Inspection reports and defect quotes for security & fire contractors
Turn every site's inspection results into a branded test report and a priced defect quote the building manager ticks and signs, and price new systems from your own device count.
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- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud is document, quoting and eSignature software for fire protection, CCTV, alarm and access control contractors. Your inspection results become a test report and a defect quote whose lines the building manager ticks to approve and signs. An AI assistant connected through QuoteCloud's MCP service can be set up to draft both for your review.
Last reviewed by the QuoteCloud team
An engineered drawing of Level 3 of Calder House, a fictional six-level office building, cut away to show its core, meeting rooms, desks, six ceiling smoke detectors with their coverage, two cameras with their fields of view, an access-controlled door with a card reader, a fire panel repeater, an extinguisher and the technician's inspection route. An enlarged detail shows detector SD-L3-07, which gave no response to test smoke. Beside it, a card from the fictional contractor Harrowfield Fire & Security takes turns through four steps: the inspection app's results (186 devices tested, 4 failed); the draft test report with results by system; the defect quote with four defect lines ticked, $1,162.70 inc tax; and the quote signed by the building manager, Simone Achebe, with a certificate of authenticity.
- 1Inspected
- 2Report drafted
- 3Defects quoted
- 4Signed
Harrowfield Fire & Security · Calder House, Level 3
Inspection app · Tue 14 Oct 2026
186 devices tested · 4 failed
SD-L3-07No response to test smokeEL-S2-04Battery failed at 52 minFE-L2-03Gauge in the red, past serviceCAM-B1-06Housing cracked, image blurred
HF-TR-2611 · Test report Draft · for review
- Fire detection & alarm85/861 defect
- Emergency & exit lighting33/341 defect
- Extinguishers & hose reels21/221 defect
- CCTV cameras17/181 defect
- Access control & intruder alarm26/26Pass
HF-DQ-2611 · Defect quote
- Replace photoelectric smoke detectorSD-L3-07$168
- Replace emergency light battery packEL-S2-04$96
- Replace 4.5 kg dry powder extinguisherFE-L2-03$142
- Replace dome camera, re-aim and record testCAM-B1-06$486
Total inc tax$1,162.70
HF-DQ-2611 · Signed
Simone AchebeBuilding manager · Thu 16 Oct 2026
4 of 4 defects approved$1,162.70
Certificate of authenticity attached
Try it: from inspection results to a signed defect quote
Mark any device as failed in Adaeze's inspection app, ask the assistant for the report and the quote, review the drafts, then approve the defects and sign as the building manager.
{"rows":[{"id":"SD-L3-07","sys":"det","device":"Smoke detector","where":"Level 3, open office","test":"Smoke test","fail":true,"finding":"No response to test smoke","fix":"f_sd"},{"id":"SD-L3-08","sys":"det","device":"Smoke detector","where":"Level 3, open office","test":"Smoke test","fail":false,"finding":"Detector cracked cover, still responds","fix":"f_sd2"},{"id":"MCP-G-01","sys":"det","device":"Manual call point","where":"Ground, main lobby","test":"Operation","fail":false,"finding":"Glass element stuck","fix":"f_mcp"},{"id":"EL-S2-04","sys":"lit","device":"Emergency light","where":"Stair 2, Level 4","test":"90-min discharge","fail":true,"finding":"Battery failed at 52 min","fix":"f_el"},{"id":"EX-L5-02","sys":"lit","device":"Exit sign","where":"Level 5, east corridor","test":"90-min discharge","fail":false,"finding":"Diffuser cracked, lamp dim","fix":"f_ex"},{"id":"FE-L2-03","sys":"eqp","device":"Extinguisher, 4.5 kg","where":"Level 2 corridor","test":"Pressure & service date","fail":true,"finding":"Gauge in the red, past service","fix":"f_fe"},{"id":"HR-L5-01","sys":"eqp","device":"Hose reel","where":"Level 5 core","test":"Flow test","fail":false,"finding":"Hose perished at the nozzle","fix":"f_hr"},{"id":"CAM-B1-06","sys":"cam","device":"Dome camera","where":"Basement car park","test":"Image & recording","fail":true,"finding":"Housing cracked, image blurred","fix":"f_cam"},{"id":"CAM-G-02","sys":"cam","device":"Bullet camera","where":"Ground, entry","test":"Image & recording","fail":false,"finding":"Lens fogged inside housing","fix":"f_cam2"},{"id":"ACD-G-01","sys":"acc","device":"Access-controlled door","where":"Ground, lobby","test":"Card & egress","fail":false,"finding":"Door closer slow, door doesn't latch","fix":"f_door"},{"id":"PIR-L4-01","sys":"acc","device":"Motion sensor","where":"Level 4, reception","test":"Walk test","fail":false,"finding":"No detection at 6 m","fix":"f_pir"}],"fixes":{"f_sd":{"item":"Replace photoelectric smoke detector","rate":168},"f_sd2":{"item":"Replace smoke detector cover and base","rate":74},"f_mcp":{"item":"Replace call point element and re-test","rate":88},"f_el":{"item":"Replace emergency light battery pack","rate":96},"f_ex":{"item":"Replace exit sign diffuser and lamp","rate":62},"f_fe":{"item":"Replace 4.5 kg dry powder extinguisher","rate":142},"f_hr":{"item":"Replace hose reel nozzle and end section","rate":118},"f_cam":{"item":"Replace dome camera, re-aim and record test","rate":486},"f_cam2":{"item":"Reseal bullet camera housing, clean lens","rate":135},"f_door":{"item":"Replace door closer, adjust strike, egress test","rate":210},"f_pir":{"item":"Replace motion sensor and walk test","rate":124}},"visit":{"item":"Attendance, defect rectification visit","note":"One technician, up to 1 hour on site","rate":165},"systems":[{"key":"det","name":"Fire detection & alarm","icon":"detector","tested":86},{"key":"lit","name":"Emergency & exit lighting","icon":"bell","tested":34},{"key":"eqp","name":"Extinguishers & hose reels","icon":"extinguisher","tested":22},{"key":"cam","name":"CCTV cameras","icon":"camera","tested":18},{"key":"acc","name":"Access control & intruder alarm","icon":"keycard","tested":26}],"over":5000,"tax":0.1}
- 1Results in your inspection app
- 2Your assistant drafts
- 3You review and send
- 4The building manager signs
Inspection app Demo · fictional data
Calder House · Tue 14 Oct 2026 · Adaeze Nwosu
Tap a result to change it, then ask the assistant again.
-
SD-L3-07Smoke detectorLevel 3, open office · Smoke testNo response to test smoke -
SD-L3-08Smoke detectorLevel 3, open office · Smoke testDetector cracked cover, still responds -
MCP-G-01Manual call pointGround, main lobby · OperationGlass element stuck -
EL-S2-04Emergency lightStair 2, Level 4 · 90-min dischargeBattery failed at 52 min -
EX-L5-02Exit signLevel 5, east corridor · 90-min dischargeDiffuser cracked, lamp dim -
FE-L2-03Extinguisher, 4.5 kgLevel 2 corridor · Pressure & service dateGauge in the red, past service -
HR-L5-01Hose reelLevel 5 core · Flow testHose perished at the nozzle -
CAM-B1-06Dome cameraBasement car park · Image & recordingHousing cracked, image blurred -
CAM-G-02Bullet cameraGround, entry · Image & recordingLens fogged inside housing -
ACD-G-01Access-controlled doorGround, lobby · Card & egressDoor closer slow, door doesn't latch -
PIR-L4-01Motion sensorLevel 4, reception · Walk testNo detection at 6 m
+ 175 more devices, all passed
Your AI assistant · connected through QuoteCloud's MCP service
FLFreya LindqvistTurn today's Calder House inspection into the six-monthly test report and a defect quote.
- Reads the Calder House results from your inspection app, through that app's own connection or an export
- Finds Larchmont Property Group and the Calder House site in QuoteCloud
- Creates the test report as a draft from your inspection report template, with the results by system
- Lists each defect with its device, location and finding
- Creates the defect quote as a draft one price-book line per defect, plus the visit
- Checks the approval rules under $5,000, so no approval is needed
- Leaves both drafts for you to review nothing is sent
Two drafts are ready for your review. Nothing has been sent.
Illustrative: what an assistant connected through QuoteCloud's MCP service can be set up to do. It works only with what it's allowed to read, creates drafts, and never sends.
