Case study · Security installation

A Perth security installer that runs the office from WhatsApp

Six people. Alarms, cameras and access control. The owner was the one holding it all together. Now an assistant called Marcus does the paperwork, and the team just asks it on WhatsApp.

Business: Security installer, Perth WA
Team: Owner, sales, 3 technicians, office
In business: 13 years
Live since: July 2026

A tradie relaxing on his deck at sunset, smiling at his phone, work ute parked behind him

1min

for a signed safety sheet on site. It used to take hours, or not get done.

6-figure

commercial tender won, with Marcus doing the heavy lifting

company policies written in a single day

24min

to get a new starter's contract drafted, signed and filed

Before

Every question ended up on the owner's phone

Up to 50 customer emails a day, each one written by hand.
Tender documents 60 pages long, and specs up to 200 pages to read before quoting.
Safety paperwork was such a pain on site that it had nearly stopped being filed.
Techs rang the office for their schedule, job details and customer codes.

A normal day now

Nobody opens another app. They just message Marcus

7:30am

The owner, still at home

Morning. 4 jobs booked today. 2 invoices overdue, $6.2k total. One quote accepted overnight.7:30

Chase the 2 invoices7:31

Drafted both. Want to see them first?7:31

1:03pm

A technician, on a roof

0:091:03

PDFSafety sheet, job 17263Filled in from the job. Sign and I'll file it.1:04

3:00pm

The owner, between sites

What's in my inbox that matters?3:00

3 things. A builder wants a price by Friday, a supplier confirmed stock, a customer needs a call back.3:00

8:14pm

The owner, on the couch

Answer the 10 questions the builder sent on the tender8:14

Done. All 10 drafted from our pricing and the drawings. Ready for you to check.8:19

Examples based on real messages. Customer details changed.

What changed

Three jobs Marcus took off their plate

A security technician on a ladder next to a CCTV camera, smiling at his phone

1 min

from asking to a signed safety sheet

Safety paperwork, done from the roof

A tech sends a voice note with the job number. Marcus pulls the job, picks the right hazards, builds the safety sheet and sends it back to sign on the phone. Then it files it on the job.

WasHours through the office, or skipped

NowAbout a minute, signed on site

A security installer shaking hands with a builder on a construction site

$1M+

of tenders priced in under 3 months

Tenders they could never find time for

Marcus reads the drawings and the spec, answers the builder's questions, rebuilds the price when the scope changes and puts together the tender document. The owner dictates the tricky parts by voice and signs off. They won a six-figure job this way.

WasDays of estimating per tender

Now10 builder questions answered in 48 hours

A stack of paper folders left on the seat of a work ute while the owner walks home at sunset

2 days

for a full policy and safety manual

The paperwork a bigger client asked for

A new commercial client needed around 60 company policies before the team could start work. Marcus wrote them in two days, 49 of them in one sitting, then built the staff sign-off forms.

WasA consultant, or weeks of nights

NowDone before the client asked twice

It's not borderline helpful. It's crazy good. Marcus has written all of our company policies.

JamesOwner, security installer, Perth WA

It's getting smarter. It learns and then gets faster.

James, owner

Good boy, what else can I automate through you?

Technician, in a voice note

That's why you the goat Marcus.

Technician, after a job

The honest bit

It wasn't perfect from day one. Early on it was slow on the big 60-page documents, and once it went down on the morning of a job. Each time we fixed the cause, not just the symptom.

It stuck anyway. The owner has sent Marcus over 5,000 messages in two months, weekends included, and showed it to a customer who then became our client too.

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