- Home
- Security System Installer Software
- SecurityTrax
SecurityTrax
Tysons, Virginia, United States
What it is
SecurityTrax is an operating platform for security dealers and smart service providers managing monitoring, installation and service operations. It brings together leads, customer management, scheduling, work orders, inventory, accounting, reporting and integrations. Customer records can include credit checks, quotes, histories, equipment, messages and parent-child relationships, with tools for converting leads into customers. A unified calendar connects technician appointments and service work orders with customer and equipment records. SecurityTrax Intelligence includes an AI Assistant, Inline Assists, automations, AI Summaries and address intelligence. Listed connections include monitoring providers and dealer programs, Alarm.com, QuickBooks Online, payment and financing services, Twilio SMS, eDocs, equipment vendors and the SecurityTrax API. API access is included; creating customers and leads does not use tokens, while other requests use SecurityTrax Tokens. The usage-based standard plan has a $250 monthly minimum, and new signups also pay a one-time $250 setup fee. It includes 5,000 monthly tokens, with additional usage billed separately. The platform is described as fully mobile, and support includes AI-guided self-service, documentation and live online training.
For and against
For
- Calendar links appointments and work orders to records
- AI features include summaries and address intelligence
- API access is included
- User, group and permission controls are listed
Against
- $250 monthly minimum
- New signups pay a one-time $250 setup fee
- Monthly tokens expire after 30 days and do not roll over
- No free plan or trial is listed
The verdict
SecurityTrax brings customer management, field operations and integrations into a usage-based platform for security providers. Review the monthly minimum, setup fee and token terms before choosing it.
Who it suits
It is aimed at security dealers and smart service providers handling monitoring, installation and service operations. It may suit teams that need customer, field-work and inventory workflows in one platform.
Plans and prices
Active customer storage
Includes file storage, recurring invoicing, eDocs support, and SMS (third-party fees apply)
Read 2 Oct 2026 · securitytrax.com
Customer create
Includes eDocs, unlimited credit checks (third-party fees apply), consumer financing applications, and customer and lead workflows
Read 2 Oct 2026 · securitytrax.com
Operations Plus
Optional bundle with QuickBooks Online sync, advanced inventory and payable automation, license management, SSO, and Advanced API enablement
Read 2 Oct 2026 · securitytrax.com
Standard usage-based plan
$3 per new customer · $0.15 per active customer per month · 5,000 monthly SecurityTrax Tokens · token usage beyond allowance billed separately
Read 2 Oct 2026 · securitytrax.com
On the record
- AI data use
- The SaaS agreement says SecurityTrax will not use Customer Data to train or fine-tune AI or machine-learning models, and will not permit its AI model providers or other third parties to do so, except for de-identified data.securitytrax.com · read 2 Oct 2026
- AI features
- SecurityTrax Intelligence includes an AI Assistant, Inline Assists, automations, AI Summaries, and address intelligence.securitytrax.com · read 2 Oct 2026
- API
- API access is included; customer and lead creation does not use tokens, while other API requests meter through SecurityTrax Tokens.securitytrax.com · read 2 Oct 2026
- Customer management
- The platform supports lead records, credit checks, quotes, lead-to-customer conversion, customer histories, equipment, messages, and parent-child relationships.securitytrax.com · read 2 Oct 2026
- Field operations
- A unified calendar connects technician appointments and service work orders to customer and equipment records.securitytrax.com · read 2 Oct 2026
- Integrations
- Listed connections include monitoring providers and dealer programs, Alarm.com, QuickBooks Online, payment and financing services, SMS via Twilio, eDocs, equipment vendors, and the SecurityTrax API.securitytrax.com · read 2 Oct 2026
- Intended customers
- The company describes the product as built for security dealers and providers managing monitoring, installation, and service operations.securitytrax.com · read 2 Oct 2026
- Mobile access
- The new platform is described as fully mobile, with no separate mobile site to manage.securitytrax.com · read 2 Oct 2026
- Purpose
- SecurityTrax is an operating platform for security dealers and smart service providers, covering leads, customers, scheduling, work orders, inventory, accounting, reporting, and integrations.securitytrax.com · read 2 Oct 2026
- Security and access
- The feature list includes user, group, and permission controls and single sign-on via OIDC, which the site says is generally available.securitytrax.com · read 2 Oct 2026
- Support
- AI-guided self-service support and documentation are included, and the company offers live online training sessions.securitytrax.com · read 2 Oct 2026
- Usage limits
- The included 5,000 monthly SecurityTrax Tokens expire after 30 days and do not roll over; additional token use draws from a dealer-controlled wallet.securitytrax.com · read 2 Oct 2026
