Features

Remarkably practical software for serious security operations.

We kept the operational depth security providers rely on — from lead intake to service, billing, reporting, and partner integrations — and rebuilt the experience around speed, clarity, and the way teams actually move through the day.

What's new

The biggest additions in the new release.

A modern platform, built-in intelligence, and a long list of new capabilities — all on top of the operational depth dealers already depend on.

SecurityTrax Intelligence

A built-in AI Assistant, inline Assists, Automations, and AI-Prompts — plus AI services like note summaries.

A total UI/UX refresh

A modern experience rebuilt on the v2 backend — fully mobile, with dark mode and theming.

Command palette & site search

Jump to any customer, record, report, or action from anywhere with keyboard-fast search.

Guided workflows

Standardize how work moves with workflows for guided, repeatable processes.

Unified calendar

One coherent calendar across appointments, technicians, and service work.

Unified accounting

Rebuilt accounting tools backed by a new under-the-hood journal engine.

Rebuilt report builder

A vastly improved report-builder UI for faster, clearer operational insight.

Address intelligence

Address autocomplete, verification, and property-owner verification, built in.

Parent/child roll-up billing

Roll billing up across parent and child customer relationships.

SSO via OIDC

Single sign-on via OIDC is now generally available.

New Brinks integration

A new Brinks monitoring integration joins the partner ecosystem.

Licensing & compliance

License catalog and assignment management, plus government regulation management.

Payroll DIY calculations

Build your own payroll calculations with a new DIY calculations feature.

Onboarding checklist

A new onboarding checklist guides teams through getting set up.

SecurityTrax eDocs

First-party electronic documents — SecurityTrax eDocs.

Extensive documentation

Deep, searchable product documentation for every team and role.

Customers & leads

From first touch to lifelong account.

Run the entire customer lifecycle in one place — capture the lead, win the sale, and service the account for years.

Lead records & dispositions Credit checks Quotes Lead-to-customer conversion Contacts & notes Files & equipment Messages At-risk tracking Full activity history Parent/child relationships Parent/child roll-up billing Address autocomplete & verification Property-owner verification
Field, scheduling & work orders

Plan the day. Dispatch the right tech.

A unified calendar and connected work orders keep every appointment tied to the customer and the equipment.

Unified calendar Technician appointments Service detail types Appointment status Availability Routing context Work order templates Appointment linking Work-to-perform Equipment context Appointment sheets Purchase activity
Accounting & billing

Money in and out, next to operations.

Rebuilt accounting tools on a new under-the-hood journal — billing that stays right beside the work it bills for.

New journal engine Invoices & recurring invoices Payments & statements Credit memos & refunds Funding entries Payables automation Payroll DIY calculations QuickBooks Online sync (Operations Plus) Consumer financing Parent/child roll-up billing
Reporting & insights

Turn operational data into decisions.

A vastly improved report-builder UI plus dashboards that make the numbers operators, managers, and ownership rely on easy to reach.

Rebuilt report builder Report index Saved reports SQL-backed reports Exports Dashboards Operational visibility
Integrations & monitoring

In the middle of your operational stack.

Connect monitoring, accounting, payments, messaging, and equipment so records stay in sync without manual re-entry.

Central station onboarding Alarm.com workflows New Brinks integration QuickBooks Online (Operations Plus) SMS / Twilio Payment providers Equipment vendors eDocuments Partner ecosystem
Administration, access & compliance

Govern users, access, and regulation.

Control who can do what, manage licensing, and stay on top of regulatory requirements with confidence.

Users, groups & permissions Packages & locations Tags & UDFs Model defaults Settings SSO via OIDC (GA) License catalog & assignment Government regulation management Onboarding checklist
Complete coverage

And everything else the platform runs.

The rest of the toolkit — built in, not bolted on, and presented the way it works today.

SecurityTrax Intelligence

AI Assistant Inline Assists Automations AI-Prompts AI services (note summaries) Address intelligence

Inventory

On-hand inventory Purchase orders Requisitions Transfers Physical counts Spillage RMAs Replenishment Automated equipment orders Vendor workflows

eDocuments & messaging

SecurityTrax eDocs Unlimited eContracts Electronic document workflows SMS messaging

Platform & experience

Total UI/UX refresh Modern v2 backend Fully mobile Dark mode & theming Command palette Site search Guided workflows Notifications

API & automation

Basic API (customers & leads) Advanced API Workflows & templates Defaults, tags & UDFs Permission-aware automation

Docs & support

Extensive documentation AI-guided self-service Onboarding checklist AI support included

Built to connect — and priced so usage stays controlled.

Basic API access for customers and leads is included. Advanced API, AI, address intelligence, and automation run on SecurityTrax Tokens — the standard plan includes 5,000 monthly tokens, and paid usage after that draws from a dealer-controlled wallet so direct-cost services never run away.

All of it, in one platform built for security operations.

Familiar to long-time users, faster and clearer everywhere — with a modern foundation ready for what comes next.