Introducing the new SecurityTrax logo! We’re excited to include you among the first to see it outside of our office. Over the upcoming weeks it will roll out across our website and other marketing materials.

Enable or disable Add-Ons, update your payment method, and pay or review past invoices for your SecurityTrax account in the new Account Management section within the Company Menu. To access you will need to add the View SecurityTrax Account Management and Manage SecurityTrax Account Management grants located in the System Management Permissions under Company. Learn more…

Begin creating your own Email Message templates utilizing more than 120 pre-populating fields to communicate with your customers. Enable the Message+ Add-On to send SMS messages. To access you will need the Messages permissions under Content Management Permissions and the Customer Message permissions under Customer. Learn more…

Now you can easily submit a request to SecurityTrax to add a piece of equipment to our growing Master Equipment List for use in your SecurityTrax site. Learn more…

On commercial accounts, the business name will appear everywhere as the Preferred Name. The customer name will also appear, but not as prominent as the business name.

You can now create an Activation Fee of $0.00 to be used on Quotes and Invoices.

The Shell button on the Interactive Service Provider section of a customer record is now visible without the need of a hard refresh.

Any errors with an Alarm.com Import will now show on the screen.

When you click on the map icon on a customer address, the correct address will now show on the map.

Company Dashboard Cards are now in V3. Our initial release of these dashboard cards includes: Today Sales (summary) card; Top Sales Reps; and Today’s Appointments for the Company. We continue to work on new Company Cards and your feedback on that is greatly appreciated.

Company Cards, as explained above, as well as all other Dashboard Cards will now have their own Permission Settings. Please make sure to update these on your groups for users to be able to see these cards.

We added a new permission for Sales Tax Exemption Settings in the System Management Permissions category. The new Manage grant allows the user to manage these settings.

We have improved the design for the Company Calendar making it easier to use. We also added the ability to see more than 1 day at a time and easily navigate through those days.

Importing Customers from Alarm.com now includes Business/Commercial names. We also added a Sync function to it that will import updated information on existing customer records.

We have added the ability for you to add your 2-factor authentication ID in the Alarm.com integration settings to connect your account.

The global search now includes Leads. You can now search for Leads by Name, Phone, Email, or ID.

Aside from the Global Settings option to default send receipts on payments, you can now send a receipt on a per payment basis.

When you delete a Work Order, you will now be prompted to select any associated appointments that you would like to delete at the same time.

When creating a Recurring Invoice, the default Payment Method will now be auto-selected.

Searching by account numbers that contain letters was causing issues in the Global Search. That has been fixed.

Using the Previous Address when running a credit check now works with no issues.

User tags are now being saved as User Tags and working as expected.

Alarm.com Add On packages are now updating correctly.

Some Report Notes are now showing in plain text instead of HTML.

Tech Notes are now showing when viewing Appointment details. Likewise, Appointment Notes are showing on Tech Today and Tech at Work.

We fixed a few issues with Invoice Billable Items so now retail prices and tax rates are now correctly populating on invoices, quotes, etc.

The long-awaited Leads feature is now available. Create Leads from the Create menu. Additionally, find Leads added to the main menu. Learn more…

A long requested feature — Support for multiple Electronic Document Provider accounts is now available. Additionally, create and access multiple envelopes on a customer. You will also notice we updated the naming of this feature from DocuSign to Electronic Documents. Learn more….

You can now search for customers by Business Name. You can do this by searching for a Customer by Name on the global search. The results will now list Business names for commercial accounts.

We fixed an issue with the Is Taxable feature on Billable Line Items.

Closing the Global Message no longer causes issues with use of the software.

We had a few hick-ups with our new Alarm.com Imports feature, but those have now been fixed and the feature is ready to be used.