SecurityTrax
Home Pricing Features Integrations Learn Events
Request a demo Get started
Release notes

What's new in SecurityTrax

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

Building on our API? See the API release notes.

Never miss a release

Get an email when new release notes are published, or follow the RSS feed.

Release Notes — October 15, 2026

New

  • Bulk Actions on the Leads list — Lead admins can check leads and open Bulk Actions to Place in Pending, Place in Queue, Assign to User, Place in Invalid, mark Not Interested, send a Message, Sell, Return, or Delete, up to 50 leads at a time. Messages are sent one per lead so merge fields fill in correctly.
  • Duplicate warning when creating a lead — Creating a lead now warns when an existing lead or customer matches the phone, name, or address, and lists the matches with the reason for each. Open a match in a new tab, cancel, or save the new lead anyway.
  • Duplicate a quote — Saved quotes now have Actions → Duplicate, which opens a new quote filled in from the original with today's date. Choose a fresh Expires In before saving.
  • Payment Reference and how each invoice was paid — Manual payments now have a Reference field for a check number or similar. On a customer's Transactions list, paid invoices and payments show the payment method beneath the status, linked to the payment.
  • Due column on customer Transactions — Each transaction now shows what's still owed: invoices show the balance after payments, refund receipts show what's left to refund, and other types show a dash.
  • Work order appointments and on-site times — A work order's edit page lists its appointments, and the appointment counts on the Work Orders list and customer list open those appointments. Tech appointment cards and the customer Appointments table show on-site clock-in and clock-out times and actual duration, and on-site times can be corrected by hand.
  • Latest Interaction on the Leads list — An optional Latest Interaction column shows each lead's most recent contact note. Turn it on under Administration → Global Settings → Appearance → Lead Lists.
  • Recently Viewed leads — The Leads list now has a Recently Viewed list, like the Customers list, kept separately for leads.
  • More reports in the portal — Accounting, Work Orders, and Tasks reports, along with reports built on Fundings, Funding Transactions, Work Orders, and Customer Tasks, now open, run, and edit in the portal with the same results as before. New Accounting and Work Orders report permissions control access to those categories.
  • Alarm.com Onboard Recording with Smart View — The Onboard Recording with Smart View add-on can now be chosen wherever Continuous Audio Recording for Onboard Video is offered when creating or changing an Alarm.com plan.

Improved

  • Search as you type in user pickers — Long user dropdowns such as Assigned To, Sold By, Lead Rep, Trainee/Trainer, Recruited By, Reports To, and PO Technician now search as you type, showing the first 50 matches and keeping the current selection listed.
  • Sold leads — A sold lead's status can now only be changed to Returned From Buyer, and Convert to Customer is hidden for sold leads. The Leads list shows "Sold | buyer" in the Status column, and bulk and automated actions skip sold leads instead of failing.
  • Sort leads by status — The Leads list can now be sorted by Status, following your company's lead status order.
  • Customer list sorted by newest — The Customers list now sorts by created date, newest first, by default, so converted leads appear at the top. Created is also available under Sort By.
  • My Open Tickets — My Open Tickets can now be sorted, filtered by due date, created date, task type, tags, and keyword, and paged, and your filters are remembered.
  • Work Orders Assigned To — The Assigned To filter and bulk assignee picker list every active user who can have tickets assigned at your locations, and bulk edit won't assign a work order to someone who can't take work at its location.
  • Company Calendar — The calendar loads faster, the location, manager, and user filters search as you type, and each appointment now has icons to view its details, open its Work screen, or edit it.
  • Tag appointments from the Work screen — Techs can add and manage an appointment's tags from the top of the appointment card on its Work screen. Tag buttons and windows now name the record being tagged, such as "Add Appointment Tags."
  • Order templates — Applying an order template, or the Order step of the customer create workflow, now shows every template default, including contract term, warranty, and interactive services provider. The monthly rate is pre-selected only when the template offers it.
  • Contract term badge — The Contract Term badge on a customer counts from the install date, falling back to the sale date, and reads "N Months Left," "Contract Complete," or "N Months Past."
  • Quotes labeled as quotes — Downloaded quotes are named as quotes, emails say a copy of your quote is attached, and quote emails offer Print without a Pay Now button.
  • Electronic document signing order — The template editor's Routing Order is now Signing Order, with help text explaining that signers with the same number sign at the same time. While a document is out for signature, its page shows who is next up.
  • Electronic document signatures — Typed signatures now appear in the signer's chosen handwriting style on both the signing page and the completed PDF, and each signer's style is kept on documents with multiple signers. A signer who misses required fields now sees every problem at once.
  • Spillage to RMA — When a spilled item has no default vendor, Convert to RMA now lets you pick a vendor for it instead of failing.
  • Add Invoiced Equipment — The customer Equipment tab has a new Add Invoiced Equipment button, and Quick Add → Uninvoiced Equipment on invoices now matches the classic interface.
  • Payroll levels by appointment type — Payroll level rows can now filter on the type of appointment a payable is generated from.
  • Calendar Event reports — Calendar Event reports have a new Customer Install Status filter for installed or not-installed customers.
  • Inventory dashboard — The Company Inventory dashboard now shows submitted purchase requisitions instead of open ones.
  • Customer edit buttons — Save buttons on a customer's edit form only appear for users who can save the customer.
  • Name and address cleanup — Extra spaces typed before or after names, addresses, and similar fields are removed when a customer or lead is saved, so duplicate checks match correctly.
  • API Usage page — The API Usage page now makes clear that it counts requests, not tokens.

