SecurityTrax
SecurityTrax is an operations platform for security dealers and smart service providers managing monitoring, installation, and service work.
What SecurityTrax is
SecurityTrax is an operations platform for security dealers and smart service providers managing monitoring, installation, and service work. It brings together leads, customer records, scheduling, work orders, inventory, accounting, reporting, and integrations. Customer tools cover credit checks, quotes, equipment, messaging, customer histories, and converting leads into customers. A shared calendar links technician appointments and service orders with the relevant customer and equipment records. SecurityTrax Intelligence includes an AI Assistant, Inline Assists, automations, AI Summaries, and address intelligence. Connections include monitoring providers and dealer programs, Alarm.com, QuickBooks Online, payment and financing services, Twilio SMS, eDocs, equipment vendors, and the SecurityTrax API. Customer and lead creation through the API does not use tokens; other requests draw on SecurityTrax Tokens. The standard usage-based plan has a $250 a month minimum, and new signups also pay a one-time $250 setup fee. It includes 5,000 monthly tokens, which expire after 30 days and do not roll over. The platform is available on web, Android, and iOS.
Good
- Connects appointments and work orders to customer records.
- Includes AI assistance, summaries, automations, and address intelligence.
- Offers integrations with QuickBooks Online and Alarm.com.
- Includes user, group, and permission controls.
Watch out
- No free plan or free trial is listed.
- Monthly minimum is 250.00 USD, plus a one-time $250 setup fee for new signups.
- Unused monthly tokens expire after 30 days.
- Additional token use is billed separately.
Who it suits
SecurityTrax suits security dealers and providers coordinating monitoring, installation, and service operations. Its customer workflows and field calendar support teams managing technicians, equipment, and service work orders.
Verdict
SecurityTrax combines customer management and field operations with accounting, reporting, and integrations for security service providers. Consider the monthly minimum, setup fee, and token limits when assessing its fit.
Plans and prices
From SecurityTrax's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Active customer storage | $0.15 a month | Includes file storage, recurring invoicing, eDocs support, and SMS (third-party fees apply) · Per active customer record each month; counts toward the $250 monthly minimum. |
| Customer create | $3, paid once | Includes eDocs, unlimited credit checks (third-party fees apply), consumer financing applications, and customer and lead workflows · Per new customer onboarded; counts toward the $250 monthly minimum. |
| Operations Plus | $5 a month | Optional bundle with QuickBooks Online sync, advanced inventory and payable automation, license management, SSO, and Advanced API enablement · Per active user each month; counts toward the $250 monthly minimum. |
| Standard usage-based plan | $250 a month | $3 per new customer · $0.15 per active customer per month · 5,000 monthly SecurityTrax Tokens · token usage beyond allowance billed separately · Monthly minimum; core usage counts toward it. New signups also pay a one-time $250 setup fee. |
The facts
Each one read from SecurityTrax's own pages, with the date it was checked.
What it does
- 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.checked 2 Oct 2026
- AI features
- SecurityTrax Intelligence includes an AI Assistant, Inline Assists, automations, AI Summaries, and address intelligence.checked 2 Oct 2026
- API
- API access is included; customer and lead creation does not use tokens, while other API requests meter through SecurityTrax Tokens.checked 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.checked 2 Oct 2026
- Field operations
- A unified calendar connects technician appointments and service work orders to customer and equipment records.checked 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.checked 2 Oct 2026
- Intended customers
- The company describes the product as built for security dealers and providers managing monitoring, installation, and service operations.checked 2 Oct 2026
- Mobile access
- The new platform is described as fully mobile, with no separate mobile site to manage.checked 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.checked 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.checked 2 Oct 2026
- Support
- AI-guided self-service support and documentation are included, and the company offers live online training sessions.checked 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.checked 2 Oct 2026
The company
- Founded
- 2004checked 28 Sep 2026
- Headquarters
- Tysons, Virginia, United Stateschecked 28 Sep 2026
