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.

• • PERFORMANCE
    We have made significant changes to improve the site’s performance. One way you will see this implemented is by seeing significantly faster loading times throughout the site.

• • CUSTOMER ACCOUNTING
    We made it easier to navigate around the Customer Accounting tab with a submenu and dashboard cards with valuable summary information.

• • OPEN IN NEW TAB
    We continue to add more Open in New Tab icons throughout the site. You can now see this icon on the Company Menu items as well as on each Task, At-Risk Entry, and Work Order window. This icon is also on the updated User Preview card.

• • ALARM.COM
    The cancel/verify option is now available in the Alarm.com integration in the Monitoring Company section of the Service Plan.

• • FUNDING REPORT
    We have fixed a few issues with the Funding report. The filters and report should now be working.

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.

• • CONTENT MANAGEMENT
    Admins, you can now create and manage Payment Types, Communication Reasons for customer notes, and Communication Dispositions also for customer notes.

• • APPOINTMENT DURATION
    Scheduling an appointment with the Default Users Scheduler Profile will look a little different. You will now choose the appointment duration before seeing available technicians. This will help ensure that the correct duration is accounted for and recorded on to the appointment.

• • INVOICES PAST DUE
    Past due amounts on invoices are no longer counting credits as past due.

• • CREATE CUSTOMER WORKFLOW – 7 STEP
    When using the 7 step Create Customer Workflow, you can now go Back to the Work Order and Scheduling steps and see the previously saved information.

• • INVOICES PAST DUE
    Past due amounts on invoices are no longer counting credits as past due.

• • DYNAMARK
    Additional Settings on Dynamark integration are now working and saving properly.

• • APPLY PAYMENT TO INVOICE
    Applying a payment to more than one invoice is now working properly.

• • FAILED PAYMENTS
    Processed failed payments were not displaying properly. That has been fixed and are now correctly listing the payments as failed.

• • PAYMENT RECEIPT EMAIL
    Payments that are set to send a receipt are now showing the correct email and email format in the Receipt Email field.

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.

• • BANK ACCOUNT PERMISSIONS
    New bank account permissions are available in the Customer section of permissions. The new permission name is Customer Billing Bill Bank Number with 3 grants: View Bank Number last 4; View Full Bank Number; and Modify Bank Number. Note: Any permission group that previously had the View grant applied on Customer Billing will automatically get the View Full Bank Number grant applied. Similarly, permission groups with the Customer Billing – Modify grant will automatically get the Modify Bank Number grant applied. You can then make any changes as necessary.

• • ASSOCIATE PAYMENT TO INVOICES
    You can now associate any amount of an unassociated payment to an unpaid invoice and change the amount applied at any time. Learn more…

• • GUARDIAN PROTECTION SERVICES
    Use the Guardian Protection Services integration within SecurityTrax to create and manage customers in your Guardian Protection Services account without leaving SecurityTrax. Learn more…

• • PAYMENT NOTES
    We have added a Notes column on the customer payments list. In this notes section, you will be able to see if a payment was made through SecurityTrax or through the Alarm.com Payment Portal.

• • ADDED FILTERS
    We have added a new filter to the company Purchase Order list so you can now filter by ID. We also added a new filter to the company Equipment list so you can now filter by Default Vendor.

• • AVANTGUARD
    Emergency Contacts are now syncing correctly to AvantGuard.

• • PAYMENT RECEIPT
    Payment Receipts will now be sent on processing and not when the payment is created in SecurityTrax.