Brinks
Requires. Brinks Home Security on the customer's location.
This page covers working a customer through the Brinks (formerly Monitronics) integration — creating the eContract, putting the account online, and the day-to-day account actions available once the customer is linked.
Everything happens from the customer record: open the customer, go to the Connections tab, then Monitoring.
Before you start
Two things must be in place, or the actions below either won't appear or will stop you with an error.
| Prerequisite | Where it's set |
|---|---|
| A Brinks monitoring company on the customer | Customer record → Connections → Monitoring |
| Your own Brinks eContract username and password | Connected Accounts |
The eContract credentials are per user, not per company. Each person who creates contracts saves their own. If yours are missing, the Create E-Contract window opens with an E-Contract Credentials Required message and a Go to Connected Accounts button instead of the form.
Heads up. The customer needs a scheduled installation appointment before you can create an eContract. Without one, the Installation Date field reads "Required - Schedule an appointment" and the contract can't be generated.
The Brinks panel
The buttons you see depend on whether the customer is already linked to a Brinks account.
Show — a dropdown of read-only lookups:
| Item | Available when |
|---|---|
| Event Histories | The customer has a central station number or account number |
| Purchase Info | The customer is linked to a Brinks account |
| Credit Request | The customer is linked to a Brinks account |
Actions — what you can do next:
| Item | Available when | What it does |
|---|---|---|
| Create E-Contract | No eContract is linked yet | Opens the contract form covered below |
| Create Account | Not yet linked | Sends the account to Brinks to be created |
| Add Two-Way Device ID to Shell | Not yet linked | Attaches a two-way device to the account shell |
| Link Account | Not yet linked | Connects this customer to an account that already exists at Brinks |
| Modify Account | Linked | Reopens the account form to change site, system, zone, and contact details |
| Place Account On/Off Test | Linked | Puts the account on or off test for a chosen category and duration |
| Place Account Out of Service | Linked | Marks the account out of service |
| Pull Panel | Linked | Requests a panel pull |
| Click to Submit | Linked | Submits the account for common funding |
Two red buttons appear when they apply: Unlink (when the customer is linked to a Brinks account) and Unlink E-Contract (when a contract is linked). Both ask you to confirm first.
Warning. Unlinking disconnects the customer record from Brinks in SecurityTrax. It does not delete anything on Brinks' side.
Creating an eContract
Choose Actions → Create E-Contract. The window is split into cards. Equipment lines and emergency contacts are pulled from the customer record automatically — fix those on the customer before opening this window, not here.
Basic Information
| Field | Required? | Type | Notes |
|---|---|---|---|
| Signing Type | Yes | Select | Options come from Brinks. Defaults to Embedded. |
| Company Type | No | Select | Only appears on commercial accounts. |
Upload Attachments
One upload box per attachment type Brinks accepts. Once a file is attached the box is replaced by the attachment name and a Delete button.
Equipment and Installation Information
| Field | Required? | Type | Notes |
|---|---|---|---|
| Alarm Network | No | Select | Defaults to Alarm.com. |
| Equipment Subtotal | — | Display only | Calculated from the customer's equipment. |
| Other Amount | No | Number, 2 decimals | Minimum 0. |
| Permit Amount | No | Number, 2 decimals | Minimum 0. |
| Tax Amount | No | Number, 2 decimals | Minimum 0. |
| Total | — | Display only | Subtotal plus the three amounts above; updates as you type. |
| Installation Date | — | Display only | From the customer's installation appointment. |
| Work Description | No | Text area |
Insurance and Billing Information
| Field | Required? | Type | Notes |
|---|---|---|---|
| Personal Injury Amount | No | Number, 2 decimals | Minimum 0. |
| Property Damage Amount | No | Number, 2 decimals | Minimum 0. |
| Months Paid Up Front | No | Number | 0–6. |
| Promo Months | No | Number | 0–3. |
| Bill Start Date | — | Display only | Installation finish date pushed out by months paid up front plus promo months. |
| Bill Draft Day of Month | — | Display only | From the customer's billing setup. |
| Billing Address | — | Display only | From the customer record. |
| Billing Address County | No | Text | Editable only when the county is blank; otherwise shown as text. |
| Payment Initial | Yes | Select | The customer's payment method for the initial charge. |
| Payment Monthly | Yes | Select | The customer's payment method for recurring charges. |
| Payment Effective Date | Yes | Date |
Financing and Service Plan
| Field | Required? | Type | Notes |
|---|---|---|---|
| Financed | No | Select (No / Yes) | Defaults to No. |
| Monthly Equipment Amount | No | Number, 2 decimals | Only appears when Financed is Yes. |
| Equipment Split Rate | Yes, when financed | $ or % picker plus a number | Only appears when Financed is Yes. Brinks requires it on a financed contract. |
| Extended Service Plan | No | Select (No / Yes) | Defaults to No. |
| Extended Service Plan Monthly Amount | No | Number, 2 decimals | Only appears when Extended Service Plan is Yes. |
Heads up. Each amount is only sent to Brinks when its Yes/No field is set to Yes. If you enter an amount and then switch the field back to No, the figure stays visible on your screen but is not included in the contract.
