“Every company’s greatest assets are its customers, because without customers there is no company.” – Michael Leboeuf, American Researcher, Consultant, Author

We want to thank all our customers who haven taken the time to try out our new beta product and submit feedback. This past development cycle was heavily focused on incorporating customer feedback. That is why you will see more items in the Improvements and Fixed sections than in the New section. Thanks for helping us make our product better. Keep the feedback coming!

Check it out and let us know what you think.

• ADT RATE ADJUSTMENT
  We added a Rate Adjustment page to the ADT Manage Account modal to give you more options for updating shelled ADT accounts. Learn how…




• ADT HOUSE ACCOUNT
  We added a House Account Reason field to the ADT shelling form and the ADT Update Order page.

• IMPROVED PERMISSIONS INTERFACE
  We updated the interface for applying a policy to a permission group to make it more intuitive. Learn how…




• ADT PRECHECK ON ADT CENTRAL STATION CARD
  Since an ADT PreCheck is required for shelling an account with ADT we added the ADT PreCheck button to the ADT Central Station card so if the customer has not been PreCheck approved when you attempt to shell the account with ADT you can easily run a PreCheck on the customer from the Central Station card, eliminating the need to navigate away from that page. Learn how…




• UNLINKING AN ADT ACCOUNT
  We moved the Unlink button inside the ADT Manage Account modal to make it easier for users to review any pertinent data on the account before deciding to unlink the account. Learn how…




• FASTER LOAD TIMES
  We popped the hood and tweaked a few things to make the Equipment card load faster on the customer System page so you don’t need to wait to see your customers’ equipment.




• AUTO-POPULATE ADT LEAD SOURCE
  If you have a lead source saved on the customer record we now auto-populate the Lead Source field when shelling an account with ADT to eliminate the need for duplicate data entry.




• DEALER NUMBER
  When selecting a dealer number on a customer you will now see both the name and the number of the dealer number to make it easier for you to find the desired dealer number.

• BETTER ADT SHELLING EXPERIENCE
  We fixed an issue that was preventing unsaved data from being retained whenever an attempt to save failed because a required field was left blank while shelling an account with ADT.




• INACTIVE USERS & TAGS
  We fixed an issue that was allowing inactive users and inactive tags to appear as selectable options throughout SecurityTrax.




• NEW PAYMENT METHOD
  We fixed an issue with the Expiration field that was preventing the creation of new credit card payment methods.




• AUTO-CLOSE CUSTOMER SEARCH TOOL
  We fixed an issue that was preventing the Customer Search tool from auto-closing once you select the desired customer from the search results.




• PHONE FIELD ON ADT ECONTRACT
  We fixed an issue with the Phone field on the ADT eContract page.




• USER TIME OFF APPOINTMENT LABEL
  We fixed an issue that was preventing the Time Off label from appearing on a user’s scheduled time off appointment on the calendar.

“One…two…three…ready or not, here I come.”

Alarm.com dealers no longer need to play ‘Hide and Seek’ with their customers. We will help you find them quickly with the new Alarm.com customer lookup tool. We also made it easy for ADT dealers to compare ADT customer data with the customer data in SecurityTrax. Plus, we added, enhanced or fixed a bunch of other stuff too.

Check it out and let us know what you think.

• ALARM.COM CUSTOMER LOOKUP
  We added a Customer Lookup tool to make it easier for Alarm.com dealers to link a customer account in SecurityTrax with the equivalent customer account in their Alarm.com dealer site. Learn how…




• ALARM.COM LEADS
  We added a Leads page inside the Alarm.com integration to allow admin users to set up auto-imports of Alarm.com leads. Learn how…




• ALARM.COM UPSELL OPPORTUNITIES
  We added a Tasks page inside the Alarm.com integration window to allow admin users to turn on the ability to automatically receive any new equipment or service requests submitted by customers via the Alarm.com mobile app. You can also set it up to auto-create a task that will be auto-assigned to a user of your choice to follow up on such opportunities. Learn how…




• ADT VIEW DISCREPANCIES
  We added a button that allows you to view any data discrepancies between what you have saved in SecurityTrax and what ADT has stored for the customer. Learn how…
  
  NOTE: This button will only appear if there are any discrepancies.




