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Knowledge base
ServTraq Training Material
Training Information
3
Training Video Library
User Manual
CALIHEAP Online Application Processing - New Features
ServTraq Recorded Webinars
19
Marketing & Outreach Webinar from 2/22/18
Daily Reports Webinar 3/28/2017
Progress Billing Reports Webinar 2/28/17
HEAP Application Data Entry Review
General Admin Webinar
See all 19 articles
User Manual
14
Getting Started
1. Change Settings and Password
1.2 Payment Receipt Log
2. Incoming Application Processing
2.1 Customer Search/Incoming Contact Entry
See all 14 articles
ServTraq FAQs
Frequently Asked Questions
137
Add/Edit Reporting Account Codes
Adding Crew Members
Address Change after Bucket Submission
Address Validation
Fixing Invalid Utility Provider Error in App Entry
See all 137 articles
ServTraq Solutions
Written Guides
35
1.Marketing&Outreach Tools in ServTraq
2.Customer Search/Contact Entry
3A. ServTraq Barcoded Applications
Warehouse Field Selection
3B.Receiving Applications in ServTraq
See all 35 articles
CSD Guides and Documents Released
Guides, Documents, and Approvals
4
CSD Electronic Signature Approval
CSD Approval of ServTraq© 15 Day Written Notification Solution
Wx Data Transfer Rules
An updated version of The Data Transfer File Error Resolution Guide 2-26-19