Equipment Split Rate takes either a flat dollar figure or a percentage — pick $ or % next to the box and type the number. Brinks will not accept a financed contract without it, and their reply names no failed field when it's missing, so SecurityTrax blocks the submission with its own message instead. A percentage must be between 1 and 100.
Addendum Information
| Field | Required? | Type | Notes |
|---|---|---|---|
| Guard Addendum | No | Select (No / Yes) | Defaults to No. |
| Premise Gate Code | No | Text | |
| Personal Guarantee | No | Select (No / Yes) | Defaults to No. Setting it to Yes reveals the six fields below. |
| PG Person Title | No | Text | Only when Personal Guarantee is Yes. |
| PG Home Address 1 | No | Text | Only when Personal Guarantee is Yes. |
| PG Home Address 2 | No | Text | Only when Personal Guarantee is Yes. |
| PG Home City | No | Text | Only when Personal Guarantee is Yes. |
| PG Home State | No | Select | Only when Personal Guarantee is Yes. |
| PG Home Zip | No | Text | Only when Personal Guarantee is Yes. |
Fill in the guarantor details whenever you set Personal Guarantee to Yes — a contract that claims a personal guarantee with an empty guarantor block is likely to come back from Brinks.
Secondary Signer Information
| Field | Required? | Type | Notes |
|---|---|---|---|
| Signing Type | Yes | Select | Defaults to None. Choosing anything else reveals the fields below. |
| First Name | No | Text | Only when a signing type other than None is selected. |
| Last Name | No | Text | Only when a signing type other than None is selected. |
| No | Text | Only when a signing type other than None is selected. | |
| Phone | No | Text | Only when a signing type other than None is selected. |
| Birth Date | No | Date | Only when a signing type other than None is selected. |
| Tax ID Number | No | Text | Only when a signing type other than None is selected. |
Submitting
Submit the form to generate the contract. On success SecurityTrax sends you to Brinks' signing page. If Brinks rejects the request, the specific fields it complained about are listed at the top of the window — correct them and submit again.
Once a contract exists, Create E-Contract disappears from the Actions menu and Unlink E-Contract appears.
Brinks FAQ
The Create E-Contract window shows a credentials message instead of the form. Your user account has no Brinks eContract username and password saved. Click Go to Connected Accounts and add them, then reopen the window.
Installation Date says "Required - Schedule an appointment". The customer has no installation appointment. Schedule one on the customer's Appointments tab, then reopen the contract form.
I set Personal Guarantee to Yes but the extra fields didn't appear. Make sure the dropdown is actually set to Yes — the six guarantor fields are hidden while it reads No.
Purchase Info and Credit Request aren't in the Show menu. Those two only appear once the customer is linked to a Brinks account.
My equipment amounts look wrong on the contract. Equipment Subtotal and Total are calculated, not typed. Fix the equipment on the customer record, then reopen the contract form.
Related
- Monitoring Companies — setting up the monitoring company itself and how monitor types differ.
- ADT — the equivalent walkthrough for the ADT integration.
- Connections — the customer tab these actions live on.