WHY CHOOSE ERP FOR SECURITY GUARD COMPANIES?

• Get Started on Business Central: We provision your Dynamics 365 Business Central tenant, install security‑services templates, and configure core Finance, Service, and Scheduling modules - so you manage guards, contracts, and billing end-to-end from day one. • Extend with Power Apps Front‑End: Our canvas‑app wizard delivers a touch‑friendly UI - big colored buttons, guided steps, and tablet/desktop compatibility without separate mobile development. • Seamless DocuSign & AI Integration: Embed DocuSign for e‑signatures and leverage AI‑driven engineer assignment based on availability, qualification, and region - automating your workforce dispatch. • Real‑Time Dashboards & Checklists: Monitor service requests, guard checklists, device tests, and cleanup tasks on a unified Dynamics 365 Business Central dashboard for complete operational visibility.

KEY FEATURES

• Step‑by‑Step Service Wizard: Launch new opportunities or service requests via an intuitive, mobile‑ready Power Apps interface. • Action‑State Buttons: Big red “Action Needed” and blue “Task Complete” buttons streamline guard workflows. • DocuSign Integration: Send PDFs for signature and track sign‑off status directly in Business Central:. • Automated & Manual Scheduling: Supervisors assign guards manually or let AI pick the best fit based on real‑time criteria. • Checklist Compliance: Engineers follow customizable checklists - device tests, site cleanup, and post‑setup verification. • Unified Dashboard: All metrics—open requests, completed tasks, and resource utilization - in one Power BI–embedded view.

GET STARTED TODAY!

Book a Demo: Explore the mobile wizard and AI scheduler in your sandbox.
Run a Pilot: Configure one service route with DocuSign and AI‑assignment in production.
Roll Out & Train: Deploy across your guard network and empower supervisors with low‑code customization skills.

Power Automate

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