WeSuite Newsletter
Innovation in action is highly valued at WeSuite. Innovation comes in many forms. We have continually improved our development methodologies by investing in education for our team, implementing new tools and processes. We have invested in best of breed software for our support team and in running our business. We use our own software and suggest improvements. This year, the WeSuite team moved completely to QuoteAnywhere.
Our latest innovation in motion is development of our new virtual sales assistant, Selena AI. Selena’s debut at our Summer Workshop showing production of scopes of work in seconds hit the mark. In our next release Selena will provide sales insights based on sales reporting data from WeSuite. Team and individual analysis of data to guide selling, highlight actions to take, show comparisons, and much more to close more deals.
We have big plans for Selena with more features being released by year end, including site survey voice to text notes interpreted, organized, and enhanced, and even the creation of the bill of materials, addition of labor, chargeable items, and services. Selena becomes a salesperson’s best friend!
Want to get to know Selena and how she can help your team? Reach out and say ‘Hey Selena!”
Happy Selling!
Innovation in Action: Inside WeSuite’s Users Workshop
From August 5-8, members of our WeSuite community came together for an action-packed workshop focused on the New QuoteAnywhere. The 2 ½ day event allowed attendees to see and experience how QuoteAnywhere now makes the lead-to-close process easier and more efficient than ever – for sales of any size and complexity.
Like all attendees, David Lok of Wycliffe Technologies came to see “what’s coming out.” He says, “Having everything from WeEstimate and WeOpportunity under one platform as a web browser and being mobile is awesome! Once 6.12 is released, we plan to move fully forward with it.”
Beyond introducing QA’s powerful, expanded feature sets, the workshop focused on how to apply them to address common business challenges – like onboarding and off-boarding users, dealing with pricing volatility, forecasting, managing estimate revisions, and using electronic business forms to streamline in-house communications. Roundtable sessions spurred dynamic discussions about current sales topics – with participants sharing their company’s tactics for addressing issues like tariffs, forecasting, and budgeting.
By far, the biggest hit of the workshop was an introduction to Selena – WeSuite’s new AI-powered assistant. Over the coming months, she will gradually bring more and more automation to the QuoteAnywhere platform. Ultimately, she will assist with lead generation and targeting, estimating, scope writing, and more!
Most attendees said that their companies were already using AI to assist with a number of tasks, and were thrilled that Selena could soon help do those things within leaving QuoteAnywhere. “Of everything I saw at the workshop, I’m most excited about the AI integration,” said Jay Juron of Sage Integration. “I’m unaware of any other quoting tool or similar software that has built-in AI. This is huge.”
Kayla Maddox of Pye Barker says that in addition to gaining more knowledge about QA’s new features, the workshop allowed her to “connect with other users, see how they’re using WeSuite, and learn if there are ways for her and her team to use their system better.”
Couldn’t attend yourself? You’ll be hearing soon about all the exciting new QA features and capabilities coming your way!
WeSuite in Focus
Kate’s had enough headaches that slow down her sales process: endless manual data entry, inconsistent pricing that erodes trust, and clunky quoting tools that make even simple proposals a chore.
That’s why Kate chooses WeSuite. With WeSuite, she can:
● Create and track leads in one place – No more juggling spreadsheets or jumping between systems. Every opportunity is captured, organized, and easy to follow from first contact through close.
● Access real-time customer data and pricing – Kate has confidence knowing that every quote reflects the most accurate pricing.
● Build accurate quotes—from the simple to the most complex – Whether it’s a quick proposal or a sophisticated, multi-site project, WeSuite’s flexible estimating tools keep her fast and precise.
● Copy Jobs with Ease – Why start from scratch? Kate can duplicate past projects, make adjustments, and save hours on repetitive work.
● Generate Multi-System Proposals – From security to fire to AV and beyond, Kate can combine multiple systems into one polished, professional proposal.
● Manage Labor of Any Kind – With WeSuite, Kate can estimate and control labor of all types, with detailed options and built-in accuracy.
By eliminating inefficiencies and creating consistency across the sales cycle, WeSuite gives Kate more time to focus on what really matters: building relationships, closing deals, and driving revenue.
Vote for WeSuite in SecurityInfoWatch’s Readers’ Choice Awards
We’re honored to be nominated!
We’re excited to share that WeSuite has been nominated for the SecurityInfoWatch.com Readers’ Choice Awards 2025 in the Business Management Software and Solutions category.
This nomination reflects our commitment to helping security integrators streamline quoting, sales, and business management—making your operations smarter and more efficient.
Voting is now open! Show your support by scanning the QR code and casting your vote.
Voting period: August 11 – September 26
(One vote per IP address)
Join WeSuite at These Exciting Industry Events!
We’re hitting the road this fall to connect with security professionals, share insights, and showcase how WeSuite can transform your quoting, sales, and business management processes. Mark your calendars and come see us at these major events:
Field Hub Conference 2025
October 7-8, 2025
Four Seasons Hotel Baltimore, Baltimore, Maryland
Stop by our booth to learn how WeSuite empowers your team to quote smarter, close deals faster, and manage business operations efficiently.
Resideo Connect 2025
October 22-25, 2025
JW Marriot LA Live, Los Angeles, CA
Resideo Connect brings together leading integrators, partners, and innovators across the security, life safety, HVAC, and smart home industries. Visit the WeSuite team to see how our solutions can help you streamline operations, boost sales performance, and increase profitability. Planning to attend? Let’s connect
How to Evaluate a Candidate’s Critical Thinking and Problem-Solving Skills
Most hiring managers ask questions that tell them nothing.
While you’re asking, “Tell me about yourself,” your competitors are using behavioural techniques and questions that show them a candidates true working style. The gap between mediocre and elite interviewers? It’s not experience. It’s methodology.
Episode 1 has just been released featuring Tracy Larson, CEO of WeSuite, and we’re talking about how to successfully evaluate a candidate’s ability to think critically and solve problems, in an interview.
Start using techniques that will show you a candidate’s capability. The companies doing it right aren’t just lucky with talent; they’re using better interview techniques.