CCTV and security
CCTV and security installers: surveys, cable and AMCs
A CCTV business is a project business in miniature: survey, quote, install, hand over, then service for years. The hardware is a small margin; installation, cabling and maintenance are where the money is.
- Quotes with cable by metre
- Install jobs closed and billed
- Milestone proformas
- Stays in your Tally
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Built for CCTV and security installers
Who it’s for
- CCTV installersHomes, shops and offices, quoted and fitted in a day
- Security system integratorsSurveys, drawings and phased projects for large sites
- Access control and attendance dealersBiometric devices, door locks and readers
- Fire alarm installersPanels, detectors and periodic service visits
- Video door phone and intercom sellersApartments, villas and housing societies
- Security product distributorsCameras, recorders and disks to installers on credit
- AMC and service providersPreventive visits, repairs and renewals for past customers
- Smart home installersCameras, locks and sensors sold with set-up
Pain → fix
The problems we fix
The everyday headaches of CCTV and security installers, and what changes when the books are on every phone.
- The problemQuote changes on site and nobody updates it
An extra camera and a longer cable run become a dispute when the bill arrives.
With Cashflow OSItemised quotations, sent on WhatsAppHardware, cable, accessories and installation as separate lines, with your logo and terms.
See how it works - The problemCable and connectors used but never billed
Rolls go out in the van and leftovers rarely come back to the shelf.
With Cashflow OSService jobs that carry every item and chargeAdd cameras, metres of cable and service charges to the job, then close it and invoice it into Tally.
See how it works - The problemAdvance and stage payments requested by phone
Without a document, the customer's accounts team has nothing to pay against.
With Cashflow OSProforma invoices for each milestoneSend a proforma for the stage amount with your bank and UPI details; it converts to an invoice later.
See how it works - The problemService calls handled free out of habit
Out-of-warranty visits that are never recorded are never billed.
With Cashflow OSEvery call logged as a job, with a visit chargeRecord repair or installation jobs, dispatch a technician, add charges, close and invoice.
See how it works - The problemFinal payment held till every camera works
Small balances from many finished jobs add up to real money stuck outside.
With Cashflow OSBill-wise dues and ageing for every customerSee which jobs have balances pending and share the statement on WhatsApp.
See how it works - The problemMaterial sent to site with no record
Cameras and disks sent ahead of installation are hard to account for later.
With Cashflow OSDelivery challans for material sent to siteMake a branded challan for what went to site, and convert it into a Tally invoice later.
See how it works
Features
How Cashflow OS works for CCTV and security installers
Quotations that list every line
How it works. Quotations carry hardware, cable by estimated length, accessories and installation as separate lines, with your logo, signature, bank and UPI details.
- Separate lines for hardware, cable and labour
- PDF on WhatsApp or email
- Converts to a sales order or Tally invoice
In practiceSunrise Public School gets a quote for 16 cameras, a 16-channel recorder, 450 m of cable and installation, totalling ₹1,86,500.

Installation and repair jobs, closed and billed
How it works. Create a job, dispatch a technician, add items and service charges as the work happens, then close it and invoice it into Tally.
- Technician dispatch per job
- Items and service charges added on the job
- Closed job becomes a Tally invoice
In practiceAt Mehta Jewellers, the technician adds one extra camera and 40 m of cable to the job; the ₹9,800 extra is on the final bill.

Balances from finished jobs
How it works. Bill-wise outstanding and ageing come from Tally, so held-back balances do not get forgotten after handover.
- Pending bills and ageing for each customer
- Statement on WhatsApp in Tally's format
- Same figure in the office and with technicians
In practiceSix finished jobs show ₹74,300 held back, ₹38,000 of it from Green Valley Society, pending after the committee meeting.

Your product range with photos
How it works. Items sync from Tally. Add photos and readable names so staff can pick the right camera, recorder or disk for a quote.
- Photos and display names beside Tally names
- Tally stock groups as categories
- Barcode labels per piece, on modules that include it
In practiceA shop owner asks for a dome camera with audio; the salesman shows him three options with photos before writing the quote.

