Platform Features

Everything your field team needs to win more jobs

From first call to final invoice — RevoField covers every step of the job lifecycle in one unified platform built for trade professionals.

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Built for Security Systems

Coordinate Every Stage,
Track Every Permit,
Bill Every Contract.

Stop managing multi-visit installations on whiteboards and chasing monitoring contract renewals in spreadsheets. RevoField keeps every install stage on schedule, every permit status visible, and every monitoring agreement invoiced on time — month after month.

Free 30-day trial • No credit card required • Set up in under an hour

INSTALLATION JOB
Rivera — 4BR Residence
8-camera system + monitoring · $2,840
Installation Stages
Stage 1 — Pre-Wire
✓ Complete
Feb 19 · Tech: Jordan · 3.5 hrs
Stage 2 — Equipment Install
Today
Feb 27 · Tech: Jordan + Dana
8 cameras · 1 panel · 12 sensors
Stage 3 — Activation
Mar 3
Permit inspection required first
Permit #SEC-2026-0441 · awaiting approval
🔒
24 Active
Installations
📡
Recurring
Monitoring Revenue

Why Security Companies Need Scheduling & Contract Management Software

These aren't one-off coordination failures. They're the same operational gaps hitting security companies on every large install and every renewal cycle.

📋

Multi-Stage Installs Tracked on Whiteboards

Pre-wire, rough-in, equipment install, inspection, activation — five separate visits to one job, spread across two weeks, with different techs at each stage. You're tracking it all on a whiteboard or in a group text. Miss one handoff and the activation gets booked before the permit inspection passes.

📄

Permits Falling Through the Cracks

You pull the permit, submit the paperwork, and then lose track of where it is. The tech shows up for activation day and the inspection hasn't been approved yet. The customer takes another half-day off. You have to reschedule, apologize, and absorb the cost of a wasted truck roll.

🔄

Monitoring Contracts Expiring Without Renewal

You sold a 12-month monitoring agreement two years ago but now you've missed invoicing the customer for three months because it fell through the cracks. Multiply that by 60 accounts and you're losing thousands in MRR every month to missed invoices and lapsed agreements.

📦

Showing Up Without the Right Equipment

The install calls for eight cameras but the truck only has five. The panel is still at the warehouse. You find out when the tech is already on-site, two hours into the job. Now you're making a parts run, the customer is watching, and you've burned the entire afternoon on a job that should have been done.

📞

Service Calls Mixed Into the Install Schedule

A sensor goes offline at an existing account and the customer calls in. Your install crews are already booked out two weeks. You have no separate service queue and no way to tell who should pick it up. The install team ends up handling service calls — and both jobs suffer.

📊

No Visibility Into Monitoring Revenue vs Install Revenue

You know you're billing for monitoring but you don't know your actual MRR, how many accounts are at risk of churn, or which install projects are generating the highest lifetime monitoring value. You're making pricing and sales decisions without the numbers to back them up.

Security Installer Scheduling, Contract Management & Job Tracking

Every feature here was designed around the operational complexity of security installations — multi-stage projects, permit dependencies, recurring monitoring revenue, and service call management.

Multi-Stage Scheduling

Every Install Stage Linked, Sequenced, and Tracked in One Job Record.

Create a single job for each installation with as many linked stages as the project needs — pre-wire, equipment install, inspection, activation. Each stage has its own scheduled date, assigned technician, and completion checklist. You always know exactly where every installation stands without digging through spreadsheets or group texts.

  • Unlimited stages per installation job, each independently scheduled
  • Track each stage's status so you always know what's next
  • Different techs assignable per stage based on skill and availability
  • Customer auto-notified when each stage is complete and next one is scheduled
Installation Stages — Rivera
Pre-Wire
Feb 19 · Jordan · 3.5 hrs
2
Equipment Install
Feb 27 · Jordan + Dana · today
3
Permit Inspection
Scheduled · Mar 3
4
System Activation
Pending · after inspection
Permit Tracking

Every Permit Status Visible. No More Activating Before Inspection Clears.

Log permits directly on the installation job — permit number, issuing authority, submission date, and inspection date. Every permit status is visible on the job record so you always know which installs are waiting on approvals and which are ready to proceed. You never lose track of a permit that's been sitting in limbo for two weeks.

  • Permit number, authority, and submission date logged on the job record
  • Inspection status tracked: submitted, approved, failed, re-inspection needed
  • All permit info visible on the job so you know what's ready to schedule next
  • Easy to spot permits that have been pending too long
Permits — Active Jobs
Rivera — SEC-2026-0441
Pending
Submitted Feb 20 · City of Westbrook
Stage 3 blocked until approved
Nguyen — SEC-2026-0388
Approved
Approved Feb 24 · Activation unblocked
Okonkwo — SEC-2026-0302
⚠ 18 days pending
Follow-up alert triggered · Contact issuer
Monitoring Agreements

Monitoring Contracts Invoiced on Schedule. Renewals Tracked in One Place.

