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What's new in SecurityTrax

New features, improvements, and fixes across the platform, newest first.

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Release Notes — September 24, 2026

New

  • Token usage history — Account Management → Tokens has a new Usage tab showing where your tokens go: a daily chart by feature with a trend line for the last 7 to 90 days, a "Who used them" table with a company total, and a filterable list of every credit and charge. You can narrow the view to selected users.
  • Reorder invoice line items — Once an invoice has two or more lines, click Reorder Line Items to drag lines (or use the up and down arrows) into the order they should print on the emailed and downloaded invoice, then save the invoice.
  • Install dates on the customer list — Filter the Customers list by Install Date From / To, and turn on an optional Install Date column under Administration → Global Settings → Appearance → Customer & Lead Lists. Hovering a customer's install status now shows the installed or scheduled date.
  • Callback dates on the Leads list — A new Callback Date column turns amber when a callback is due within two hours and red once it's overdue. Sort by it, or filter to a range with Callback Date From / To.
  • Calendar and list settings remembered — The Company Calendar now remembers your view, days shown, grouping, and filters. With Restore Session turned on in Preferences, those settings and the filters on list pages such as Customers, Leads, Work Orders, and accounting lists come back after you log out and back in.
  • ADT search and work order tickets — Companies with an active ADT monitoring company can search the Customers list by ADT MAN / Site #, ADT Customer #, and ADT Work Order Number. Notes and tickets with the ADT Work Order type now capture the ADT Customer #, Work Order Number, and Work Order Type.

Improved

  • Stages central station account creation — Create Account for Rapid Response, AvantGuard, United Central Control, Safe, and All American Monitoring now shows a summary before you create: account ID, abort code, 2-Way, and how many contacts, phone numbers, and zones will be sent. It suggests the station's address when it geocodes differently, and where supported, an Enable Chat option narrows Device Types to chat-capable panels.
  • Setup Needed messages — Forms that rely on lists your company sets up, such as Sources, note types, at-risk reasons, funders, and electronic document providers, now explain what's missing and link to the right Administration page instead of showing an empty dropdown. Required-field errors also name the field.
  • TransUnion credit freezes — When a customer's TransUnion file has a security freeze, the credit check now says so and explains that the customer must lift it, instead of showing "Data Unavailable." Suppressed, minor, and disputed files get their own messages too.
  • Pay on miles driven — Payroll Schedules can now pay on Miles Driven, either between stops or including the drive home, using the road miles recorded at technician check-in. Per-appointment role functions can use mileage too. Available with Operations Plus.
  • Electronic document templates — In the template designer, select a field and use the arrow keys to nudge it (hold Shift for larger steps). Typed positions can no longer push a field off the page. Checkbox fields can now be marked as required, so signing can't finish until they're checked.
  • Appointment scheduler — The tech and sales rep name column stays in place while you scroll the time grid sideways.
  • Faster time slot booking — For companies using time slots, the slot calendar for booking an appointment loads noticeably faster, with the same slots offered as before.
  • Faster customer list — Each page of the Customers list now downloads about 95% less data, so it loads faster, especially on mobile and slower connections.
  • Faster Tickets page — The Assigned To, Office Locations, Managers, tag, and Source Campaign filters on the Tickets page, and the Assigned To picker in Bulk Edit, now search as you type, and the page loads faster for large companies.
  • Permissions for large companies — An office location's Permission Assigner now opens quickly even with thousands of users, with a name search that keeps already-checked users pinned at the top. A user's Permission Groups & Roles tab starts with locations collapsed, adds a filter to find locations, and Copy from User has a name search.
  • Employee Directory — The directory now shows 25 employees per page by default, with a Per Page option of 10, 25, or 50, so large directories load much faster.
  • Requests per access token — Administration → API Access → Access Tokens now shows how many requests each token made in the last 30 days.
  • Business names on files and tags — The Files and Tags screens for a commercial account now show the business name.
  • Report Builder — A report's Details tab now shows which report object it's built on.

