Help & How-To

1. On signup, install the app: iPhone uses Safari’s Share button, then Add to Home Screen. Android shows an Install prompt in Chrome.
2. Complete the onboarding wizard: company details, your name, and your armed or unarmed focus.
3. You land on your Dashboard. The rest of setup below lives in Profile & Settings.

1. Find the checklist at the top of your Dashboard. Tap the i next to its title for the rules, step by step.
2. Work through the nine steps yourself, signed in as the owner. Only your own work counts: steps done by your team members do not check off yours. Test leads are fine, you can send documents and quotes to your own email address, and a one-person company can invite another email address of its own.
3. Profile 100% needs the eight fields on Profile & Settings. Any still missing are listed under your profile completeness bar, each with a link to fill it in.
4. New to the monthly Business plan? Finish all nine by 11:59 PM Eastern time on the 7th day after your first Business payment and your second monthly charge is $0. It is applied automatically. When you finish, tap Got it on the gold badge.
5. On the free Marketplace plan? The checklist shows what you have already done, and the offer's end date when one is set. Your 7 days start when you upgrade to Business, as long as your first Business payment is made on or before that end date. Not interested? Hide it; the steps you do still count.
6. Annual plan, or paid for Business before? The checklist is still there to walk you through TrustGuard, without the free month. Hide it if you are not interested and bring it back anytime from Profile & Settings.
7. Missed your 7 days? The free month expires, and your badges stay in Profile & Settings under Getting started, where you can keep earning them. Signing up again with a new account does not earn a second free month.

Full terms: Terms of Service, section 4.11.

1. Go to Profile & Settings and open Public Profile.
2. Add your company overview, services, coverage areas, logo, and any testimonials.
3. Publish. You get a public page that search engines and AI assistants can read, and leads submitted there come straight to you. You can unpublish anytime.

1. Open Team & Activity from the dashboard. It opens the Team Members page, which also carries the Activity log entry at the top. Invited members log in with a role: Owner (you, full access), Manager (broad access), or Rep (scoped).
2. Rep permissions you can toggle: purchase credits, send invoices, see all records (vs. only what they’re assigned), and manage clients.
3. Coverage states on a rep narrow their new-lead alerts to leads in those states. Leave empty and they get alerts for all company leads.
4. Off-platform contacts are a saved recipient directory with no login, like dispatchers, site supervisors, or an attorney. You can send them documents and post orders.

1. Go to Profile & Settings and tap Connect Stripe.
2. Complete Stripe’s quick onboarding.
3. Once connected, the Create Invoice button unlocks on every client’s Billing tab. Until then it’s greyed out.

1. Go to Contracts and open the Templates tab.
2. Tap Create Template and paste your contract terms. You can keep more than one template for different service types.
3. Save. When you send a contract, TrustGuard drops the client and service details into your own terms automatically.

1. Open the Marketplace and pick the Inbound leads feed. Each card shows the job details up front.
2. Tap a lead to see the full request. Contact details stay hidden until you purchase.
3. Tap Contact [Name] to unlock the lead with credits. The credit cost is shown before you buy, and credits never expire. Buy more on the Credits page.
4. Up to 3 companies can buy the same lead. After three, it leaves the marketplace.

1. Pick the Signal leads feed in the Marketplace. Each card is a sales signal sourced daily: government contracts out for bid, contracts coming up for rebid, construction permits, layoff notices, labor disputes, recent incident reports, disaster declarations, and business expansions.
2. Every signal carries an urgency score. Hot signals have a closing action window, so start at the top.
3. Filter the feed by sector (Government or Commercial), source type, and state. You can scope to your coverage states or search everywhere.
4. Tap Find contact to reveal a decision-maker’s contact details. Reveals are included with TrustGuard Business and OS, no credits.
5. Tap + Add to leads to copy a signal into My Leads as your own private lead with the full workspace, including a ready-to-dial Call Sheet.

1. Go to My Leads and tap + Create Lead.
2. Type the details in, or paste any text (an email, a voicemail transcript, a note) and AI structures it into a lead card for you.
3. Created leads are private to your company. They never enter the marketplace.

