Address Verification

Requires. Address verification must be enabled for your company — contact SecurityTrax support to turn it on. Verifying an address also requires permission to modify the customer (Customers) or lead (Leads).

SecurityTrax can check customer and lead addresses against a national address verification service, so bad addresses get caught before they cause missed appointments, failed mailings, or monitoring problems. Verification happens two ways: a badge next to the address that you can click any time, and an automatic check when you save an address (if your company has that turned on).

The verification badge

Next to the Address Line 1 label on a customer or lead record you'll see a small badge showing the address's current verification state:

Note. Changing any address field (Address Line 1, Address Line 2, City, State, or Zip) always resets the address to Unverified — a verification only ever applies to the exact address that was checked.

Verify an address on demand

Click the badge to check the saved address right away. A window titled Address Verification Information opens, shows when and how the address was last verified, and runs a fresh check:

• Exact match — you'll see "Address verified successfully," and the record is marked verified. Nothing else to do.
• Changes recommended — you'll see "Address found, but changes are recommended" with two cards: Current Address (what's on the record) and Recommended Address (the service's standardized version, with the changed parts highlighted). Pick one and click Save with Selected Address. Accepting the recommendation updates the address and marks it verified (green); keeping the current address marks it manually verified (amber).
• Address not found — you'll see "The provided address is not valid." If you're confident the address is right (new construction, for example), click Keep Address Anyway to mark it manually verified (amber). Otherwise close the window and correct the address.
• Service unavailable — if the verification service can't be reached, nothing changes: the address and any existing verification stay exactly as they were. Try again later.

Note. The badge needs a complete address — Address Line 1, City, State, and Zip must all be filled in before a check can run.

Automatic verification when you save

Note. This automatic check is a separate company setting — contact SecurityTrax support to enable Verify address on save.

With verify-on-save enabled, SecurityTrax verifies the address whenever you save it on any of these screens:

• Creating a customer (including the step-by-step create workflow)
• Editing a customer on the Home tab
• Creating a lead
• The Confirm Address workflow step

What happens depends on the result:

• Exact match — the save completes normally and the address is marked verified. You won't see anything extra.
• Changes recommended — the save pauses and shows the Current Address / Recommended Address comparison. Click Save with Selected Address to finish saving with your choice, or Cancel to go back to the form without saving.
• Address not found — the save pauses with "The provided address is not valid." Click Continue Anyway to save the address as entered (marked manually verified), or Go Back to correct it first.
• Service unavailable — the save always goes through. An outage never blocks your work and never removes an existing verification.

A few things SecurityTrax does to stay out of your way:

• Already verified? Saving a record without touching the address fields doesn't re-check anything.
• Picked an address suggestion? Choosing one of the suggestions that appear while typing in Address Line 1 counts as verified — those suggestions come from the verification service, so no second check is needed on save.
• Partial addresses (a lead with no Zip yet, for example) are skipped — verification only runs on complete addresses.

Property profile

The Property Profile button at the top of the customer's personal-information card collects public-record data about the property at the customer's address. The first time you open it, the only action is Gather Property Data — click it to pull the property's records. Once data has been gathered (now or on any earlier visit), the window shows two tabs:

• Ownership Information (default tab) — the owners on record, ownership type, and a match-confidence badge comparing the owners against the customer's name. Mark the ownership verification Passed or Failed here (or Reset it); the result shows on the Property Profile button itself.
• Property Details — the collected data grouped by what matters for protecting the home: structure (year built, square footage, basement, bedrooms, bathrooms), entry points and outdoor areas (fence, deck, balcony, porch, patio, garage, carport, driveway, RV parking), features to protect (existing security alarm on record, fire sprinklers, safe room, storm shelter, intercom and sound systems, wine cellar, pool, sauna, water features, fireplaces, heating, air conditioning, elevator), outbuildings (guest house, pool house, shed, stable, storage buildings, boat house, cabin, kennel, gazebo, greenhouse), lot and location, and valuation. Only data points the records actually include are shown.

Click Refresh Property Data any time to pull fresh records — a Last gathered timestamp under the button shows when the data was last pulled. Address verification lives entirely in the badge and save-time checks described above.

Related

• Home — the customer record where the address and badge live.
• Duplicate a customer — duplicating records that share an address.
• Credit Checks — credit checks also use the customer's address.