Inspection & test report Acknowledged
Six-monthly inspection & test report, Calder House
Results by system 186 devices · Tue 14 Oct 2026
| System | Result | Tested | Passed | Defects |
|---|---|---|---|---|
| Fire detection & alarm | 86 | 85 | 1 | |
| Emergency & exit lighting | 34 | 33 | 1 | |
| Extinguishers & hose reels | 22 | 21 | 1 | |
| CCTV cameras | 18 | 17 | 1 | |
| Access control & intruder alarm | 26 | 26 | Pass | |
| All systems | 186 | 182 | 4 |
Defects found 4 found
SD-L3-07Smoke detector · Level 3, open officeNo response to test smokeEL-S2-04Emergency light · Stair 2, Level 4Battery failed at 52 minFE-L2-03Extinguisher, 4.5 kg · Level 2 corridorGauge in the red, past serviceCAM-B1-06Dome camera · Basement car parkHousing cracked, image blurred
Defect rectification quote Signed
Defect rectification quote, Calder House
Prepared for Simone Achebe, building manager · tick the defects to fix
Signed by Simone Achebe · 4 of 4 defects approved
Certificate of authenticity attached · demo, nothing sent
A demo with a fictional business: nothing is sent, stored or charged. With QuoteCloud's MCP service (Essentials and up), an AI assistant your business connects can be set up to read the results you allow it to, create documents from your templates as drafts, add lines from your price book and check your approval rules. People review and send; the assistant never sends. QuoteCloud doesn't inspect, test or certify anything: the results and any certification under the standard that applies to the site are your licensed technicians'.
From the site visit to approved defect work in five steps
What happens between your technician finishing the inspection and the building manager approving the fixes.
- 1
Inspect as usual
Your technician tests each device and records results in your inspection app, as today.
- 2
Drafts are created
Your AI assistant, or your app through the API or Zapier, creates the test report and the defect quote from your templates.
- 3
You review
Your service manager checks the drafts, edits anything, and sends both to the building manager.
- 4
Defects approved
The building manager ticks the defects to fix and signs; the total follows the ticks.
- 5
Fix and report back
Book the work from the signed quote and send the next report when the defects are cleared.
Test reports building managers actually read
Each site's routine inspection as one branded document: the results by system, every defect with its device, location and finding, photos marked up on site, and a place for the building manager to acknowledge it.
The report is yours: your technicians test and certify under the standard that applies to the site, and QuoteCloud presents it, tracks when it's opened and keeps the signed copy with its certificate of authenticity.
- Results by system, defects by device
- Technician and building manager both sign
- Opened, read and acknowledged, tracked
Results by system 186 devices inspected and tested on Tue 14 Oct 2026
| System | Result | Tested | Passed | Defects |
|---|---|---|---|---|
| Fire detection & alarm | 86 | 85 | 1 | |
| Emergency & exit lighting | 34 | 33 | 1 | |
| Extinguishers & hose reels | 22 | 21 | 1 | |
| CCTV cameras | 18 | 17 | 1 | |
| Access control & intruder alarm | 26 | 26 | Pass | |
| All systems | 186 | 182 | 4 |
Results recorded on site by Adaeze Nwosu in Harrowfield's inspection app. Harrowfield's licensed technicians test and certify; QuoteCloud presents the report.
Defects found 4 found
-
SD-L3-07Smoke detector · Level 3, open officeNo response to test smoke Critical -
EL-S2-04Emergency light · Stair 2, Level 4Battery failed the 90-min discharge at 52 min Critical -
FE-L2-03Extinguisher, 4.5 kg · Level 2 corridorGauge in the red, past its service date Critical -
CAM-B1-06Dome camera · Basement car parkHousing cracked, image blurred Non-critical
Quoted for approval in HF-DQ-2611
Report acknowledged
2 of 2 signed
- AN Adaeze NwosuLead inspection technician SignedWed 15 Oct 2026
- SA Simone AchebeBuilding manager, acknowledges SignedThu 16 Oct 2026
Report summary
- Devices tested
- 186
- Defects
- 4, quoted in HF-DQ-2611
- Next inspection
- April 2027
Certificate of authenticity and audit trail attached
Send your next test report and defect quote from QuoteCloud
Free for 14 days, no credit card required. Send us your current report and quote and we'll convert one template for you during the trial.
Count the devices per zone, and the proposal prices itself
Marcus's device count for Penrose Cold Stores is a Spreadsheet block in the proposal: cameras, sensors, readers and detectors per zone, cable runs and the monitoring tier, priced from his Rates tab.
Connect any cell to a price line's description and unit price: Zones!B9 writes "27 IP cameras, turret & dome" into the cameras line and B10 its price. Change a count and the line follows. Quantities and options stay on the price table as usual.
