Your client builds their own incident form
The client adds the fields they actually care about, scoped to their own sites, and your guards see the form the next time they clock in there. No support ticket, no waiting on us.
Availability: Part of the Client Portal — on every plan
Client Portal is included on every plan, TacFree included. Worth confirming with us how it behaves on your setup before you promise a client a specific field.
Every client eventually asks for the same thing in a different accent. The retail park wants to know which entrance a refusal happened at. The logistics site wants the trailer number. The venue wants to know whether the person was searched before they were refused. All reasonable, all different, and none of it fits the incident form you already have.
What most firms do today
You keep one incident form and hope it stretches. When it doesn't, the detail ends up in the free-text box at the bottom — which means it's in there somewhere, but you can't count it, sort it, or put it in a monthly report without a person reading every entry and retyping the answer into a spreadsheet.
The alternative is asking your software provider for a custom field, joining a queue, and being told it'll be in a release next quarter. So most firms don't bother, and the client quietly concludes you can't do it.
How TacDesk does it
The client does it themselves, in their own portal.
They add the fields they want — a dropdown, a number, a yes/no, a photo — and the form is scoped to their sites only. Your guards don't get a form that's grown to fit every client you've ever had. They see the right form for the site they're stood on, and only while they're clocked in there.
The important bit is what comes back. Because the client defined a field rather than a sentence, the answers arrive as structured data. "How many refusals at the south entrance last month" is a question with an answer, not an afternoon of reading. The client can ask it themselves in their portal, which is usually the moment they stop ringing you to ask it.
Nobody else in this market lets the client do that. Not at this price, and mostly not at any price — the customary answer is a professional services engagement and a change request.
Why it matters
It wins the contract. "You can build the form yourself, and your guards will see it tomorrow" is a very short answer to the very long section of the tender that asks about bespoke reporting.
It makes the client feel ownership. A client who has configured something is a client who is invested in it. They log in more, they see the work you're doing, and they're markedly less likely to put the contract out to tender on a whim.
It's a better job for the guard. The form asks for exactly what this site needs and nothing else. Nobody is scrolling past eleven irrelevant fields at two in the morning to log a refusal.
Where it sits
It's part of the Client Portal, which is on every plan including TacFree. There's no upsell tier for it and no per-form charge.
The honest caveat: this is a new capability, and how far you can push it depends on what you're trying to build. If a client has a specific form in mind and the contract hangs on it, ask us first rather than promising it in the bid.
See it on your own sites
Sign up free and have a look yourself, or book half an hour and we'll walk you through it.