Security & fire contractor questions, answered

Yes. Each site's routine inspection becomes your own branded report in QuoteCloud: results by system, every defect with its device, location and finding, photos marked up on site, and signatures from your technician and the building manager. You see when it's opened, and the signed copy carries a certificate of authenticity.

No. QuoteCloud doesn't inspect, test, certify or decide what is compliant. The results, the severity of each defect and any certification under the standard that applies to the site are your licensed technicians' and your business's. QuoteCloud presents your documents, tracks them and collects the signatures.

Each defect becomes an optional price line from your price book, with its device id, location and severity in the note, beside the required visit charge. The building manager ticks the defects to fix, the total follows the ticks, and they sign. Price tables are on Essentials and up.

Yes. Many contractors send the report and the defect quote at the same time: the report records what was found, and the quote prices the fixes for approval. Each is its own document with its own signature, so a building manager can acknowledge the report and approve only some of the defects.

Yes. Put your device count in a Spreadsheet block in the proposal: cameras, sensors, readers and detectors per zone, cable runs and rates. Connect any cell to a price line's description and unit price, so changing a count updates the line. You can also bring a price table total back into a cell. Essentials and up.

No. Cells set a line's description and unit price; quantities stay on the price line as usual. Many contractors price each equipment line as one lot, with the count in the description, such as 27 IP cameras, so the sheet sets the whole line.

Yes. Add upgrades as optional lines the client ticks, or put alternatives in a single-choice group, such as monitoring tiers. The totals and any deposit update as they choose. Costs and margins can stay hidden from the client. Price tables are on Essentials and up.

Yes. The Spreadsheet block imports .xlsx files and supports formulas such as SUM, ROUND, IF and XLOOKUP, with several tabs that refer to each other. Zapier can also write values into cells; writing cells through the API isn't something we can confirm.

No. Monitoring and scheduled servicing appear in the agreement as repeating charges with a term, so the client knows what they're signing for, and you invoice them from your accounts system. QuoteCloud doesn't bill recurring charges, send payment reminders, take instalments or renew agreements automatically.

Each agreement has an expiry date, and the Expiring Soon filter lists the ones ending next. To renew, prepare a new agreement, for example by duplicating last year's, and send it, or bulk-send one template to many sites. The client signs the new agreement; nothing renews by itself.

Yes, on Essentials and up. Ask for a deposit as a percentage or a fixed amount, or full payment, and the client pays through Stripe or PayPal as they sign. Later payments are invoiced by you; there are no instalments or payment reminders in QuoteCloud.

Yes. Add as many signers as a document needs, such as an operations manager and a finance director; nobody needs an account. A building manager can also sign in person on your tablet at the end of a visit or at handover. eSignatures are on every plan, with a certificate of authenticity and audit trail.