- Cell → a line's description and unit price
- Tabs for zones, cable runs and monitoring
- Import your existing .xlsx
Spreadsheet block and price tables: Essentials and up
Device count calculatorsDevice count Spreadsheet block
=B7*B8| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | Zone | Cameras | Sensors | Readers | Detectors |
| 2 | Office & reception | 4 | 6 | 2 | 8 |
| 3 | Loading dock | 6 | 2 | 1 | 4 |
| 4 | Cold rooms (3) | 3 | 0 | 3 | 0 |
| 5 | Warehouse floor | 8 | 4 | 0 | 10 |
| 6 | Perimeter & yard | 6 | 0 | 1 | 0 |
| 7 | Total devices | 27 | 12 | 7 | 22 |
| 8 | Unit price, supplied & fitted | $420 | $85 | $640 | $96 |
| 9 | Line description | 27 IP cameras, turret & dome | 12 intruder sensors | 7 access-control readers | 22 smoke & heat detectors |
| 10 | Line unit price | $11,340 | $1,020 | $4,480 | $2,112 |
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Run | Devices | Avg run (m) | Metres |
| 2 | Camera runs | 27 | 38 | 1,026 |
| 3 | Sensor runs | 12 | 22 | 264 |
| 4 | Reader & lock runs | 7 | 30 | 210 |
| 5 | Detection loop | 420 | ||
| 6 | Total metres | 1,920 | ||
| 7 | Rate per metre, installed | $4.20 | ||
| 8 | Line description | Cabling, 1,920 m installed | ||
| 9 | Line unit price | $8,064 |
| A | B | C | |
|---|---|---|---|
| 1 | Tier | Per month | Chosen |
| 2 | Monitored alarm | $69 | |
| 3 | Alarm + video verification | $129 | ✓ |
| 4 | Video verification + patrol response | $189 | |
| 5 | Line description | Monitoring: alarm + video verification | |
| 6 | Line monthly price | $129 |
| A | B | |
|---|---|---|
| 1 | Item | Supplied & fitted |
| 2 | IP camera, average | $420 |
| 3 | Intruder sensor | $85 |
| 4 | Door reader & lock | $640 |
| 5 | Smoke or heat detector | $96 |
| 6 | Cable per metre, installed | $4.20 |
- Counted on the survey
- Your rate
- Connected to a price line
Connected cells editor view
-
Zones!B9DescriptionZones!B10Unit price 27 IP cameras, turret & dome1 × $11,340 -
Zones!C9DescriptionZones!C10Unit price 12 intruder sensors1 × $1,020 -
Zones!D9DescriptionZones!D10Unit price 7 access-control readers1 × $4,480 -
Zones!E9DescriptionZones!E10Unit price 22 smoke & heat detectors1 × $2,112 -
Cable!D8DescriptionCable!D9Unit price Cabling, 1,920 m installed1 × $8,064
Big systems get a second look before they go out
Set approval rules on total value or on a discount percentage. Penrose's $47,372.60 system is over $40,000, so it waits In Review until Ingrid approves it, then goes to Leila and Dominic to sign.
The client chooses the options, sees the monitoring charge set out in the agreement, and pays a 30% deposit through Stripe as they sign.
- Triggers: total value or discount %
- Options the client ticks
- Deposit on signing (Essentials and up)
Approval workflow: Business plan
Sign-off, approvals & depositsDocument workflow
In ReviewTriggered when Total value greater than $40,000
- IMIngrid MossDirectorWaiting
Proposals over $40,000 need a director's approval before they're sent
- Marcus Teo sent the proposal for approval
- Waiting on Ingrid Moss
Approval workflow · Business plan
System price
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Equipment, from the device count | $18,952 | ||
27 IP cameras, turret & domeZones!B9 · B10 · supplied & fitted
|
1 lot | $11,340 | $11,340.00 |
12 intruder sensorsZones!C9 · C10
|
1 lot | $1,020 | $1,020.00 |
7 access-control readersZones!D9 · D10 · readers, locks & exit buttons
|
1 lot | $4,480 | $4,480.00 |
22 smoke & heat detectorsZones!E9 · E10
|
1 lot | $2,112 | $2,112.00 |
| Recording, panels & installation | $24,114 | ||
32-channel network video recorder, 30 days storageRack-mounted in the comms room
|
1 ea | $3,200 | $3,200.00 |
Intruder alarm panel & 3 keypadsOffice, dock and cold-room lobby
|
1 lot | $1,850 | $1,850.00 |
Cabling, 1,920 m installedCable!D8 · D9
|
1 lot | $8,064 | $8,064.00 |
Installation, programming & commissioningTwo technicians, 8 days
|
1 lot | $9,600 | $9,600.00 |
Project management, as-built drawings & handoverIncluding user training
|
1 lot | $1,400 | $1,400.00 |
| Options Tick to add | |||
| 1 ea | $1,150 | $1,150.00 | |
| 1 ea | $780 | $780.00 | |
| Monitoring, shown in this agreement | $0 | ||
Monitoring: alarm + video verificationMonitoring!B5 · B6 · invoiced monthly by Harrowfield
|
Monthly | $129 | $129.00/mo |
- Subtotal
- $43,066.00
- Tax (10%)
- $4,306.60
- Total
- $47,372.60
- Plus monitoring, monthly
- $129.00/mo
- Deposit on signing (30%)
- $14,211.78
Monitoring, servicing, renewals and design proposals
The other documents a security and fire business sends every week, each from your own template.
