Security Premium Plan

Getting Started

  • Step 1: Select the desired agreement term
  • Step 2: Select a style for your new Salesbook
  • Step 3: Select the desired systems, then select the number of packages for each system
  • Step 4: Want to add a system from another category, you can add them here All Systems
  • Step 5: Finally add to cart and check out
Security Premium Plan

From: $1,780.00 now,
then from $280.00 / month

Premium Security Plan

Premium Package Base

The Premium Sales Book Base comes with the basic setup and configuration of your SalesBook Live domain. And also includes:

  • Easy to use Product Interface
  • Reporting Dashboard
  • Product Configurator
  • Client Wishlist
  • Email Quote Generator.
  • Add Products and Services with Subscriptions
  • Collect Credit Card and eCheck Payments
  • Collect Deposit Payments

Premium Security Alarm

Premium Security Alarm System Package Includes:

  • System Landing Page
  • 1 Page per Package
  • 1 System Bundle Package
  • Set Deposit Amount
  • Make All or Portion Payable on Checkout
  • 10 Product Additions or Upgrades

Premium Fire Alarm

Premium Fire Alarm System Package Includes:

  • System Landing Page
  • 1 Page per Package
  • 1 System Bundle Package
  • Set Deposit Amount
  • Make All or Portion Payable on Checkout
  • 10 Product Additions or Upgrades

Premium Flood Monitoring

Premium Flood Monitoring System Package Includes:

  • System Landing Page
  • 1 Page per Package
  • 1 System Bundle Package
  • Set Deposit Amount
  • Make All or Portion Payable on Checkout
  • 10 Product Additions or Upgrades

Premium Surveillance Systems

Premium Surveillance Systems Package Includes:

  • System Landing Page
  • 1 Page per Package
  • 1 System Bundle Package
  • Set Deposit Amount
  • Make All or Portion Payable on Checkout
  • 10 Product Additions or Upgrades

Premium Access Control

Premium Access Control System Package Includes:

  • System Landing Page
  • 1 Page per Package
  • 1 System Bundle Package
  • Set Deposit Amount
  • Make All or Portion Payable on Checkout
  • 10 Product Additions or Upgrades

Premium Gate Control

Premium Gate Control System Package Includes:

  • System Landing Page
  • 1 Page per Package
  • 1 System Bundle Package
  • Set Deposit Amount
  • Make All or Portion Payable on Checkout
  • 10 Product Additions or Upgrades

Premium Custom System

Premium Custom System Includes:

  • System Landing Page
  • 1 Page per Package
  • 1 System Bundle Package
  • Set Deposit Amount
  • Make All of Portion Payable on Checkout
  • 10 Product Additions or Upgrades

Premium Maintenance Program

Premium Maintenance Program Includes:

  • Package Landing Page
  • 3 Column Table
  • Program Setup Price
  • Weekly, Monthly, or Annual Recurring Price
  • Initial and Recurring Payments by Credit Card and eCheck
  • Customer Able to Manage Account
  • Customer Able to Update Payment Information
  • Failed Payment Repeat Attempts and Notifications

Premium Warranty Program

Premium Maintenance Program Includes:

  • Package Landing Page
  • 3 Column Table
  • Program Setup Price
  • Weekly, Monthly, or Annual Recurring Price
  • Initial and Recurring Payments by Credit Card and eCheck
  • Customer Able to Manage Account
  • Customer Able to Update Payment Information
  • Failed Payment Repeat Attempts and Notifications

Premium Customer eSignature Form

Premium Customer Terms & Conditions eSignature Form includes;

  • Terms and Conditions Agreement Form with Digital eSignature
  • Generate PDF Record that is Emailed to both You and Client
  • Legally Binding Agreements that are UETA/ESIGN Compliant
  • Includes Two Factor Verification for added protection

Premium Plan Features

Salesbook Live Customer Portal

Our SalesBook Live Customer Portal not only enables you to manage your Packages and Items through an easy to use interface, but it also provides you with extensive insights and reports.

The Portal enables you to update prices, packages, add new upgrades and add-ons as well view which Packages are the most popular.

With the portal you will also be able to view customer orders, payments, and package details. You can also setup coupons and set discounts.

The included reports view sales by Systems and Packages as well as Gross Sales details.

The Customer Portal is easy to use and requires no programming or web management experience.

