EVO TrustGuard
EVO TrustGuard: “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.”
How many people can I add, and does it cost extra?
“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.”
在公司資料中查看What is the difference between a manager and a rep?
“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.”
在公司資料中查看Can a rep see my whole client list?
“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.”
在公司資料中查看How do new leads get to the right person?
“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.”
在公司資料中查看