Video tutorials
for everything CGuardPro does
Short narrated videos with captions, recorded on the real product: the CRM first, then the officer app and the supervisor app. Every tutorial has the written step-by-step guide underneath, so you can follow it with the sound off or jump back to one step.
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The first videos are in production
This is the full guide to what you can do in CGuardPro, taken from the product itself. Each topic is published here with its narrated video and written guide as soon as it is recorded.
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CRM · web dashboard
Where the office runs the operation: clients, sites, officers, schedules, attendance, dispatch, reports and settings.
Getting started
- Coming soon Create your company account Sign up, verify your email and open the CRM for the first time. Screen: /register
- Coming soon A tour of the dashboard Find your way around the menu, the dashboard and the operations map. Screen: /dashboard
- Coming soon Company profile and branding Add your company details, logo and colors that clients and officers will see. Screen: /setting/company-profile
- Coming soon Invite office users Give your office team access to the CRM by invitation. Screen: /back-office/new
- Coming soon Roles and permissions Decide what each user can see and do. Screen: /setting/roles
Clients and sites
- Coming soon Add a client Create the client record with contacts and notes. Screen: /clients/add-new
- Coming soon Create a service site Set up the address, geofence and contacts of a site. Screen: /post-sites/new
- Coming soon Create posts inside a site Split a site into posts, each with its own schedule and post orders. Screen: /post-sites/:id/stations/new
- Coming soon Give a client portal access Invite the client to see tours, incidents and reports. Screen: /clients/:id/portal
- Coming soon Automatic email reports to the client Schedule which reports the client receives and how often. Screen: /clients/:id/email-reports
- Coming soon Handle client requests Receive and answer what clients ask for from their portal or app. Screen: /customer-requests
Posts and post orders
- Coming soon Write post orders Publish the post's instructions and require officers to acknowledge them. Screen: /post-sites/:postSiteId/stations/:stationId/orders
- Coming soon Set up guard tours and checkpoints Build a tour, its QR/NFC checkpoints and the labels to print. Screen: /post-sites/:postSiteId/stations/:stationId/site-tours
- Coming soon Post equipment inventory Record the equipment assigned to a post and its condition. Screen: /post-sites/:postSiteId/stations/:stationId/inventory
- Coming soon Review shift pass-downs See what each officer hands over to the next shift. Screen: /passdowns
Security team
- Coming soon Add a security officer Create the officer and invite them to the app. Screen: /security-guards/new
- Coming soon Officer licenses and documents Upload credentials with expiry dates and get alerts before they lapse. Screen: /guards/:id/licencias
- Coming soon Assign sites to an officer Define which sites each officer can work at. Screen: /guards/:id/asignar-sitios
- Coming soon Supervisors and their coverage Create supervisors and assign the sites they cover. Screen: /supervisors
- Coming soon Send memos Send an instruction and see who read it. Screen: /memos
- Coming soon Officer performance and KPIs Read punctuality, tours and reviews for each officer. Screen: /guards/:id/desempeno
Scheduling
- Coming soon Build the schedule with rotations Assign 12-hour, 24-hour or custom rotations to each post. Screen: /schedule
- Coming soon Live coverage See which posts are covered right now and which are not. Screen: /coverage
- Coming soon Publish open shifts Offer an uncovered shift to available officers. Screen: /open-shifts
- Coming soon Approve shift swaps Review and approve the swaps officers request. Screen: /shift-exchange
- Coming soon Manage time-off requests Approve absences and see how they affect the schedule. Screen: /time-off
- Coming soon Today's shift status Spot late and missed shifts before the client does. Screen: /shift-status
Attendance and payroll
- Coming soon The time clock See in real time who clocked in and out. Screen: /nomina/time-clock
- Coming soon Fix clock-in exceptions Resolve punches that were late, missed or outside the geofence. Screen: /nomina/exceptions
