Everything Your Low-Voltage Business Needs
In One Platform

Sites

A Site represents a physical installation location. All associated jobs, surveys, floor plans, wiring diagrams, and invoices are scoped to that site.

• Create sites with customer name, address, and job type
• Toggle status: Active / Inactive
• Access all linked jobs, documents, and financials from one record

Jobs

Discrete scopes of work at a site. A single site may have multiple jobs over its lifetime.

• Status stages: Estimate, Active, On Hold, Completed
• Attach quotes, invoices, milestones, change orders, cost tracking
• Link surveys, floor plans, wiring diagrams to each job
• Built-in cost and revenue tracking for profitability

Quotes

Build and deliver professional proposals with a line-item builder for labor, equipment, and materials — pull items directly from the product catalog.

• Itemized proposals with quantity, unit price, optional add-ons
• Configurable tax rate with custom label (Sales Tax, VAT, HST, GST)
• Per-quote tax-exempt toggle
• Payment terms, expiry dates, T&C text
• Shareable links — customers accept digitally, no printed signatures
• Convert accepted quotes to invoices in one click

Invoices

Full billing lifecycle from draft through payment. Manual, generated from quotes, or imported in bulk.

• Import from QuickBooks Online, Stripe, and Square with auto-dedup
• Link imported invoices to the correct site or job
• Track status: Draft, Sent, Paid, Overdue
• Branded PDF export with company logo and contact info

Surveys

Structured framework for pre-installation site assessments and post-installation documentation.

• Multi-section surveys with custom elements per section
• Attach floor plan image for spatial context
• Professional PDF survey reports for client delivery
• As-Built reports documenting final installed configuration

Floor Plans

Interactive canvas for mapping device locations within a building. Upload any floor plan image and overlay devices.

• Drag-and-drop device icons (cameras, access points, switches, intercoms, keypads, NVRs)
• Auto-fit, zoom, pan, labeling, real-time saving
• Collapsible sidebar for max canvas in the field

Wiring Diagrams

Node-based canvas for structured cabling and device interconnection diagrams.

• Device nodes: panels, switches, cameras, NVRs, access points, intercoms, keypads
• Labeled wire types: Cat6, Coax, Fiber, 18/2, Custom
• Color-coded wire types for visual differentiation

Device Catalog

Build a product catalog of the equipment you install. Each item carries cost, markup, and selling price for accurate quoting.

• Markup percentage calculated and displayed automatically
• Pull items directly into quotes from the catalog

Vendors

Track the vendors and distributors you buy from. Link products to vendors for sourcing and reorder visibility.

Rack Designer

Plan and document equipment racks visually before and after installation.

• Drag-and-drop equipment from a categorized device library into rack unit positions
• Collision detection prevents devices in occupied slots
• Manage multiple rack enclosures in one project with tabs
• Link rack designs to a site or job
• Export branded PDF rack layouts

WyreCare Service Plans

Manage post-installation service agreements — recurring revenue from the systems you’ve already installed.

• Assign clients to service plans, track renewal dates
• Generate professional service-plan proposal PDFs
• Plans link to site records for complete account visibility

Leads & Clients

Full CRM for tracking new opportunities and managing existing client relationships.

• Bulk import client records via CSV with flexible column header recognition
• Convert leads to clients and tie them to sites/jobs

Messages

Communicate with clients directly from the platform — no jumping between tools.

• SMS messaging via Twilio integration
• WhatsApp messaging for clients who prefer that channel
• Conversations attached to the client record