Guardhouse

A customer is someone that you provide your services to. This article will show you the basic information on how to add Customer names, addresses, and conta...

A service rate, also called a service fee, refers to a fee collected to pay for services that relate to a product or service that is being purchased. In oth...

Rates may vary depending on the site a guard is assigned for a shift. To set up the default rate for a site, click on the service rate name in the Site Rate...

When you are ready to invoice your customers, one thing that you would need to set up would be their invoice profile. Here are the steps to follow to get th...

The Customer Portal feature gives your customers view-only access to various information available in the system such as incident reports, the clock in/out ...

Administrators and Managers can now give the option for customers to view the live clock-ins of guards on their dashboard.  Prerequisite: A Guardhouse c...

There is no option to delete a customer in Guardhouse once it is added to the system. However, a customer can be deactivated following these steps: Go to ...

If you are using a Client Portal for Guardhouse here is a step-by-step guide: When you receive your account invitation you will need to follow the li...

This feature needs to be enabled on the backend. Reach out to Guardhouse Support or your Success Manager to have this enabled and/or demoed. Please note tha...

Email Contact Creation 1. In Guardhouse, Click "Organization" 2. Click "Customers" 3. Pick the Customer you are s...