Fixed

  • Creating invoices and quotes — Creating an invoice or quote no longer fails when an Invoice/Quote Template has a cleared Expires, Internal Note, or External Note field.
  • Saving new customers and leads — Saving a customer or lead you just created no longer warns that the record was modified since you opened it.
  • Emulating a user — Emulating a user who has a pending Privacy Policy acceptance or password change no longer leaves you stuck on that screen. Those prompts wait for the user's own next login.
  • Signing electronic documents — If a signer misses a required field or enters an invalid date, everything they entered stays filled in, including drawn signatures and initials, and each problem is listed.
  • Electronic document template designer — Resizing a newly placed field no longer sometimes causes an error.
  • DocuSign envelopes — Opening a customer's DocuSign envelope no longer errors when a recipient was added directly instead of from a template role.
  • Workflows on leads — A workflow with a Manage Equipment step now opens on a lead, showing "Not available for leads" for that step until the lead is converted.
  • Customer create workflow — Adding multiple equipment items now adds a new row as you fill one in, fills in each item's price, and closes the delete confirmation after deleting. A second New Billing Method window now opens blank, and choosing an order template with no default monthly rate no longer blocks the order step.
  • Install date filters — Install date filters on Tickets and Work Orders no longer leave out appointments late in the chosen end day, including on daylight-saving change days.
  • Customer list names — Customer names on the Customers list stay on one line instead of wrapping.
  • Monitoring companies — The Save button on a monitoring company's edit page saves again. Previously only Save & Stay worked.
  • QuickBooks connection — Connecting QuickBooks no longer fails with "We were unable to link your QuickBooks account." The Settings page no longer hangs when QuickBooks is slow, says when accounts can't be loaded, and leaves your saved mappings alone. Queuing a sync now reports when it fails.
  • Credit checks — A credit check that can't reach the credit bureau, or hits a problem while saving, now shows a clear message instead of an error page.
  • Licenses report — The User and Transaction ID columns link correctly, and CSV exports and sorting use the actual values.
  • Adding a user or office location (classic interface) — The Equipment Details and Vendor Details buttons no longer appear before the user or location has been saved.

Release Notes — September 11, 2026

New

  • Customer create workflow setup — Workflows under Administration → Catalogs now let you make normally optional fields such as Email or Zip required, and choose which custom fields appear on the Information step and whether they're required. The standard Create Customer page follows your Single Page workflow's settings, and companies using electronic documents can add an eContract step so the contract goes out without leaving the flow.
  • User defined fields in reports — The Report Builder can now add your user defined fields as report columns and as filters, with filter controls matched to each field's type, on Customers, Leads, Users, Customer Equipment, Notes/Tickets, and At Risk reports. UDF columns appear in results and CSV exports; for custom SQL reports, contact support to turn this on.
  • Attach files to customer emails — When sending an email from a customer's Messages page, click Attach Files to include documents already saved on the customer's record, up to 15 MB total. The Messages list has a new Attachments column showing which files went out with each email.
  • Add multiple equipment items at once — When adding equipment to a customer, choose Add multiple items to enter several different items as line items with quantity, zone, and amount, and save them together with a running total.
  • Reschedule Reasons — Admins can manage the list of reasons your team picks from when rescheduling a tech appointment, under Administration → Catalogs → Reschedule Reasons. Editing a rescheduled appointment now shows each past reschedule with the old and new times, who initiated it, and the reason.
  • Marketing Groups — Admins can add, rename, and deactivate the marketing groups offered on user accounts, under Administration → Catalogs → Marketing Groups. A deactivated group is no longer offered for new selections, and users who already have it keep it.
  • Delete notes and tickets — Users with the Notes & Tickets delete permission can now delete a note or ticket from its edit form, and it's removed from the customer's list, the Tickets queue, and My Open Tickets.

