Client and property records
Organize the clients and post sites your company serves. Keep the relevant contact and service information associated with the correct account.
Client and post-site management for security companies
CONNECT EVERY CLIENT TO THE DETAILS OF THEIR SERVICE.
Give every client and post site a connected service record. Guardix helps your team organize contacts, properties, assignments, instructions, and user access around the work you deliver. Bring those records into scheduling, reporting, invoicing, and client visibility so people can find the right context for the account they manage.
Clients & Post Sites
Build the operation around the service you provide.
A client can have several properties with different hours, instructions, contacts, and billing arrangements. Guardix keeps the relationship and site details organized, giving managers a clearer foundation for setting up coverage and communicating the work at each post.
Assignments and user access
Give managers and authorized users the clients and sites they are responsible for. Keep the working view relevant to each person's role.
Site instructions and service context
Connect post orders, schedules, tasks, and reports to the property where the work happens. Give officers and supervisors a clear reference.
Financial and client connections
Link the service record with the configured invoice method, rate setup, and approved client information. Help operations and finance review the same account context.
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Client and property records
Organize the clients and post sites your company serves. Keep the relevant contact and service information associated with the correct account.
02 / 04
Assignments and user access
Give managers and authorized users the clients and sites they are responsible for. Keep the working view relevant to each person's role.
03 / 04
Site instructions and service context
Connect post orders, schedules, tasks, and reports to the property where the work happens. Give officers and supervisors a clear reference.
04 / 04
Financial and client connections
Link the service record with the configured invoice method, rate setup, and approved client information. Help operations and finance review the same account context.
Harbor Point GroupClient
Harbor PointLobby, garage · 2 posts
Pier 9Mobile patrol · 4 visits
North GateGatehouse · 1 post
Assignments and access
Harbor PointPier 9North Gate
GAGrace Adeyemi
KBK. Brooks
CcClient contact
Harbor Point · site instructions
Service hours24/7
After-hours contactLena Brooks
Key holderFront desk
Alarm code procedureCall supervisor first
Harbor Point Group · finance
Guard post rate$24.50 / h
Invoice 1042$9,868 · Sent
Invoice 1041Paid
Linked to the client portal and invoicing
Guardix AI
Give operational questions the right site context.
Where Guardix AI can access approved site and shift information, use it to help find the relevant instructions or operating record. The client and site setup provides context for the question. Your team maintains the account details and checks the source before changing assignments or communicating important information.
Example · a practical example
A manager reviews a client's second property, confirms its post instructions and coverage hours, and checks that the appropriate team members have access to that site's records.
How it works
How it works
- 1
Organize the accounts.
Create the client and post-site records with approved details.
- 2
Connect the work.
Associate schedules, instructions, rates, and reporting workflows.
- 3
Assign access.
Give each user the sites and information their responsibility requires.
FAQ
Frequently asked questions
Can a client have more than one post site?
Organize the properties under the client structure your company uses. Each site can carry the service context and access appropriate to its assignment.
Can managers be assigned specific clients or sites?
Use the supported client and post-site permission setup to define each user's scope. Administrators configure the access required for the role.
Next step
Give every property a clearer place in the operation.
Connect client relationships, site requirements, and the workflows that deliver the service through Guardix.
Related
Works well with
Scheduling & Open ShiftsBuild site schedules, manage open posts, and use Nova assistance to prepare coverage for review.Open page Client Portal & AccessShare the reports, incidents, and site information each client is authorized to see.Open page Invoicing & Multiple Service RatesPrepare client and site billing with multiple service rates, approved hour sources, and configured billing periods.Open page