Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Find businesses in target areas for security service outreach.
Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.
Send new guards their approved forms and track outstanding signatures.
Your new hire packet reaches the right person in private chat, and HR can see which signatures still need follow-up.
Turn guard incident threads into reports for supervisor review.
You get a dated queue of daily incident report drafts. Each material incident has its own report for you to review.
Send revised guard incident reports to assigned reviewers.
Your reviewers get a link to the right report revision, and you see who can open it and where delivery needs attention.
Draft security service proposals from site needs and approved rates.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
Turn guard shift accident notes into reports for supervisors.
Get a staff incident report draft in a shared document, with witness accounts kept separate and questions ready for the site lead.
Surface uncovered local businesses for security service outreach.
Your next market gets a sourced sales prospect list, with public contact details and possible account matches ready for review.
Draft cited answers about guard services for contract bids.
Give proposal writers a cited draft for assigned RFP questions, with uncertain claims called out before review.
Send guard service agreements to approved clients for signature.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
Send guard incident reports to reviewers and report delivery failures.
See who received your critical or major incident review request and who needs follow-up.
Find businesses that fit the security firm's target territory.
Get a B2B prospect list that fits your target market, with business websites, public contact details, and source links ready to review.
Find businesses and security managers for local contract sales.
Your prospecting plan gets a sourced shortlist of companies and contacts, with repeats removed and gaps flagged before outreach.