Choose your monitoring
Monitoring & scheduled services
| Service | How often | Per month |
|---|---|---|
| Monitoring: alarm + video verification | 24/7 | $129.00 |
| CCTV & access control service, 2 visits | Every 6 months | $58.00 |
| Fire detection & equipment inspection | Every 6 months | $64.00 |
| Camera & recorder health checks | Monthly, remote | $24.00 |
- Monthly
- $275.00
- Term
- 24 months · $6,600
- N
- D
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
Monitoring tiers the client chooses
Owen picks video verification for the clinic's after-hours entry. Monitoring and scheduled servicing are repeating charges set out in the agreement; you invoice them, QuoteCloud doesn't bill them.
- One choice sets the monitoring line
- Repeating charges shown, not billed
- Expiry date on every agreement
Service & inspection schedule Nov 2026 – Oct 2027
| Service | NNovNov | DDecDec | JJanJan | FFebFeb | MMarMar | AAprApr | MMayMay | JJunJun | JJulJul | AAugAug | SSepSep | OOctOct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CCTV & access control6-monthly | 1 visit | none | none | none | none | none | 1 visit | none | none | none | none | none |
| Fire detection & equipment6-monthly | none | none | 1 visit | none | none | none | none | none | 1 visit | none | none | none |
| Emergency lighting discharge test6-monthly | none | none | 1 visit | none | none | none | none | none | 1 visit | none | none | none |
| Remote health checkMonthly | 1 visit | 1 visit | 1 visit | 1 visit | 1 visit | 1 visit | 1 visit | 1 visit | 1 visit | 1 visit | 1 visit | 1 visit |
| Visits | 2 | 1 | 3 | 1 | 1 | 1 | 2 | 1 | 3 | 1 | 1 | 1 |
After each visit you receive Harrowfield's inspection & test report. Testing and any certification are done by Harrowfield's licensed technicians, not by QuoteCloud.
Agreement terms
- MonitoringStarts once the alarm and cameras are connected and tested with the monitoring centre.
- DefectsFound at a visit, they are quoted separately and fixed once you approve them.
- InvoicesHarrowfield invoices the charges above monthly; this agreement doesn't take payment.
- ExpiryThe agreement ends on 31 Oct 2028. A renewal is a new agreement for you to sign.
Every inspection visit, agreed up front
The year's inspections and discharge tests as a visit calendar, with the terms beside them: defects quoted separately, invoices from you, and a renewal that's a new agreement to sign.
- Visit calendar by system
- Defects quoted separately
- Nothing renews by itself
- CH Calder Housesimone.achebe@example.com Accepted$1,840 a month + tax
- EA Elm Street Arcadesimone.achebe@example.com Opened$920 a month + tax
- QA Quayside Apartmentsquayside.committee@example.com Opened$1,310 a month + tax
- LP Lakeview Business Parklakeview.facilities@example.com Sent$2,260 a month + tax
- Sent
- 4
- Opened
- 3
- Accepted
- 1
One agreement per building, sent together
Larchmont's four buildings each get their own services agreement from one template, bulk-sent and tracked to signature, so each owner signs for their own building.
