CUSTOM CRM & OPERATIONS PLATFORM · SECURITY
Canuck Security.
One system.
A custom CRM and operations platform bringing client management, sales, billing, field work and reporting together across CCTV, security guards, alarms and mobile patrol services.
01 / OVERVIEW
Office and field.
On the same page.
A security company runs many moving parts at once: client sites, contracts, monthly invoices, guard schedules, patrol routes and the reports staff file from the field. Keeping all of that in separate tools makes it hard to see what is happening.
604Clicks independently designed and developed a platform shaped around how Canuck Security works. The initial build was completed in about two weeks in September 2026.
02 / THE SOLUTION
Built for
security work.
Every screen supports a real part of the business, from the first sales conversation to the invoice and the guard’s check-in on site.
Site and parent-account records
Sales pipeline with lead-to-account conversion
Monthly billing, invoice PDFs and CSV exports
Staff scheduling, routes and GPS site check-ins
Mobile staff reports with review workflows
Configurable roles, permissions and edit history
03 / WHAT’S INSIDE
Everything in
one place.
Clients & sales. Site and parent-account records, a sales pipeline with lead-to-account conversion, global search, notes and file attachments.
Billing & finance. Monthly billing, invoice PDFs and CSV exports, partial payments and customer credits, financial dashboards, expense tracking, and AI-assisted statement extraction into editable rows.
Field operations. Staff scheduling, multi-technician bookings, assigned routes, GPS-based site check-ins with location verification, and security licence expiry warnings.
Reports & sales tools. Mobile staff reports with review workflows and PDF/Word exports, plus a package-comparison ROI calculator with saved PDF reports.
Access & data. Configurable roles and permissions, restricted access to sensitive information, edit history, and an import tool for legacy Base44 data.
THE RESULT
Clients, billing and field work in one system.
Office and field teams coordinate work, keep records organized and review billing and operational activity in one place.
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