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Security company software

Security company software for clients, scheduling, and billing.

Client requests arrive from everywhere — property managers calling, emails, texts, website forms — and the security company that responds with a professional proposal first usually wins the contract. Workspace369 attaches every request to the client record, keeps scheduling and communication in one place, and bills contracts on schedule.

Inboxemail, SMS, calls, and voicemail with AI summaries
Clientsrecords, sites, files, and a client portal
Paymentsinvoices, payment plans, and reporting
Workspace369 shared inbox showing email, SMS, and call history beside a client record

Key facts

Security company software at Workspace369 covers 10 areas, including client records, shared inbox, sMS and voice.

The workflow runs in 4 steps, from "catch every request in one inbox" to "bill contracts on schedule".

Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 10 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.

Additional seats cost $15 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.

The problem

What breaks inside a security company

Requests die in inboxes

A property manager emails, another calls, a third texts about a new site. Whoever answers owns it — until they are busy, and then nobody owns it.

Contract work is invisible to clients

Site coverage, incident follow-ups, and schedule changes live in threads and spreadsheets. Clients ask for status because they cannot see it.

The monthly invoice never matches the contract

Scope shifts site to site, but the invoice is rebuilt by hand from the contract, last month's version, and somebody's notes.

The product

See the workspace your clients feel.

01

Every channel in one inbox

Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.

Workspace369 shared inbox showing email, SMS, and call history beside a client record
02

Client work, organized as projects

Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.

Workspace369 project board showing client work organized into stages with owners and status
03

Proposals to paid invoices

Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.

Workspace369 invoice editor showing line items, payment terms, and client details
04

A portal clients actually check

Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.

Workspace369 client record showing history, files, communication, and invoices in one profile

Workflow

How Workspace369 runs a security company

01

Catch every request in one inbox

Email, SMS, calls, and voicemail land beside the client record with AI summaries, so any manager can respond with full context.

02

Turn requests into owned work

Structured intake and projects give every request an owner, a status, and a due date — visible to the team and, through the client portal, to the client.

03

Keep every site organized

Tasks, files, and notes stay attached to the client and site, and the portal keeps property managers informed without status calls.

04

Bill contracts on schedule

Recurring invoices and payment plans bill contracts automatically, reminders handle follow-up, and reporting shows revenue per client and site.

Product coverage

Security company coverage

  • It connects requests to owned work: shared inbox, structured intake, projects, and client-visible status in one record.
  • Projects and the client portal keep every site and property manager informed without extra admin.
  • Recurring invoices, payment plans, and reporting make contract revenue predictable.
Client records
Shared inbox
SMS and voice
Requests and intake
Projects and tasks
Scheduling
Client portal
Recurring invoices
Payment plans
Reporting

Loved on the App Store

Rated by the people running their client work on it.

Finally feels calm

Bounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.

Justin R. · Solo founder · App Store review
Painless team rollout

Rolled it out to our eight-person team and adoption was painless — intuitive and polished. One star off only because I'd love more integrations, but they keep shipping.

Samantha D. · Operations lead · App Store review
Hours back every week

Was juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.

Alicia N. · Agency founder · App Store review

Get started

See Workspace369 on your own client work.

Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.

FAQ

Why Workspace369 fits security company searches

What is security company software?

Security company software runs the business side: client requests, records, scheduling, client portal, invoices, payments, and reporting. Workspace369 connects all of it in one workspace: 10 coverage areas, with plans from $29/mo for one seat.

Does Workspace369 do guard tours or GPS patrol tracking?

No. Workspace369 is not a guard-tour or GPS-verified patrol tool. It runs the business side — requests, communication, scheduling, portal, and billing — alongside the patrol tools your officers use.

Can property managers see site status in a portal?

Yes. Clients see files, status, and invoices in a branded portal, which cuts the status calls your managers field daily.

Does Workspace369 handle contract billing?

Yes. Recurring invoices and payment plans bill security contracts on schedule, with automated reminders for anything outstanding and reporting across clients and sites.

Ready when you are

See where Workspace369 fits into your client-work flow.

Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.