Version 1.0 · April 2026Confidential — Dealer Use Only

SecurityTrax

Platform Training Guide · Skyline Security

Onboarding and daily operations reference for sales, operations, technician, and admin teams.

Training Modules

Quick Reference: Daily Workflows by Role

Click a role to see the recommended daily checklist.

Appendix & Resources

Training Video Index

Training videos are available in the SecurityTrax knowledge base. Watch them in order for a complete platform overview, or jump to specific topics as needed.

Support

Contact SecurityTrax directly through the in-app live chat or submit a ticket through the knowledge base for additional support.

SecurityTrax

Training Modules

Getting Started with SecurityTrax

Lead Management

Customer Management

Work Orders and Scheduling

Accounting and Invoicing

Central Stations and Integrations

Notes, Tasks, Contacts, and Files

At-Risk Entries and Retention

Funding and Financial Calculations

Administration and Company Settings

Quick Reference: Daily Workflows by Role

Appendix & Resources