A store or an office reception is the most visible post a security company runs. The client’s facilities manager sees the officer every day, hears about every complaint, and reviews the service every month. BOOK ON gives that contract a daytime rota with reliable cover, lock and unlock reports for opening and closing, typed incident and complaint records, a complaints register with corrective actions, and the Service Review Meeting and CAPA reports that make the monthly review a conversation about figures rather than impressions.
What retail and corporate contracts need
The same faces, on time
Clients notice a new officer and a late one. The officer roster keeps regular officers on their sites, lateness is reported and approved on the manager dashboard, and the Lateness report shows the month.
Opening and closing
Lock and unlock reports from the app record when the premises were opened and secured, by whom.
Incidents the client will ask about
Theft, abusive customers, accidents and first aid are raised as typed events with photos and sent to the client as PDF.
Complaints handled, not filed
Complaints go into the complaints register with service reviews and corrective and preventive actions, and come out on the CAPA report.
Recognition as well as complaints
The Officer Recognition / Compliment report puts good service in front of the client alongside the incidents.
A monthly review with numbers
The Service Review Meeting report, Monthly Site Visit report and attendance reports are the agenda.
A corporate reception contract in BOOK ON
- The site is set up under the client with its contact and hours; the roster holds the day and evening posts.
- The regular officer books on from the app; an unlock report records the building opened.
- Visitors, deliveries and anything unusual go in daily occurrence entries; incidents are raised as typed events.
- A complaint from the client is logged in the complaints register with its resolution.
- The officer books off with a lock report; actual hours sit beside planned hours.
- At month end the account manager runs the Service Review Meeting, CAPA and attendance reports and the invoice is fetched from the timesheets.
Built around UK guarding compliance
Store and corporate officers hold security guarding licences, tracked on their records with an SIA check and the renewal queue. BS 7499 applies to static guarding and expects assignment instructions, occurrence records and supervision; the client file reports, daily occurrence entries and Monthly Site Visit report provide them. Where a store runs CCTV, officers who operate it under contract need a public space surveillance licence, which BOOK ON holds as a separate licence category. The complaints register and CAPA process are what an ACS assessor reads under customer focus.
Retail and corporate security on BOOK ON at a glance
| Need | BOOK ON screen or report |
|---|---|
| Regular officers, on time | Officer roster, late-arrival approvals, Lateness report |
| Opening and closing | Lock and unlock reports from the app |
| Incidents and accidents | Typed events with photos, event PDFs, Events report |
| Complaints | Complaints register, Service Reviews and CAPA, CAPA report |
| Recognition | Officer Recognition / Compliment report |
| Monthly review | Service Review Meeting report, Monthly Site Visit report, Customer / Client Feedback |
| Invoice | Sales invoice from timesheets, Client Hours Analysis, PO / No PO Invoices |
Retail and corporate security questions
Can the client see who opened and closed the building?
Lock and unlock reports record it against the officer and time, and export to PDF or appear in the Events report.
How do I show the client a complaint was dealt with?
The complaint is in the complaints register with its resolution, and the CAPA report lists the corrective action for the review meeting.
Does it support multi-site retail contracts?
Yes. Each store is a site under the client; the roster, reports and invoice run by client, by site or by region.
Can the facilities manager receive a monthly pack?
The Service Review Meeting, CAPA, attendance and events reports are run by client and period; how they are sent is agreed during onboarding.
What about purchase order numbers on invoices?
The PO / No PO Invoices report separates invoices with and without a purchase order so missing POs are chased first.
Can officers record first aid incidents?
Yes. Accident is one of the typed event types, raised from the app with a description and photos.
Related pages
Prepare a service review on the demo
Name a site and we will show the attendance, events, complaints and CAPA reports a facilities manager asks for.