V3 development is ongoing. We hope you are liking what you see!

Check it out and let us know what you think.

• • LEADS
    The long-awaited Leads feature is now available. Create Leads from the Create menu. Additionally, find Leads added to the main menu. Learn more…

• • ELECTRONIC DOCUMENTS
    A long requested feature — Support for multiple Electronic Document Provider accounts is now available. Additionally, create and access multiple envelopes on a customer. You will also notice we updated the naming of this feature from DocuSign to Electronic Documents. Learn more….

• • GLOBAL SEARCH FOR BUSINESS NAME
    You can now search for customers by Business Name. You can do this by searching for a Customer by Name on the global search. The results will now list Business names for commercial accounts.

• • IS TAXABLE
    We fixed an issue with the Is Taxable feature on Billable Line Items.

• • GLOBAL MESSAGE
    Closing the Global Message no longer causes issues with use of the software.

• • ALARM.COM IMPORTS
    We had a few hick-ups with our new Alarm.com Imports feature, but those have now been fixed and the feature is ready to be used.

V3 development is ongoing. We hope you are liking what you see!

Check it out and let us know what you think.

• • EQUIPMENT FILTERS
    As requested, we have added filters to the Company Equipment List.

• • UNINVOICED ITEMS ON INVOICE
    When creating an invoice, you can now add any equipment items on the Customer record that have not previously been invoiced. Simply select the Add Uninvoiced Items slider on the first step of creating an Invoice.

• • INTERACTIVE SERVICE PROVIDER DISABLE
    You can now successfully disable an Interactive Service Provider Integration on Company Settings.

• • INTERACTIVE SERVICE PROVIDER SHELLING
    You no longer need to refresh the page when shelling an account with the Interactive Service Provider.

• • RECURRING INVOICES
    There are no longer issues with Recurring Invoices when trying to create a second Recurring Invoice with the same data as the first.

• • EQUIPMENT ITEM RETAIL VALUE
    Equipment Packages will now use the equipment items Retail value.

V3 development is ongoing. We hope you are liking what you see!

Check it out and let us know what you think.

• • ALARM.COM IMPORTS
    We are excited to announce this new great feature. You can now Import Users and Customers from Alarm.com into SecurityTrax. The feature allows you to filter and preset data points before you import. This smart feature will check for duplicates and only import new records. Learn more…

• • EMERGENCY CONTACTS
    Emergency Contacts now have the passkey field for you to use.

• • INVOICES
    We have a couple of updates to Invoices. You can now add un-invoiced equipment items by simply selecting the slider on the first step of creating an Invoice. We also updated the formatting of the note that shows on the Invoice pdf.

• • NOTIFICATIONS
    We have updated the design of the Notification settings on mobile to make it easier to use.

• • TASK TAGS
    We fixed an issue that was causing Tags on Tasks to not work properly.

• • USER PASSWORD
    When creating a User, if the password does not fit the requirements, you will see a notification at that time instead of after attempting to save the user record.

• • RECURRING INVOICES
    There are no longer issues with Recurring Invoices when trying to create a second Recurring Invoice with the same data as the first.

• • COMPANY MENU
    Zooming in or out no longer affect the Company Menu so it will no longer cause overlapping.

• • TAX ISSUE
    You can now create an invoice with a 0% tax without any issues.

• • INVOICES ERROR
    Periodically, there was an error when creating a new invoice. That bug has been fixed.

• • EQUIPMENT PACKAGES
    Adding an Equipment Package to an Invoice will now pull pricing from the package.

• • ORDER TEMPLATE EQUIPMENT QUANTITIES
    Equipment packages applied will now show the correct quantities everywhere.