1. My Leads lists every lead. Filter by status or type (Inbound, Signal, Created), and search by name.
2. The lead header shows full contact details with one-tap Call, Email, and Text. On Business and OS, Email opens an in-app compose: pick a saved template, attach vault documents, and the email sends from TrustGuard with replies routed straight to you.
3. After you tap Call (or start an email or text from your own mail or text app), nothing interrupts the call. When you leave the lead, one screen asks how it went. Fill in first: type a note if there is something to remember, such as who to ask for (it goes to the Notes tab), and tick remind me in 2 days if you want a call-back reminder after a voicemail or no answer. On a new lead, mark as contacted is already ticked; it only applies if you talked. Then tap how it went, the last row: Talked, Voicemail, No answer, Wrong number, or No call made. That one tap saves it. If you asked for the reminder, the screen shows when it is set, such as Reminder set for Mon, Sep 28, 9:00 AM, before it closes. Not ready to answer? Tap Dismiss at the top: you stay where you are, nothing is recorded, and what you typed is still there when the screen comes back, as long as the app stays open. Tapping outside the screen does nothing, so putting the keyboard away never loses your note. Your owner and managers see each call in the team activity feed with your name.
4. The latest note on the lead shows right under Call, so read it before you dial. Tap it to open Notes. A number someone marked Wrong number is flagged there too. If you close the app before answering, TrustGuard asks the next time you open a lead or My Leads.
5. Tabs: Services (build the job and send quotes or contracts), Contracts, Documents, Notes, and Lead History.
6. Signal Leads you added also carry a Call Sheet tab: a ready-to-dial worksheet for the first call.
7. On a Signal Lead, open Lead Information to see Signal Origin: the full detail from the original signal, such as the offense, premises category, block address, and the dates it was reported. If the same business or organization had more than one filing, they are listed under Filings as of the date you added the lead, newest first, so a repeat target is still obvious months later. This detail is saved onto your lead when you add it, so the lead page keeps it even after the signal drops out of the Marketplace feed.

1. Set the status on each lead: New, Contacted, Quote Sent, Contract Sent, Hired. Quote Sent and Contract Sent flip automatically when you send.
2. Made a cold approach? Use Move to Outreach from the lead menu. Use it for a walk-in who took your capabilities statement, a cold call, or a contact with no need right now. Outreach leads leave your working list and surface in the Outreach view, so the pipeline you are actually selling stays clean. Return from Outreach brings one back whenever they come to life, and the lead keeps whatever status it already had, so a lead you had sent a contract to is still at Contract Sent when it comes back.
3. Not ready to buy yet? Use Move to Standby from the lead menu and pick a check-in date. Standby leads leave your active list and surface in the Standby view, soonest check-in first. Return to Active brings one back anytime.
4. Done with a lead? Archive it from the lead menu: Archive lead on the lead page, or Archive on its card in My Leads. TrustGuard asks why it did not close; pick a reason or tap Skip. From the lead page you land back on My Leads. Nothing is deleted: archived leads keep their history and wait in the Archived view.
5. Changed your mind? Restore lead on the lead page (or Restore on the card) brings it back with the status it had.

1. Open a lead and use the Assigned To picker. You can assign one or several team members at once.
2. Assignees get a push notification the moment you assign them.
3. Reps without the see-all-records permission only see leads assigned to them, so assignment is also how you control what each rep works.

1. The Notes tab on every lead keeps a running log. Each note is timestamped with who wrote it.
2. Tap Set Reminder in the lead menu to schedule a follow-up tied to that lead.
3. All reminders, lead-linked or freeform, live in the Reminders tab in the bottom nav. Create one from there anytime with the plus button.

1. On the lead’s Services tab, the sheet is one list of folded blocks: Client Information Sheet, then each assignment, then Billing. Tap a block to open it, the same way you open an assignment. Fill in service type, armed or unarmed, officer count, schedule, and your rates in each assignment. Hours calculate automatically from shift times.
2. Tap Send Quote. The lead gets a professional priced quote by email, branded as your company.
3. On a client, the recipient list also carries that client’s other contacts. Switch on whoever else should see it.
4. The lead’s status flips to Quote Sent automatically.

1. Tap Send Contract on the lead’s Services tab. Pick a template and the client and service details drop in automatically.
2. The contract goes out for e-signature, branded as your company. Status flips to Contract Sent.
3. When they sign, the signed copy saves to the record automatically, and the lead converts to a client for you.

1. Upload your company documents once to the document vault in Profile & Settings.
2. On any lead or client, open the Documents tab and tap Send Documents. Pick the files and the recipients: the client, their other contacts, your off-platform contacts, or any address you type in.
3. Every send is logged on the record, so you always know what went out and when.

1. When a lead signs the contract you sent, TrustGuard converts them into a client automatically, with the intake details and the first service already filled in.
2. You can also convert manually anytime: set the lead’s status to Hired.
3. On TrustGuard Business and OS, the new client card appears in Clients, ready to work.

1. Header: one-tap Call, Email, and Text, plus lifetime revenue and status. When a client has more than one contact with a phone number, Call and Text ask which one first. Email opens an in-app compose with your saved templates and vault-document attachments, sent from TrustGuard with replies routed to you.
2. The Client Information dropdown holds the full Client Information Sheet details.
3. Tabs: Services, Contracts, Billing, Documents, Notes, and Client History (the full timeline).

