Release on September 8, 2022

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.

• • WORK ORDER REPORT OBJECT
    The new Work Orders Report Object is ready to be used. Pick from a myriad of filters and columns to build Work Order reports that work for your organization. Learn more…

• • SMART SALES WORKFLOW
    Create customer workflows continue to grow with the new Smart Sales Workflow. This workflow has some added steps to help guide your reps through the process of creating a customer.

• • APPOINTMENT AND TECH NOTES
    We have added Technician and Appointment Notes to the Notes & Tasks page on the customer record. Now you can easily see all pertinent notes in one location.

• • PAY NOW – ACH
    We have added a payment type of ACH (checking) to our Pay Now Link payment type dropdown on invoices.

• • PAYMENT – TAXES
    All payments will now have the option to show the included tax on that payment.

• • GUARDIAN AUTO PAY
    Our Guardian integration now includes the option to set up Auto Pay. Note that this is only a push as there is no way for SecurityTrax to know if auto pay is already set up for each customer in the Guardian system.

• • MONTHLY CHARGES
    When adding or editing the Monthly Charge (MMR) for a customer, the dropdown menu will now sort in ascending order.

• • PAYMENTS – ACH
    When processing a payment with ACH, void is only allowed the same day regardless of processing status. We have updated our system to reflect this and avoid any issues.

• • PERMISSIONS
    We have fixed the issue that was causing policies that had been deleted to show up again after clicking Save. They will not show up anymore after deleting them.

• • INVOICES
    When including the past due on invoices, the total due was incorrectly showing the total due of all invoices. This has been fixed and now only shows the total of the invoice and past due.

• • TECH AT WORK
    When editing an item while in Tech at Work, you will no longer see the validation error as that has been fixed