Improved

  • Smarter Alarm.com device matching — On a customer's Equipment tab, Match & Link All suggests an equipment record for each unlinked Alarm.com device, with a confidence level and the reason for each match, so you can review before linking. Linking also fills in the equipment's Zone and Zone Number from Alarm.com.
  • Faster Brinks account setup — When creating a Brinks account for an Alarm.com customer, each zone's Event, Location, and Type are pre-selected from the matching Alarm.com device and marked as suggestions for you to review before saving.
  • Simpler ADT monitoring company setup — ADT configuration now asks for your Master Dealer Number, which is checked with ADT when you save; the system user password is gone and Dealer Web login is marked optional. Every monitoring company also gains a Save & Stay button.
  • Choose a phone number when sending a text — Text messages from a customer's Messages page now have a Customer Phone Numbers dropdown listing the numbers on file, plus a preview of the message before you send it.
  • Email on new customers and leads — The customer and lead create forms now include an Email field, so you don't have to reopen the record afterward to add one.
  • Keep customer emails in sync from eDocs — Changing a signer's email on a SecurityTrax eDocs document now offers to update the customer record too, filling in a blank email or asking before replacing an existing one.
  • Electronic document template field placement — Dragging a field onto a template page shows a dashed outline of exactly where it will land and how big it will be, and you're asked before losing an unsaved field. Checkbox fields can also be made smaller.
  • Invoice emails — The Pay Now and Print buttons in invoice emails are larger and display correctly in Outlook, Gmail, and phone mail apps, and invoice emails now fit narrow screens without sideways scrolling.
  • Faster tagging — An Add Tags / Manage Tags button now sits right beside a record's tags, and the tag window opens with a search box ready so you can type to find a tag by name or description.
  • Tidier lists — Long notes, descriptions, and subjects on Notes & Tickets, Work Orders, Appointments, and At Risk lists now show a short preview instead of stretching the page. Open the item to read the full text.
  • Work Orders filters and tags — The Work Orders list has a new Is assigned filter, and tags can be viewed and applied directly from the edit window on that page.
  • Filter equipment by model number — The Equipment catalog in Administration has a new Model Number filter that matches any part of the model.
  • Business names on more accounting lists — Commercial accounts now also show their business name on Payments, Credit Memos, Refund Receipts, and the QuickBooks Ledger.
  • API Access, reorganized — Administration → SecurityTrax API is now API Access, split into Users With Access, Access Tokens, and API Usage pages, with the API documentation and release notes linked alongside. API access can be granted once the API is enabled for your company, and usage is now labeled as Included Requests (customer and lead intake) and Metered Requests.
  • Payroll calculation examples — Administration → Payroll → Calculation Examples now shows, for each pattern, where to set it up, a worked equation, and a plain-language walkthrough.
  • Help panel links — The Help panel now has Documentation Home and Learn SecurityTrax links at the top.

