Release Notes

The latest new features, enhancements, and fixes within SecurityTrax. Subscribe to notifications below.

Release Scheduled for January 11, 2021

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.

    Enhancements
      • APPOINTMENT RESCHEDULE
        We have added a Reschedule button on appointments that will take you to the scheduler page where you can view the Technician’s availability or use the Slot Scheduling profile (if enabled). Similarly, you can also use the scheduler when Duplicating an appointment.
      • RECURRING INVOICES
        Payment Methods can now be added to the customer record while creating a Recurring Invoice.
      • TAGS
        We have updated Customer and Lead Tags to include pagination for better optimization. This will help speed up the loading and selecting of tags.
      • PAYMENT METHODS NOTES
        You can now enter numbers in Payment Method notes.
    Fixed
      • INVOICES
        Invoices are now showing correct totals on the PDFs.

    Release on December 17, 2020

    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.

      Enhancements
        • ADT VERIFY BUTTON
          The ADT Verify functionality is now available. You will find this option in the Qualify section of the customer record.
        • ALARM.COM
          Commitments can now be terminated in SecurityTrax through the Alarm.com integration.
        • INVOICE BILLABLE ITEMS
          We have updated the Invoice Billable Items list to allow for sorting by columns (where applicable) and also added some filters to help manage and view the list easier.
        • TAGS
          For better usability, applied tags are now grouped at the top of tags lists. Tag ID numbers have also been added to the Tags admin lists.
      Fixed
        • PARTIAL REFUNDS
          Partial refunds were not working as expected so we hid that feature for a bit. That has now been fixed and ready to use again.
        • ORDER TEMPLATES
          Issues with creating an Order Template have been resolved.
        • COMPANY EQUIPMENT DELETE
          Company Equipment that exists anywhere on a customer record can no longer be deleted from the Company equipment list unless it is removed from all customer records.
        • ZIP CODE VALIDATION
          A missing zip code on a customer record was causing problems with creating work orders and order templates. This has been fixed and will no longer cause issues.

      Release on December 10, 2020

      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.

        New
          • ALARM.COM LINKING EQUIPMENT
            Alarm.com equipment can be linked to SecurityTrax Customer Equipment when the SecurityTrax customer record is connected to the Alarm.com customer record making it easier to manage on just one combined list. To help view and manage this feature better, we have moved the Customer Equipment list to its own Equipment tab on the Customer Record. Learn more…
        Enhancements
          • BULK UPDATE CUSTOMER EQUIPMENT
            We have vastly improved the UI and UX for Bulk Updating Customer Equipment making it easier to use.
          • TAGS
            We have added Tags to more locations. You can now add or remove Tags to Invoice, Quotes, Appointments, Office Locations, and Company Equipment.
        Fixed
          • PURCHASE ORDERS
            Purchase Orders emailed to vendors through our Inventory+ add-on are now correctly sending the right cost for equipment items.
          • LEADS DASHBOARD MAP
            We fixed an issue with the Leads map that was showing an incorrect location.
          • AVANTGUARD
            The saved abort code is now being sent to AvantGuard when connecting or updating an account.
          • DOCUSIGN
            Completed envelopes can now be deleted without issue.

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