Plan and price
Import 2D ASCII DXF, PDF or image plans. Place 3D trade tools, organize drawing layers and mark up routes in every Planner package.
Explore plans and estimates →Plan it. Price it. Keep the whole job moving.
Bring plans, quotes, projects and company records together. Choose Professional for field delivery, or Enterprise for TeckNation AI and advanced company workflows.
Request a demo to explore Planner packages and receive a proposal. HR, company administration and tax records and reporting are included in every package. TeckNation AI is Enterprise only. Connect is free; optional monitoring and camera services are separate.
Schedule and deliver
TeckNation Teams Calendar brings eligible quote, bid and invoice dates together with service, installation and meeting dates. Linked appointments follow dispatch changes without duplicate bookings.
Explore the shared calendar →Keep customers informed
Use free TeckNation Connect to open shared documents and follow service work. Customers see their own authorized records; requested and proposed dates remain distinct from confirmed appointments.
Explore customer access →Run and grow the business
Organize HR, company administration and tax records and reporting records in every Planner package. Enterprise adds TeckNation AI, marketing tools, proposal playbooks and advanced operations.
Explore Company Marketing →TECKNATION PROJECT PLANNER PRODUCT TOUR
Watch the interactive demo →See the workflow in motion.
Explore a sample project, from drawings and device details to field reports and customer documents.
Built For Contractors & Service TeamsTeckNation Project Planner software.
TeckNation Project Planner software.
Run your whole business.
TeckNation Project Planner: business software. TeckNation AI: AI assistant, Enterprise only. Both are owned and created by TeckNation Access Control LLC.
Connect Your Plans, Projects, Field Teams And Customer Documents. Add TeckNation AI With Enterprise For AI Markup, Trade Drafts, Smarter Routing And Receipt Review.
Access ControlSurveillanceElectrical & HVACPlumbingIT & AVConstruction & More
Prints & Markup+Project Management+Quotes & Bids+Invoices
Your trade expertise. A smarter starting point.
From the first drawing to the final handover, TeckNation AI helps your team turn job details into reviewable plans, checklists and business drafts.
AI markup & takeoff
Analyze a saved drawing page with supporting specifications and schedules. Review suggested devices, visible conduit routes, materials and missing information before applying them.
Explore plan intelligence →Scope & installation checklists
Turn your supplied job details into a practical work scope, installation steps, materials to review and a checklist tailored to your trade.
Explore installation →Quotes, invoices & bid pricing
Authorized billing users can prepare pricing drafts from the quantities, rates and terms they provide. Review commercial details before creating or sending customer documents.
Explore Bid Studio →Skills, appointments & routes
Review route suggestions using appointment windows, required skills, shift times and home bases. Confirm the route before applying assignments. Road estimates require a routing connection.
Explore route planning →Receipt reading & review
Extract visible receipt details and suggested categories. Confirm the actual payment and business use before posting to your financial records.
Explore receipt review →Marketing emails & social captions
Draft campaign copy and captions, then bring approved wording into Company Marketing. Use the connected campaign and video tools to prepare and publish your content.
Explore marketing →More ways TeckNation AI helps your team
A clearer service plan
Prepare diagnostic steps, questions for the site visit and testing checks. Use the reviewed draft alongside the technician’s assignment and job report.
Explore service →Follow-ups worth sending
Draft customer updates and follow-ups from the facts you supply. Copy and review the wording before using your company’s communication tools.
Explore client management →Commissioning through closeout
Prepare testing checks, missing-information lists and handover steps. Keep the reviewed output with your project documents and closeout playbooks.
Explore project delivery →Private draft history
Reopen your saved trade drafts within the selected company, review the suggested steps, materials and checks, and copy the result into your workflow.
Explore all apps →TeckNation AI is available only with TeckNation Project Planner Enterprise. Company permissions, configured services and human review apply.
For Homeowners · No Login Required
Financing For Your Residential Project.
Financing Options For Residential IT, Security, AV & Smart Home Upgrades. View The Official Brochure And Learn How To Get Started.
Explore Financing ↗Subject To Credit Approval And Program Requirements. Confirm Contractor And Project Eligibility With The Financing Provider.
