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.

• • ALARM.COM LINKING EQUIPMENT
    Alarm.com equipment can be linked to SecurityTrax Customer Equipment when the SecurityTrax customer record is connected to the Alarm.com customer record making it easier to manage on just one combined list. To help view and manage this feature better, we have moved the Customer Equipment list to its own Equipment tab on the Customer Record. Learn more…

• • BULK UPDATE CUSTOMER EQUIPMENT
    We have vastly improved the UI and UX for Bulk Updating Customer Equipment making it easier to use.

• • TAGS
    We have added Tags to more locations. You can now add or remove Tags to Invoice, Quotes, Appointments, Office Locations, and Company Equipment.

• • PURCHASE ORDERS
    Purchase Orders emailed to vendors through our Inventory+ add-on are now correctly sending the right cost for equipment items.

• • LEADS DASHBOARD MAP
    We fixed an issue with the Leads map that was showing an incorrect location.

• • AVANTGUARD
    The saved abort code is now being sent to AvantGuard when connecting or updating an account.

• • DOCUSIGN
    Completed envelopes can now be deleted without issue.

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.

• • DUPLICATE APPOINTMENT
    Duplicating appointments is now possible in SecurityTrax. Click the duplicate button when viewing an appointment and a copy will be created for you to edit and save.

• • SECURITY EQUITY PARTNERS
    We updated our Security Equity Partners (SEP) credit bureau integration to include the credit questions SEP requests and it is now ready to be used.

• • QUOTES
    We fixed some issues where unnecessarily permissions were being required for quotes.

• • PAYMENT METHOD
    Our dropdown menus were not fully accessible and were causing problems with payment methods. We have fixed those issues now.

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.

• • GLOBAL SETTING – ACCOUNTING
    We updated the Global Settings Accounting tab to provide the ability to have different settings for each accounting document type. Please note that anyone that had the previously called Global Settings Invoice Statement Settings permissions will automatically get the new permissions for each new permission: PDF Default Settings; PDF Credit Memo Settings; PDF Invoice Settings; PDF Quote Settings; PDF Receipt Settings; and PDF Statement Settings.

• • RECURRING INVOICES LOCKING
    There has been some confusion around Recurring Invoices and when a change can occur. To make things easier and clearer, we are locking down the data points that cannot be edited once an invoice has been generated. Once a recurring invoice is at the point where it will no longer generate invoices, it becomes fully locked. Learn more…

• • RECURRING INVOICE ADDITIONAL CHANGES
    You can now customize the Email Message sent with the invoices generated from the recurring invoice. Additionally, we have added the Tax Override option. When on, the Tax Override allows you to edit the tax rate for each line item.

• • ADT
    The ADT Precheck results window now includes the Precheck code as provided by ADT.

• • AVANTGUARD
    Although we have been sending the emergency contacts first and last name to AvantGuard, our interface was not displaying that. We have updated our UI to correctly show what we are sending to AvantGuard.

• • FAILED PAYMENTS
    Payments that have failed are no longer showing as available to be applied towards any invoice.

• • TODAY TECH APPOINTMENTS DASHBOARD CARD
    The Tech Appointments for today home dashboard card was not displaying correct information. We have fixed this bug and the card is now working as expected.