Fixed

  • Save buttons that stopped responding — Save and other buttons no longer stop working after an error elsewhere on the page until you refresh.
  • Signing electronic documents — Signing a larger document with a blank required field no longer shows a server error page, and checked checkboxes on completed signed documents print as checkmarks instead of empty boxes.
  • Dark mode after signing — Opening a signing page no longer resets your portal theme to light mode.
  • Pages that went blank — A saved filter or link with an invalid date no longer blanks a list page on every visit, and very large saved filters no longer cause an error when you return to the page.
  • Invoice Quick Add — "All the above" now includes the credit card processing fee, Monthly Monitoring Charge and Activation Fee can no longer be added twice, and changing the item on one of those lines no longer leaves it saved as that charge.
  • Refund receipts — Saving a refund receipt no longer fails with an Expiration Date error, line amounts fill in as negative, new refund receipts show the correct status, and Removed Equipment is available in Quick Add.
  • Manage Payments — Credits and refunds are applied with the correct sign, the first checkbox you tick is no longer ignored, and amounts that can't be applied now show a warning instead of being dropped with a success message.
  • Processing Status report filter — Filtering reports by payment Processing Status now returns results.
  • Time off — Editing time off from the List view now always opens the right entry, clearing the Reason now saves, and deleting time off asks for confirmation first.
  • DocuSign recipients — Send now waits until recipient changes are saved instead of dropping them, and unchecking Embedded on a recipient now saves.
  • Customer records for users without ADT access — Users without the ADT permission no longer get errors on customer records.
  • Alula — The Alula provider settings can be entered again, and the customer Alula panel's View Info works.
  • Saved provider passwords — Alula and SecureNet settings now show "(Password Saved)" instead of loading the saved password; leave it blank to keep it.

Release Notes — September 24, 2026

New

  • Token usage history — Account Management → Tokens has a new Usage tab showing where your tokens go: a daily chart by feature with a trend line for the last 7 to 90 days, a "Who used them" table with a company total, and a filterable list of every credit and charge. You can narrow the view to selected users.
  • Reorder invoice line items — Once an invoice has two or more lines, click Reorder Line Items to drag lines (or use the up and down arrows) into the order they should print on the emailed and downloaded invoice, then save the invoice.
  • Install dates on the customer list — Filter the Customers list by Install Date From / To, and turn on an optional Install Date column under Administration → Global Settings → Appearance → Customer & Lead Lists. Hovering a customer's install status now shows the installed or scheduled date.
  • Callback dates on the Leads list — A new Callback Date column turns amber when a callback is due within two hours and red once it's overdue. Sort by it, or filter to a range with Callback Date From / To.
  • Calendar and list settings remembered — The Company Calendar now remembers your view, days shown, grouping, and filters. With Restore Session turned on in Preferences, those settings and the filters on list pages such as Customers, Leads, Work Orders, and accounting lists come back after you log out and back in.
  • ADT search and work order tickets — Companies with an active ADT monitoring company can search the Customers list by ADT MAN / Site #, ADT Customer #, and ADT Work Order Number. Notes and tickets with the ADT Work Order type now capture the ADT Customer #, Work Order Number, and Work Order Type.

