Every panel code, every zone, every monitoring contract, tied to the property that owns it
FieldOptimiz keeps system configurations, zone maps and monitoring agreements on the property record — so a service call at a house you wired three years ago doesn't start with a tech guessing the panel layout.
- Panel programming and zone maps saved to the property, not a tech's notebook
- Monitoring contracts renew and bill on schedule automatically
- Service history from install to last inspection on one record
Panel type, zone count and monitoring status visible at a glance
Security work depends on documentation nobody can find at 2 AM
A false alarm call comes in and the responding tech doesn't know which zone is the back door versus the garage. A monitoring contract lapses quietly and the customer doesn't find out their system stopped reporting until something actually happens.
Panel programming and zone maps stay with the property, not the installer
Every install gets documented — panel model, zone assignments, sensor placement, access codes — attached to the property record with photos. Any tech who responds to a future call, planned or emergency, opens the job already knowing the layout.
- Panel type, zone list and programming notes on every property
- Install photos and sensor placement saved for future reference
- Access codes and account details available to authorized techs only
Recurring monitoring revenue that renews itself
Monitoring agreements are tracked as recurring contracts with renewal and billing dates, not a side spreadsheet. Lapsed accounts surface on a report before the customer notices anything's wrong, so renewal is a phone call instead of a crisis.
- Recurring monitoring fees billed automatically on schedule
- Lapsed or expiring contracts flagged for outreach
- Contract terms and equipment tied to the same property record
One record from install day to the last inspection
Every service call, false-alarm dispatch, battery swap and annual inspection logs to the same property record. When a system needs a repair three years after install, the tech isn't starting from a blank page — they're picking up where the last visit left off.
- Complete install-to-present service timeline per property
- False alarm and trouble calls logged with resolution notes
- Annual inspection scheduling built into the same record
Install, trouble calls and inspections on the same schedule
Everything a alarm & security team needs, out of the box
Live in an afternoon, not a quarter
Document the install
Panel, zones and programming notes get saved to the property.
Set up the monitoring contract
Recurring billing and renewal dates track themselves from here.
Dispatch service and inspections
Trouble calls and annual checks land on the same shared schedule.
Keep the record current
Every visit updates the same property history for the next tech.
Built for every role in a alarm & security business
The products alarm & security teams use most
Everything shares the same customers, jobs and money records, so nothing needs syncing between tools.
Included in your FieldOptimiz plan
Every FieldOptimiz plan includes scheduling, client records, invoicing and the mobile app. Pick the plan that matches your team size — the prices below come straight from our live plan settings.
Quote, invoice and get paid.
Start freeEverything a field service business runs on.
Choose CoreAutomate the busywork and grow.
Choose ProRun several businesses with a real call center.
Choose ScaleManage, brand and resell businesses for clients.
Choose AgencyGive every technician the system's full history
Start with the free plan and run your next week of installs, monitoring renewals and service calls through FieldOptimiz.