Industry Packs - Security

Introduction

The Security Industry Pack is a specialised solution designed to address the needs of businesses operating in the security sector. With a combination of advanced dashboards, critical forms, and key reports, this pack ensures compliance with industry standards, streamlines operations, and maximises performance across your security services.

This industry pack provides:

• Four Dashboards: Access real-time insights into financial performance, preventive maintenance, work-in-progress, and sales pipelines to support strategic planning and operational efficiency.
• Four Critical Forms: Ensure compliance with standards such as BS EN 62676, BS 8418, and BS EN 50131 with forms like the CCTV Functionality Servicing Certificate (TCCTV) and Alarm System Installation Certificate (TASIC). These forms integrate with a real-time compliance dashboard, enabling seamless monitoring and validation of your operations.
• Two Risk Assessment Forms: The Dynamic Risk Assessment (TDRA) and Short Duration Work On-Site Risk Assessment help identify and mitigate hazards proactively, ensuring the safety and reliability of your operations.
• Sixteen Key Reports: From job performance KPIs to customer insights and stock inventory details, these reports provide comprehensive analytics to enhance customer satisfaction and drive profitability.

This user guide provides an overview of the reports, forms, and dashboards available to you, along with instructions on where to access them.

Subscribing to the Industry Pack app

You'll firstly need to subscribe to the app. If you need help subscribing to your chosen Industry Pack app, please click here.

Once this has been set up, you'll have access to your industry specific Reports, Forms and Dashboards. Read on below to find out more.

Reports

Your reports can be found via Reports > Dynamic Dashboards

Use the filters to search for a specific report, if required

You’ll have access to the following reports:

• Job Tracker
• Invoice Log
• Job & Visit Details
• Monthly Timesheet Report
• Quote Tracking & Analysis
• Purchase Invoice Analysis
• Vehicle Safety Inspection
• Customer Profile & Receivables
• Site Insights & Receivables
• Stock Inventory Details
• PPM Contract Tracker
• Job Performance KPI
• Job Performance & Cost Analysis
• Purchase Order Details
• Asset Inventory & Financials
• Non-Productive Time KPI

Want to learn more about Dynamic Reports? Click here to find out how to export and schedule them effortlessly!

Forms

To access your forms, navigate to Settings > Electronic Forms

The following forms will be visible:

• CCTV Functionality Servicing Certificate (TCCTV)
• Alarm System Installation Certificate (TASIC)
• Alarm System Takeover Special Inspection (TASTSI)
• Alarm System Standby Power Supply Capacity Verification Record (TASPSCV)
• Dynamic Risk Assessment (TDRA)
• Short Duration Work On-Site Risk Assessment and Risk Assessment

Click here to read more about your Electronic Forms and how to deploy them to your engineer's mobile apps, or click here to to find out how to complete mobile forms within the app.

Dashboards

Your Dashboards can be found under the Dashboard menu item

You’ll be able to utilise the following Dashboards:

• Finance Dashboard
• PPM Dashboard
• WIP Dashboard
• Quotes Dashboard

The primary user must publish the dashboards to make them available to others.

Navigate to Reports > Dynamic Reports and click on the Dynamic Dashboards tab.

Toggle the Publish icon to activate the dashboards as needed.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.