Configurable Mobile Dispatch, Inventory Management, and Real‑Time Reporting for Security Services
Overview
Bonafide Security Solutions is Wisconsin’s leading provider of commercial and residential security hardware and services—from safes and locks to surveillance systems and alarms. After years of searching for the right Field Service solution, Bonafide selected BiznusSoft to solve long-standing inventory and invoicing pain points. The team was especially drawn to the platform’s customization capabilities and hands-on support.
“BiznusSoft’s team is very helpful… The most appealing feature for us is the ability to customize the system. The new platform is the best one we have ever had.” — Mike Egan, CEO, Bonafide Security Solutions
The Challenge
Bonafide struggled with inefficient workflows and outdated mobile tools that slowed down both field operations and back-office processes. Their team needed a solution that would accelerate quoting, streamline billing, and provide real-time visibility into job profitability.
Slow, Disconnected Mobile App: Legacy tools weren’t cloud-based, ran slowly, and lacked cross-platform accessibility.
Inefficient Quote-to-Order Process: Generating and converting quotes into agreements and work orders took too long.
Invoicing Bottlenecks: Manual billing processes led to delays and frequent errors.
Limited Profitability Insights: Managers lacked visibility into margins by work order, making it hard to act on KPIs.
Solution Implemented
To address these challenges, BiznusSoft implemented a Salesforce-native Field Service and HR suite tailored to Bonafide’s operational needs. The solution combined automation, reporting, and flexibility to transform their service delivery.
Rapid Quotes & Order Conversion
Quotes now generate twice as fast and convert seamlessly into service agreements or work orders.
Smooth Invoicing Workflows
Automated processes eliminate manual billing steps, reducing errors and speeding up collections.
Drag-and-Drop Dispatch
Dispatchers assign jobs visually to available technicians in seconds.
Enhanced Inventory Management
Real-time tracking replaces spreadsheets, ensuring the right parts are always available.
Custom Reporting & Dashboards
Bonafide’s team can now build profitability and operational reports on demand—no IT required.
Mobile-First Accessibility
A responsive, cloud-native app supports technicians across all devices and platforms.
Results
With BiznusSoft, Bonafide eliminated long-standing inefficiencies and gained full control of field operations.
2× Faster Quotes: Quote creation and conversion times cut in half.
Streamlined Billing: Invoicing errors reduced by 80%, accelerating revenue collection.
Optimized Dispatch: Technician utilization improved with drag-and-drop scheduling.
Real-Time Inventory: Stock visibility reduced both shortages and over-ordering.
Actionable Insights: Managers monitor KPIs and improve margins with custom dashboards.
Conclusion
By moving to a Salesforce-native solution with BiznusSoft, Bonafide Security Solutions replaced outdated, disconnected tools with an integrated Field Service and HR platform. The result: faster sales cycles, simplified billing, smarter dispatch, and data-driven decision making—all on a scalable system that grows with their business.
Ready to double your quote speed and streamline operations?