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.

• • COMPANY ACCOUNTING
    We are excited to introduce our new Company Accounting section in SecurityTrax. Access this through the main menu under Company. We started with a view of company Funding Entries, Payments, and Payable entries, but we have big plans for this section. Stay tuned. Learn more…

• • CUSTOMER MESSAGES DASHBOARD CARD
    In the new Customer Messages Dashboard card, you will find a list of messages sent to the customer.

• • INVOICES AND QUOTES – SEND
    You can now edit and change the email on Invoices and Quotes to send to someone other than the customer email.

• • CUSTOMER EMERGENCY CONTACTS DASHBOARD CARD
    The Emergency Contacts Dashboard Card has been updated to include the contact’s phone number and to also list if have enhanced verification enabled.

• • DEFAULT SCHEDULING PROFILE
    When selecting the Default Users Scheduling Profile, you will now have the option to select to view All Technicians, Technicians in Location, Technicians in Radius, or Technicians in Max Radius.

• • ALARM.COM
    When connecting a customer or commitment to Alarm.com, you will now see the In-App Panel Panic option.

• • TECH RADIUS
    Tech Radius is now working correctly in SecurityTrax.

• • PAYMENT PROCESSING MANAGEMENT
    You can now configure your Payment Processing account in the Company Settings section.

• • VENDOR EQUIPMENT DETAILS
    We fixed the bug that was causing Equipment Details on Vendors to not save.

• • EQUIPMENT TRANSFERS
    Equipment Transfers are now working correctly and no longer omitting equipment item names.

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.

• • ALARM CENTRAL
    Our Bold integration has just been improved with the new addition of Alarm Central. Create, connect, and manage your Alarm Central accounts from SecurityTrax when enabled and connected. Learn more…

• • CUSTOMER PAYABLES DASHBOARD CARDS
    We have two new Customer Dashboard cards for Payables. Easily find a summary and list of payables for the customer from the dashboard.

• • COMPANY CALENDAR
    The Company Calendar now includes a daily summary that lists the type of appointments for each day. At the top of each day you will see an option to Show Summary.

• • RECURRNG INVOICES
    We have added an Alternate Email Address field on Recurring Invoices to allow for Invoices to be sent to a different email than what is saved on the Customer record.

• • LEAD STATUS MANAGEMENT
    Lead Statuses can now be created, edited, and managed in the Company Settings section of the Admin menu.

• • CREATE CUSTOMER WORKFLOWS
    Users will no longer be blocked from continuing with the Create Customer Workflows when they are in a permission group that restricts customer views to only those assigned to them. We also fixed a bug that was causing the Order step to not save.

• • DEFAULT APPOINTMENT TIME
    Default appointment times set on the site are now working as expected.

• • INVOICE ADDRESS
    The invoice preview/pdf will now reflect the address entered in the Invoice Details.

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.

• • API INTEGRATION
    Use the API Monitoring integration within SecurityTrax to create and manage customers in your API Monitoring account without leaving SecurityTrax. Learn more…

• • CUSTOMER PROFIT/LOSS DASHBOARD CARD
    The Customer Profit/Loss dashboard card will give you an overall profit or loss on the customer. Furthermore, it will break that down further by Funding, Customer Payments, Equipment Costs, and Payables Costs.

• • MY PAYABLES
    Users with payable assignments will now be able to view their payables under their My Account section.

• • ADT
    We have added a Select All for the ADT Blacklist settings to make it easier to manage.

• • BOLD
    You can now search and add Authorities for your Bold Integration.

• • INVOICES – ITEM DESCRIPTIONS
    We fixed the issue that was causing item descriptions on Invoices to not save.

• • EMERGENCY CONTACTS
    We fixed a bug so the Emergency Contact’s phone number now saves when updating or editing the contact.

• • PURCHASE ORDERS SKU
    Purchase Orders are now properly showing the item sku numbers where available.