Dashboard
Never lose a renewal · Pass your SSAIB audit in one click · cloud-backed, on every engineer's phone
📞 Enquiries
Logged from 📞 Incoming call — choose "Log as enquiry" there rather than a job when it needs a quote first.
⏰ Coming up
💷 Recurring revenue (RMR)
Customers
Your customer book — add, edit or remove. Everything else links back to here.
| Name | Type | Ref | Site | Contact | Billing |
|---|
Jobs
Survey → quote → install → invoice → paid · assign an engineer & date
| Job | Customer | Work | Stage |
Engineer |
Date | Value |
|---|
Schedule & Crew
What's coming up and who's on it. Drag a job onto an engineer/day to assign & reschedule (on a phone, tap a job to assign it).
Dispatch board
Upcoming — open jobs & services due, soonest first
Add a crew member
Your crew
Invoices get paid
Raise it, send it, get paid — and always know who owes you money.
Invoices
| Invoice | Customer | Issued | Due | Total | Status |
|---|
Maintenance & Contracts RMR engine
Every service plan & monitored site — what's due, what's lapsing, and your total recurring income.
Contracts
| Customer / site | Plan | Service due | Renews | £/mo |
|---|
Certificates & SSAIB audit-ready
Issue Certificates of Conformity and assemble the annual SSAIB audit pack in one click.
| Cert no | Customer / site | Type | Standard / grade | Issued | Engineer | Verify | SSAIB |
|---|
Preventative Maintenance Reports
I & HAS check schedule to BS9263:2016 — started from an assigned maintenance visit, filled on-site.
| Report no | Customer / site | Date | Engineer | Add'l work |
|---|
Sites & Systems
Per-property register — what's installed where, and when it was last serviced.
| Site / customer | System / serial | Grade | Devices | Installed | Last service | Schedule |
|---|
Compliance
Statutory & renewal clocks, SSAIB audit readiness, CCTV data-protection, engineer vetting.
⏳ Statutory & renewal clocks
The dates that keep you trading — insurance, SSAIB inspection, engineer screening, calibration. Overdue = at risk.
SSAIB audit readiness
CCTV data-protection (commercial sites)
UK GDPR / Surveillance Camera Code — DPIA, signage, retention.
🔐 Remote access & GDPR register
Who's authorised to reach a customer's CCTV / alarm system remotely, why, and until when — with a log of every access. Footage never touches SecureIQ: your customer stays data controller, you stay clean. This register is the evidence.
Admin
Who can sign in to SecureIQ and what they can see — Directors see everything, Office staff get most of it, Engineers see Jobs & PM reports only.
| Name | Phone | Tier |
|---|
Settings
Company & accreditation details. In the live product these gate features and feed the certificates.
Set this up once on day one — every PM report, certificate, invoice and statement pulls its letterhead from here automatically from then on. No re-typing per document.
Data & backup
Back up everything now
Download your whole SecureIQ dataset as a file — customers, contracts, certs, invoices. Keep it safe; restore any time.
Link Google Drive
Link your Google Drive customers folder (Chrome/Edge) — SecureIQ creates a folder per customer with a summary record inside, plus a rolling _SecureIQ-backup.json at the root for one-click restore. Drive's desktop client syncs it to the cloud for you.
☁ Cloud sync across devices
Sign in to sync automatically across the office and every engineer's phone — lose a laptop, lose nothing. Cloud sync is set up for you by Intelligent Dashboards — just ask and we'll have you connected.
Seat plan (vendor only)
How many of each seat this account has paid for. Customers see their usage in the Admin tab and request more via "contact us" — only set the numbers here.
Bring in your existing data
Already running your maintenance contracts, customers or certificates in a spreadsheet? Import them in bulk instead of re-typing every one through the add-forms.