Security and CCTV installs: from survey to signed handover
A security install is a small project, not a callout. There is a survey, a design, a quote, an order, an install and a handover — and each step is somewhere the job can stall.
Installers who run these steps as one record win more work and spend less time reconstructing what was agreed six weeks earlier.
The survey is the whole quote
Camera positions, cable routes, power availability, network provision, mounting surfaces and sight lines all decide the price. Recording them properly on site — with photographs of every proposed position — means the quote is built from evidence rather than memory.
It also protects you on install day, when the customer remembers a camera somewhere it was never going to go.
- Photographs of each camera or detector position
- Cable routes and any drilling or trunking required
- Power and network points, and who provides them
- Recording, storage and remote access requirements
- Access, working at height and any site restrictions
Quote in options and get it signed
Four cameras or eight, local recording or cloud, monitored or unmonitored — options let the customer choose upwards. Present them on one document with the survey photos attached, and capture acceptance digitally so there is a dated record of what was agreed.
Turn the accepted quote into the job
The accepted option should become the job automatically, carrying the equipment list, the labour and the site notes with it. Re-typing at this point is where kit goes missing from the order and margin quietly leaves the job.
Want to see what this looks like on your own jobs?
Schedule the install as stages
First fix, second fix, commissioning and handover often fall on different days and sometimes different engineers. Scheduling each stage keeps everyone clear on what is done and what remains, and lets you drop a reactive callout into the gaps without derailing the project.
Commission, test and hand over properly
The handover is what stops the support calls. Test every device, record the results, photograph the finished installation, walk the customer through the app or keypad and capture their signature on the job sheet.
The customer leaves with a document showing what was installed, where, and how it was tested. You keep the same record against the site.
Turn the install into recurring income
Annual service visits, remote health checks and monitoring contracts are the difference between a business that sells the same install repeatedly and one that builds a book of predictable revenue.
Set the maintenance visit up at handover as a recurring job, and the reminder, the visit and the invoice all happen without anyone remembering to chase it.
Frequently asked questions
- Can survey photos be attached to the quote?
- Yes. Photographs taken during the survey stay on the record and can be included with the quote, so the customer sees exactly what is proposed and where.
- Does an accepted quote become the job automatically?
- Yes. The accepted option converts into a job with the equipment list, labour and notes carried across, and later into the invoice.
- How are commissioning tests recorded?
- Device tests, readings, photographs and the customer's signature are captured on the job sheet and stored against the site address.
- Can annual service visits be scheduled at handover?
- Yes. Set the maintenance visit as a recurring job when the install is signed off, and the visit and its invoice are generated on schedule.