• CALENDAR APPOINTMENT TOOLTIP
  We added a couple more icons to the calendar appointment tooltip that allows you to edit the appointment details or view the work order associated with the appointment. Learn how…

• FASTER LOAD TIMES
  We popped the hood and tweaked a few things to make customer pages load faster so you don’t need to wait to see your customers’ data.




• ENFORCED TAGS PERMISSIONS
  We updated the tool used to apply and remove tags (customer tags, notes tags, tasks tags, etc.) to be more flexible and allow better feedback to users who don’t have the proper permissions to perform an action.




• DATA AUTO-POPULATION
  We implemented auto-population on certain data fields to eliminate the need for you to re-enter data that we can fetch for you.




• ORDERED LIST OF MONTHLY CHARGES
  We numerically ordered the values in the Monthly Charge field to make it easier for you to find the desired value.

• EDIT APPOINTMENTS
  We fixed an issue that prevented a user from editing an appointment on a customer’s Appointments page.




• CALENDAR DRAG AND DROP
  We fixed an issue that prevented a user from using drag and drop to move appointments on the calendar.




• CUSTOMER LIST STARS
  We fixed an issue that prevented a user from being able to star or un-star a customer on the Customer List.




• USER’S NAME
  We fixed an issue that was preventing the logged in user’s name from appearing in the upper right corner of the application.




• CUSTOMER FILE UPLOAD
  We fixed an issue that was preventing a user from uploading a file on a customer record in certain situations.




• ADT BILLING FREQUENCY
  The Billing Frequency field used when shelling an account with ADT magically disappeared so we brought it back.




• MINOR FORMATTING ISSUES
  We tidied up a few things that were out of place to make the layout of certain pages cleaner and easier to read.

Features Included in the V3 MVP Release.

GENERAL

• Login / Logout / Session Management
• Responsive UI Framework
• Terms & Conditions
• Privacy Policy
• User Permissions
• Home Screen
• Links to feedback form and help documentation on Home Screen

CUSTOMER MANAGEMENT

• Create Customer Wizard
• Manage Customers
• Customer List
• Customer Search
• Run / Manage Credit Reports
• Run ADT PreChecks
• Manage Customer Tags
• Apply Order Templates
• Manage Work Orders
• View Scheduled Appointments
• Manage Invoices / Recurring Invoices / Quotes / Credit Memos
• Manage Payment Methods
• Process / Manage Payments
• Manage Equipment
• Apply Equipment Packages
• Shell and Manage ADT Accounts
• Manage Notes / Tasks
• Manage Emergency Contacts / Agency Contacts
• View Log of Changes (History)
• Manage Files
• Manage All Customers’ Tasks
• Shell and Manage Alarm.com Accounts

CALENDAR

• View Personal Calendar
• View Calendar of All Technicians
• Manage Technician Appointments (via Work Orders)
• Drag and Drop to Rearrange Appointments

USER MANAGEMENT

• Create / Edit / Delete Users
• Restrict User Login
• Deactivate Users
• Manage Login Credentials
• Manage Employment Information
• View Log of Changes (History)
• Manage User Permissions
• Manage Notifications
• Manage Time Off

ADMINISTRATION

• Manage Global Settings
• Manage Office Locations
• Manage Tags
• Manage Equipment
• Manage Activation Fees
• Manage Contract Terms
• Manage Customer Cancellation Reasons
• Manage Dealer Numbers
• Manage Monthly Charges
• Manage Customer Warranties
• Manage Customer Order Templates
• Manage Form Defaults
• Publish Company Messages
• Manage Email / Invoice Settings
• Manage Equipment Packages
• Manage Interactive Services Providers
• Manage Monitoring Companies
• Manage Partner Companies
• Manage Partner Company Campaigns
• Manage Invoice Billable Items
• Manage Appointment Subtypes

INTEGRATIONS

• ADT
• Alarm.com