Release on January 5, 2023

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.

• • PURCHASE REQUISITIONS
    When converting or declining a Purchase Requisition, a new Notes to Requester field allows the inventory admin to leave notes for the purchase requisition submitter.

• • CALENDAR MAP
    We have made a few updates to the company calendar and scheduling calendar. First, when scheduling using the default scheduling profile, you will now see a map icon next to each technician. Click on this map icon to see the technician’s route for the day as well as where the customer being scheduled is located. Also, on the company calendar we improved the color schemes to better show each technician’s route clearly. And finally, we added the technician’s starting location with a home icon.

• • COMPANY ACCOUNTING
    On the company accounting Invoices page, you can now filter by customer tags as well as invoice tags.

• • TECH AT WORK
    While on Tech at Work, you will now see a new section called Sales Information that includes some pertinent information for the technician without needing to go to the customer record.

• • CUSTOMER SEARCH
    The global search now shows if a customer has been canceled with the word Canceled in red next to their name.

• • INVENTORY
    We made some improvements to Inventory. When a Purchase Requisition is converted to a Purchase Order, the comments will now carry over to a new Purchase Requisition Comments field within the Purchase Order. Also, the comments field on Purchase Orders is now larger to accommodate more notes.

• • REPORTS
    Customer Payment type reports now include the option to add a column for Business Name.

• • USER PREVIEW
    The user preview was incorrectly showing the user HR notes. We have removed those and now show only Tech Notes for users that are technicians.