Documentation

Home Dashboard

Welcome to SecurityTrax. Home is your personal starting point — the page SecurityTrax takes you to after you sign in, and the one you'll come back to throughout the day to see what needs your attention now. Home is focused on appointments, due work, and follow-ups assigned to you.

What you see on this page depends on your role, your permissions, and your company's enabled features. If a section you expect isn't here, it's because there is nothing due for you in that area, your company doesn't use that feature, or your account doesn't have permission for it — ask your administrator if you think that's wrong.

Getting here

You have three ways in:

  • Sign in. SecurityTrax lands you on Home automatically.
  • Click the house icon in the top navigation bar from anywhere in the app.
  • Click the SecurityTrax logo in the top bar (it functions as a "back to home" link).

The URL is https://portal.securitytrax.com/{your-company}/home — for example, https://portal.securitytrax.com/acme/home.

What appears on Home

Home is arranged as focused sections with individual cards. Each section answers the same question for the selected day: what appointments, due work, or follow-ups are assigned to me?

At the top of Home, the large date heading controls the whole dashboard. Use the left and right chevrons to move one day backward or forward, click Today to return to the current day, or use the date picker to jump directly to another date. The appointment, work-order, ticket, at-risk, and lead sections all refresh for that selected date.

If the selected date is not today, SecurityTrax shows a warning banner that says You are not viewing today below the date controls.

Today's Appointments (field technicians and sales reps)

Shown if you're set up as a field tech or can be assigned sale appointments on at least one location.

  • The count in the heading is the number of open appointments assigned to you on the selected day.
  • Tech and sales appointments are combined into one chronological list.
  • Each card includes an appointment-type badge so you can tell whether the appointment is a tech appointment or a sales appointment.
  • If you have time off scheduled that day, it shows as a small indicator above the appointment cards — the reason and time range, not a full card. The section opens even on a day when time off is the only thing scheduled.

Use View All Appointments to open My Appointments, where you can pick any date, see the full list, and view equipment details for tech appointments.

Due Work Orders (companies with work orders enabled)

Shown if your company has work orders enabled.

  • The count in the heading is the number of open work orders assigned to you whose due date falls on the selected day.
  • This section shows assigned work orders even if you do not have permission to open the full work-order edit page. If you cannot open one, ask your administrator to review your permissions.
  • Use View All Work Orders for the broader list of open work orders assigned to you.

A work order is a structured task — an installation, a service call, a site survey — with defined steps and equipment. The Home card shows the due time, subject, customer, assignee, created date, and install/service/remove equipment counts. It does not show the full work-order body.

The left side of each card shows the due time. Items more than two hours away use the normal card background, items due within two hours turn amber, and items due now or overdue turn red.

Due Tickets (everyone)

Always shown.

  • The count in the heading is the number of open tickets assigned to you whose due date falls on the selected day.
  • This section is intentionally focused on what needs attention now. Use View All Tickets for the broader open-ticket queue.

A ticket is a special kind of customer note that represents something needing follow-up — a service issue, a billing question, a callback a customer asked you to make. The Home card shows the due time, subject, customer, assignee, created date, priority, and type, but not the full note body. Use View All Tickets to open My Open Tickets for the full list.

Due At-Risks (anyone with at-risk view permission)

Shown if your account has At Risk view permission.

  • The count in the heading is the number of open at-risk entries assigned to you whose follow-up date falls on the selected day.
  • This section is focused on retention work that needs action now. Use View All At-Risks for the broader assigned at-risk queue.

An at-risk entry tracks a customer who may cancel or is otherwise at risk of being lost. Each Home card shows the follow-up time, reason, customer, and resolution badge, but not the full description. Use View All At-Risks for the full list with customer names, reasons, resolutions, and overdue follow-ups highlighted in red.

Due Leads (lead reps)

Shown if you can be assigned leads on at least one location.

  • The count in the heading is the number of active leads assigned to you whose callback date falls on the selected day.
  • This section is focused on prospects who need a callback now. Use View All Leads for every active lead assigned to you.

A lead is a prospective customer — someone who's shown interest but hasn't signed up yet. Each Home card shows the callback time, lead name, source, location, and primary phone number. Use View All Leads to open My Assigned Leads for the full assigned-lead list.

What order items appear in

Home appears in a fixed order, regardless of your role:

  1. Today's Appointments (if shown)
  2. Due Work Orders (if shown)
  3. Due Tickets (always)
  4. Due At-Risks (if shown)
  5. Due Leads (if shown)

The sections stay stacked on desktop and mobile so the most urgent items remain easy to scan.

Where My Inventory and My Payroll moved

My Inventory and My Payroll are self-service areas, not due-work sections, so they live in the user dropdown instead of the Home dashboard.

Open the user menu in the top-right corner of SecurityTrax to find them:

  • My Inventory appears if you're set up as a field tech and have personal inventory access. It opens My Inventory Overview, where you can review on-hand equipment, on-order equipment, transfers, purchase requisitions, spillage, and physical inventory.
  • My Payroll appears if your account has personal payroll access. It opens My Payroll, where you can pick a date range and review earnings calculated for you.

The user dropdown is also where you find other personal tools such as My Account, Employee Directory if enabled, and Schedule Time Off if your role and permissions allow it.

What happens when numbers change

The counts shown on Home refresh when you change the selected day. They are still a snapshot, not live. To see the latest numbers for the same day, refresh the page or click the Home icon again. If a teammate reassigns a ticket, work order, at-risk entry, or lead to you, the count won't change until the page refreshes.

If Home looks empty

A brand-new user with no appointments, no due work, and no due leads may see a sparse Home page. That's normal. As work accumulates and permissions get granted, more sections will appear.

Related