Fixed

  • Statements — Opening a statement from a customer's Statements page no longer shows an error page.
  • Company Calendar — The company calendar no longer fails to load for users without scheduling access at every location, and schedule grid columns no longer shift as the mouse moves.
  • Customer and lead filters — Filters on the Customers and Leads lists now update results immediately, and the Last page button no longer goes to an empty page when a filter is active.
  • Paid invoices showing as past due — Invoices paid in full no longer count toward a customer's past-due balance because of fractions of a cent left over from tax rounding.
  • Electronic document pages — Large electronic document templates can now be previewed and signed, and pages on longer documents no longer show as broken images in the template designer or on the signing page.
  • ADT integration screens — A customer's ADT screens no longer error on order status with a single note or hold, brand-new orders, accounts with active holds, or when ADT can't be reached, and ADT details lay out cleanly in popups.
  • ADT credit checks — "Approved: Level B (No Invoice)" results now score correctly instead of failing, and a credit check that can't reach ADT shows an error instead of saving an empty report.
  • Central station errors on Connections — When a central station can't be reached or has no matching account, the Connections page now says so instead of showing a garbled page, an empty panel, or a raw technical error.
  • Alarm.com login details after account creation — After creating an Alarm.com customer or commitment from Connections, the new account's username and password now show reliably.
  • Zone numbers above 25 — Customer equipment can again be saved with a Zone Number higher than 25.
  • QuickBooks sync — An invoice whose tax rate has no match in QuickBooks is now marked as failed on its own instead of stopping the rest of the sync.
  • Purchase orders — Purchase orders created with no shipping or processing method chosen now send to the vendor reliably.
  • Payable amounts — Amounts on a customer's payable no longer clear or jump back while you're typing.
  • Lead Import — CSV files with column headers like "Phone #" or "Rep & Tech" now import instead of failing, and a failed import now tells you it failed.
  • Automated customer emails — Emails set to go out on customer events, such as when a customer is installed, are no longer skipped for customers with no Source.
  • Token purchases — Buying tokens under Account Management → Tokens no longer times out early, and a failed purchase now explains why, such as a declined card or no default payment method.
  • Secure information form — Entering a birthdate in the wrong format now shows a clear message instead of an error page.
  • Settings page headings — Section headings and descriptions on Settings pages display again.

Release Notes — August 28, 2026

New

  • Upcoming Billing — A new page under Accounting shows what tonight's and the coming days' billing runs will do, across three tabs: Will Generate, Rollup Charges, and Individual Charges. Pick a 7, 14, or 30 day window, filter and sort each tab, and see the totals before anything is charged.
  • Bulk invoice download — Select invoices on the Invoices list, Aging Invoices, or an invoice report and download them as a single combined PDF, using the same layout you get from an individual invoice. Use Download All for every row in the current results or Download Selected for just the rows you check, up to 500 at a time.
  • Org Structure — Build your sales team as a tree of units — regions, teams, offices — with your own unit types and membership roles, then use it to control which customers a manager can see. Customers are attributed to a unit at sale time, and downline visibility applies to users who carry the matching restriction.
  • Send History on invoices, receipts, and statements — Saved invoices, quotes, payment receipts, and statements now show every time the document was emailed: when it went out, who it went to, who sent it, and whether the send failed. The card is hidden on records that have never been emailed.
  • Lead Information on the customer record — Converted customers now have a Lead Information button that opens a read-only summary of the record's history before conversion: entered date, callback date, lead disposition, call center comments, and past interactions.
  • Customers settings hub — Global Settings gains a Customers section for how customer and lead records behave, starting with an option to unlock the Lead Rep field on converted customers and settings for contact tracking on customer notes. Appearance stays focused on presentation.
  • Percent-based credit card processing fee — Percentage-based processing fees are now added through Quick Add, which calculates the amount from the invoice instead of stamping a flat dollar figure. The percent item no longer appears in the flat-rate item picker, and Pay Now no longer rewrites or removes a fee that's already on the invoice.
  • UDF descriptions and internal notes — Custom fields can carry a Description that appears as a tooltip beside the field everywhere it's used, plus an Internal Note visible only to administrators on the field's setup page.
  • Calculate Funding — Customer funding entries can be generated from the funder's configuration with a single action, with a confirmation step showing what will be created before it's saved.