Your Work, ConnectedFewer Loose Ends.
Fewer Loose Ends.
More Control In The Field.
Tools For The Details That Make An Installation Run.
Bring Your Prints To Life
Upload PDF Or Image Drawings. Place Labeled Toolsets By Trade, Add Markups And Open Each Device For Details And Site Photos.
Keep Hours In View
Track Budgeted, Used And Remaining Labor Hours. Log Work, Manage Tasks And Follow Project Completion.
Move From Scope To Invoice
Create Estimates, Quotes And Bids. Preview Branded Documents, Record Customer Acceptance And Convert Them To Invoices.
Start With Clear Requirements
Give Customers Device Excel Templates With Site And Plan Page Fields. Collect Completed Templates Alongside Project Prints.
Give Customers A Clear View
Assigned Customers Can View Shared Plans, Devices, Photos And Progress, And Review Their Quotes And Invoices.
Put Your Company On The Page
Add Your Company Logo And Details. Choose Document Templates And Colors, And Add Your Own Invoice Checkout Links.
Built Around The WorkOffice Plans.
Office Plans.
Field Precision.
Bring Your Drawings, Device Details And Project Progress Together So Your Team Can Move From Planning To Installation With A Clear View Of The Work.
See The Full Platform ↗Inside Your WorkspaceThe Details Behind
The Details Behind
A Better Handoff.
Connect Your Marked-Up Plans With Labor Tracking And Device Information.
TeckNation Project PlannerExample ProjectProject Workspace
Office Security Upgrade
Site A · First Floor · Plan E-101
Reception
Office 01
Meeting Room
Equipment
Main Corridor
◉ CAM-001▣ AC-001⌁ DATA-001Trade Toolsets + Device Details
Budgeted Labor120 Hrs
Used Labor72 Hrs
Completion60%
One Connected WorkflowBuild A Better
Build A Better
Project Handoff.
Keep The Plan, The People And The Paperwork Moving Together.
Explore Your Workspace ↗- 01
Scope & Estimate
Build Quantities, Labor And Pricing Into A Clear Proposal.
- 02
Plan & Install
Place Devices On Prints And Track The Work As It Happens.
- 03
Review & Invoice
Give Customers Their Documents And Link To Your Payment Checkout.
One Company. Every Department.
From The First Opportunity To The Final Payment.
Run Your Whole Business With Connected Tools For Your Office, Field Teams And Customers.
Win The Work
Bid Central, Trade Proposal Kits, Readiness Checklists And Branded Quotes.
Explore Bid Studio →Deliver In The Field
Service And Install Dispatch, Route Planning, Job Reports, Sign-Off And Ticket Payments.
Explore Dispatch →Keep Everyone Connected
TeckNation Teams · Messages, Recorded Calls, Screen Sharing And A Project Communication Timeline.
Explore TeckNation Teams · Video Meetings →Grow Your Business
Email Campaigns, Company Social Connections And A Video Clip Studio.
Explore Marketing →Support Your People
Employee Records, Qualifications, Uploaded Documents And Renewal Workflows.
Explore Company & HR →See The Whole Picture
Project Progress, Labor, Expenses, Receipts, Reports And Recorded Company Activity.
Explore Reports →Access Depends On Your Company Permissions And Package. Calls, Email, Social Publishing And Road Routing Use Your Configured Service Connections.
Need the work done?
Explore TeckNation Services →Connect directly with TeckNation.
IT, AV, smart home, camera systems, intrusion alarms and access control installation and service for your Dallas–Fort Worth home or business.
TeckNation Project PlannerYour Next Project.
A Clearer Flight Plan.
Explore TeckNation Project Planner ↗Customer Portal →Know What Your Package Includes.
Receive Customer Payments In Every Package. Essentials, Professional and Enterprise include invoicing, provider-hosted payment links, late-fee tools, recurring invoice drafts and automated document email delivery after review. Use your own approved Stripe, Square or PayPal account. Provider fees, availability and company billing permissions apply. Recurring drafts are generated manually; document emails require a verified sender and confirmation. Automatic onboarding and payouts for every company are not connected yet; TeckNation Project Planner is not an independent payment processor.
