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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

About ServTraq

ServTraq is an application specifically designed to help Local Energy Service Providers(LSPs) serve low income populations throughout California effectively and efficiently.

Website Links

  • Compliance
  • Service Area
  • Services

Support Hours

Our working hours

Monday - Friday 7:00am - 5:00 pm

Get in touch

  • PO BOX 2707 • Watsonville, CA 95077
  • Support@ServTraq.com
  • 1(831) 761-1747
  • Visit our website

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