Improved

  • Parent/child billing: one consolidated invoice email — Rolled-up sub-customer invoices are now delivered. Each parent receives one consolidated email per generation run, covering every rolled-up invoice created that night with the PDFs attached.
  • Parent/child billing: pre-charge statements and decline handling — Parents can receive a consolidated statement a configurable number of days before the charge date, rolled-up invoice due dates now snap to the parent's billing day so a family bills as one charge, declined charges retry within a bounded window, and a single failure notice goes out if the retries don't succeed. Both emails are switchable in Global Settings.
  • Parent/child billing: setup warnings and clearer banners — A parent whose billing method has no billing date, or no billing method at all, now shows a warning on the record explaining what will actually happen. The banners on both records say whether a charge is coming, on what day, and where the invoices are emailed. Past-due reminders now go out for families that are invoiced rather than auto-charged.
  • Customer Messages page — The Messages tab now shows every email and text a customer received — invoices, quotes, statements, receipts, and appointment notifications — not just messages composed in the app. Each row is one message, with bundled sends collapsed to a single entry noting how many records they covered, and a badge showing whether it went by email or text. The tab count now matches what the page shows, and the page follows the standard list layout.
  • Invoice editing — Creating an invoice now offers Save & Stay, so you can record a payment or email it without going back to the list. Line descriptions accept multiple lines and keep those line breaks on the emailed and PDF invoice, new lines default to a quantity of 1.00, and amounts over $999 display with thousands separators on the form, on invoice emails and PDFs, and across accounting lists.
  • Appointment date pickers — The date pickers on My Appointments and the company calendar now mark each day in the month grid with its job count, and My Appointments also marks days blocked by time off, so you can see where the work is before jumping to a day.
  • Time slot scheduling — When time slots are turned on, the slot calendar now pages through the booking horizon instead of loading it all at once. Each page names its date range, marks the start of each month, and shows Page X of Y.
  • Password changes — The change-password screens now list the password requirements up front and name the specific rules a rejected password failed, instead of showing a single generic error.
  • Locked accounts are visible to administrators — An administrator looking at a user can now see that the account is locked out from failed sign-in attempts and how long the lock has left to run, rather than having to guess whether the password was simply mistyped.
  • Note columns on accounting lists — Invoice and payment notes can be shown as a column on the customer's Transactions list, on company-wide accounting lists, and on customer Payables. Off by default and turned on under Appearance → Customer & Lead Lists, where lead list columns now have their own page so they can grow separately from customer lists.
  • Business names on accounting and inventory screens — Following last release's business-name display, commercial accounts now show their business name on accounting and inventory screens too: funding entries, aging invoices, payable entries, the equipment ledger, transfers, and recipient history.
  • All Access group roles — Roles and restrictions can now be edited on the All Access group — so those users can, for example, be kept off the tech and sales schedules — while the group's other permissions stay at full access.
  • Reports — A report that includes a filter the page can't display now says so and names the filter, instead of quietly leaving it out and leaving you unable to run the report.
  • Account Management pages — Billing invoices, payment methods, and tokens now degrade gracefully when the billing service can't be reached, showing a clear "not available" state with a Retry action instead of an error.
  • Organizational Hierarchy — The Organizational Hierarchy page is now hidden for companies that don't use it, and user titles have moved onto their own page with their own permission.

Fixed

  • Pagination on invoice and report lists — The First and Previous controls on Invoices, Aging Invoices, and report results no longer link back to the page you're already on.
  • My Appointments — The full My Appointments page no longer collapses on a day with no jobs, hiding the day strip and date picker. Days fully blocked by time off are now marked on the strip, and the strip stays in sync with the selected date.
  • Recurring invoice payment method — A payment method chosen on a recurring invoice can now be cleared again, instead of forcing you to delete and recreate the schedule.
  • Save & Stay on a new invoice — Payments can now be recorded immediately after using Save & Stay on a newly created invoice.
  • Payroll levels on payables — Adding a payable now explains when a payroll level's requirements aren't met, rather than producing nothing with no message. Inactive payroll levels no longer appear where active ones are expected.
  • Time off scheduling permissions — Who you can schedule time off for now matches the rest of the system, so users no longer see a different set of people depending on where they start.
  • Account status icon dates — Sale and cancellation dates in account status icon tooltips now use month/day/year like the rest of the app.
  • QuickBooks Ledger — The Type column now shows readable labels for every kind of ledger row instead of falling back to a raw value.
  • Payroll home widget — The payroll widget on the home page now shows customers by their display name and only counts active payroll columns.

Older release notes