Lead acquisition and management, quotes, contracts, e-signature, invoicing, client management, document delivery, and team access — all in one place and streamlined to single clicks.
Disconnected tools and manual steps cost you time, they cost you contracts, and they create opportunities for mistakes.
Auto-generate quotes, contracts, invoices, and post orders with one click. Client and service info entered once flows everywhere it's needed. No retyping, no copy and pasting, no stack of tools and apps that weren't built for your company.
Stop running your pipeline across spreadsheets, word docs, note apps, and three different tools that don't talk to each other. Every lead from every source lives in one format, worked the same way.
Referral, website form, inbound call, marketplace, paste-from-email — every lead lands as the same lead card, with the same fields, the same workflow, the same actions.
Stop reconciling a CRM, a spreadsheet, an email folder, and a notebook. Work from a single feed.
The lead card understands uniforms, armed versus unarmed, hours and rate, service types, site addresses. Generic management tools don't. You stop adapting around the tool.
Screenshot a lead from any marketplace or referral platform you already use, upload it, and TrustGuard parses it into a lead card automatically. Every lead — wherever it came from — works the same way once it's in your feed.
No more building quotes in Word, copying them into a contract template in third-party software, no more scanning signature pages and emailing PDFs back and forth. Generate, send, and sign — all in one flow. All from the same client.
Generate a full branded professional quote with a scope of work and billing math. Generate and send a contract with the scope of work, the billing math, and your company's custom terms and conditions. The data carries forward.
Rate × hours × dates calculates automatically. Weekly, monthly, and total figures stay in sync. Add taxes, additional fees, and line items. Stop double-checking arithmetic in a calculator app.
Create custom templates for terms and conditions, indemnification, whatever your business needs. Save once, reuse on any contract.
Client signs from any device. No printing, no scanning, no separate e-signature service, no separate login. Signed contract lands on the client card automatically.
A full CRM suite designed specifically for guard, EP, and patrol companies. Stop using generic CRMs, spreadsheets, contracts from folders, invoices from accounting apps, and notes from your phone. Every client lives on a single card — every contract, every service, every invoice, every document, every interaction.
Contact info, site addresses, service history, contracts, invoices, documents, and activity timeline. Everything you've ever done with the client, in chronological order, one click away.
Contract status, service status, payment status — color-coded indicators on every client card. See who's active, who's past due, who's up for renewal without opening a single record.
Site address, service type, hours, uniform requirements, point of contact — all pulled from the client's contract and assignment data. Email the post orders to your operations team with a single click.
Recurring services tracked across the lifetime of the contract. Add new services to existing clients without rebuilding their record. Populate new services from old services.
Stop building invoices from scratch in separate invoicing software. Stop emailing clients PDFs and chasing payment by phone. Create invoices with one click. Client info, contract terms, and service details all pre-filled. Ready to send. Ready to collect.
Service type, hours, rate, line items, and client info pull from your client records, contract terms, and service details. Edit anything that's changed since signing. Send when ready.
Stack additional line items, apply taxes, add credits or discounts. Math stays in sync across the invoice. No spreadsheet, no calculator.
Email the invoice with a payment link. Client pays by card directly from the invoice — Stripe or PayPal — no logins, no portals, no friction.
Sent. Viewed. Paid. Overdue. Status auto-updates on the client card the moment a payment lands or goes past due. No reconciling against bank statements at the end of the month.
Generic CRMs and lead platforms hand every seat full account access. Anyone can see anything, delete anything, change anything, untracked. TrustGuard scopes access by assignment, audits every change, and gives you a manager tier when you're ready to delegate. Built for guard companies that actually have teams.
Invite team members by email. They sign up, link to your company, and you assign their permissions. No seat licenses to manage, no separate user database.
Three roles: owner, manager, rep. Managers get elevated permissions automatically. Reps get basic access plus four toggleable permissions you control individually — manage clients, send invoices, see all records, purchase TrustGuard marketplace credits. Promote and demote anytime.
Reps see only the leads and clients assigned to them, not full account access. Assign individually, or let the platform auto-assign leads by state coverage you've defined per rep.
Every status change, assignment, edit, permission flip, and deletion logged with actor, timestamp, and before/after diff. Searchable, filterable, and owner-only. Know exactly who did what, when, on what record.
