Prepared for our client

Your website, and everything it includes

This page summarizes the complete C.A.S.E. Protection Services website and operations portal — every page, feature and tool — along with simple guidelines for getting the most out of it. Feel free to print or share it.

Complete system

18 features

Across the public website and the secure portal

Public website

  • Homepage

    Keyword-rich landing page with live patrol map example, heat-map coverage visual, stats and testimonials.

  • Services page

    Six detailed service offerings written for search visibility.

  • Service Areas page

    Menlo Park–focused coverage page with verified local crime data and sources.

  • About page

    Company story, 14+ years of experience, confidential-conversation call to action.

  • Request Protection form

    Client-fit questionnaire that captures leads directly into the portal.

  • Get the App page

    Installable app with lion-seal icon and step-by-step install guides for iPhone, Android and computer.

  • Search engine setup

    Google Search Console verification, sitemap and robots file submitted for indexing.

Secure portal & operations

  • Secure client & staff portal

    Separate sign-in with admin, officer and client access levels.

  • Inquiries pipeline

    Every website lead lands here so no request is ever lost.

  • Dispatch & scheduling

    Assign officers to properties and shifts in a few clicks.

  • Live surveillance tracking

    Clients watch their officer’s real patrol route and heat map as it happens.

  • Walk-through reports

    Timestamped property checks with GPS, areas covered and notes.

  • Incident reports with evidence

    Attach photos, videos and recorded audio statements to any report.

  • Invoicing

    Itemized invoices, auto numbering, bill-a-shift at your hourly rate, print and save as PDF.

  • HR & Finance

    Revenue by account, pending and paid invoices, payroll, expenses and full profit & loss.

  • Client records

    Detailed client profiles with contacts, properties, activity history and quick call/email actions.

  • Team & hours

    Staff clock in/out, see their hours and pay; admins manage rates and roles.

  • How-to video training

    Nine narrated video lessons plus a complete 7-minute overview of the whole system.

How to get the most from it

  1. 1

    Share your website everywhere

    Put befirstleads.com on business cards, the flyer QR code, email signatures and your Google Business Profile. Every visit is a potential lead.

  2. 2

    Check Inquiries daily

    New consultation requests appear in the portal’s Inquiries tab. Responding within an hour dramatically increases conversions.

  3. 3

    Keep the portal staffed

    Add each officer under Team so they can clock in, file walk-throughs and incident reports, and appear on the live client map.

  4. 4

    Invoice from worked shifts

    Use “Bill a worked shift” in Invoices to turn completed shifts into itemized invoices, then mark them paid as money arrives.

  5. 5

    Watch HR & Finance weekly

    The Finance tab shows what you billed, collected and are owed per account, plus payroll, expenses and net profit.

  6. 6

    Train with the videos

    Every portal section opens with a short narrated how-to video. New staff can learn the whole system in under an hour.