Job management software for security companies that service what they sell
TradieTally is job management software for security companies that install systems and then keep them running: installs, service visits, maintenance and call-outs sit on one calendar, against one customer and site history.
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TradieTally is job management software for security companies that schedules installs and recurring service visits, gives technicians a phone app for timesheets, checklists and photos, tracks stock and budget versus actual on each job, and invoices with Stripe payments and Xero sync.
Job management software for security companies that service what they sell: step by step
- 1
Convert the accepted quote
The quote becomes a job with the hardware and labour as its budget, linked to the right customer site.
- 2
Schedule the install
Book it on the calendar and assign a technician. Filter by job type or employee to see who's free.
- 3
Set up the annual service visit
Create a recurring schedule so next year's service visit comes back around without anyone having to remember.
- 4
Work the job from the field app
Technicians log time, tick off checklists, take photos of the rack, camera views and panel, and add notes.
- 5
Track hardware and stock
Raise purchase orders for job hardware and book stock on and off the van.
- 6
Invoice and get paid
Invoice from the job with a Stripe Pay Now link and sync to Xero.
How job management software for security companies handles service visits
The install is the start of the relationship. Annual service visits, battery replacements and system health checks keep customers protected and keep work coming in. Job management software for security companies has to make sure those visits actually happen.
In TradieTally, recurring schedules put the next service on the calendar, and the Annual service visit Smart Bundle prices it consistently every time. See how the calendar works on the scheduling and timesheets page.
Multi-site customers and full site history
A retail chain, a body corporate or a business with a warehouse and an office needs each site kept separate. TradieTally's multi-site customer locations let you link every job to the right site, while the customer record shows the whole history in one place.
Photos, files and notes from earlier visits sit on each job, so the next tech arrives knowing where the NVR is and what was replaced last time.
Technician checklists, photos and toolbox talks
Build checklists for your service visits, such as testing detectors and sirens, checking battery health, confirming camera views and recording time on the NVR. Technicians tick them off on their phone and attach photos as they go.
Toolbox talks are built in too, handy before ladder and ceiling-space work. Field users don't see margins or running costs unless you allow it.
Hardware, budget vs actual and getting paid
Purchase orders and van stock are recorded against each job, so you can compare the hardware and hours quoted with what was actually used. Invoice when the job is done, record any payment method, and let Xero sync handle contacts, invoices and payments.
If you're running installs and service from a spreadsheet, check the current trial offer for security businesses, available until 30 November 2026.
Job management software for security technicians: FAQs
How do I set up annual service visits for alarm and CCTV customers?
Create the service job with the Annual service visit Smart Bundle, then set it up as a recurring schedule. The next visit comes back around on the calendar so it can be assigned to a technician.
Can technicians run a security service checklist on site from their phone?
Yes. Field users on the Team plan get checklists on iPhone, Android and web. You build the checklist once, for example detector tests, siren test, battery check and camera view check, and they complete it on each visit.
Can I raise a purchase order for cameras for a specific job?
Yes. Purchase orders are part of job management, so you can order the hardware for a job and keep the record with it. Stock taken from the van can also be booked against the job.
Can I see every job we've done at one customer's site?
Yes. The customer record shows the full history, and multi-site locations let you see the jobs for each individual site, with their photos, files and notes.
How many technicians can use TradieTally on the Team plan?
The Team plan is $99 a month inc GST for you plus one user, and each extra user is $20 a month as of October 2026. For example, you plus four technicians is $159 a month. See the pricing page for annual billing.
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