Set up default time lengths for each Service Detail Type to help streamline scheduling of service appointments.
Schedule recurring time off for a user every other week every third week or every month. You are no longer limited to every week.
Easily place an account in Test Mode for a designated period of time right within SecurityTrax during the initial installation or on subsequent appointments.
To help more effectively manage your employees we've added fields for Hire Date, Start Date, Transfer Date, and Reason for Leaving the Company in the Human Resources Settings of a user's profile.
Quickly run a report to display contact information, inventory shipping location, organization hierarchy, and more for your users!
SecurityTrax has long been able to auto-populate tax rates on invoices. Now, the total tax amount on payments based on the auto-populated tax rates will be displayed.
Have hundreds of Tags in your system? Admins can now filter Tags to narrow down the search criteria.
Panel Templates created in the Alarm.com Dealer Site can now be selected and applied to a linked Alarm.com customer within SecurityTrax.
Speed up the creation of permission groups by duplicating an existing group. Simply rename, modify, and save.
Receive warnings whenever your physical inventory counts don't match counts found within SecurityTrax.
Quotes or invoices can now be generated for leads within SecurityTrax Mobile.
Our integration with Stages is live! Updates include renaming fields when shelling an account: 'Panel Type' will be renamed 'Device Type' and 'Status' will become 'Device Status'.
Additionally, a new 'Auto Notify' checkbox will be added to the Emergency Contacts list -- allowing you to enable or disable Auto Notifications in Stages.
Advanced tax calculator tools for Sales and Use Taxes are available through our recently updated integration with Avalara AvaTax. Click below if you'd like to get started or if you'd like more information.
Automatically update your Organizational Chart by selecting to whom the user reports while creating or updating a user account.
Auto-populate a customer's equipment profile from an invoice or vice versa with a single click on SecurityTrax Mobile.
Associate a rep or tech to an invoice for a more streamlined reporting and commission calculation experience.
Quickly replenish the inventory of every technician who reports to a specific manager.
SecurityTrax is now integrated with Security Equity Partners (SEP) enabling dealers to pass pertinent customer information seamlessly between the two platforms. Let us know if you'd like help getting started.
ADT dealers can now run credit checks via the ADT Credit Bureau for customers residing in Puerto Rico.
Utilize the ADT API within SecurityTrax to cleanup contracts as opposed to using DocuSign or paper.
Notify a user when a technician has insufficient on-hand equipment to complete next day appointments.
View Alarm.com User Codes via SecurityTrax after a customer has been synced with Alarm.com.
Stay up-to-date on devices and services for your customers by reviewing a synchronized Alarm.com signal history within SecurityTrax.
Track the variety of service calls you receive by creating your own service call sub-type categories.
Easily record your spillage numbers across multiple pieces of equipment at the same time.
A new user notification has been implemented to alert any specified user whenever a customer payment fails on a one-time or recurring invoice.
Safeguards have been put in place to prevent a user from deleting any billing method that is associated with a customer.
In addition, any billing method that has been deleted will still be an available option to select when creating an invoice for a past payment in order to help keep historical payments accurate.
Users can now manage their open tickets more effectively. All tags associated with a ticket are now visible on a user's home screen.
Have you ever entered a customer's address to find it doesn't match the central station's suggested addresses, but you know the address is correct? Maybe you're working in a new housing or commercial development?
Geo-coded addresses are no longer required when pushing a customer account to a central station who uses Stages Monitoring software. Simply choose to ignore the suggested address and proceed as originally entered.
We popped the hood, tweaked a few things, and made SecurityTrax even faster! Experience quicker load times on individual invoices and invoice reports.
Need a credit score but not a full report? Run a 'Soft' credit check.
Support for 'Soft' or 'Hard' credit pulls is now available through our TransUnion integration.
Protect customer data by timeboxing user access to customer records.
Simply set the number of days a customer record can be accessed from the creation date. SecurityTrax disables view permissions once the desired timeframe has elapsed.
Quickly determine if a lead is available to pursue. ADT dealers can now run PreChecks on leads the same way they do on customers.
BRINKS Dealers: Process credit reports on customers who may already have an existing BRINKS account.
A behind-the-scenes search of the BRINKS customer database is completed each time a credit report is run within SecurityTrax. You'll be prompted whenever a potential duplicate is found and provided an opportunity to override if desired.
This is especially helpful if a customer already has a BRINKS account on their home for example, but would like a new system installed in a business or vacation home.
Effortlessly populate a customer's Equipment Profile from a previously created SecurityTrax invoice with just a single click.
Receive a notification anytime a processed payment fails.
View notes from previous customer appointments on our mobile platform.
Capture the physical location of eContract signatures on select DocuSign contacts.
Quickly find Customer Service tickets by searching for keywords in the subject line.
Easily connect to and manage customers in all your Alarm.com accounts within SecurityTrax.
Display Sales Reps and Techs assigned in SecurityTrax within your Alarm.com Dealer Site.
User-defined Default System Options save valuable time when pushing customer accounts to BRINKS.
Easily view the event history for a Rapid Response customer from within SecurityTrax.
Sort open tickets on the Home tab by Created or Follow-Up date in ascending or descending order.
On the Tickets tab, search for Keywords in any note associated with a ticket to find relevant items more quickly.
Also on the Tickets tab, you can view which user created each ticket by looking in the new column labeled Created By.