FOR SECURITY AND LOW-VOLTAGE INSTALLERS
Keep site design, devices and cabling details with the installation.
Organize surveys, equipment estimates, zones, access details, installation visits and future maintenance in one clear record.
Built for solo operators. No sales call required.
WHAT CHANGES
Keep site surveys and design ready for the next job.
When a customer calls again, find the previous work, relevant service details and agreed next steps together.
Arrive with the details you need
Check the request and access instructions before you leave, so the visit starts with fewer unanswered questions.
Avoid asking the same questions again
Refer to previous work when an existing customer gets in touch, instead of asking them to explain everything from the beginning.
Make the next step clear
Keep completed work, outstanding items and payment details together so you and the customer know what still needs attention.
HOW IT WORKS
From the first request to the next visit.
Agree what the customer needs, leave enough time for the visit and keep a clear account of what was done.
Kept together through the day
- Customer details stay with the job
- Notes are ready before the visit
- Invoicing follows completed work
STEP 01
Confirm the request
Check the customer’s details, the work requested and anything you need to clarify before committing to a visit.
STEP 02
Agree the visit and price
Allow time for travel and the work itself. Explain the estimate and get the customer’s approval before starting additional work.
STEP 03
Record the result and follow up
Note what you completed, invoice the agreed work and arrange any return visit the customer needs.
WHAT YOU GET
Practical support for security and low-voltage installers.
TradePocket is not alarm monitoring, video management or credential storage. Sensitive access data needs purpose-built protection.
Useful request details
Capture the site, security or connectivity goal, existing system, access constraints and preferred survey time.
Trade-specific history
Keep device locations, zones, cable routes, model details, credentials-handling notes and previous service with the site.
A realistic schedule
Connect survey, installation, testing and return work while keeping customer access windows visible.
Clear estimates and approvals
Present equipment, cabling, labor and optional coverage choices as an understandable proposal.
A complete job record
Record installed devices, test status and handover notes, then invoice the approved system.
Relevant repeat work
Use the site record for future maintenance, battery replacement, inspection and expansion requests.
COMMON QUESTIONS
Clear answers before you start.
How does TradePocket support security and low-voltage installers? +
Capture the site, security or connectivity goal, existing system, access constraints and preferred survey time. Keep device locations, zones, cable routes, model details, credentials-handling notes and previous service with the site.
What specialist work stays outside TradePocket? +
TradePocket is not alarm monitoring, video management or credential storage. Sensitive access data needs purpose-built protection.
Is TradePocket designed for a one-person business? +
Yes. TradePocket is made for people running a service business on their own, with customers, jobs, invoices and follow-ups kept together.
Can I use TradePocket on my phone? +
Yes. Use TradePocket on desktop and phone so the day’s jobs, customers and payments are available wherever you are.
KEEP EXPLORING
Explore more of our solutions.
Solar service contractors
Record system details, plan diagnostic visits, price owner-operated service work and preserve equipment and maintenance history.
Fire-safety inspection services
Maintain clear asset registers, plan recurring inspections, record defects and keep certificates, service reports and invoices connected.
Electricians
TradePocket gives solo electricians one clear place for the schedule, customer history, job notes and money waiting to be collected.
Less admin starts here
Keep the work moving and the whole business under control.
Bring your schedule, customers, invoices, payments and useful follow-ups into one calm workspace built for people doing the work.
Start using TradePocket