Security Guard Agency Management helps firms that sell on-site guarding run operations in Odoo. The core package works on Community and Enterprise with HR employees, Attendance, Sales, Accounting, CRM, Contacts, Portal, Website, and Discuss for live SOS alerts. Odoo Payroll and Fleet are not required unless you install the optional add-ons.
Sites, contracts, and roster. Create a client site with address and optional map pin, activate a contract, allocate guards, and create shifts from a template or working hours. One guard can be allocated to one site at a time. Replace a guard on the contract or on a single shift with a replacement log and email. The roster refuses overlapping shifts for the same person. You can bulk-create shifts from the contract.
Field work and safety. Guards use the portal for attendance, with optional GPS and an optional geofence around the site pin. They can send Green, Amber, Red, or Medical SOS; managers get a live control-room alert. SLA minutes per colour are in Settings. An optional webhook URL can reach your own SMS, WhatsApp, or push service; this package does not include Twilio or WhatsApp. Patrol routes and checkpoints support QR or NFC scans, with missed checkpoints flagged automatically. GPS on shift stores a trail of points for review; it is not a consumer live-map app. Incidents support photos, witnesses, client signature, PDF, and client email. The visitor and gate register covers visitors, vehicles, material in or out, ID proof, and a QR pass PDF.
Billing, CRM, and options. Invoice by hours worked, guard-days, or a fixed period, weekly to quarterly, through standard customer invoices. Use the Generate Invoices wizard or turn on Auto Invoice for contracts. Public Request a Quote creates a CRM lead. Clients can see contracts and sites on the portal after login. The dashboard shows who is on duty, today’s shifts, open incidents, and SOS. An optional Enterprise payroll add-on builds payslips from attendance. An optional Fleet add-on assigns patrol vehicles to contracts and shifts without double-booking.