Systems and Packages

The SalesBook Live platform is organized by Systems and then Packages. For example, if you offer Home Automation, Home Theater, and Security, these would be classified as Systems and under each System you can offer any number of Packages.

It usually works best to offer 3 packages per system, a Good, Better, and Best. This will enable your customers to select a package that both fits their needs and their budgets.

Each package comes with a Base Bundle and 10 additional items that can either be an upgrade or add-on to the Base Bundle. More information about item options is listed below.

NOTE: you can offer as many Systems, Packages, and Products as you want.

Salesbook Styles

We have put together 7 different styles and layouts to help facilitate getting started with your new Salesbook quickly. Below are samples of the 7 styles:

Package Add-ons and Upgrades

Each package is designed to include 1 Base Bundle and optional add-ons and upgrades. 

Example: Security Package might consist of a Base Bundle the includes 1 LED Keypad, 3 Door Contacts, and 1 Motion Detector for X dollars. Upgrades could include a Touch Screen Keypad with Add-ons consisting of Window Contact, More Door Contacts, Flood Sensors, and etc...

As standard, 1 Base Bundle and 10 Add-ons or Upgrades per Package are included. Please note that you will be able to add as many Add-ons and Upgrades as you may need. 

What is included with the Base Bundle and the Add-ons and Upgrades is explained in the following section.

 

Content Levels

Blank Content

Blank products are setup and ready for you to fill in your content

Basic Content

Basic products include a product image and a brief description 

Premium Content

Premium products include a product image, detailed description (up to 300 characters as provided by the manufacturer) and ability for customers to leave reviews and ask questions.

Package Content Levels

We offer 3 levels of content types for the Base Bundles and Upgrade and Add-on items for each Package. With each level, we setup each package with 1 Base Bundle and 10 Upgrade and/or Add-on items. These levels are described in detail below.

  • Blank Content: at the Blank Level we only setup the items with titles like Automation Base Bundle, and Automation Product 1 through Product 10. You can then easily rename and fill out the item details.
  • Basic Content: at the Basic Level we include a product photo and a short description, 10 words or less. You have the ability to expand the descriptions if desired.
  • Premium Content: at the Premium Level we include 2 pictures and add more detailed descriptions if available from the item’s manufacturer. The content usually includes between 150 and 300 words.

NOTE:  All product images and content are subject to availability by the manufacturer

Optional Included Additions

The Premium SalesBook Live Plan includes many additional options like:

  • Customer Wishlists: your customers can add and save their desired packages into wishlists that they can then come back to modify and finalize.
  • Email Quotes: you can easily convert your customer's wishlists into e-mailable quotes or even generate your own quotes that the customer than can load up at their convenience.
  • Subscriptions: you can add recurring products and services like maintenance plans, extended warranty, and backup plans that bill your customers on a regular set interval.
  • Collect Payments: connect to your credit card processing service so you can setup payment for your packages, plans, and services.
  • Payment Deposits: ideal for larger projects that you want to take a partial payment as deposit when the project contract is signed.

Terms and Duration

We offer 3 term options. These terms are:

  • None: This is a month by month plan where you have no obligations and can cancel at any time.
  • 1- Year Term: This plan includes the setup fee and 12 monthly payments which will be automatically debited from your card on file. Early cancellation will result in 25% of the remaining balance being due immediately.
  • 2- Year Term: This plan includes the setup fee and 24 monthly payments which will be automatically debited from your card on file. Early cancellation will result in 15% of the remaining balance being due immediately.

Once your selected term has finished, you will continue to be charged automatically each month. But you may cancel as per the cancellation policy below.

Cancellations need to be in writing and submitted at least 10 days before your next renewal is scheduled. If your cancellation is emailed, then please follow up with a phone call to ensure we have received your cancellation.

Refunds will be issued with no penalties if the request is made the same day before 4:00 PM CST. If a refund is requested after 4:00 PM CST, then there will be a 5% penalty to cover our processing fees. No refunds will be issued after 5 days or once work has commenced on your Salesbook.

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Standard Plan

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Audio Video Systems

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Security Systems

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Energy Systems

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IT & Network Systems

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Climate & HVAC Systems

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All Standard Options

Premium Plan

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Audio Video Systems

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Security Systems

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Energy Systems

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IT & Network Systems

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Climate & HVAC Systems

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All Systems

Ultimate Plan

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Audio Video Systems

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Security Systems

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Energy Systems

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IT & Network Systems

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Climate & HVAC Systems

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All Systems

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