A client view of their own sites.
Assign the relevant properties and records to the account. Let clients find approved service information through the portal and their permitted mobile experience.
Solutions for client service visibility
MAKE THE VALUE OF YOUR SERVICE EASIER TO SEE.
Give clients a clearer view of the work behind your security service. Guardix connects approved reports, incidents, patrol information, photos, and scheduled updates with the sites each client is authorized to see. Help account managers answer questions with a record and keep the service conversation connected to what happened in the field.
Your operation
Patrol report · Harbor Point
Internal note
Incident · Pier 9
Payroll review
Patrol · Riverside (other client)
Photos · Harbor Point
Client portalHarbor Point Group
Patrol report · Harbor Point
Incident · Pier 9
Photos · Harbor Point
DailyWeeklyMonthly
By goal
Service confidence grows from useful information.
A client wants to know what was checked, what was found, and how the team followed up. Guardix brings that account into a controlled sharing workflow. Review the field information, set the scope, and provide the updates appropriate to the relationship and the client's responsibilities.
Reports with the supporting evidence.
Share the observations, photos, and incident details approved for the client. Give the account conversation a factual reference that management has reviewed.
A reporting rhythm you control.
Organize daily, weekly, or monthly updates with the recipients and scope your company sets. Keep communication tied to approved activity and available service information.
Access matched to the relationship.
Use role, user, client, and site permissions to control the shared view. Give account managers a connected way to maintain the appropriate information for each contact.
Guardix AI
Improve the report before it reaches the client.
Use AI report refinement to make recorded observations easier to read, and available summary tools to prepare a concise starting point from the report or incident information. Your team checks the facts, relevant evidence, and sharing scope before delivery. Scheduled distribution follows the configured reporting workflow.
NovaScheduling agent
AtlasDispatch agent
Your teamReviews and approves
Example · The next client question starts with evidence.
A property contact asks about an overnight incident. The account manager reviews the officer's report and follow-up, shares the approved account, and keeps the relevant record available through the client's assigned site access.
How it connects
How the workflow connects
- 1
Prepare the account.
Collect the field observations and supporting records.
- 2
Review the scope.
Check the facts and identify the information approved for the client.
- 3
Keep the relationship informed.
Share through the portal or configured reporting schedule.
FAQ
Frequently asked questions
Do clients use the same mobile app as the operating team?
Guardix uses one app for officers, managers, admins, and clients. The client's account receives the information and tools their assigned access allows.
Can different contacts see different site information?
Yes. Configure the relevant client, user, and site access and review the reporting recipients so the shared information matches each contact's responsibilities.
Next step
Make your service easier to understand.
Bring the reviewed field record into a client experience that supports a stronger account conversation.
Platform
Explore the relevant Guardix modules
Client Portal & AccessShare the reports, incidents, and site information each client is authorized to see.Open page Automated Client ReportingGive clients approved daily, weekly, or monthly updates through a reporting schedule you control.Open page Hourly & Daily Activity ReportsTurn shift observations into site-specific hourly and daily reports, with AI assistance for clearer writing.Open page Incident ReportingCapture the event and evidence, refine wording with AI, and coordinate the next authorized action.Open page Roles & PermissionsControl user, role, client, and site access across the operation.Open page
Solutions
Related solutions
Security CompaniesConnect contract delivery, workforce preparation, client reporting, and financial review around the accounts you serve.Open page Commercial Real Estate & Property ManagementGive property teams a reviewed record of coverage, patrol checks, incidents, and the service at each building.Open page Cost Control & Business GrowthBring eligible revenue, labor, service rates, and allocated costs into the next commercial decision.Open page