- Bulk send (Essentials and up, volume-based costs)
- Opened and accepted, per building
- Signed separately
- All
- Awaiting signature
- Accepted
- Expiring soon
4 service & monitoring agreements expire in the next 60 days
- Fire services agreement, 6 levelsLarchmont Property Group · Calder House · HF-MA-0114 Expires Mon 9 Novin 16 days Renewal sent
- Monitoring, alarm onlyBrightmoor Pharmacy · HF-MA-0151 Expires Fri 13 Novin 20 days Viewed
- CCTV service, 40 camerasQuayside Apartments Owners' Association · HF-MA-0162 Expires Mon 30 Novin 37 days Not sent
- Fire & security servicesElm Street Arcade · HF-MA-0170 Expires Tue 15 Decin 52 days Not sent
See which agreements expire next
The Expiring Soon filter lists the agreements running out, so Wren sends each renewal in time. A renewal is a new agreement the client signs.
- Expiry dates and the Expiring Soon filter
- Renewal sent as a new agreement
- No automatic renewal
From signing to handover
Accept, sign and pay
Leila Haddad · Operations manager
Signed online · Fri 23 Oct 2026
Deposit on signing (30%)
$14,211.78
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
From signing to handover
The install programme as a Gantt chart in the proposal, and both of Penrose's signers on one document: Leila has signed, Dominic is next.
- Gantt chart (Business)
- Several signers, no account needed
- 30% deposit on signing
Gantt charts: Business plan
System design proposalsWhat changes when inspections end in documents
The jobs a fire and security office does every week, before and after QuoteCloud.
Built around how life-safety and security work is sold and serviced
The same reports, quotes and agreements, set up for each kind of contractor.
Fire services contractors
Routine test reports and defect quotes for every building you service.
Test reportsFire equipment servicing
Extinguishers, hose reels and exit lights, defects priced line by line.
Defect quotesCCTV installers
Camera systems priced from a zone-by-zone count.
System designsAlarm & monitoring companies
Monitoring tiers and service set out in the agreement.
Monitoring agreementsAccess control integrators
Readers, locks and doors counted and priced in one proposal.
Device calculatorsProperty & facility portfolios
One agreement per building, bulk-sent and tracked.
Multi-site quotesTeams using AI assistants
Report and quote drafts through QuoteCloud's MCP service.
AI & MCPCompliance coordinators
A year-end summary for each building owner to acknowledge.
Annual statements
Connected to your inspection app, jobs and accounts
An AI assistant connects through QuoteCloud's MCP service, and your inspection app or job system can create documents through the API, Zapier or Make, all from the Essentials plan. simPRO and ServiceM8 connect through Zapier, HubSpot through Zapier, Pipedrive through Zapier or Make; Xero and QuickBooks Online are native on Business, otherwise through Zapier.
- AI Your AI assistantThrough QuoteCloud's MCP service
- IA Your inspection appThrough MCP, Zapier, Make or the API
- sP simPROJob management · through Zapier
- M8 ServiceM8Job management · through Zapier
-
HubSpotCRM · through Zapier
-
PipedriveCRM · via Zapier or Make
-
XeroAccounting · Business or Zapier
-
QuickBooks OnlineAccounting · Business or Zapier
-
StripeInstall deposits on signing
-
PayPalPayPal payment on signing
- Za ZapierResults into sheets, signed quotes to jobs
- API QuoteCloud APICreate documents from your systems
How security & fire contractors connect QuoteCloud All integrations
Templates to start your reports, quotes and agreements
Real QuoteCloud templates for installation quotes and proposals, service agreements and handover sign-off. Add your report blocks, price book and device count, and send.
-
Quote template
Electrical Services Quote
Itemised quotes for installation and repair work: a start for defect rectification and small install quotes.
View template
-
Proposal template
Network Installation Proposal: IP cameras & access
System description, project schedule, detailed pricing and signature: suits IP camera and access control installs.
View template
-
Agreement template
Service-Level Agreement Template
Response times and support obligations: a base for monitoring and service agreements.
View template
-
Sign-off template
Project Customer Acceptance Form
A handover and acceptance form signed when an installation is commissioned.
View template
All QuoteCloud templates Templates for security & fire systems
Everything a security & fire business sends
From the inspection report to the signed defect quote, the system proposal and the monitoring agreement.
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Inspection results to report and quote with MCPAn AI assistant connected through QuoteCloud's MCP service drafts the report and the defect quote from your inspection app's results.Explore
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Defect rectification quotesEvery defect from the inspection as a priced line the building manager ticks to approve, then signs.Explore
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Device count calculators that price the proposalCameras, sensors, readers and detectors counted per zone in a spreadsheet whose cells set the equipment and cabling lines.Explore
- Inspection & test reportsEach site's routine inspection as a branded report: results by system, the defects found, and the building manager's acknowledgement.
