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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
24
WX and UA Marketing (September 2024)
Weatherization Reporting (June 2024)
Weatherization Basics (May 2024)
Utility Assistance 101 (Apr 2024)
Online Application System - CALIHEAPApply.com (Mar 2024)
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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
154
Add/Edit Reporting Account Codes
Adding Crew Members
Fixing Invalid Utility Provider Error in App Entry
Address Validation
Barcoded Applications do not Generate
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ServTraq Solutions
Written Guides
37
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 37 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