Getting Started with GuardTrac: A Quick Setup Guide

Setting up your security operations with GuardTrac is straightforward. Whether you’re managing a handful of guards or scaling to hundreds, this guide walks you through the essentials.

Step 1: Create Your Account

Your GuardTrac account is set up through an invitation from our team. Once you receive your onboarding link, you’ll complete a quick registration that includes your company information, primary contact details, address, and subscription plan selection.

Step 2: Add Your Clients and Sites

Once logged in, navigate to the Clients section and create your client profiles. Under each client, add your site locations. For each location you can:

• Set the address and view it on an interactive map
• Configure geofence zones for clock-in enforcement
• Add checkpoints with scannable QR codes
• Set up post orders with site-specific instructions
• Define patrol tours that link checkpoints into routes

Step 3: Add Your Team

Head to the Users page to add your team members. GuardTrac supports two user types:

• Office users — Managers and Dispatchers who oversee operations from the dashboard
• Field users — Guards and Supervisors who work on-site

Each user gets login credentials that can be shared directly or sent via email. Field users can then access the GuardTrac mobile app to manage their day-to-day tasks.

Step 4: Create Your First Schedule

Use the Schedules module to create shifts and assign guards to your sites. The timeline view makes it easy to visualize coverage across locations and days. The system automatically flags scheduling conflicts so you can resolve overlaps before they become a problem.

Step 5: Go Live

That’s it — your guards can now clock in at their assigned sites, scan QR checkpoints during patrols, and file incident reports. You’ll see everything in real time from your dashboard, including time tracking records, incident analytics, and activity logs.

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Have questions? Contact our team and we’ll help you get set up.