Documentation

Getting Around

Once you're signed in, SecurityTrax shows you the same layout on every page: a slim top bar with a More menu, your most-used sections, a Help button, the SecurityTrax Assistant (when your company has it), Bookmarks, a notification bell, and a user menu in the top-right corner for your own account, settings, and logout. There's no left sidebar — everything you need to move around the app lives in those places, plus keyboard-driven shortcuts. This page walks you through each piece.

The top bar

The top bar stretches across every page. From left to right:

  1. The More menu — a grid (tiles) button on the far left that opens the full list of app areas. See The More menu below.
  2. The SecurityTrax logo — click it any time to jump back to your Home dashboard.
  3. Your pinned sections — Home, Customers, and Leads stay as icon buttons so they're always one click away. Everything else lives in the More menu.
  4. Help — a question-mark button (⌘ + H / Ctrl + H) that opens page-specific documentation and lets you ask about the docs.
  5. SecurityTrax Assistant — a sparkles button (⌘ + I / Ctrl + I) that opens the SecurityTrax Intelligence assistant for asking about a customer's or lead's own data. Appears only when your company has the assistant turned on.
  6. Bookmarks — a bookmark button that opens your saved pages and lets you bookmark the page you're viewing.
  7. Notifications — a bell button that opens your in-app notifications in a panel, without leaving the page. A red bell means you have unread notifications.
  8. The user menu on the right — a circular avatar that opens a dropdown with your account, settings, theme, and logout.

Tip. Every icon in the top bar has a tooltip. Hover over any icon with your mouse for a second and a small label will pop up telling you what it does. On a touch device, tap and hold.

Pinned sections

Three sections stay pinned as icon buttons in the top bar so they're always one click away:

Icon Label What it does
House Home Your personal dashboard — your appointments, leads, tickets, payroll, and shortcuts to your day. Same destination as clicking the logo.
Person Customers The master list of every customer in your company. Search, filter, and click into any record to view or edit it.
Lead Leads The lead pipeline. Create, edit, and track prospective customers.

Note. On smaller screens, only Home stays in the bar. Customers and Leads fold into the More menu so everything still fits — you'll always find them there.

The More menu

The More menu is the grid (tiles) button on the far left of the top bar. Click it to open a panel of every other area you can reach, laid out as a grid of app tiles. Each tile takes you to that area's landing page. Tiles only appear if you have permission for that area — if a tile isn't there, you don't have access (ask your administrator if you think you should).

Tile What it does Appears when
Reports The reports area — MMR breakdowns, payables, favorites, custom report builder. You can view reports.
Calendar The company-wide calendar of appointments and scheduled events. You can view scheduling.
Work Orders The work order queue. You can view work orders.
Tickets The support ticket queue. You can view tickets.
Accounting The accounting area. You can view company accounting.
Company Inventory Your company's equipment inventory. You can view inventory management and your company has Inventory+.

On smaller screens the More menu also holds Customers, Leads, the command palette, Help, and the SecurityTrax Assistant — anything that doesn't fit in the bar folds in here, in the same left-to-right order it has on a wide screen.

Action items moved. Open company setup tasks now live in the user menu (top-right avatar) instead of here — see The user menu below.

Heads up. Clicking a tile (or a top-bar icon) takes you to the landing page of that area — for example, Customers opens the customer list, not a specific customer. To get to one customer's record, open the list first and click the customer you want, or use the command palette described below.

Bookmarks

Use Bookmarks to save pages you return to often. The bookmark button is in the top bar next to notifications, so your saved pages are available from anywhere in SecurityTrax. You can also press ⌘ + B (Mac) or Ctrl + B (Windows / Linux) to open Bookmarks from any page.

To save the page you're viewing:

  1. Click the Bookmarks button in the top bar.
  2. Click Bookmark this page.

SecurityTrax saves the current page using the page title. Some areas include section context so saved names are easy to tell apart. For example, the main customer record may save as John Doe, while the customer's contacts page may save as John Doe - Contacts.

After you click Bookmark this page or Remove bookmark, the Bookmarks modal closes automatically. When the current page is already bookmarked, the bookmark button is highlighted and the modal shows Remove bookmark instead. Click Remove bookmark to remove only that page from your bookmarks.

The Bookmarks modal shows your newest bookmarks first. To open a saved page, click the bookmark name. To rename a bookmark, click the pencil icon on that row, enter the new name, and click Save. To remove one saved page without opening it, click the trash icon on that row.

Heads up. If SecurityTrax finds saved items from an older version that cannot be used here, the Bookmarks modal asks you to reset bookmarks before continuing. Resetting removes only your saved bookmarks and starts you with an empty list.

