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Subject: Exciting things are happening at ServTraq!
We are starting 2019 with a BANG!
These two major releases just happened –all for you, all for free.
Intake Appointment Schedule
Schedule customer intake appointments in ServTraq using the Intake Appointment Scheduler feature. The schedule page has a built-in calendar along with a list of existing customers. The calendar can be viewed by day, week, month, timeline, or agenda. The number of employees displayed can also be modified to view more or less.
Once you flag the Intake Employee as an “Intake Appt Resource”, open the Intake Appointment Scheduler to create your first appointment:
o Locate the Customer
o Select the Intake Employee
o Select the calendar day and time
o Click OK to Save the entry
Visit our training video to learn more: https://vimeo.com/310621897/010aba88b0
Join us for a ServTraq: Intake Appointment Scheduler Demo on January 30st at 10:30am. We will demonstrate how to use the feature and hold a working group session afterwards to collect your feedback for further enhancement.
Registration URL: https://attendee.gotowebinar.com/register/6993080166189931521
ServTraq© e-Post Inspection Form—iOS
The ServTraq e-Post Inspection Form is now available for Apple iOS devices. The e-Post Inspection Form is the electronic and enhanced version of the CSD 611 Paper Form.
How it works:
· Complete the Post Inspection entry on your mobile device
· Sync the Post Inspection details to the Job in ServTraq
· Access a clean and legible copy of the form in ServTraq (example available here)
Check-Out from Job-Appointments kept and send a notice back to the office
Watch our training videos to get all the details:
Helpful Hint: Make sure your mobile device and the ServTraq Mobile App are updated to the latest software version.
· ServTraq Mobile App: Apple software version 3.4