Consultative sales
Track requirements, customer goals, appointments, notes, and opportunities from discovery through proposal.
Run smart-home and connected-building projects alongside security work so sales, field teams, customer support, and finance share the same project and account context.
Keep the information created by sales useful to operations, technicians, finance, and long-term service.
Track requirements, customer goals, appointments, notes, and opportunities from discovery through proposal.
Combine automation devices, security equipment, labour, programming, installation, and recurring service in one commercial workflow.
Schedule installation, programming, commissioning, return visits, technician assignments, and customer handover.
Maintain equipment visibility across stock locations and technician holdings for connected-device projects.
Keep proposals, jobs, invoices, service activity, and support requests tied to the same customer history.
Use the website builder and AI Marketing Assistant to create service pages, campaigns, reviews, and educational content.
Connect projects, recurring services, billing, support, and future opportunities so your team can grow the account after installation day.
Keep the original design intent, project delivery, customer support, and future expansion opportunities connected in the same business platform.
See how DEFENDR OS can support connected-home and connected-building integrators from discovery through long-term support.