Deferral e-Form

The ServTraq© e-Deferral Form is Finally Here!

The ServTraq e-Deferral Form is available on Android and Apple iOS devices! The ServTraq e-Deferral Form is the electronic version of the CSD 542 Paper Form. Send e-mail notices to tenant(s) and landlords and include a copy of the Deferral form. Keep a copy of the Deferral form in ServTraq© and start building your electronic documentation.

The Rundown:
    ●  Use the ServTraq Scheduler to log Wx Appointments by crew leader
    ●  Download the ServTraq© Mobile App to view Job Appointments on your mobile device.
    ●  From the mobile app, select the crew and open the Job ID
    ●  Complete the e-Deferral form and click save! The form will be synced to the Job ID in ServTraq.

Technology at your fingertips! Email us at Support@ServTraq.com to get started.


  

FTP File Transfer
Use ServTraq© to transfer client files to CSD for Weatherization or Utility Assistance client file monitoring compliance.

How it Works:
    ●  Scan and Upload the Client File to the record in ServTraq
    ●  Rename your Client File to Match the CSD Naming Convention Established
    ●  Select the Client File and click Upload FTP
    ●  ServTraq automatically logs the file transfer contact.

All we need is your agency’s FTP credentials (username and password) to link ServTraq© to CSD’s FTP Site to get you started.

If you would like to make use of this solution or if you have any questions please contact Julie Garcia atJulie@EnergyServices.org or at (831) 761-7080 x121

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