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.

• • SALES DASHBOARD CARD
    A new company Sales Dashboard Card is available on your home screen. Change the date range to see your company sales numbers for different time frames.

• • CUSTOMER EQUIPMENT
    Tag Options are now available on Customer Equipment.

• • PURCHASE ORDERS
    Purchase Orders can now be downloaded as a PDF to easily print or send. To do this, simply use the print icon on saved purchase orders.

• • GUARDIAN
    You can now upload a file to send to Guardian on connected customer records. Note that only one file can be sent at a time and the files are not automatically saved in SecurityTrax.

• • ADT
    Our ADT integration settings have been updated to include a slider for Payment Received Fills SOP Deposit Amount with Activation Fee.

• • COMPANY SETTINGS
    We have updated all lists in Company Settings. All of Company Settings will now have a consistent User Interface including the addition of filters where all lists that will be defaulted to show active entries.

• • EQUIPMENT VENDOR DETAILS
    An Enable All slider now resides in the Equipment Vendor Details page that can enable all equipment items for a vendor.

• • PAYABLES
    Payables can now be deleted in Bulk from the Company Accounting – Payable Entries page.

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.

• • CALENDAR MAP
    The company calendar now has a new map feature. Select one or more users within one day and click on Generate Map to see their daily route. In the map view, you can highlight any user by clicking on that user’s route. You can also click the layers icon on the top right to select/deselect any user on this interactive map. Learn more…

• • ACCOUNTING
    We have a few updates to the Accounting tools in SecurityTrax:
    
    First, we have a new look when sending quotes, invoices, statements, and similar items. This new look makes it easier to send to multiple email addresses. And newly added, you can now also toggle whether or not you want to send to the default customer email address or not.
    
    Secondly, we have added a toggle on the accounting settings in Global Settings that, when turned on, will automatically send a past due invoice every 7 days to your customer as reminders that there is an amount due.
    
    And finally, you can now add multiple alternative emails with a comma separated list to recurring invoices.

• • QUICK ADD
    Our Quick Add tool has been updated so you can now create a new Payable and Payment Method.

• • CUSTOMER SEARCH
    A new Search By option for Interactive Service Provider (ISP) by Customer (ISP) ID is now available when searching for customers in the global search. Additionally, there are new filters on the Customer List that allow you to search by the interactive service provider as well as search by whether a customer is linked to an interactive service provider or not.

• • REPORTS
    Two new categories; Accounting and Work Orders are now available in reports to help you better organize.

• • TECH AT WORK
    While on Tech at Work, the Work Order section will now include the equipment price.

• • PROCESSING PAYMENTS
    We have fixed a couple of bugs with our payment processing feature. First, when a payment option is disabled in company settings, that option will no longer be available to your customers when they use the Pay Now link. Second, when viewing a processed payment, we will pull an update from the processor to get an updated status.

• • QUOTES
    We have fixed the bug that was causing quotes to have the Invoice name on the pdf.

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.

• • PERMISSIONS
    There is a new Lead policy for Sales Rep User on Calendar Event. When applied, this policy will only allow users to see leads where they are assigned the sales rep on the appointment.

• • REPORTS
    The Customer Equipment report type now has Paid Status as an option as both a filter and as a column.

• • PAYABLES
    We have a new Payable Formula value called Customer Has Email. This will allow you to verify in your payroll calculations whether an email address has been set on the customer.

• • TASKS
    The Task Details box is now much larger to support longer notes.

• • REPORTS – FILTER
    The Calendar Event Tags report filter was not working correctly and was only showing results for Install type appointments. That has now been fixed so that a report with this filter will now show calendar event/appointments of all types.