Landlords or Property Management Entities may refuse to have their dwellings weatherized by the LIHEAP program. To avoid Marketing & Outreach attempts or Weatherization Jobs created, ServTraq has added the Ineligible Address for Weatherization solution. This feature offers the ability to flag addresses as ineligible for weatherization services to prevent the following:
New Weatherization Jobs CreatedWeatherization Marketing Leads on the ServTraq Weatherization Marketing ScreenServTraq—Added Contact Entries for Weatherization (Authorization) Form Mail-Out
Adam De Hoyos
Landlords or Property Management Entities may refuse to have their dwellings weatherized by the LIHEAP program. To avoid Marketing & Outreach attempts or Weatherization Jobs created, ServTraq has added the Ineligible Address for Weatherization solution. This feature offers the ability to flag addresses as ineligible for weatherization services to prevent the following:
New Weatherization Jobs CreatedWeatherization Marketing Leads on the ServTraq Weatherization Marketing ScreenServTraq—Added Contact Entries for Weatherization (Authorization) Form Mail-OutTo learn more click here.
Information Security Reminder
When an employee separates from an organization, removing database access to ServTraq© is an information security essential. At the lowest level, the employee had access to customer records and at the highest level access to employee records. Safeguard your database information by restricting access to only active employees.
To learn how to remove an inactive ServTraq account click here.