Stop digging through email attachments, folders, and shared drives every time a client asks for your COI. Upload your licenses, insurance certificates, W-9s, training records, or any other documents once. Send them to clients in one click. Every send tracked, every recipient logged.
Drop in licenses, COIs, W-9s, training records, bonds, and any other company document. Stored securely, available to send at any time.
From the client card, pick a document from the list, hit send. The client gets an email with a secure link. No attachment, no file-size limits, no inbox-clogging PDFs.
Who sent it, when, to whom, which document, which client. The activity timeline carries the full history — useful for audits, compliance, and remembering you already sent the W-9 last month.
Not just licenses and insurance. Send a contract addendum, a service report, a follow-up document. Anything you can upload, you can send. Anything you send, you can track.
Search has changed. Buyers now ask Google AI Overviews and ChatGPT as often as they Google. Every Business subscriber gets a public profile page built to be found by both — with a built-in quote request that lands directly in your lead feed.
Schema markup, NAP consistency, structured data, and verified business details — your company gets indexed by Google and ingested by Google AI Overviews and ChatGPT.
Your profile has a "Request a Quote" button. Every submission creates a lead in your dashboard, in the same format as every other lead, ready to be worked.
Published A2A agent card at a verified machine-readable address. Procurement bots and AI agents can discover and qualify your company directly. The next wave of B2B buying runs through agents — you're ready before your competitors know it's happening.
The TrustGuard Lead Marketplace is currently in early access as we scale traffic and lead volume. Every subscriber gets in ahead of the curve, before this becomes the dominant lead source in the security market.
Maximum 3 buyers per lead.
You're competing against two others, not twenty.
Pay only for leads you want.
Buy credits, spend them on the leads that match. No subscriptions to the marketplace, no commitments, no pay-for-pipeline-you'll-never-touch.
Purchased leads go direct to your feed.
Purchased leads populate directly to your lead list, ready to be worked. Same format as every other lead, same workflow, same actions.
TrustGuard Business runs the whole operation — leads, quotes, contracts, invoicing, your team — one flat price, cancel anytime.
Check out the platform before you decide.
The 14-day trial requires a credit card; cancel before day 14 and you won't be charged. Subscriptions are month-to-month after that — cancel anytime.
No. You can cancel yourself, anytime, right from your account settings — no phone call, no chat queue, no retention script. We made it easy on purpose: we don't want customers who stay because leaving is a hassle. We want customers who stay because leaving would be a bad business decision.
Yes — TrustGuard is built phone-first. It installs straight from your browser to your home screen in about ten seconds (no app store, nothing to download), and everything — quotes, contracts, invoices, your lead feed — works from the phone in your pocket. Desktop works too; most owners run their whole operation from the phone.
No — by design, and you don't need it to be. TrustGuard installs directly from your browser to your home screen in about ten seconds, and from there it works exactly like any app: its own icon, full screen, push notifications. Skipping the App Store means no downloads, no App Store accounts, and features and improvements reach you the moment we ship them instead of waiting weeks on store approval. When you sign up, we walk you through the install on the first screen.
Yes, and it costs nothing extra. Add managers and reps with role-based permissions you control — what they can see, what they can do — all included in the flat monthly price. No per-user fees, ever. You can even send post orders to staff who never log in at all.
Minutes, not migrations. Install the app, add your company details, and you're working — paste your existing leads in from anywhere (our AI organizes them into lead cards for you), add your clients, and send your first quote or contract the same day.
Yes. Contracts signed through TrustGuard are compliant with the federal ESIGN Act and UETA — the same legal framework that makes electronic signatures binding across the U.S. — with a complete audit trail, and the signed copy is stored on the client record automatically.
Yes. Create leads directly in TrustGuard or import them from any source — paste the text or upload a file and the AI import builds the lead card for you. Clients are added directly with their contact, contract, and billing details structured from day one.
You do. Export your leads, clients, and invoice history to CSV anytime. Your client list is never sold or shared.
Yes — lifetime free for companies that sign up now. You only spend money when you choose to buy a lead with credits, and credits never expire. The built-in lead management suite is included.
Businesses, individuals, and government buyers request security services through TrustGuard's intake. Every lead is sold to a maximum of three companies — never blasted to dozens — and you filter by service area and service type before you buy.
Spreadsheets, folders, generic CRMs, scattered tools, hours of retyping. That doesn't have to be how you run your business anymore. Join the platform that was built for you.
Start your 14-day free trial