POST ORDERS

Post orders built from the job, emailed to everyone who needs them.

EVO TrustGuard is security guard post orders software for guard, EP, and patrol companies: each post order is built from the client and assignment details you already entered and emailed to your team, supervisors and anyone else who needs it.

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Part of TrustGuard Business, $199 a month. Post orders live on the client record, not in the free Marketplace plan.

How it works

From a saved assignment to everyone on the post.

Four steps, on screens you already use.

Enter the job once.

On the client's Services tab, tap Create Service and fill in the site, service type, officers, armed or unarmed, uniform, dates and schedule; add another site to the same service as its own assignment. Type the standing instructions in the Officer Post box. A lead marked hired or signed carries its assignments into the client's first service, officer post included.

An assignment on a client's Services tab with standing instructions typed in the Officer Post box, and Sub out, Duplicate and Remove buttons

Save the people who get post orders.

On Team Members, add ops managers, dispatchers and site supervisors as off-platform contacts: a name, an email and an optional role. They never need a login. Owners and managers keep the list; reps pick from it when they send.

The Team members page's off-platform contacts: four people with a name, a role and an email, Edit and Delete on each, and an Add off-platform contact link

Pick the sites, and whether the math goes out.

Expand the service card, tap More actions, then Send Post Order. Every assignment starts ticked: leave them all on, or untick the others to give one site its own post order. Send the math starts off, so no rates or totals go out; switch it on to include the billed hours, rates and totals for the sites you picked.

The Send Post Order sheet: three assignments at different addresses with two ticked and one not, the Send the math switch off, and the owner listed below

Choose who gets it, preview, then send.

Tick the owner, team members and off-platform contacts, or type any other email address. Add a subject and a note if you want, tap Preview to read the post order as a document, then Send. A message confirms how many people it went to.

The Send Post Order sheet scrolled down: team members and off-platform contacts with their roles, two contacts ticked, an Other emails box, and a Send button
The post order

What arrives, and what stays on the client.

A document going out, a record staying behind.

Built from what you already entered.

Site location, service type, officers, armed or unarmed, uniform, dates, hours and the point of contact all come from the saved assignments and the client record, nothing retyped. A blank field is left off and a TBD prints as TBD, so it can go out before every detail is known.

Reads like a document on a phone.

One fact per line with a bold label, plus a plain-text version. The sender shows your company's name, replies go to whoever sent it, and it signs off with a Sent by line naming the person, their role and your company.

Several sites, one post order.

Identical posts at several addresses merge into one section with a Site locations list, each address with its own dates when they differ. One post order covers up to 20 assignments, and with the math on, a flat fee on the service prints once, with the assignment that owns it.

Every send leaves a record.

Post order sent by Name (Role) and the time land on the client's Documents tab, Activity Log and Client History; the audit entry keeps who it went to and which assignments it covered. Any active team member can send; when a rep or manager sends, the owner is ticked by default.

FAQ

Questions, answered

Do my guards or supervisors need a login to get post orders?

No. Save them as off-platform contacts (a name, an email and an optional role) or type their email address in the send sheet. The post order arrives as a normal email, and each person gets their own copy, so nobody sees the other addresses on the send.

Will the guard see what I charge the client?

Not unless you choose it. Send the math is off every time the sheet opens, so no rates or totals go out. The guard still sees the schedule: shift times and days. Turn the math on only when the person receiving it should see the figures.

Can one site on a multi-site job get its own post order?

Yes. Untick the other assignments and the post order covers only that site. Use Select all to send the whole job. One post order covers up to 20 assignments.

Is there a record of who sent a post order and when?

Yes. Each send shows on the client's Documents tab, Activity Log and Client History as Post order sent by Name (Role) with the time; the Documents tab and Client History also show the subject. The post order itself is not saved as a file.

Who can send post orders, and which plan do I need?

Any active team member, owner, manager or rep, on TrustGuard Business, $199 a month. No extra permission is needed, and when a rep or manager sends one, the owner is ticked as a recipient by default.

Ready when you are

The future of how security companies will operate starts here.

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.

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Month-to-month billing. Cancel anytime.