Improved

  • Stages central station account creation — Create Account for Rapid Response, AvantGuard, United Central Control, Safe, and All American Monitoring now shows a summary before you create: account ID, abort code, 2-Way, and how many contacts, phone numbers, and zones will be sent. It suggests the station's address when it geocodes differently, and where supported, an Enable Chat option narrows Device Types to chat-capable panels.
  • Setup Needed messages — Forms that rely on lists your company sets up, such as Sources, note types, at-risk reasons, funders, and electronic document providers, now explain what's missing and link to the right Administration page instead of showing an empty dropdown. Required-field errors also name the field.
  • TransUnion credit freezes — When a customer's TransUnion file has a security freeze, the credit check now says so and explains that the customer must lift it, instead of showing "Data Unavailable." Suppressed, minor, and disputed files get their own messages too.
  • Pay on miles driven — Payroll Schedules can now pay on Miles Driven, either between stops or including the drive home, using the road miles recorded at technician check-in. Per-appointment role functions can use mileage too. Available with Operations Plus.
  • Electronic document templates — In the template designer, select a field and use the arrow keys to nudge it (hold Shift for larger steps). Typed positions can no longer push a field off the page. Checkbox fields can now be marked as required, so signing can't finish until they're checked.
  • Appointment scheduler — The tech and sales rep name column stays in place while you scroll the time grid sideways.
  • Faster time slot booking — For companies using time slots, the slot calendar for booking an appointment loads noticeably faster, with the same slots offered as before.
  • Faster customer list — Each page of the Customers list now downloads about 95% less data, so it loads faster, especially on mobile and slower connections.
  • Faster Tickets page — The Assigned To, Office Locations, Managers, tag, and Source Campaign filters on the Tickets page, and the Assigned To picker in Bulk Edit, now search as you type, and the page loads faster for large companies.
  • Permissions for large companies — An office location's Permission Assigner now opens quickly even with thousands of users, with a name search that keeps already-checked users pinned at the top. A user's Permission Groups & Roles tab starts with locations collapsed, adds a filter to find locations, and Copy from User has a name search.
  • Employee Directory — The directory now shows 25 employees per page by default, with a Per Page option of 10, 25, or 50, so large directories load much faster.
  • Requests per access token — Administration → API Access → Access Tokens now shows how many requests each token made in the last 30 days.
  • Business names on files and tags — The Files and Tags screens for a commercial account now show the business name.
  • Report Builder — A report's Details tab now shows which report object it's built on.

