Asset Card
Customer storiesGC

Guard Construction

ConstructionClearwater, FL

Guard Construction

Sector
Construction
Location
Clearwater, FL
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The results

  • Every jobIts own bank accountNo question whose money it is
  • Real timeReceipts from the storeThe boss sees it right away
  • DailyReports to clientsTrue transparency with customers
I work with a lot of high-end clients. They really trust me with a lot of money. One of the big things that has been great is the transparency. Go to Home Depot, take a picture. I can upload it real time. My boss is able to see it right away.
Chad, Project ManagerGuard Construction
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Guard Construction00:34

“I've got true transparency with the customers.”

Chad · Project Manager

About Guard Construction

Guard Construction is a Clearwater, Florida contractor working on homes for high-end clients. Project Manager Chad runs the jobs from site to site and moved the team's project money onto Asset Card, one account per job.

01The Challenge

High-End Clients, and a Lot of Their Money

Guard Construction works on homes for high-end clients in Clearwater, Florida, and those clients trust the team with a lot of money. Project Manager Chad is on the move from job site to job site all day. Every purchase had to land on the right client's job, every receipt had to make it back to the office, and clients wanted to see where their money was going without a round of back and forth.

Chad, Project Manager at Guard Construction, filming his testimonial in Clearwater, Florida

02Why Asset Card

Every Job Gets Its Own Account

Chad started using Asset Card a few months ago. Every job now has its own account and its own cards, so he never has to question whether he is spending the right client's money. At the store he snaps a photo of the receipt and uploads it on the spot, and his boss sees the purchase right away. He runs the financials from his phone, sub payments included, and almost never needs to sit at a desk for accounting.

“I work with a lot of high-end clients. They really trust me with a lot of money. One of the big things that has been great is the transparency. Go to Home Depot, take a picture. I can upload it real time. My boss is able to see it right away.”, Chad, Project Manager.

03The Client's Side

Their Money, in Plain Sight

Jack Kay is renovating with Guard Construction. His project's money sits in its own dedicated account, not mixed in with anyone else's, and he can log in at any point to see what has been spent. Chad sends clients daily reports, and Jack goes through the budget with him every week.

“We sit down with Chad every week and go through our budget and spending together. He's so organized that we feel completely confident releasing the next draw.”, Jack Kay, Client.

04The Results

What changed for Guard Construction.

  • Every job runs from its own account, so client money is never mixed and never in question
  • Receipts are captured at the store and the office sees each purchase right away
  • Clients get daily reports and can log in to see exactly what has been spent
  • Clients feel confident releasing the next draw, and Chad says referrals have gone through the roof

Your turn

See what this looks like on your jobs.

Fifteen minutes, walked through on the kind of projects you run every day.

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