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. Each section answers the same question for the selected day: what appointments, due work, or follow-ups are assigned to me?

Every section starts collapsed. The section heading always shows the item count and, on today's view, the red Overdue badge — so you can see at a glance which sections need attention without opening them. Click a section heading to expand it; the section's items load when you open it, with a brief loading indicator. Click the heading again to collapse it.

Inside an open section, how items display depends on your screen. On phones and tablets each item is a card; on larger screens the same information appears as a table so more items fit on screen. When a section has more than 10 items, it shows 10 per page with paging controls under the list. Paging happens inside the section — the section stays open and the other sections are unaffected. Refreshing or returning to Home always starts with every section collapsed.

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 and return to collapsed.

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 view vs. a specific day

The selected date changes what the due-work sections — Due Work Orders, Due Tickets, Due At-Risks, and Due Leads — include:

Viewing today (the default): each section shows everything due today plus all of your overdue items — anything assigned to you that is still open and was due before today, no matter how old. Items due today come first, earliest first; overdue items follow, newest first — so yesterday's item appears before one from last month, and the oldest items land at the end of the list. The section heading shows a red Overdue badge with the overdue count next to the section total.
Viewing any other day, past or future: each section shows only the items due on that exact day — no past-due items are mixed in, and no Overdue badge appears. Use this view to plan a specific day; return to Today to see everything that's late.

Because overdue items on today's view can be from another day entirely, every item shows its due date and time (for example, "Aug 12, 2:30 PM"), not just the time.

Note. Zero on today's view really means zero: nothing due today and nothing overdue. Zero on another day only means nothing is due on that particular day.

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 — cards on phones and tablets, a table on larger screens, like the other sections.
Each item 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 list — the reason and time range, not a full entry.

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 that are due on the selected day. On today's view, the count and the list also include your overdue work orders, and a red Overdue badge shows how many are past due.
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. Each item shows the due date and time, subject, customer, assignee, created date, and install/service/remove equipment counts. It does not show the full work-order body. Commercial accounts that have a Business Name show that business name — see Appearance to also append the contact's name.

Each item leads with its due date and time. Items more than two hours away use the normal styling, 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 that are due on the selected day. On today's view, the count and the list also include your overdue tickets, and a red Overdue badge shows how many are past due.
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. Each item shows the due date and time, subject, customer, assignee, created date, priority, and type, but not the full note body. Commercial accounts that have a Business Name show that business name — see Appearance to also append the contact's name. 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 with follow-up due on the selected day. On today's view, the count and the list also include your overdue follow-ups, and a red Overdue badge shows how many are past due.
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 item shows the follow-up date and 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 with a callback due on the selected day. On today's view, the count and the list also include your overdue callbacks, and a red Overdue badge shows how many are past due.
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 item shows the callback date and 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:

Today's Appointments (if shown)
Due Work Orders (if shown)
Due Tickets (always)
Due At-Risks (if shown)
Due Leads (if shown)

The sections stay stacked on desktop and mobile so the most urgent items remain easy to scan. Within an open section, items display as cards on phones and tablets and as a table on larger screens — the same information either way.

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 your company uses Enhanced Inventory and you're set up as an inventory recipient with 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.

My Appointments — the full day-by-day view of your calendar.
My Open Tickets — tickets waiting on you.
My Assigned Leads — prospects you're following up with.
My Inventory — Overview — equipment in your possession.
My Payroll — your personal payroll history.
Getting Around — the top navigation and how to move through SecurityTrax.