“EVO TrustGuard is where you run your security company. Every lead, client, quote, contract, post order and invoice in one place, built only for guard, EP, and patrol companies.”
“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.”
“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.”
“Business is billed monthly from signup. Cancel anytime and billing stops at the end of the cycle.”
“You do. Export your leads, clients, and invoice history to CSV anytime. Your client list is never sold or shared.”
“PDFs and images (PNG, JPG, WEBP). There are four named slots (COI, W-9, License & Permits, Workers Comp) and you can add as many other named documents as you need. Any of them can carry an expiry date, set when you upload it.”
“As a normal email from your company name, with the files normally attached when the attached total is 10 MB or less. Anything that does not fit comes as a download link that works for 30 days, and the email states the date it stops working. Replies go to the team member who sent it.”
“If you entered its expiration date when you uploaded it, the badge turns amber 30 days out and red once the date has passed, everywhere the document appears. TrustGuard does not send a reminder, and it will not stop you sending an expired document to a client.”
“Managers can. Reps can while Can manage clients is on for them (it is on for a new rep; the owner can switch it off on the Team Members page).”
“TrustGuard Business. A free Marketplace account sees an upgrade message in the editor and cannot publish a page.”
“It shows up on your Leads page as a new lead tagged TrustGuard public profile, with the buyer's contact details open. It goes only to you and costs no credits.”
“No. Your company name, phone, website, services, coverage areas and logo come from your account settings, and your brand colors are picked from your logo when you upload it. On the profile editor you add the About, your credentials, social links, FAQs and testimonials.”
“Yes. Switches show or hide parts of the page, including your phone number and website, and one switch publishes or unpublishes the whole page at any time.”
“The page is open to search engines and AI crawlers, is listed in our sitemap, and carries your business details in the format they read. We cannot promise where or when it appears.”
“TrustGuard Business lists the account holder plus 4 team members at one flat monthly price, $199, with no per-user fees. A team member needs no card and no plan of their own: they use the company's plan.”
“A manager has full day-to-day access, can assign leads and can read the activity log. A rep works what they are given, with four switches you control: manage clients (on for a new rep), see all records, send invoices and purchase credits. Only you, the owner, can invite people, change roles, flip permissions or set coverage states.”
“Not unless you allow it. A rep sees only the leads, clients, contracts and invoices assigned to them until you switch on Can see all records for that rep.”
“Give each rep their states. A new lead with nobody picked goes to the rep covering its state, otherwise to you. You or a manager can assign one or several people from the lead, and each person added there gets a push notification if their notifications are on.”
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