Documentation

My Appointments

My Appointments is where you plan your day. It lists every appointment assigned to you — installs, service calls, sales visits, follow-ups, anything on your schedule — for whichever date you pick at the top of the page. When your day includes tech appointments that require equipment, it also shows a running summary of what you'll need.

This page does not show appointments assigned to other techs. For the company-wide view, use the Calendar page instead.

Getting here

  • Click View All Appointments in the Today's Appointments section on the Home Dashboard when it appears for your role. The section appears for users who can receive tech appointments or sales appointments.
  • Or navigate directly to https://portal.securitytrax.com/{your-company}/home/appointments.

Home also has its own date controls. Changing the date on Home updates the appointment cards there, along with the other due-work sections. My Appointments is the expanded appointment-only view when you want the full date strip and equipment details.

Picking a day

Two controls at the top let you choose which day's appointments to see:

  • The day strip. A row of cards showing the next 7 days (Today, Mon 21st, Tue 22nd, and so on). Each card has the day's name, the date, and a badge with the count of appointments scheduled for that day (scheduled time off is not counted — it appears separately above the list). Click a card to jump to it.
  • The date picker. A smaller date picker just below the strip. Use it to jump to any date — further than 7 days out, or into the past — that the 7-day strip doesn't reach.

The page remembers the date you pick only within the current session; reload the page and it resets to today.

The appointments route list

Once a day is selected, the page heading becomes "Appointments for Monday, April 21st 2026 (3)" — the date you picked and a count of that day's appointments.

Appointments render as route cards in chronological order, matching the Today's Appointments layout on Home. A light vertical line bridges each card to the next — inset from the left edge, with the drive-time row sitting on it — so the day reads as one connected route. If SecurityTrax can map the assigned customers for that day, a route map appears above the cards with the driving route drawn along the roads between stops. The map follows your appearance setting — light, dark, or auto — switching between day and night map styles to match. When your user record has a tech starting address configured, the route begins there with its own Start pin. Map pins and the cards' type badges are color-coded by the appointment's sub-type, using the same colors as the Calendar (the sub-type's color when one is set, otherwise the appointment type's color) — so you can recognize each stop's job at a glance.

Between the appointment cards, small connector rows show the estimated drive time and mileage for each leg of the route, and a summary row under the map shows the total drive time and distance for the day. When a tech starting address anchors the route, the day is a round trip: a final connector row under the last appointment shows the homebound drive back to your starting point, the route line on the map returns there, and that final leg counts toward the day's total. Each leg is drawn on the map in its own color, and the connector row's icon is tinted to match, so you can trace any segment back to the leg it represents — the homebound leg is drawn as a dashed gray line. Estimates use live traffic for today and predicted traffic for future dates, and account for the time spent at each stop — so a late-afternoon leg is priced with late-afternoon traffic, not as if the whole day were one non-stop drive. Hover a map pin to see that stop's details: the stop number and scheduled time, the color-coded type badge, the customer's name, address, and phone, and the inbound drive time once directions resolve (the Start pin shows the homebound drive time).

Note. If driving directions can't be calculated, the map falls back to straight lines between stops and the drive-time rows stay hidden — the appointment list itself is unaffected.

Each appointment card shows:

Area What it shows
Stop and time The route stop number and scheduled time range.
Type and status The appointment type badge, your personal status on the appointment, and a Dry Run badge if the appointment has been flagged as one.
Customer The customer name, address, and primary phone number. Click the customer name to open the customer record.
Work Order A linked work order, if the appointment has one: its subject, priority, task type, and work order type badges, the Work to Perform notes, and install/service/remove equipment counts.
Notes Appointment notes and on-site notes, when present.
Actions Navigate launches turn-by-turn directions to the customer in your device's maps app. If the appointment is yours, On the way, Check in, and Check out update your status right from the list. Open work view jumps to the full Work screen.

If there are no appointments on the chosen day, the list shows a friendly empty state.

Working an appointment

For your own appointments, the status buttons live right on the card: tap On the way when you leave, Check in when you arrive, and Check out when you're done — checkout asks whether you completed the work, captures on-site notes, and can close the linked work order. Each button shows only when it applies (never on someone else's appointment), and your browser may ask to share your location so the time and place are recorded with the status. Navigate opens turn-by-turn directions to the customer (the address link drops a map pin instead).

Open work view opens the full Work screen — the same screen you'd reach from the customer's Appointments tab. Tech appointments may also show work-order and equipment tools there; sales appointments show a lightweight work view with status controls and appointment notes.

Equipment Needed

Below the appointments list is a separate section titled Equipment Needed, with the heading showing a combined count (e.g. "Equipment Needed (12)" — twelve total units across all items).

The counts come from the install equipment rows on each appointment's work order — a note above the table says so. Tech appointments without a work order contribute nothing here, and service/remove rows aren't counted, so the list reflects what's actually been assigned to install today rather than everything still uninstalled on the customer's account. The section only appears when the day's work orders list at least one item to install.

If your permissions allow you to see your on-hand counts, the table also shows how many you currently have on your truck:

Column What it shows
In Truck A checkbox you tick to confirm you've loaded this item. See Checking off what you've loaded below.
Quantity Needed Quantity of this equipment type to install across the day's work orders, shown as a blue badge.
On Hand (if permitted) How many of this equipment type you currently have, shown as a badge — green when you have enough, red when you're short of what you need.
Equipment The equipment name (e.g. "DSC Neo Keypad", "Honeywell Vista Panel").

Tip. Skim the On Hand column before you leave in the morning. A red badge means you're short on that item and need to pick more up (from the warehouse, a peer tech, or via a Purchase Requisition).

Checking off what you've loaded

Use the In Truck column as a personal packing checklist. As you load each item onto your truck, tick its checkbox — the row turns green so you can see at a glance what's already packed, and a running "X of N confirmed in truck" line appears under the Equipment Needed heading. On a phone, each item is a tappable card with the same check-off.

These check-offs are just for you:

  • They're saved in your own browser for the selected day, so they survive a page refresh but reset automatically each day.
  • They're not visible to anyone else, and they don't change your inventory or on-hand counts in any way.
  • They don't follow you to another device or browser — check off items on the same device you use to load up.

Which appointments appear

Every appointment scheduled for the selected day appears here — including ones you've already checked out of. Finished stops stay on the list for the rest of the day with their status badge showing your progress (En Route, Checked In, Checked Out), so your route and stop numbers don't shift as you work. Only appointments that have been cancelled (deleted) drop off the list. To review an earlier day, just switch the date back; the day's appointments are also always available from the customer's Appointments tab.

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