- Annual statements for building ownersYour own year-end summary of every visit, defect and fix at a site, sent for the owner to acknowledge.
- CCTV, alarm, access & fire detection proposalsNew systems proposed zone by zone: equipment, cabling, installation and options the client chooses, with a deposit on signing.
- Monitoring & service agreementsMonitoring tiers and scheduled servicing as repeating charges in the agreement, with an expiry date and a renewal you send.
- Multi-site & property portfolio quotesOne service agreement per building for a property manager's portfolio, bulk-sent and tracked to signature.
- Building manager sign-off, approvals & depositsApproval rules before big quotes go out, several signers on the client side, and a deposit on signing for new installs.
- Inspection apps, job systems & accountingYour inspection app, job system, CRM and accounts, connected the way each one really connects: MCP, the API, Zapier, Make or natively.
- Security & fire templatesReal QuoteCloud templates to start your test reports, defect quotes, installation proposals and service agreements from.
- QuoteCloud implementation for security & fire contractorsYour report and quote templates, defect price book, device calculator and assistant connection set up, and your team trained.
- FAQAnswers to the questions fire services, CCTV, alarm and access control contractors ask most.
Security & fire questions, answered
What is QuoteCloud for security and fire contractors?
QuoteCloud is document, quoting and eSignature software for fire protection and fire equipment servicing contractors, CCTV installers, alarm and monitoring companies and access control integrators. You send inspection and test reports, defect rectification quotes, system design proposals and monitoring and service agreements from your own templates, signed online, with deposits on signing for new installs.
Can an AI assistant turn our inspection results into a report and a quote?
It can be set up to. QuoteCloud's MCP service, on the Essentials plan and up, lets an AI assistant your business connects work with QuoteCloud: for example creating a test report and a defect quote from your templates, with a price-book line for each defect. Documents are created as drafts for a person to review, approvals still apply, and nothing is sent without a person.
Does the assistant read our inspection app?
Only if your business connects it. The assistant reads results through your inspection app's own connection, or from an export you give it, and works with QuoteCloud through the MCP service. It reads only what it's allowed to. Without an assistant, your app or job system can create the same documents through the QuoteCloud API, Zapier or Make.
Does QuoteCloud inspect, test or certify fire and security systems?
No. Your licensed technicians inspect and test, and any certification under the standard that applies to the site is yours. QuoteCloud presents your results as a branded report, tracks when it's opened, collects the building manager's acknowledgement and keeps the signed copy with a certificate of authenticity and audit trail.
Can the building manager approve only some defects?
Yes. Put each defect on the quote as an optional line. The building manager ticks the defects they want fixed, the total follows, and they sign. You see which lines they approved, and can book the work from the signed quote.
Can a spreadsheet price our CCTV and alarm proposals?
Yes. Build your device count as a Spreadsheet block in the proposal template, or import your .xlsx, on Essentials and up. Any cell can be connected to a price line's description and unit price, so camera, sensor, reader and cable totals become the equipment lines. A price table total can also be brought back into a cell.
How do monitoring fees work in QuoteCloud?
Monitoring and scheduled servicing appear as repeating charges in the agreement, so the client sees exactly what they'll pay each month and for how long. Your business invoices them: QuoteCloud doesn't bill repeating charges. Agreements carry an expiry date, and the Expiring Soon filter shows which need renewing.
Can we take a deposit on a new installation?
Yes, from the Essentials plan. Set a deposit as a percentage or a fixed amount, or ask for full payment, and the client pays through Stripe or PayPal as they sign. The balance is your own invoice: QuoteCloud doesn't offer instalments or payment reminders.
Can large quotes need a manager's approval before they're sent?
Yes, on the Business plan. Approval rules trigger on a document's total value or on a discount percentage, so a large system or a deep discount waits In Review until the approver approves it. Rules apply to documents your team or an assistant prepares.
Does QuoteCloud connect to simPRO, ServiceM8 or our accounts?
simPRO and ServiceM8 connect through Zapier. HubSpot connects through Zapier and Pipedrive through Zapier or Make. Xero and QuickBooks Online are native on the Business plan, otherwise through Zapier. Documents created through the API or Zapier carry a per-document fee.
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