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PreOrder Checks

SUPPORT

Integrations Guide

INTERACTIVE SERVICE PROVIDERS
  • ALARM.COM
  • Introduction
  • 1) Creating Dealer Site Credentials for SecurityTrax
  • 2) Entering Dealer Site Credentials Into SecurityTrax
  • 3) Creating a Seamless Login Experience
  • 4) Using the Alarm.com Integration
  • 5) Alarm.com Billing Integration
  • 6) Alarm.com Builder Program Sync
  • SecureNet
    • CREDIT BUREAUS
  • Credit Bureau Integration
  • Security Equity Partners (SEP)
    • CENTRAL STATIONS
  • AvantGuard
  • Chat Feature Access
  • CMS
  • COPS Monitoring
  • 1) Entering COPS Monitoring Credentials in SecurityTrax
  • 2) Prepare Account for COPS Monitoring
  • 3) Shell Account with COPS Monitoring
  • 4) Account Testing & Editing
  • BRINKS Dealer Portal
  • 1) Entering BRINKS Credentials in SecurityTrax
  • 2) Entering Alarm.com Credentials in SecurityTrax
  • 3) BRINKS Bounce & Entering HART Credentials in SecurityTrax
  • 4) Obtaining Block(s) of Account Numbers
  • 5) Shell Account with Alarm.com
  • 6) Shell Account with BRINKS
  • a) Add 2-Way Device ID to Shell
  • b) Create Account
  • c) View Event Histories
  • d) BRINKS eContract
  • 7) Account Testing & Editing
  • Rapid Response
  • Rapid Response Event History
  • United Central Control
    • CENTRAL STATION MONITORING PLATFORMS
  • Stages
  • Bold
  • Mastermind
    • DEALER PROGRAMS
  • ADT
  • ADT Integration
  • 1) Enabling ADT
  • 2) Test Monitoring Company
  • 3) Equipment Mapping
  • 4) Testing Setup
  • 5) Order Setup
  • 5a) Fill out the Customer Information
  • 5b) Default Billing Method
  • 5c) Equipment
  • 5d) Emergency Contacts
  • 6) Create Order
  • 6a) Create Order in ADT Integration Window
  • 6b) eContracts
  • 6c) Confirm Order/Submission
  • 6d) Verify ADT Serial MAN and Account Number
  • 7) ADT Production Usage
  • 8) Commercial Accounts
  • 9) Funding Status Collections Report and Disposition Information
  • ADT FAQ
  • PreOrder Checks
  • Credit Check Setup
  • DocuSign Setup
  • DocuSign Usage - ADT Specific
  • Shellper Setup & Usage
  • How to Change Your API Password
  • ADT Canada
  • Central Security Group
  • Dynamark
    • DIALERS
  • Five9
    • DOCUSIGN
  • SecurityTrax / DocuSign Integration Setup
  • 1) DocuSign Account Information
  • 2) Linking Your DocuSign Account to SecurityTrax
  • 3) Field Names to Use in DocuSign
  • 4a) Creating Contract Templates Using the NEW DocuSign Interface
  • 4b) Creating Contract Templates Using the CLASSIC DocuSign Interface
  • 5) Using DocuSign
    • DOORKNOCKERS
  • SalesRabbit
    • MARKETING
  • HubSpot
    • VENDORS
  • Tri-ed Electronic Order Authorization
    • XML/RPC
  • Sample Code
  • Creating Customers
  • Creating Customer Notes
  • Creating Leads
  • Creating Tech Appointments
  • Requesting Customer Emergency Contacts
  • Requesting Customer Information
  • Requesting Customer's SecurityTrax ID By Identifier
  • Requesting Tech Availability - Slot Based
  • Updating Customer Confirmation Numbers

    • Activating PreCheck Orders

    Running a PreOrder Check ensures the potential customer is fundable with ADT.

    ALERT! ADT users, please read this Best Practices document to troubleshoot any issues running PreChecks in SecurityTrax

    To activate PreOrder Checks:

    Enabled

    Check this checkbox. It turns on the integration between your instance of SecurityTrax and ADT.

    Production Environment

    Check this checkbox. It determines if you want SecurityTrax to communicate with ADT's production platform or development platform for API requests. Unless otherwise directed this option should always be enabled.

    Dealer Web System User Username

    Enter the Username for the System User in Dealer Web. Generally this is simply your Master Dealer Number and NOT your normal Dealer Web login. ADT provisions/creates this account on your behalf so please reach out to Marla Collins (720) 789-6319 for help as needed.

    Dealer Web System User Password

    Enter the password for the System User. Only fill in the password here if this is your first time setting up the ADT integration OR your System User password has been updated in Dealer Web.

    PreCheck Order Enabled

    Check this checkbox. It enables the PreCheck Orders on your system. A 'PreCheck' button will show up next to the Customer's first name on a Customer Record.





    Running a PreCheck Order

    SecurityTrax is designed to run PreCheck Orders transparently in the background if the phone number or address is changed. The status of a PreCheck Orderwill be displayed in one of four colors next to the Customer's first name on the Customer Record:

    Gray

    No PreCheck Order has been ran yet or a PreCheck hasn't been ran recently.

    Blue

    Requires ADT to review the file. Some details may be provided in the report displayed.

    Green

    Approved.

    Red

    Error. Fix the items mentioned in the report.




    It's also possible to run a PreCheck Order manually. Follow these steps:

    NOTE: SecurityTrax provides integrated PreCheck Orders as a convenience. However, no gaurantess are made that an account can be shelled or activated. ADT will re-run a PreOrder Check at the time of shell creation and/or account activation, the result of which may not match the result of the SecurityTrax PreCheck Order.

    Pre Order Checks , NAPE Checks