New Client Setup · ASG Hub

1 Client Information

Client / Company Legal Name*

DBA / Property Name

Client Type

Account # / Client Code

Referral Source

Service Start Date*

Contract Term

Contract End Date

Cancellation Notice

2 Service Location

Site / Post Name

Buildings / Units

Property Size

Street Address*

Suite / Bldg

City*

State*

ZIP*

County

Gate / Access Code

Keys / Fobs Provided

Officer Post / Parking

Access & Site Notes

3 Points of Contact

4 Coverage & Schedule

Service Type

Armed Status

Vehicle Requirement

Uniform

Holiday Coverage

Supervisor Visits

Weekly Schedule — check each covered day, then set the hours and officer count

Day	Covered	Start	End	Officers	Hours

Shifts / Week

0

Officer Hours / Week

0.0

Officer Hours / Month

0.0

Coverage

—

Schedule Notes / Exceptions

5 Rates & Billing Amounts

Standard Bill Rate*

Per officer hour

Overtime Rate

Over 8 hrs/day or 40 hrs/wk

Holiday Rate

Supervisor Rate

Armed Premium

Added per hour, if applicable

Vehicle / Patrol Fee

Flat, per month

Minimum Billable Hours Per shift / callout

Short-Notice Cancellation

Under 24 hrs notice

Annual Rate Escalation

Deposit / Retainer

Rate Notes

Weekly Billing (est.)

$0

Monthly Billing (est.)

$0

Annual Value (est.)

$0

Estimates use the standard bill rate × scheduled officer hours (4.333 weeks/month) plus any flat vehicle fee. Overtime, holiday, armed premium, and supervisor hours are not included.

6 Billing & Invoicing

Billing address same as service address

Billing Street Address

Suite

City

State

ZIP

Attention / AP Contact

Invoice Email

Billing Phone

PO # / Reference

Invoice Frequency

Payment Terms

Payment Method

Late Fee

Billing Options

Tax exempt PO required on every invoice Submit via client AP portal Attach signed timesheets Attach activity reports Autopay / card on file

Billing Notes

7 Post Orders & Requirements

Primary Duties

Reporting Requirements

Daily Activity Report Incident Reports Tour / checkpoint scans Parking / towing log Visitor check-in (VMS) Field contacts Photo documentation Maintenance tickets Lease violation notices

Report Recipients (emails)

Report Delivery

ASG-PSP Portal Access

Required Certifications / Equipment

Guard card Armed permit CPR / First Aid Valid driver's license Body-worn camera Two-way radio Flashlight / duty gear Site-specific training Enhanced background check

Emergency / Escalation Procedure

Special Instructions / Restrictions

8 Setup Checklist

0 of 12 complete

9 Internal Use

Account Manager

Operations Supervisor

Prepared By

Date Prepared

Setup Status

Internal Notes

1 Client Information

2 Service Location

3 Points of Contact

4 Coverage & Schedule

5 Rates & Billing Amounts

6 Billing & Invoicing

7 Post Orders & Requirements

8 Setup Checklist

9 Internal Use

▾ Generated Summary