AI-assisted work
Reduce repetitive admin work and help teams get to answers faster.
Run the whole operation from one platform — leads, customers, scheduling, work orders, inventory, billing, reporting, and integrations — now with built-in intelligence and a fully modernized experience.
One platform
Customers & Leads
Full lifecycle
Scheduling
Calendar & dispatch
Work Orders
Field & service
Inventory
Stock & transfers
Accounting
Billing & payables
Reports
Insight & exports
Integrations
Monitoring & more
Intelligence
AI built in
Leads come from one place. Scheduling happens somewhere else. Inventory lives in a spreadsheet. Billing is another tab. Monitoring updates and customer records have to stay in sync. Reporting arrives late because the data had to be stitched together after the fact.
SecurityTrax exists because security dealers need one serious system for the whole operation — and it keeps that depth while making the daily workflow faster, cleaner, and easier to teach.
The same operational depth, rebuilt around speed and clarity — plus a long list of new capabilities.
AI Assistant, Assists, Automations, and AI-Prompts, built in.
A total refresh — mobile, dark mode, and theming.
Jump anywhere with keyboard-fast site search.
Standardize how work moves with repeatable, guided processes.
One calendar across appointments, technicians, and service.
A vastly improved report-builder UI for clearer insight.
Autocomplete, verification, and property-owner lookup.
Single sign-on, now generally available.
SecurityTrax is not a generic CRM with a security label on top. It is built around the actual departments, handoffs, and details that security providers manage every day.
Create, convert, manage, and service customer records with the full lifecycle in view.
Coordinate appointments, technicians, service detail types, availability, and dispatch.
Connect work to customers, appointments, equipment, templates, documents, and purchasing.
Track on-hand equipment, purchase orders, requisitions, transfers, spillage, and RMAs.
Invoices, payments, statements, credits, payables, funding, and QuickBooks workflows.
Build and run the reports operators, managers, accounting, and ownership depend on.
Permissions, users, packages, licensing, workflows, settings, and company defaults.
Monitoring, Alarm.com workflows, the new Brinks integration, SMS, eDocs, and accounting.
Intelligence is part of the product, not a separate AI tool to manage — AI-assisted work, address intelligence, and automation, with usage priced in SecurityTrax Tokens.
Reduce repetitive admin work and help teams get to answers faster.
Cleaner customer data with token-priced address and property verification.
Run Intelligence alongside workflows so repeatable checks scale safely.
The standard plan includes 5,000 monthly SecurityTrax Tokens.
You pay for the features you actually use, with one $250 monthly minimum — and a lot of usage already fits inside it.
Your first $250 of usage is covered by your $250 monthly minimum.
$3
Everything needed to onboard a customer, including SecurityTrax eDocs, unlimited credit checks, and consumer financing.
$0.15
Active records include file storage, recurring invoicing, and SMS.
$0.05
Read-only inactive records stay available at one-third of the active rate.
5,000
Included for AI, address intelligence, automation, and Advanced API before wallet spend.
Give your operation the backbone to keep growing without letting daily work fall through the cracks.