- Coming soon Approve hours worked Close the pay period with reviewed hours. Screen: /nomina/approvals
- Coming soon Hours summary and timecards Export hours by officer, client or site. Screen: /nomina/payroll-summary
- Coming soon Configure punches and geofences Set grace periods, required selfie and geofence radius. Screen: /nomina/settings
Activity, incidents and emergencies
- Coming soon Follow live activity Watch punches, tours and incidents as they happen. Screen: /activities
- Coming soon Incident types Define the categories officers pick when they report. Screen: /setting/tipos-incidentes
- Coming soon Work the emergency center Take a panic alert and work the case through to closure. Screen: /alarm/queue
- Coming soon Configure emergencies and panic Choose who gets alerted and through which channel. Screen: /setting/emergencias
Dispatch
- Coming soon Create a dispatch ticket Log the call and assign who responds. Screen: /dispatch-tickets/new
- Coming soon Track and close a ticket Share the tracking link and print the closing record. Screen: /dispatch-tickets/:id
Alarm monitoring and video
- Coming soon Alarm panels and signals Register panels and read incoming signals. Screen: /alarm/panels
- Coming soon Alarm reports and analytics Measure response times and false alarms. Screen: /alarm/analytics
- Coming soon Connect cameras and remote sites Register video devices and their sites. Screen: /video/devices
- Coming soon Monitor video and share clips Review events and send a clip by link. Screen: /video/monitoring
Vehicle patrol
- Coming soon Register vehicles Add the fleet your supervisors drive. Screen: /vehicle-patrol/vehicles
- Coming soon Inspection templates Define what the supervisor checks at each stop. Screen: /vehicle-patrol/templates
- Coming soon Create supervision routes Order the route's stops and assign it. Screen: /vehicle-patrol/routes
- Coming soon Route run history and tracking Review what was done and the vehicle's GPS trail. Screen: /vehicle-patrol/history
Radio
- Coming soon Create radio channels Group officers and supervisors by channel. Screen: /radio/channels
- Coming soon Talk on the radio from the CRM Use the radio dispatch console in the browser. Screen: /radio
- Coming soon Connect IP radios Add radio handsets to channels. Screen: /radio/devices
Tasks and training
- Coming soon Assign and approve tasks Create a task that needs proof and approve its completion. Screen: /tasks
- Coming soon Create a training course Build lessons and a quiz and enroll officers. Screen: /training/courses
- Coming soon Use the course catalog Reuse the courses that come with the platform. Screen: /training/catalog
Messaging and quality control
- Coming soon Operations messaging Chat with officers and supervisors from the CRM. Screen: /messenger/operativos
- Coming soon Client messaging Answer clients in one place. Screen: /messenger/clientes
- Coming soon Quality ratings Read how clients and supervisors rate the service. Screen: /guard-ratings
Reports and analytics
- Coming soon Find and export reports Filter, export and send any report in the catalog. Screen: /reports
- Coming soon The daily activity report (DAR) Produce the day's report by site for the client. Screen: /reports/dar
- Coming soon KPIs by post and by officer Compare compliance across posts and people. Screen: /reports/post-kpi
- Coming soon Operations analytics Read trends across scheduling, sites and officers. Screen: /analytics/reporting
Settings and apps
- Coming soon Which alerts are sent, and to whom Turn on alerts by email, SMS, WhatsApp or push. Screen: /setting/notifications
- Coming soon Configure the officer app Choose which modules officers see in their app. Screen: /setting/mobile-hub
- Coming soon Configure the supervisor app Adjust what supervisors can do in the field. Screen: /setting/supervisor-app
- Coming soon Configure the client app Decide what clients see in their Mi Seguridad app. Screen: /setting/mobil
- Coming soon Turn on the AI assistant Set up VigIA to answer questions about your operation. Screen: /setting/asistente-ia
- Coming soon Integrations and API Connect payroll, accounting and other systems. Screen: /setting/integraciones
- Coming soon Plan, billing and add-ons Change plan, see invoices and add modules. Screen: /setting/billing
- Coming soon Security and sign-in log Audit who signed in to the CRM and what changed. Screen: /security/audit
Officer app
The app officers use to clock in, run tours, report incidents and stay in touch with the office.
