JM Security Systems
JM Security Systems, Inc.
Client Package Hub · Enter PIN
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JM Security Systems
3740 TAMIAMI TRAIL, STE 494326, PORT CHARLOTTE, FL 33949
941.391.5779 · JMSECURITYSYSTEMS.COM
JM SECURITY SYSTEMS IN‑HOUSE TOOL

Client Package Builder

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BACKUP & RESTORE
Save all packages to a file you keep in Dropbox or Files, then restore them on any device. Do this regularly — it’s your safety net if this device is cleared or replaced. The backup file contains client signatures and system credentials — keep it somewhere private.
JM Security Systems
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Saved
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ATTACHMENTS
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Documents in this package

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Toggle the documents that apply, and drag the ⠿ handle to set the order. Files you upload appear in this list too — drag them anywhere among the documents. Open any document to fill it in and collect signatures.

Staged / phased job
For projects installed in stages — developers, new construction, remodels. Adds a Phased Work Addendum and a Phase Completion & Partial Acceptance form to this package.
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⠿
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Ready to finish?
Review the assembled package, then email, print, or export it as a single PDF.
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Choose what to include

Pick exactly which documents and attachments to share, then export the assembled package.

DOCUMENTS
ATTACHMENTS
No attachments yet. Add the schematic, quote, or photos from the package screen.
SHARE THE SELECTED PACKAGE
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Sign with your finger or stylus in the box below.
Delete this package?
This permanently removes the saved package — its details, signatures, and selections. This can’t be undone.
File to CRM
Sends this package (the documents selected for export, with signatures) into the client’s record in your CRM.
SUPABASE URL (SAME AS YOUR CRM — ONE-TIME)
SUPABASE ANON KEY
CRM EMAIL
PASSWORD
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FILE →
No matching clients — add them in the CRM first.
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SENDING TO CRM…
Send for e-signature
VIA DROPBOX SIGN
Use this when the client isn’t signing in person. Three quick steps:
1
Export the package as a PDF — with signing fields built in
This copy embeds Dropbox Sign tags so signature, initial, and date boxes auto-place on upload. Use it only for Dropbox Sign — not as the client’s final copy.
2
Open Dropbox Sign & upload the PDF
3
Add the client’s email and send
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Dropbox Sign emails the client a secure link, walks them through signing, and returns a legally-binding signed PDF with an audit trail. Turn on Text Tags in your Dropbox Sign account so the embedded fields auto-place. Map signer1 = client, signer2 = JM Security. Free account setup at sign.dropbox.com.
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