Know your trade
A guide for CCTV and security installers
How the business works, where money gets stuck, and the GST points to watch.
Products and customers
Security dealers sell and install CCTV cameras and recorders, video door phones, access control and biometric attendance, intrusion alarms, fire alarms, intercoms and, increasingly, smart home devices. Hardware comes from brand distributors on short credit. Cable, connectors, power supplies, racks and conduits come from electrical wholesalers.
Customers range from homes and shops to offices, schools, hospitals, housing societies, warehouses and factories. Small jobs are quoted and done in a day; larger ones are projects with a survey, drawings and phased work.
Housing societies and commercial sites
Housing societies, schools and commercial buildings are a growing share of the work. Decisions are made by a committee or a facilities manager, quotations are compared line by line, and the order often comes with a purchase order and payment after approval at the next meeting. These buyers care about recording days, night vision, coverage of entry points and who can view the footage. Present the quotation with a simple layout of camera positions, explain what each line covers, and offer an AMC option alongside. Once installed, a society or school becomes a long-term service customer, and its members are your next home and shop customers.
Survey, quote and change on site
A good quote starts with a site survey: camera positions, cable routes, recorder location, storage days needed, and power. The quotation should list hardware, cable by estimated length, accessories and installation as separate lines. On site, things change: an extra camera, a longer cable run, a different mount. Every change should be confirmed with the customer before work, or it will become a dispute at payment time.
| Line | Example | Billed as |
|---|---|---|
| Cameras and recorder | 8 cameras, 1 recorder | Pieces |
| Hard disk | Sized for retention days | Piece |
| Cable | Estimated 300 m | Metres actually used |
| Accessories | Connectors, boxes, adaptors | Lot or pieces |
| Installation | Per camera or lump sum | Service |
Material control
Technicians carry cable rolls, connectors and adaptors to site, and leftovers rarely come back to the shelf. Cable bought by the roll and billed by the metre needs reconciling: if 305 metres went out and 260 were billed, either 45 metres are in the van or they were used and not billed. Issue material against each job and record what returns. Our guide on job cards and service invoices shows a format.
Handover and payment
Customers often hold back the last part of the payment until everything works, including mobile viewing on their phones. Plan the handover: test every camera, set up the app, show the customer how to play back recordings, and get a signed handover note. Then raise the final invoice the same day. For larger jobs, agree milestones in the quotation, such as an advance with the order, part on material delivery and the balance on handover, and use a proforma invoice to request each stage.
Service and AMC
After handover, the calls begin: a camera offline, a hard disk full, a forgotten password. During warranty, hardware faults go to the brand, but the visit still costs the dealer time. After warranty, every visit should be billed or covered by an AMC. Offer an AMC that includes a fixed number of preventive visits and response times, and track renewals by month. See annual maintenance contracts.
Common service charges to list
- Visit charge for out-of-warranty calls.
- Camera shifting or adding a camera.
- Hard disk replacement and reinstallation.
- Reconfiguration after internet or router change.
GST points
Supply of equipment and installation services can be billed as separate supplies or as a single contract, and the GST treatment can differ; agree the approach with your accountant. Cameras, recorders, cables and services carry different HSN or SAC codes and rates, so check the current rate for each on the GST portal. This is general information, not tax advice.
Cashflow OS for security system businesses
Cashflow OS works with your TallyPrime books. Quotations and proforma invoices with your logo, bank and UPI details go out on WhatsApp and convert into a sales order or Tally invoice. Service jobs let you record installation or repair work, add cameras, cable and service charges, then close and invoice. Delivery challans cover material sent to site. Customer outstanding and ageing are on the phone. See service jobs.
This page is general information for Indian businesses, not tax, legal or financial advice. Rules and rates change — check the official portals or your CA before acting.
Set-up
Up and running in 4 steps
No new software to learn for your accountant — Tally stays as it is.
- 1
Install the Tally Connector on the PC where TallyPrime runs
- 2
Sign in with your mobile number and scan the connector's QR
- 3
Add your logo, bank and UPI details for quotes and proformas
- 4
Invite technicians and sales staff with a link, each with a role
Buyer’s checklist
What to look for in software for CCTV and security installers
Whatever you choose, check these before you commit.
- Quotations with separate lines for hardware, cable, accessories and labour
- Proforma invoices for advances and milestone payments
- Job records for installation and service visits, with items and charges
- Closed jobs that become invoices without retyping
- Delivery challans for material sent ahead to site
- Bill-wise outstanding for balances held back after handover
- Roles so technicians see jobs, not your accounts
- Keeps Tally as the books your accountant already uses
Plans
Simple yearly plans
- 14-day free trial on your own books
- 3-year term saves up to 25%
- Premium modules (catalogue, field force, price lists, store…) priced extra
Start free trialGet the price for your business
Compare all plans- Growth₹3,000/year + GSTBooks, reports, outstanding and sharing
- Pro₹5,000/year + GSTEverything in Growth, plus entries into Tally
- Pro+₹7,000/year + GSTEverything in Pro, plus e-invoice and e-way bill
Why Cashflow OS
Why CCTV and security installers choose Cashflow OS
- Quote to invoice in one flowQuotation, proforma, sales order and Tally invoice without retyping.
- Jobs that get billedService jobs carry items and charges until they are closed and invoiced.
- Branded documentsYour logo, colours, letterhead, signature, bank and UPI details on every PDF.
- Tally validates entriesInvoices go through the connector; a refused one comes back with Tally's reason.
- Owner alertsA push when vouchers change in Tally, and an evening summary of the day.
- 14-day free trialTry it on your own Tally data; support on call or WhatsApp from Jaipur.



