Acceptance-to-recurring billing
Collect the required handover and customer evidence before the authorized billing-start decision.
Explore workflows ↗Fire, life-safety and security integrators
Two-way sync and automation for fire, life-safety and security integrators.
Connect installed-equipment identities, service agreements, inspection follow-ups and commercial handoffs.
Device labels, site records and agreement terms do not line up, so coordinators repeat the evidence search before service or billing review.
Explore your process in a demo, or get our shared two-way sync architecture guide.
The platform, in operating order
Start with live data. Put it to work.
01
Two-way sync
Keep shared customer, order, and operational records aligned, with clear field ownership.
Explore two-way sync 02Workflows
Move approved work between systems, assign exceptions, and confirm the result.
Explore workflows 03AI agents (Genies)
Investigate cross-system questions, assemble the evidence, and prepare the next action.
Explore ai agents (genies) 04EDI
Connect trading-partner documents to operational records and exception handling.
Explore ediBuilt around your operations
For teams managing more than one business model
US fire, life-safety, alarm and access-control integrators with 100–1,000 employees that supply equipment and deliver installation or recurring service.
Inspection follow-up
Link findings to existing work, qualified scope review and approved remedial requests.
Explore workflows ↗Fire and security service handoff
Assemble asset, inspection and agreement evidence with explicit identity and approval gaps.
Explore Genies ↗Your systems and records
Agree on ownership before automating actions
| Record | Owner | Operating rule |
|---|---|---|
| Installed device | Asset administrator | Preserve device identity and replacement history. |
| Inspection finding | Qualified inspection owner | Retain the original technical evidence and scope. |
| Service agreement | Contract administrator | Identify current covered sites and commercial terms. |
| Remedial-work authorization | Qualified and commercial owners | Separate technical scope from approval to perform the work. |
SalesforceNetSuiteHubSpotAcumaticaSupabaseSalesforce + NetSuite integrationHubSpot + Acumatica integration
Project equipment procurement with supplier shipment detail and serial evidence where actually provided, followed by verified receiving and asset association.
Evaluate your next process
Find the right fit for your systems
- Two-way syncSalesforce–NetSuite for Fire and Security Integrators
Keep installed-equipment, site and billing-customer context connected through the service lifecycle.
- Two-way syncHubSpot–Acumatica for Inspection and Monitoring Contracts
Align renewal conversations with the actual inspection, monitoring and billing agreement context.
- WorkflowsSecurity Installation Acceptance-to-Billing Workflows
Route the evidence needed to start recurring charges after a security installation.
- AI agents (Genies)AI Service Handoffs for Fire and Security Integrators
Assemble inspection, asset and service-agreement evidence into a focused review packet.
Implementation and operating guides
Work through the details
- Two-way syncFire and Security Integrators: Align Salesforce Installed Equipment With NetSuite Customer and Service Records
Connect installed fire and security asset context to customer and service records without losing device identity.
- Two-way syncInspection and Monitoring Contracts: Align HubSpot Renewal Status With Acumatica Billing Accounts
Separate inspection and monitoring agreement terms from sales renewal stages and finance-owned billing accounts.
- Two-way syncMulti-Site Alarm and Access-Control Service: Connect a Supabase Asset Register With Salesforce
Build a multisite alarm and access-control asset register with clear identity, service history and authorized access.
- WorkflowsNew Security Installations: Route Customer Acceptance Before Activating Recurring Billing
Connect installation acceptance to the correct recurring-billing start decision for security integrators.
- WorkflowsFire-System Inspection Follow-Ups: Route Deficiency Records to Approved Remedial Work
Turn inspection findings into owned commercial follow-ups while preserving technical review and customer authorization.
- AI agents (Genies)Genies for Fire and Security Service Handoffs: Assemble Inspection, Asset, and Service-Agreement Evidence
Use Genies to assemble fire and security service context while keeping technical and commercial decisions with their owners.
- AI agents (Genies)Fire and Security Handoff Exceptions: Missing Device IDs, Conflicting Site Records, and Unapproved Remediation
Resolve identity and authorization exceptions before an AI-prepared fire or security handoff becomes a work commitment.
- EDIFire and Security Equipment Procurement: Match Supplier EDI Shipments to Project POs and Serial Records
Connect supplier equipment shipments to project purchase lines and preserve serial evidence when the supplier transmits it.
Questions from fire, life-safety and security integrators teams
Can Genies certify a fire-system inspection?
No. These use cases organize administrative evidence and handoffs. Qualified personnel retain technical judgments and required certifications.
Where does purchasing provenance end and service history begin for a device?
Purchasing provenance runs from the project purchase line through the supplier shipment and the receiving record, and it stays attached to the device through any move between staging and projects. Service history starts only once asset administration confirms the installed device at a customer site from reviewed installation evidence. A shipment notice or a receiving entry does not open that history on its own.
Can contact associations grant portal access?
No. Any asset portal needs explicit authorization for the user's sites and role.
Bring one real process
See how your records and handoffs fit together.
Bring the systems, record types, and exceptions your team handles today. We’ll scope the connections and actions, then walk through the path to a confirmed result.
Explore your process in a demo, or get our shared two-way sync architecture guide.