1. Open Client Information and find the Contact section. It lists everyone you have on this client. Tap a name to see their phone and email.
2. Tap Add contact for the next person: the office manager, the chief of staff, whoever else you deal with. Only a name is required. Someone you only ever email does not need a phone number, and someone you only ever call does not need an email.
3. The first contact on the list is the one from the client record itself. Edit that one with the pencil at the top of Client Information, the same place you always have. The rest you edit or delete right on the list.
4. Call and Text cover everyone with a phone number. One number on file dials straight out, more than one asks who first.
5. Anyone with an email shows up as a tick box when you send a quote, send documents, send a contract, or write an email, so you stop retyping the same colleagues. Nobody is ticked by default: you choose who gets each send.
6. One thing to know when you email several people at once: if your message uses [First Name], it fills in the client’s main contact for everyone on the send, not a different name per person. For a genuinely personal note, send it on its own.

1. On the client’s Services tab, tap + Create Assignment to set up a new or recurring service: type, schedule, officers, and rates. You can also paste or upload details and let AI fill the form; a schedule with different hours on different days comes in as separate schedule rows for you to review. A shift that runs into a later day (a weekend hold from Friday 6:00 PM to Monday 8:00 AM, for example) is one schedule row: pick the single start day, set the times, and choose the day it ends under Ends; the hours are worked out for you and carry through quotes, post orders, contracts and invoices.
2. Don’t know a detail yet? Mark it TBD instead of guessing: every dropdown (location, service type, officer type, uniform, carry, vehicle type) has a TBD choice at the end of its list, and the officer quantity, hourly rate, cost per hit, shift schedule, start date and end date each have a small TBD button beside the field. A TBD prints as “TBD” on the quote, contract, post order and Client Information Sheet so you can send and get signed now and fill it in later; anything left blank stays off the document as before, and a quote or contract with a TBD rate, officer count or start date shows “to be finalized” instead of a price.
3. A TBD start date fits the common “start them as soon as we can” contract: mark it, send the paperwork, and enter the real date when the job actually begins. Until then the service card reads Starts TBD and its status stays Inactive; typing the start date is what flips it live.
4. The end date is always a choice: pick a date, or press TBD when the end date is not known yet (scheduled shifts and continuous coverage work the same way). An end date is always a date or TBD, so a scheduled assignment will ask you to choose one before it saves. An assignment with no start date yet makes no end-date claim at all: documents simply leave the end date off unless you pick one, so a blank form never fills in an end date on its own.
5. Billing by hits? Schedule rows work there too: add a row for the weekend, set its days and times, and give each row its own Hits count (the Hits per Shift field is the first row’s). Three hits a night on weekdays and five on weekends price exactly that way on the quote, post order and contract, and the schedule lines show the hits beside the hours.
6. Vehicle switched on? Choose Billed separately (enter a rate and billing period, as before) or Included in service rate when the vehicle comes with the post at no extra charge: the rate fields go away, nothing prints as $0.00, and the documents simply read “Vehicle: Included (Unmarked vehicle)” so everyone still knows what is rolling. Marked or unmarked stays either way.
7. Tap a service card to expand it, then tap an assignment or Billing to open it. Save and the send actions stay below them.
8. Send Post Order emails the standing post instructions to your team and off-platform contacts, so everyone on the post has the same orders.
9. Choose which assignments a post order covers. Every assignment is ticked when the sheet opens; untick the others to give one site its own post order, or use Select all to send the whole job. The guard at one store only gets that store.
10. Send the math is off every time the sheet opens, so no rates, hours or totals go out. Turn it on to include the figures for the assignments you picked (your Weekly, Monthly and Total choices on the assignment still decide which ones print). A flat fee on the service goes only on the post order that includes its first assignment to start with a rate, so a job split across several post orders carries each flat fee once. Check Preview before you send: it shows exactly what the email will say.

1. On the client’s Contracts tab, tap + Create Contract. Pick a template and the details drop in.
2. Send it for e-signature and track the status: draft, sent, signed. You can void a sent contract or download a signed one.
3. One person signs, and that is the primary recipient at the top of the send screen. Anyone you tick below, including this client’s other contacts, is CC’d a copy for their records. CC recipients never get a signing link.
4. Signed contracts save to the client record automatically.

1. Open the client and go to the Billing tab.
2. Tap + Create Invoice. It builds from the service rate and goes to the client for online payment.
3. Status tracks itself: sent, paid, overdue. Paid invoices roll into the client’s lifetime revenue. Reps need the send-invoices permission to bill.
4. Past-due invoices show as a red count on the dashboard’s Client Billing & Invoicing tile (owner view), just below the Snapshot’s Outstanding figure. No badge means nothing is past due.

1. Owner: everything, including the team, subscription billing, Stripe, contract templates, the public profile, and data export.
2. Manager: full day-to-day access. Managers can purchase credits, send invoices, see all records, manage clients, assign leads, and view the account activity log from the Team & Activity tile or Profile & Settings.
3. Rep: works leads and clients within their permissions. Each rep’s toggles (purchase credits, send invoices, see all records, manage clients) are set by the owner on the Team Members page.

1. Set coverage states on a rep from the Team Members page.
2. New-lead alerts for that rep narrow to leads in those states. A rep with no coverage states gets alerts for all company leads.
3. Your company’s own coverage areas also scope the Signal Leads feed, so the “All my states” filter shows your territory first.