Fixed

  • Creating invoices and quotes — Creating an invoice or quote no longer fails when an Invoice/Quote Template has a cleared Expires, Internal Note, or External Note field.
  • Saving new customers and leads — Saving a customer or lead you just created no longer warns that the record was modified since you opened it.
  • Emulating a user — Emulating a user who has a pending Privacy Policy acceptance or password change no longer leaves you stuck on that screen. Those prompts wait for the user's own next login.
  • Signing electronic documents — If a signer misses a required field or enters an invalid date, everything they entered stays filled in, including drawn signatures and initials, and each problem is listed.
  • Electronic document template designer — Resizing a newly placed field no longer sometimes causes an error.
  • DocuSign envelopes — Opening a customer's DocuSign envelope no longer errors when a recipient was added directly instead of from a template role.
  • Workflows on leads — A workflow with a Manage Equipment step now opens on a lead, showing "Not available for leads" for that step until the lead is converted.
  • Customer create workflow — Adding multiple equipment items now adds a new row as you fill one in, fills in each item's price, and closes the delete confirmation after deleting. A second New Billing Method window now opens blank, and choosing an order template with no default monthly rate no longer blocks the order step.
  • Install date filters — Install date filters on Tickets and Work Orders no longer leave out appointments late in the chosen end day, including on daylight-saving change days.
  • Customer list names — Customer names on the Customers list stay on one line instead of wrapping.
  • Monitoring companies — The Save button on a monitoring company's edit page saves again. Previously only Save & Stay worked.
  • QuickBooks connection — Connecting QuickBooks no longer fails with "We were unable to link your QuickBooks account." The Settings page no longer hangs when QuickBooks is slow, says when accounts can't be loaded, and leaves your saved mappings alone. Queuing a sync now reports when it fails.
  • Credit checks — A credit check that can't reach the credit bureau, or hits a problem while saving, now shows a clear message instead of an error page.
  • Licenses report — The User and Transaction ID columns link correctly, and CSV exports and sorting use the actual values.
  • Adding a user or office location (classic interface) — The Equipment Details and Vendor Details buttons no longer appear before the user or location has been saved.

Release Notes — September 11, 2026

New

  • Customer create workflow setup — Workflows under Administration → Catalogs now let you make normally optional fields such as Email or Zip required, and choose which custom fields appear on the Information step and whether they're required. The standard Create Customer page follows your Single Page workflow's settings, and companies using electronic documents can add an eContract step so the contract goes out without leaving the flow.
  • User defined fields in reports — The Report Builder can now add your user defined fields as report columns and as filters, with filter controls matched to each field's type, on Customers, Leads, Users, Customer Equipment, Notes/Tickets, and At Risk reports. UDF columns appear in results and CSV exports; for custom SQL reports, contact support to turn this on.
  • Attach files to customer emails — When sending an email from a customer's Messages page, click Attach Files to include documents already saved on the customer's record, up to 15 MB total. The Messages list has a new Attachments column showing which files went out with each email.
  • Add multiple equipment items at once — When adding equipment to a customer, choose Add multiple items to enter several different items as line items with quantity, zone, and amount, and save them together with a running total.
  • Reschedule Reasons — Admins can manage the list of reasons your team picks from when rescheduling a tech appointment, under Administration → Catalogs → Reschedule Reasons. Editing a rescheduled appointment now shows each past reschedule with the old and new times, who initiated it, and the reason.
  • Marketing Groups — Admins can add, rename, and deactivate the marketing groups offered on user accounts, under Administration → Catalogs → Marketing Groups. A deactivated group is no longer offered for new selections, and users who already have it keep it.
  • Delete notes and tickets — Users with the Notes & Tickets delete permission can now delete a note or ticket from its edit form, and it's removed from the customer's list, the Tickets queue, and My Open Tickets.

