technology resale pack creates these stages and the order stages through delivery to site and commissioning.
SupplierVendorProduct codeSKU
- Order review
- PO confirmed
- Procurement
- Delivered to site
- Commissioned
- Invoice Sent
- Payment Received
- Complete
Hand to
Every won project reaches a site team.
A routing rule gives each new order a handler. Ops sees how many open orders each person holds, and any order can be handed to a colleague with a note.
Cameras and the recorder are on site. Cabling can start on 16 Nov. The site contact is HassanHarpreet, gate 3.
From the site survey to the handover.
Follow the CCTV project for Mirdif City Centre from the first site visit to commissioning.Follow the CCTV project for Dwarka City Centre from the first site visit to commissioning.
01Stage requirements
The quote waits for the survey.
Quote sent needs the site visit, the survey report and the consultant's drawings. The survey photos were filed from email.
A quote sent before the survey is a quote you may need to change later. The requirement holds the deal until the site visit, the survey report and the drawings are on file. Survey photos that arrive by email wait in Received attachments until someone files them on the deal, so nobody searches an inbox for them.
02Quote from Excel
The consultant's bill of quantities, priced.
Upload a sheet of 100 lines or more. Rekozo prices each line from your catalog and shows the lines that still need a price.
A bill of quantities from a consultant can have hundreds of rows. Rekozo prices the rows that match your catalog and lists the few that do not, such as the under vehicle scanner. Your estimator prices three lines, not 164.
03Order
Follow the installation stage by stage.
A won deal becomes an order with a handler. Readiness checks sit on the order, and each stage shows the next step.
The project team works on the same order the sales team sold. Each stage shows what is done and what is still open, such as the cabling due on 19 Nov. The rep can answer the customer without a call to the site.
04Handover
Commissioned, signed off and handed over.
The customer signs the commissioning sheet. The as-built drawings go on the order, and the last payment is expected.
The commissioning sign-off and the final drawings stay on the order, where anyone can find them later. The last 10% shows as an expected payment, so the final payment is not forgotten when the team leaves the site.
Where Rekozo stops
Rekozo sells the system. Your other tools run the site.
Cameras and alarms stay in their own software. The invoice reference comes to Rekozo.
- Rekozo does not monitor cameras or alarms.
Stays in your systems
Monitoring and service software
- Video monitoring and alarm receiving
- Device management and service visits
Accounts system
- Invoices, VAT and the booksInvoices, GST and the books
Kept in Rekozo
- Sites, surveys and the documents each stage needs
- Quotes with equipment, cabling and installation
- The order through delivery to site and commissioning
- ORD-1231
- Mirdif City CentreDwarka City Centre
- Invoice recorded
- INV-2026-1288
- Amount
- AED 176,610.00INR 44,65,710.00
- Invoice date
- 25 Nov
- Next
- Final 10% expected 30 Nov
How it works in your business
A shopping centre in Dubai needs 96 cameras and access control. Here is the project in Rekozo, from the survey to the last payment.A shopping centre in Delhi needs 96 cameras and access control. Here is the project in Rekozo, from the survey to the last payment.
The survey comes first
The facilities team at Mirdif City Centre asks for a site survey through the enquiry form on your website. Rekozo creates a lead for the next person on your list, Rahul Menon. Rahul visits on 04 Oct and logs the visit. The survey report and photos arrive by email, and Rahul files them on the deal. With the consultant's drawings on file, the deal can move to Quote sent.The facilities team at Dwarka City Centre asks for a site survey through the enquiry form on your website. Rekozo creates a lead for the next person on your list, Rahul Menon. Rahul visits on 04 Oct and logs the visit. The survey report and photos arrive by email, and Rahul files them on the deal. With the consultant's drawings on file, the deal can move to Quote sent.
The bill of quantities becomes the quote
The consultant sends revision 4 of the bill of quantities, and Rahul uploads the sheet. Rekozo prices 161 of the 164 rows from the catalog, and Rahul prices the last three. If the margin is below your rule, the quote waits for a manager's approval before anyone can send the quote.
The PO arrives and the order has a handler
The customer sends the PO, and the deal moves to Order received. Order ORD-1231 is assigned to Pradeep Kumar, the handler, with the PO and the readiness checks. He moves the order through procurement and delivery to site.
Commissioned, then paid
The customer signs the commissioning sheet on 21 Nov. Accounts record invoice INV-2026-1288 from your accounts system. The final 10% is expected on 30 Nov, and Receivables shows the amount until the payment is recorded.
The parts of Rekozo security integrators use most.
Questions buyers ask
- What should a CRM for security integrators manage?
- The site and its contacts, the survey, a quote that holds equipment and installation with its cost, approvals for low margins, the installation order and the maintenance renewal.
- Can one quote hold cameras, cabling and installation?
- Yes. A quote mixes equipment, cabling, licences and services. Each line carries its cost, so the margin shows on the whole quote.
- Can a deal wait for the site survey?
- Yes. A stage requirement can hold a deal until the survey report is on file or the site visit is logged.
- Does Rekozo monitor cameras or alarms?
- No. Monitoring, alarm receiving and device management stay in their own software. Rekozo manages the sale and the order.
- What if the customer adds cameras after the order?
- The rep or the handler changes the lines on the order. If your company rule asks for confirmation, a price change waits for the customer's confirmation, such as a revised PO or a reference, and the rep gets a reminder task. Every change is kept in the Amendments log.
- Can site engineers see our vendor cost?
- Only if you give them the permission. Seeing cost is a permission on each role, and a person without the permission receives no cost or margin from the server. Your order team can have a separate permission to see cost on won orders only, without the margin on open deals.
Bring one real quote to the demo.
We will build the quote in Rekozo with you, with your margin rule and your tax.
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