Security professionals
Keep clients, estimates, appointments and service records together.
Get startedThe right tools for your work.
From the first request to the final handoff, keep the details that matter to your business connected.
Client management
Record the property, authorized contact and requested service scope. Keep administrative contacts distinct from people permitted to access the site.
Explore this toolSecurity-system service visit
Security-system service visit
Review security needs
Agree on equipment and installation
An illustrative workflow, adapted to your specialty.
Frequently Asked Questions
Which tools are most useful for this specialty?
Client management · Scheduling · Files & documents. Schedule installation or maintenance visits and assign the responsible teammate. Record site-access requirements and who will attend the handoff.
What should I prepare before the first appointment?
Record the property, authorized contact and requested service scope. Keep administrative contacts distinct from people permitted to access the site. Verify authorization through the business’s process before sharing sensitive system information.
Can the client follow the work in Azyba?
Yes. Invite the client to their free Azyba account to keep authorized requests, shared documents and job updates together. When you issue an invoice and complete payment setup, the client can also pay through their account.
