NEED A Expert For My Fire & security Alarm Company


. Some of the stuff that we would require in our system would be:

    1. Sales System Automation:
    • a. Lead
    • b. Quote
    • c. Contracts Generated
    • d. Contracts Emailed To Customer Via Panda Doc Or Docusign
    • e. Contracts Sent back
    • f. Contracts Store in customer file
    • g. Sales Order Generated.
    • h. Service Order Generated & Booked
    1. Service System:
    • a. Ability To Book Service Calls
    • b. Service Calls To be booked from new sales orders
    • c. Auto SMS Texting & Email App Reminder and Conformation
    1. Marketing
    • a. Mail Chimp
    1. Customer Portal
    • a. Bill Payment Module
    • b. Invoice module
    • c. Schedule Service Module

We would need the Office 365 Suite & Teams & Azure AD integrated into the system.

This is just some of the stuff that comes to mind right now.

1 Like


upstream can help. We are Platinum Partners, Preferred Partners and APAC Partner of the Year for 2020. Based in Australia, we have a global staff network encompassing dedicated teams.

You’ll have access to our Solutions Engineers as well as our full stack Development Team who specialise in integrations and custom requirements.

Please feel free to return my email directly via alternatively you can book straight into my calendar for a meeting using the below link. I would be very interested to better understand your use case and see how we can help you.

Meet with Peta

Kind regards,
Peta - upstream

Hey there @JASFIRSECURITY and welcome to the community!

There are a lot of great partners to work with and I would like to introduce the team at CarbonWeb. Our team has developed an out-of-the-box solution that will allow you to take to the next level for you and your team with minimal effort. This tool will allow you to scale your environment accordingly.

If you’d like to hear more about this product or learn about our component-by-component style I would be happy to have a meeting. You can always schedule with me here: Consultation - Ricky

Good luck as you get started!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email :

Hi Jospeh,
All that you have described and are wanting done is certainly well within my area of expertise and I would be glad to help you out on all this.
You can reach me on