Release on June 2, 2022

SecurityTrax development is ongoing to provide you with the best product. We hope you are liking what you see!

Check it out and let us know what you think.

• • WORK ORDER/APPOINTMENT SHEET
    Technicians that need a print out of the work that needs to be done on an appointment can now do that with the new Work Order/Appointment sheet. This sheet has all the pertinent information from both the Work Order and Appointment along with a place for your customer to sign. Learn more…

• • TAGS
    Tags in Company Setting have been updated and are now listed with the category as a column on the list. Also, Tags on modal and admin page.

• • INVOICE PAYMENTS
    Payments on invoices are now listed in descending order. Newest payments will appear at the top now.

• • COMPANY PAYABLE ENTRIES
    Company payable entries list on the company accounting page now have sortable columns. Sort by Created date, customer, job function, payee, or status.

• • CUSTOMER PAYABLE REPORT
    Customer payable report object has been updated to now include payee listed by last name first.

• • PAYMENTS
    Processed payments can now be edited after they have been processed. Editable fields include the toggling the cleared slider and the cleared date.

• • TAG TYPE
    Some Tag types were named incorrectly and have been updated to the following: Customer Note has been updated to either Notes, Tasks, or Work Orders; Invoice has been updated to Invoice Type; Lead Company has been updated to Source; Lead Company Campaign has been updated to Source Campaign; Payroll To Customer has been updated to Payable; Sale Schedule has been updated to Sales Appointment; and Tech Schedule has been updated toTech Appointment.