Attach a monitoring agreement to any installation at sign-off. Set up recurring jobs for monitoring accounts. Create and send invoices from the field. Track agreement details and renewal dates in job notes. Your MRR is visible on the dashboard, your renewals are tracked, and you never find out about a lapsed account by accident.

  • Create monthly invoices from recurring job records
  • Track renewal dates in job notes — stay ahead of expiring agreements
  • Invoice status tracking — sent, viewed, paid, or overdue
  • Agreement terms, rate, and renewal date stored on the customer record
Monitoring Agreements — Active
Rivera
$48/mo · renews Mar 2027
Active
Nguyen
$62/mo · renews Apr 2026
Renews soon
Torres
$48/mo · invoice overdue
⚠ Follow up
384 active agreements $18,400 MRR
Job Details & Equipment Notes

Track Equipment Details on Every Job. Keep Your Team Prepared.

Log equipment details, part numbers, and quantities directly on the job record using checklists and job notes. Technicians can see exactly what's needed for each installation before they leave. Attach photos of installed equipment for future service reference. Every detail stays with the job record so nothing gets lost between visits.

  • Track equipment details in job notes and custom checklists
  • Photo uploads — document installed equipment for future reference
  • Digital checklists ensure every installation step is completed
  • Full job history accessible on the mobile app at every visit
Rivera — Install Checklist
4K Outdoor Camera x8
Noted in job details
Smart Control Panel x1
Noted in job details
Door/Window Sensor x12
Noted in job details
✓ Checklist complete · 3 photos attached
Service Calls

Service Calls and Installations in Separate Queues. Each Gets the Right Crew.

Keep installation projects and service calls in separate job types with separate scheduling queues. Service techs handle sensor faults, false alarms, and system upgrades without disrupting the install schedule. Every service call is linked to the customer's full system history so the tech knows exactly what's installed before they arrive.

  • Install and service queues managed separately with different crew assignments
  • Service calls created from the customer record in seconds, linked to full system history
  • Separate scheduling views so install crews and service techs see only their work
  • All service history per account accessible on the mobile app mid-visit
Service Queue — Today
Patel — Sensor offline
Assigned
Zone 3 motion sensor · Tech: Keisha · 1:00 PM
Goldberg — False alarm
Unassigned
Reported 9:14 AM · needs investigation
Wu — Camera upgrade
Scheduled
Mar 4 · Add 2 outdoor cameras
Business Dashboard

Track Installation Revenue, Monitoring MRR, and Churn Risk in One View.

Installation revenue, monitoring MRR, agreements up for renewal, and churn risk by account — all on one live dashboard. Know which installs are generating the most monitoring lifetime value and which accounts are at risk before they cancel.

  • Installation revenue vs recurring monitoring MRR side by side
  • Agreements expiring in the next 30, 60, and 90 days
  • Churn risk flags: failed payments, open service calls, no recent contact
  • Revenue trends over time to guide pricing and staffing decisions
Dashboard — Feb 2026
$18,400
Monitoring MRR
$34,600
Install Revenue
384
Active Agreements
12
Renewing This Month
Agreements at Risk
Failed payment3 accounts
Expiring in 30 days8 accounts
Open service calls5 accounts
On-Time
Job Completion
Higher
Installation Revenue
Recurring
Monitoring Revenue
Automated
Renewal Scheduling

Affordable Security Company Software — Start Your Free Trial

RevoField coordinates multi-stage installations, tracks permits, streamlines monitoring invoicing, and keeps your MRR visible — all in one platform built for security companies.

Free 30-day trial • No credit card required • Set up in under an hour

Security System Installer Software FAQ

You create a single parent job for the installation and add as many stages as the project requires. Each stage has its own date, assigned technician, and completion checklist. You track each stage's status manually so you always know where an installation stands. The customer is automatically notified after each stage completes.
Yes. Each permit is logged with the issuing authority, permit number, submission date, and current status. You can have multiple permits on a single job — for example, a low-voltage permit and a separate camera permit. Status updates are logged manually or triggered by stage completion. Track permit details in job notes so you always know which installs are waiting on approvals.
Each monitoring agreement stores its own rate and term length. Create and send invoices from the field after each service visit — or create monthly invoices from recurring job records. Rate changes, upgrades, and promotional pricing are tracked per-account without affecting others. The dashboard always shows your live MRR as agreements are added, upgraded, or cancelled.
They're managed in the same system but in separate job type queues, so your install crews and service techs each see only the work relevant to them. You can assign a technician to both install and service work, or keep those roles separate.
Your dashboard shows all outstanding invoices and their status — sent, viewed, paid, or overdue. You can see at a glance which accounts have unpaid invoices and follow up directly. Customers can pay online through the customer portal using a credit card or bank transfer, making it easy to resolve outstanding balances quickly.
Yes. Through the customer portal, clients can view their installed equipment list, monitoring agreement details, billing history, and upcoming renewal date. They can submit service requests directly, which creates a new service call in your queue automatically. For commercial accounts, multiple contacts (facility manager, office admin) can each have portal access with separate permission levels.