Enterprise Payroll Preparation
Prepare regular and overtime earnings, additional earnings and pay-period worksheets. Review and approve the worksheet, track its history and export CSV records.
Company setup is required. Direct deposit, deductions, payroll tax calculations and filings are not connected.
Explore Payroll Preparation →Connected Company Workflows
TeckNation Project Planner includes HR and tax records and reporting from Essentials. Enterprise adds TeckNation AI, proposal playbooks, smart routing, marketing tools, recorded calls and advanced company activity. Service connections and company permissions determine which external actions are available.
Review Connection Requirements →Keep Employee Onboarding Together.
Private License & Certificate Uploads
Employees with linked accounts can upload PDF, PNG and JPG files up to 10 MB to their own records. Authorized HR staff can review supporting documents.
Expiration & Training Records
Link evidence to credential records for renewal dates and continuing education tracking. HR verifies credentials and training; uploading a file alone does not verify it.
Fillable Onboarding Documents
Complete branded templates and retain document versions in the private company vault. Required agreements are presented before access, with saved signature receipts.
Company & HR is included in TeckNation Project Planner Essentials, Professional and Enterprise. Verified employee accounts and company permissions apply.
Explore Company & HR →TECKNATION BRAND PARTNERS
Connected security. Professional support.
Explore TeckNation’s Alarm.com and Ring partnerships for your home or business. Our team can help you plan the right installation for your property.
Smart security, professionally connected.
TeckNation is an authorized Alarm.com dealer. Explore connected security and video solutions with installation and support from our team.
Visit our Alarm.com page ↗
See more of what matters.
TeckNation is a Ring Authorized Partner. Ask TeckNation about video doorbells, cameras and installation for your property.
Explore Ring products ↗Available features depend on the selected devices and service plan. Ask our team about compatibility and any subscription requirements.
Alarm.com product catalog
Find manufacturer-listed cameras, doorbells, access control, recorders and connected-property equipment by exact model.
Explore 79 model references →Brands We Use
Explore the device and equipment brands available for your project. Call us to confirm compatibility, availability and pricing.
Alarm.com
ADI
Ring
ADI · Ring
2GIG
ADI
Axis Communications
ADI
Aiphone
ADI
Altronix
ADI
Hanwha Vision
ADI
Honeywell Home
ADI
Resideo
ADI
Ubiquiti
ADI
Lutron
Alarm.comBrowse all device brands & logos → · Explore the product directory →
Our monitoring partner
Southwest Dispatch Center
TeckNation works with Southwest Dispatch Center for alarm monitoring. Monitoring starts at $40/month; your system and approved service scope determine the final quote.
Call TeckNation: (972) 777-5799 · About Southwest Dispatch ↗
OUR TECHNOLOGY PARTNER
Ajax Systems
Alarm, video and connected protection devices, selected for your property.
Explore Ajax solutions →Engineering & Networking Toolkit
Included in TeckNation Project Planner Enterprise.
Explore the combined toolkit →AJAX · CONNECTED ON YOUR TERMS
Cloud access without a required monitoring subscription.
Use the free Ajax app to check your system, arm or disarm, receive push notifications and view live video from compatible cameras over an internet connection. Basic Ajax Cloud connectivity and app self-monitoring do not require a paid professional monitoring subscription.
Professional alarm monitoring is optional, starting at $40/month through TeckNation — the same starting price as our Alarm.com monitoring. Add monitoring through Southwest Dispatch Center when you want a monitoring team to respond to alarm signals. System compatibility and the agreed service scope determine your final quote.
Live viewing and cloud recording are different. Optional Ajax Cloud Storage for recorded video is a separate paid service. Recording history requires compatible configured storage, such as an Ajax NVR or supported local storage; available options vary by camera. Equipment, installation, internet service, optional cellular/SIM service and other paid add-ons are separate. Self-monitoring does not include a monitoring station or emergency dispatch.
Explore AJAX systems · Discuss installation or optional monitoring: (972) 777-5799
Ajax apps · Video and recording options · Optional Ajax services