Every quote is bespoke. The system should be too.
In one paragraph
For security, patrol and facilities companies. One Business Operating System prices every shift from your own rates, turns the quote into a roster and a page per guard, and gives clients a portal they open from an email link, with leads from your ads landing straight in it. Built in Melbourne, working Australia-wide.
01Where the admin hides
Every quote is a one-off, and so is every roster.
What owners told us in discovery, in their words. Anonymised.
“Every quote is bespoke, and it changes after booking.”
Rates move by day and time, then again when the client changes the job.
“Rosters rebuilt by hand.”
Every change to a quote has to reach the roster too.
“Guards told by text.”
Shift details go out one message at a time.
“Client questions by phone.”
Each one is a call the office has to stop and take.
02What we build
One quote, one record, from the lead to the guard's shift.
A person approves the quote. The roster, the guard pages and the client portal update from the same record.
- 01LeadFrom your site or a Facebook or Instagram ad
- 02QuotePriced from your own rates, by day and time
- 03ApproveA person checks it and sends it
- 04RosterBuilt from the quote, rates included
- 05Guard pageA page per shift for each guard
- 06Client portalOpened from an email link, no password
- Quotes priced from your own rate templatesLive
- Multi-site agreementsLive
- A roster that knows your ratesLive
- A page per shift for each guard, sent by emailLive
- A client portal opened from an email link, with no password to forgetLive
- Facebook and Instagram lead ads that land straight in the systemLive
- Quotes, agreements and other documents as PDFsLive
Live: running for a client today · Built: coded and tested · Next: not shipped yet · Can build: no delivered example yet
Levels describe the module, in whichever industry it runs today.
Services for security: Business Operating System · Websites for services businesses · Growth marketing.
Software we connect to
| Software | Level |
|---|---|
| Facebook and Instagram lead adsLeads land as records | Live |
| Email and PDF documentsQuotes, agreements and shift pages | Live |
| XeroInvoices out, payments in | Can build |
The rules your paperwork answers to
Private Security Act 2004, Victoria
Victoria Police licenses the industry, so every guard on a roster needs a current licence.
police.vic.gov.au, 5 Oct 2026
Security Services Industry Award 2020
It covers guarding, patrols, crowd control and monitoring, so roster rates follow it.
fairwork.gov.au, 5 Oct 2026
This is the Business Operating System, set up for security.See the full system
Also set up for: Cleaning and facilities · Labour hire and recruitment · NDIS and home care. All industries
03What we have built
Running for a Melbourne security company today.
Security
LiveA complete in-house system for a security company
Quotes, rosters and client questions run from one record. The company takes on new clients without rebuilding the paperwork each time.
Read the case : A complete in-house system for a security company
Live in 10 weeks
from first build to daily use, current version
Times run from the first day of building to the first day of live use.
04Questions from security and facilities teams
The things people ask before they call.
Can it handle rates that change by day and time?
Yes. Quotes are priced from your own rate templates, by day and time, and the roster reads the same rates.
Do clients need a password for the portal?
No. They open it from a link in their email.
Can leads from our ads go straight in?
Yes. Leads from Facebook and Instagram ads land in the system as records, so nobody retypes them.
What happens next
- 1Tell us the crux in a short form.
- 2We reply within one business day, with a straight answer on fit.
- 3Pick a time that suits you for a 30-minute call.