The user menu (top-right)

Click the circular avatar in the top-right corner to open your personal menu. It looks like a small circle with your profile picture (or a blank circle if you haven't uploaded one). At the top of the menu you'll see your full name and username, and below that the following items:

Item What it does Always visible?
My Account Opens your account settings — profile details, preferences, password, connected accounts, and login activity. Yes
My Inventory Your personal equipment inventory (what you're currently carrying or have checked out). Yes
Schedule Time Off Request or view time-off entries. Only if you're set up as a tech or rep with permission to schedule time off.
Administration The admin section — company configuration, users, permissions, integrations, and everything else that needs a privileged account. Only if you have permission to view administration.
Action items A single entry right below Administration, in amber, showing how many company setup tasks still need attention — click it to open the full checklist. Only when your account has setup-checklist access and there are open items.
Theme (Light / Dark / System) Switch between a light UI, a dark UI, or follow your operating system's setting. Takes effect immediately. Yes
Stop Emulation Ends the current emulation session and returns you to your own account. Includes the keyboard shortcut ⌘ + Shift + E / Ctrl + Shift + E. Only while you're currently emulating another user.
Logout Ends your session and returns you to the login screen. Shown in red. Yes

Heads up. When you have open Action items, a small amber dot appears on your avatar so you can spot them at a glance — open the menu and click the Action items entry below Administration to see the full checklist.

Note. If you're currently emulating another user, the avatar picks up a red ring so you can tell at a glance.

Emulating another user

If your permissions allow it, SecurityTrax lets you temporarily sign in as another user — useful when troubleshooting a customer-reported issue or testing what a specific role can see.

  1. Press ⌘ + Shift + U (Mac) or Ctrl + Shift + U (Windows / Linux) from any page. The global search opens, pre-filtered to Users, with a Recent list of people you've emulated lately so you can re-pick a recent target quickly.
  2. Start typing a user's name to find others. Click the Emulate button (ninja icon) on a row to begin.
  3. Your avatar in the top-right gains a red ring so you don't forget. The page reloads as the target user — you'll see what they see, and every action you take is attributed to them.
  4. When you're finished, press ⌘ + Shift + E / Ctrl + Shift + E, or open the user menu and click Stop Emulation.

Heads up. SecurityTrax logs every emulation event for audit. Treat emulation as deliberate impersonation — any record you create, edit, or delete while emulating is recorded under the emulated user's name.

A few users can't be emulated regardless of your permission:

  • Deleted user accounts. If the target has been removed, emulation is refused.
  • Users whose admin has switched off emulation for them. Some accounts opt out of being emulated; those users won't appear with the Emulate button.

Quick search with the command palette

SecurityTrax has a keyboard-driven command palette for jumping straight to a customer without clicking through the Customers list. It's the fastest way to find one record by name or ID.

  1. Press ⌘ + K (Mac) or Ctrl + K (Windows / Linux) from any page in the app.
  2. A search modal opens in the center of the screen.
  3. Start typing:
    • A customer ID — SecurityTrax looks up that exact record.
    • A last name, first name (e.g. Doe, John) — SecurityTrax returns matching customers as you type. For commercial accounts the same name search also matches the business name and business contact.
  4. Click the result (or press Enter) to open the customer's record.
  5. Press Escape to close the palette without navigating.

Tip. Make the command palette your default way to find customers. It's faster than going to Customers → search → click for every lookup, and it works from anywhere in the app.

The command palette also includes quick actions for Bookmarks and Notifications. Choose Bookmarks to open your saved pages, or choose Notifications to open the notifications panel. Both open right where you are, without leaving the page you're on.

Help and documentation

Click the Help button in the top bar, or press ⌘ + H (Mac) or Ctrl + H (Windows / Linux), to open the Help panel. The panel keeps you on the page you're already using. Help is all about the documentation — it never touches your customer or lead data.

Area What it does Always visible?
Page Documentation Shows documentation linked to the screen you're on. If one primary page matches, SecurityTrax opens it immediately. If several pages match, you choose from the list. Yes
Ask about the docs Ask a question in plain English about the SecurityTrax documentation and get an answer drawn from it. Only if your account has the Documentation Assistant Access permission.
SecurityTrax Documentation Home Opens the full documentation library in a new browser tab. Yes

Links from the Help panel open the full documentation in a new tab so you do not lose your place in SecurityTrax.

The SecurityTrax Assistant

The SecurityTrax Assistant is a separate, paid part of SecurityTrax Intelligence. It answers questions about your data — a specific customer or lead — rather than the documentation, so it lives behind its own sparkles button. Click it in the top bar, or press ⌘ + I (Mac) or Ctrl + I (Windows / Linux). It appears only when your company has the assistant turned on. (In a limited preview during early rollout.)

Open the Assistant from a customer or lead record and it answers about that record; answers are limited to the information your account is allowed to access. Open it from anywhere else and it shows an empty state — general questions are coming soon.

Use New Conversation to clear the current chat and start fresh. After the Assistant responds, Save as Note and Save as Ticket appear below the message box when your account can create customer notes or tickets. SecurityTrax opens a review form first so you can choose AI Summary or Full Transcript, edit the subject and note body, and then save.

Signing out

When you're done for the day, open the user menu (circular avatar in the top-right) and click Logout at the bottom. You'll be returned to the Log In screen and your session ends immediately. Closing the browser tab without clicking Logout also ends the session, but using the Logout button is cleaner and avoids leaving a logged-in session on a shared computer.

Switching between light and dark mode

The theme toggle lives in the user menu under Theme. You can choose:

  • Light — white background, dark text. Best in bright rooms or on older monitors.
  • Dark — dark background, light text. Easier on the eyes in low light.
  • System — follow whatever your operating system is set to. This is a good default if you switch between light and dark modes automatically at night.

Changes apply immediately and stick across sessions.

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