“One…two…three…ready or not, here I come.”

Alarm.com dealers no longer need to play ‘Hide and Seek’ with their customers. We will help you find them quickly with the new Alarm.com customer lookup tool. We also made it easy for ADT dealers to compare ADT customer data with the customer data in SecurityTrax. Plus, we added, enhanced or fixed a bunch of other stuff too.

Check it out and let us know what you think.

• ALARM.COM CUSTOMER LOOKUP
  
  We added a Customer Lookup tool to make it easier for Alarm.com dealers to link a customer account in SecurityTrax with the equivalent customer account in their Alarm.com dealer site. Learn how…


• ALARM.COM LEADS
  
  We added a Leads page inside the Alarm.com integration to allow admin users to set up auto-imports of Alarm.com leads. Learn how…


• ALARM.COM UPSELL OPPORTUNITIES
  
  We added a Tasks page inside the Alarm.com integration window to allow admin users to turn on the ability to automatically receive any new equipment or service requests submitted by customers via the Alarm.com mobile app. You can also set it up to auto-create a task that will be auto-assigned to a user of your choice to follow up on such opportunities. Learn how…


• ADT VIEW DISCREPANCIES
  
  We added a button that allows you to view any data discrepancies between what you have saved in SecurityTrax and what ADT has stored for the customer. Learn how…
  NOTE: This button will only appear if there are any discrepancies.


• CALENDAR APPOINTMENT TOOLTIP
  
  We added a couple more icons to the calendar appointment tooltip that allows you to edit the appointment details or view the work order associated with the appointment. Learn how…

• FASTER LOAD TIMES
  
  We popped the hood and tweaked a few things to make customer pages load faster so you don’t need to wait to see your customers’ data.


• ENFORCED TAGS PERMISSIONS
  
  We updated the tool used to apply and remove tags (customer tags, notes tags, tasks tags, etc.) to be more flexible and allow better feedback to users who don’t have the proper permissions to perform an action.


• DATA AUTO-POPULATION
  
  We implemented auto-population on certain data fields to eliminate the need for you to re-enter data that we can fetch for you.


• ORDERED LIST OF MONTHLY CHARGES
  
  We numerically ordered the values in the Monthly Charge field to make it easier for you to find the desired value.

• EDIT APPOINTMENTS
  
  We fixed an issue that prevented a user from editing an appointment on a customer’s Appointments page.


• CALENDAR DRAG AND DROP
  
  We fixed an issue that prevented a user from using drag and drop to move appointments on the calendar.


• CUSTOMER LIST STARS
  
  We fixed an issue that prevented a user from being able to star or un-star a customer on the Customer List.


• USER’S NAME
  
  We fixed an issue that was preventing the logged in user’s name from appearing in the upper right corner of the application.


• CUSTOMER FILE UPLOAD
  
  We fixed an issue that was preventing a user from uploading a file on a customer record in certain situations.


• ADT BILLING FREQUENCY
  
  The Billing Frequency field used when shelling an account with ADT magically disappeared so we brought it back.


• MINOR FORMATTING ISSUES
  
  We tidied up a few things that were out of place to make the layout of certain pages cleaner and easier to read.

GENERAL

• Login / Logout / Session Management
• Responsive UI Framework
• Terms & Conditions
• Privacy Policy
• User Permissions
• Home Screen
• Links to feedback form and help documentation on Home Screen

CUSTOMER MANAGEMENT

• Create Customer Wizard
• Manage Customers
• Customer List
• Customer Search
• Run / Manage Credit Reports
• Run ADT PreChecks
• Manage Customer Tags
• Apply Order Templates
• Manage Work Orders
• View Scheduled Appointments
• Manage Invoices / Recurring Invoices / Quotes / Credit Memos
• Manage Payment Methods
• Process / Manage Payments
• Manage Equipment
• Apply Equipment Packages
• Shell and Manage ADT Accounts
• Manage Notes / Tasks
• Manage Emergency Contacts / Agency Contacts
• View Log of Changes (History)
• Manage Files
• Manage All Customers’ Tasks
• Shell and Manage Alarm.com Accounts

CALENDAR

• View Personal Calendar
• View Calendar of All Technicians
• Manage Technician Appointments (via Work Orders)
• Drag and Drop to Rearrange Appointments

USER MANAGEMENT

• Create / Edit / Delete Users
• Restrict User Login
• Deactivate Users
• Manage Login Credentials
• Manage Employment Information
• View Log of Changes (History)
• Manage User Permissions
• Manage Notifications
• Manage Time Off

ADMINISTRATION

• Manage Global Settings
• Manage Office Locations
• Manage Tags
• Manage Equipment
• Manage Activation Fees
• Manage Contract Terms
• Manage Customer Cancellation Reasons
• Manage Dealer Numbers
• Manage Monthly Charges
• Manage Customer Warranties
• Manage Customer Order Templates
• Manage Form Defaults
• Publish Company Messages
• Manage Email / Invoice Settings
• Manage Equipment Packages
• Manage Interactive Services Providers
• Manage Monitoring Companies
• Manage Partner Companies
• Manage Partner Company Campaigns
• Manage Invoice Billable Items
• Manage Appointment Subtypes

INTEGRATIONS

• ADT
• Alarm.com