Getting started
- Coming soon Install the app and sign in Sign in with your company's invitation. Screen: Login
- Coming soon Location, camera and notification permissions Grant the permissions the app needs to work. Screen: /guard/permissions
- Coming soon Your profile, language and company Change your photo, phone, language or company. Screen: /guard/profile
My shift
- Coming soon Check your schedule See your shifts by month, week or day. Screen: /guard/schedule
- Coming soon Clock in with a selfie Start your shift inside the post's geofence. Screen: /guard/dashboard
- Coming soon Clock out with the end-of-shift report End the shift and leave a summary for the office. Screen: /guard/dashboard
Handover and post orders
- Coming soon Accept a handover Read what the previous shift left and accept it. Screen: /guard/relevo/aceptar
- Coming soon Hand over to the next shift Leave open items and notes for the incoming officer. Screen: /guard/relevo/entregar
- Coming soon Read and acknowledge post orders Confirm you read the post's instructions. Screen: /guard/dashboard
Guard tours
- Coming soon Run a tour with QR or NFC Scan each checkpoint in order. Screen: /guard/patrol
- Coming soon Tour in progress: photos and notes Add evidence at a checkpoint and finish the tour. Screen: /guard/patrol/active
Incidents and emergencies
- Coming soon Report an incident Log what happened with type, photos and location. Screen: /guard/incidents
- Coming soon Use the panic button Send an SOS alert to the office. Screen: /guard/dashboard
- Coming soon Request backup Ask for support short of an emergency. Screen: /guard/backup
Visitors and vehicles
- Coming soon Log a visitor Record a visitor's entry and exit. Screen: /guard/visitors
- Coming soon Check in a pre-authorized visitor by QR Scan the code the resident or client sent. Screen: /guard/visitors
- Coming soon Gatehouse vehicle control Record plates, vehicle entries and exits. Screen: /guard/vehicles
Tasks and map
- Coming soon Complete tasks with proof Finish an assigned task with a photo or note. Screen: /guard/tasks
- Coming soon The site map Find checkpoints and areas of the site. Screen: /guard/map
Communication
- Coming soon Push-to-talk radio on the phone Talk on your channel and play voice messages. Screen: /guard/radio
- Coming soon Messages with the office Message the office and your supervisor. Screen: /guard/messages
- Coming soon Memos and notices Read and confirm what the company publishes. Screen: /guard/memos
My work
- Coming soon Request time off Send the request and see whether it was approved. Screen: /guard/time-off
- Coming soon See your performance Check your punctuality, tours and ratings. Screen: /guard/performance
- Coming soon Take a course and earn the certificate Finish lessons and the quiz from your phone. Screen: /guard/training
Supervisor app
The field supervisor's app: live map, coverage, inspections, supervision routes and incident response.
Getting started
- Coming soon Sign in and grant permissions Sign in with your invitation and turn on location and alerts. Screen: /supervisor/permissions
- Coming soon The live map dashboard See posts, officers and alerts at a glance. Screen: /supervisor/dashboard
- Coming soon Notifications Act on the alerts that need you. Screen: /supervisor/notifications
My shift
- Coming soon Clock in as a supervisor Start your shift and your coverage. Screen: /supervisor/clock-in
- Coming soon Check in at a post Record your arrival at and departure from each post. Screen: /supervisor/checkin
- Coming soon Attendance and schedule See who clocked in and the shifts in your area. Screen: /supervisor/attendance
Posts and officers
- Coming soon Inspect a post Complete the post inspection with photos and signature. Screen: /supervisor/stations/:stationId/inspection
- Coming soon Create a task from a post Leave a task for the officer on the post. Screen: /supervisor/stations/:stationId/tasks/new
- Coming soon The officer's profile Check shift, location and contact details. Screen: /supervisor/guards/:guardId
- Coming soon Uniform inspection Check an officer's turnout and log observations. Screen: /supervisor/uniform
Live coverage
- Coming soon The coverage board Spot uncovered posts in your area. Screen: /supervisor/coverage
- Coming soon Extend a shift or move an officer Fill a gap without calling the office. Screen: /supervisor/coverage
Supervision routes
- Coming soon Prepare and start today's route Check the vehicle and start the assigned route. Screen: /supervisor/route
- Coming soon Arrive at a stop and inspect Record your arrival and complete the stop's inspection. Screen: /supervisor/route/:routeId/mission/:index
- Coming soon Finish the route and see the summary Review the timeline and anything left open. Screen: /supervisor/route/:routeId/summary
- Coming soon Route history Look up past route runs. Screen: /supervisor/routes/history
Incidents and emergencies
- Coming soon Review and handle incidents Read an officer's report and follow it up. Screen: /supervisor/incidents
- Coming soon Respond to an emergency Take a panic alert and dispatch help. Screen: /supervisor/emergency
- Coming soon Confirm backup requests Accept and close a backup request. Screen: /supervisor/backup
Tours and visitors
- Coming soon Track tours in your area See which tours were done and which are late. Screen: /supervisor/patrol
- Coming soon Look up visitors Review the visitor log for your posts. Screen: /supervisor/visitors
Communication and reports
- Coming soon Radio and messages Talk on the radio and message your team. Screen: /supervisor/radio
- Coming soon Supervisor reports Review what you logged during your shift. Screen: /supervisor/reports
Try it with your own team
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