Release notes

What's new in SecurityTrax

New features, improvements, and fixes across the platform, newest first.

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August 7, 2026

Release Notes — August 7, 2026

New

API access management — a new Administration > SecurityTrax API page lets administrators grant or revoke individual users' access to the SecurityTrax API and view or revoke their active access tokens.
QuickBooks Ledger — a new accounting page for reviewing QuickBooks ledger activity, alongside enhanced report filters (amount operators and tag filtering).
Brinks account linking — link a customer to an existing Brinks central-station account directly from the Connections tab, with a side-by-side view of any account differences.
Overlapping appointments — appointments can now be scheduled into an already-occupied time slot after confirming a warning, with a company setting to control the behavior (matching the legacy calendar).
Sales Rep quick-select — the new-customer screen adds one-click Me / Unassigned Sales Rep buttons, and administrators can set new records to default the Sales Rep to the signed-in user.
Custom fields on customer import — the customer spreadsheet import now brings in user-defined field (UDF) values, validating each one and skipping any that are out of range.

Improved

Customer Workflows — the guided workflow's Schedule step now opens the New Appointment window pre-filled with the customer's latest work order and an Install appointment type, and the ADT workflow's Payment Method & PIC step now captures the abort code.
Alarm.com new-account flow — the create/change-plan screen now has you pick an account type first, loads live packages from your dealer account, and offers every supported add-on (locks, thermostats, garage doors, energy and automation features) so setup can be finished without leaving SecurityTrax.
AlarmNet setup — a streamlined authorization flow and clearer, more specific error messages when a connection or token refresh fails.
Electronic documents (DocuSign) — you can now resend a DocuSign envelope that has been delivered or opened but not yet signed, not just ones that were never sent.
Accounting filters — a standardized filter interface across the accounting screens with refined date handling.
Company Inventory — a reworked On Hand inventory page and a streamlined way to create a spillage entry from it.
Invoices — invoices and recurring invoices can now be saved with a $0 total (for example, free equipment) as long as they include at least one line item.
Rich-text editing — Source notes and the employee-directory email message now use a rich-text editor so formatting is preserved.
QuickBooks Online — QuickBooks Online administration is now available to any user with the Integrations permission instead of being limited to administrators.
Billing Methods permission — the "Billing Information Page" permission has been renamed to Billing Methods and grouped under Financial for clarity.
New-user emails — the name of the user who created an account is now available as a merge field in dynamic new-user emails.
Token top-ups — token top-up amounts now enforce a minimum and maximum.

Fixed

Alarm.com sign-on — the Mobile Tech and Remote Tool Kit single sign-on links now open reliably from the customer Connections page.
Inventory accuracy — corrected a case where inventory could be double-deducted or double-credited, and fixed the customer equipment ledger for items that require an install status.
Customer performance — the custom-fields (UDF) sections when editing a customer, and the Physical Inventory screen, now load faster, and Physical Inventory restores its state correctly after submitting.
My Inventory on iPad — the add-equipment dropdown no longer renders in the wrong place on older iPadOS devices.
Customer list — the funding status icon now reflects funding correctly for accounts on the newer funding model.
Customer duplication — duplicating a customer no longer carries over the original's central-station and interactive-service contact references.
Payroll — deactivated payroll rows no longer pay out, and payroll automation now skips payees with no active payroll level instead of failing the run.
Login page — fixed a crash when displaying messages for a partially-configured single sign-on provider.

July 29, 2026

Release Notes — July 29, 2026

New

SecurityTrax API — a brand-new REST API with full read and write access to your data: customers, leads, notes, contacts, equipment, invoices, billing, payments, payables, funding, tags, user-defined fields, users, groups, locations, and appointments. Complete API documentation is now publicly available, including per-field details on validation and writability.
All At-Risks page — a new company-wide view of every at-risk customer in one place, with filtering, a last-contact column, and inline editing so you can work the list without opening each customer.
Alarm.com import wizards — import customers and users directly from Alarm.com. Includes branch filtering, managing-dealer detection, a customer join-date filter, and options to update existing records instead of only creating new ones.
More central station connections — Bold, COPS, and API Monitoring central stations can now be managed right from the customer Connections tab, alongside your existing monitoring integrations.
Customer note contact tracking — record whether and how a customer was contacted on each note. Enable it from Global Settings and configure your contact options under Administration.
Quick-add for rates, contract terms, and activation fees — create a new rate, contract term, or activation fee on the spot while editing a customer or building an order template, without leaving for the Administration area.
What's New at sign-in — product updates and helpful tips now appear when you sign in, so your team hears about new features as they ship. You can opt out in your preferences.

Improved

Electronic documents — templates now support radio-button fields and a wider set of auto-populated values; fields can be limited to specific signer roles; documents can route to signers sequentially, in order; and recipients now show a "Sent" status so you can see exactly where a document stands.
Leads and ADT PreCheck — Monitored By and Dealer Number can now be set while editing a lead, and the PreCheck card has been redesigned with a clearer status display and actions.
Order and equipment forms — the Sold By field now defaults to the signed-in user on new orders and equipment, saving a click on every entry.
User-defined fields — UDF management can now be delegated with more granular permissions, and UDF display, placement, and filtering behave consistently across screens.
Inventory transfers — transfers are now capped at the source's available on-hand quantity, with clear messaging when a requested amount exceeds what's available.
Customer creation — a Central Station abort code can now be set on the Contacts step of the customer-create wizard.
Tokens and AI — Tokens now has its own page under Account Management, and AI-powered screens show clearer guidance when AI features aren't enabled for your account.
Payroll levels — deleting a payable row now asks for confirmation before removing it.

Fixed

Customer reports — a report could fail to load entirely when a single customer contact contained unreadable characters; the affected field is now left blank instead. The Source Tags column could also show incorrect values.
Invoice email — emailing an invoice now defaults to the billing email configured in Billing Settings instead of always using the customer's primary email.
Lead conversion — converting a lead to a customer could fail with a location validation error.
Customer-create wizard — revisiting the Order step no longer re-applies the selected order template, which could previously duplicate order items.
Connections tab — the Alarm.com commitment and credential prompts now open reliably, and the page recovers correctly after connection errors.
Payroll levels — rows could render out of alignment after deleting a payable row.
Customer page — corrected the layout of the rate (MMR) section on the customer screen.
General responsiveness — pages could occasionally stop responding to clicks until refreshed; this has been addressed.
Payables and payments — corrected validation when saving payables and payments.