Zo Veilig installs and manages security systems for private individuals and businesses across the Netherlands. With around 6,000 active customers, their operation is more complex than a typical installation company: every customer has an installation, a subscription, an active contract with a monitoring centre, and sooner or later a relocation or a service call.
That combination of planning, work orders, monitoring centre management and recurring invoicing demands a system that connects all those streams. Separate tools led to manual re-entry, missed activation steps and inconsistent customer data.
The challenge
The challenge at Zo Veilig centres on three interconnected processes that traditionally don’t align well.
Monitoring centre integration: After installing a security system, the customer must be activated at the monitoring centre — either Securitas or Alarm.com. This was a manual process: the engineer completes the job, someone coordinates the activation with the monitoring centre. On relocation, the same had to happen again: deactivate the old address, activate the new one. Error-prone and time-consuming.
Work orders and sign-off: Engineers work with job sheets in the field. After completing an assignment, multiple actions need to be triggered: activate the contract, link the monitoring centre, update customer data. These were manual steps that depended on the right person at the right moment.
Invoicing at scale: With ~6,000 active subscriptions, thousands of invoices need to be generated and sent every month. An error in the batch — a duplicate invoice, an incorrect amount — immediately affects a large portion of the customer base. That requires a controlled and auditable process.
The approach
We implemented Odoo as the central platform, with Field Service at the heart of daily operations.
Field Service and work orders
The Field Service module manages engineer scheduling and job execution. Engineers work with digital job sheets on their phone or tablet, including mandatory checklists per job type. Only once all checklist items are ticked can the work order be closed — guaranteeing that the right steps have been completed before sign-off.
Closing a work order automatically triggers follow-up actions: the subscription is activated, customer data is updated and the monitoring centre is notified.
Monitoring centre integration: Securitas and Alarm.com
We built an API integration with both Securitas (MAS) and Alarm.com. The moment a work order is closed as completed, Odoo automatically sends an activation request to the correct monitoring centre. Which centre that is depends on the customer’s product and subscription type.
On relocation, the address change in Odoo automatically triggers a deactivation at the old address and an activation at the new one — without any manual coordination. This custom development eliminates one of the most error-prone steps in the operation.
Automated batch invoicing
Zo Veilig invoices ~6,000 subscriptions every month. We developed a controlled batch invoicing module: at the start of each month, all invoices are automatically generated based on current subscription data, checked for anomalies and then sent in bulk.
The process is transparent: deviations are flagged before sending, so corrections can be made before any incorrect invoices go out. A substantial improvement over the previous manual process.
CRM, Helpdesk and subscription management
Customer contacts, quotes and active subscriptions are managed through CRM and Subscriptions. Fault reports and service requests come in via Helpdesk and are immediately linked to the correct customer and location. Engineers see their open tasks in the planning module and can access relevant customer history directly from within the work order.
Result
Zo Veilig manages the complete lifecycle of a security customer — from acquisition and installation through contract, monitoring centre, service and invoicing — from a single platform. The integration with Securitas and Alarm.com is fully automated: activation on sign-off and on relocation happens without manual intervention. The monthly batch run of ~10,000 invoices has become a controlled, auditable process. And field engineers work with digital job sheets that enforce the correct sign-off steps.
Further reading: Odoo for professional services · All customer cases