Exciting Things Are Happening

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 

Login to post a comment