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Security install contracts, proposals, and inspection reports

Record the site scope, coverage schedule, equipment, monitoring terms, installation details, access procedures, and pricing. With an account, reuse the details across proposals, contracts, estimates, work orders, and inspections.

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Estimates, work orders, reports, invoices, and other job documents for trade and service businesses. Download your first PDF before creating an account; the account includes 30 free days, then annual access to every document is $99 if you choose to subscribe.

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Common jobs

Choose a guided form for the work you quote, complete, document, and bill.

Guard service contracts
Patrol routes
Event security
Site coverage plans
Access and incident reports

Security Services Contract / Agreement

Pre-filled company details Totals computed automatically Ready to print or send

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Why this fits security professionals

Coverage scope fields for patrol routes, guard posts, shift schedules, and response protocols
Proposal format for new client engagements with site assessment findings and recommended coverage
Contract templates covering liability, insurance requirements, and performance standards
Inspection report for security audits including access control, surveillance, and alarm systems
Quote structure for event security, standing guard service, and alarm monitoring

Document guard services, security assessments, alarm monitoring, event coverage, site procedures, and customer requirements.

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From quote to job closeout

With an account, carry the same customer, site, scope, and pricing details through every document from quote to closeout.

Step 1

Send the quote

Give the customer a clear scope, price, and schedule in an estimate, bid, or proposal.

Recommended document: Security Services Quote / Estimate

Step 2

Prepare the work

Reuse the approved quote details from your account in a work order, contract, or service report.

Recommended document: Security Services Work Order

Step 3

Record changes

If the scope, price, or schedule changes, record the change and customer approval before work continues.

Close the job

Finish with the service report, closeout document, and invoice the job requires.

Frequently asked questions

What documents does a security company need?

A proposal for new client engagements, a contract with coverage terms and liability, inspection reports for site audits, and quotes for event or temporary security.

Can I include patrol routes and shift schedules?

Yes. Security forms include fields for post locations, patrol routes, shift timing, guard count, and response protocols.

Do the contracts cover liability and insurance requirements?

Contract forms include editable sections for insurance requirements, liability terms, indemnification language, service levels, and performance measures supplied for the engagement.

Can I handle armed vs. unarmed guard scope separately?

Yes. Contracts and quotes include fields for guard classification, weapons authorization, training requirements, and corresponding pay rates per post.

How do I create my first document?

Choose a document, complete the guided form, and download the PDF. You can finish those steps before creating an account; the account adds saved jobs and reusable details.

What will the customer-facing document look like?

Each guided form generates a clean, consistently formatted PDF ready to send. Open the sample on the page to see its structure before you start.

How do I keep a job's documents easy to find?

Save estimates, work orders, and reports in your account, find them in history, and reuse customer and job details.

Choose the document you need

Complete the guided form and download the PDF before creating an account. An account then adds saved jobs and reusable details.

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Browse other trades and services

See the documents used by related trades and service businesses.