Improved

  • Smarter Alarm.com device matching — On a customer's Equipment tab, Match & Link All suggests an equipment record for each unlinked Alarm.com device, with a confidence level and the reason for each match, so you can review before linking. Linking also fills in the equipment's Zone and Zone Number from Alarm.com.
  • Faster Brinks account setup — When creating a Brinks account for an Alarm.com customer, each zone's Event, Location, and Type are pre-selected from the matching Alarm.com device and marked as suggestions for you to review before saving.
  • Simpler ADT monitoring company setup — ADT configuration now asks for your Master Dealer Number, which is checked with ADT when you save; the system user password is gone and Dealer Web login is marked optional. Every monitoring company also gains a Save & Stay button.
  • Choose a phone number when sending a text — Text messages from a customer's Messages page now have a Customer Phone Numbers dropdown listing the numbers on file, plus a preview of the message before you send it.
  • Email on new customers and leads — The customer and lead create forms now include an Email field, so you don't have to reopen the record afterward to add one.
  • Keep customer emails in sync from eDocs — Changing a signer's email on a SecurityTrax eDocs document now offers to update the customer record too, filling in a blank email or asking before replacing an existing one.
  • Electronic document template field placement — Dragging a field onto a template page shows a dashed outline of exactly where it will land and how big it will be, and you're asked before losing an unsaved field. Checkbox fields can also be made smaller.
  • Invoice emails — The Pay Now and Print buttons in invoice emails are larger and display correctly in Outlook, Gmail, and phone mail apps, and invoice emails now fit narrow screens without sideways scrolling.
  • Faster tagging — An Add Tags / Manage Tags button now sits right beside a record's tags, and the tag window opens with a search box ready so you can type to find a tag by name or description.
  • Tidier lists — Long notes, descriptions, and subjects on Notes & Tickets, Work Orders, Appointments, and At Risk lists now show a short preview instead of stretching the page. Open the item to read the full text.
  • Work Orders filters and tags — The Work Orders list has a new Is assigned filter, and tags can be viewed and applied directly from the edit window on that page.
  • Filter equipment by model number — The Equipment catalog in Administration has a new Model Number filter that matches any part of the model.
  • Business names on more accounting lists — Commercial accounts now also show their business name on Payments, Credit Memos, Refund Receipts, and the QuickBooks Ledger.
  • API Access, reorganized — Administration → SecurityTrax API is now API Access, split into Users With Access, Access Tokens, and API Usage pages, with the API documentation and release notes linked alongside. API access can be granted once the API is enabled for your company, and usage is now labeled as Included Requests (customer and lead intake) and Metered Requests.
  • Payroll calculation examples — Administration → Payroll → Calculation Examples now shows, for each pattern, where to set it up, a worked equation, and a plain-language walkthrough.
  • Help panel links — The Help panel now has Documentation Home and Learn SecurityTrax links at the top.

Fixed

  • Statements — Opening a statement from a customer's Statements page no longer shows an error page.
  • Company Calendar — The company calendar no longer fails to load for users without scheduling access at every location, and schedule grid columns no longer shift as the mouse moves.
  • Customer and lead filters — Filters on the Customers and Leads lists now update results immediately, and the Last page button no longer goes to an empty page when a filter is active.
  • Paid invoices showing as past due — Invoices paid in full no longer count toward a customer's past-due balance because of fractions of a cent left over from tax rounding.
  • Electronic document pages — Large electronic document templates can now be previewed and signed, and pages on longer documents no longer show as broken images in the template designer or on the signing page.
  • ADT integration screens — A customer's ADT screens no longer error on order status with a single note or hold, brand-new orders, accounts with active holds, or when ADT can't be reached, and ADT details lay out cleanly in popups.
  • ADT credit checks — "Approved: Level B (No Invoice)" results now score correctly instead of failing, and a credit check that can't reach ADT shows an error instead of saving an empty report.
  • Central station errors on Connections — When a central station can't be reached or has no matching account, the Connections page now says so instead of showing a garbled page, an empty panel, or a raw technical error.
  • Alarm.com login details after account creation — After creating an Alarm.com customer or commitment from Connections, the new account's username and password now show reliably.
  • Zone numbers above 25 — Customer equipment can again be saved with a Zone Number higher than 25.
  • QuickBooks sync — An invoice whose tax rate has no match in QuickBooks is now marked as failed on its own instead of stopping the rest of the sync.
  • Purchase orders — Purchase orders created with no shipping or processing method chosen now send to the vendor reliably.
  • Payable amounts — Amounts on a customer's payable no longer clear or jump back while you're typing.
  • Lead Import — CSV files with column headers like "Phone #" or "Rep & Tech" now import instead of failing, and a failed import now tells you it failed.
  • Automated customer emails — Emails set to go out on customer events, such as when a customer is installed, are no longer skipped for customers with no Source.
  • Token purchases — Buying tokens under Account Management → Tokens no longer times out early, and a failed purchase now explains why, such as a declined card or no default payment method.
  • Secure information form — Entering a birthdate in the wrong format now shows a clear message instead of an error page.
  • Settings page headings — Section headings and descriptions on Settings pages display again.

Older release notes