In GuardsPro each one of your clients can have single or multiple post sites. Think of post sites as a number of locations where your guards will be posted. For example, a department store called Home Depot can have multiple locations in a city or a state. Each one of these locations would be referred to as Post Sites.
Using Post Sites you can create post orders, assign guards, set up site tours, assign tasks, add notes and much more.
Instead of manually adding all the existing post site data to the system, you have the option to import post site data to the dashboard.
Simply click on Clients on the main menu and click Post Sites on the drop-down. Click on the three dots next to the Filters and click on the Import option.
You can upload the data in a CSV file format. While uploading the file make sure that:
1. All post site details are added correctly.
2. Required fields are client name, post site name, contact name and address.
3. Country code is added with the mobile number.
You can download the excel template from here.
If you have any more questions, please feel free to contact our support team anytime.
Please feel free to watch our informative tutorial video on YouTube:
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