Click on the video name below to view the ServTraq Training video.

• Before You Start

Getting Started 

• Getting Started
• Quick Tips

Marketing & Outreach

• Marketing & Outreach Tool

Customer Contacts

• Customer Search/Customer Record
• Track Customer Contact through a Contact Entry Note
• Clear a Callback
• Generate a Customer-Contact Report

Payment Assistance 

• Marking an Application as Received for Written Notification Compliance
• Add a Payment Assistance Application
• Payment Assistance Related Sections
• UA Appointment Scheduler
• Create a CSD/CORE Change Request 
• Transfer Payment Assistance records through a Transfer File 
• Automated CORE updates, and rejecting Record
• CARE Application Entry
• Basic Data Collection Sections

Weatherization 

• Add a WSAG/POW
• Link/Un-link Eligibility Information & Cloning Jobs
• Add a Job to an Existing Dwelling
• Weatherization Job Sheet Details & Measure Costing
• Job Audit/Change History
• Managing the Weatherization Job Pool
• Schedule Appointment
• Log Crew Time Spent on a Job
• Weatherization Marketing
• Report and Unreport Weatherization Jobs in ServTraq
• Reporting and Transferring Process
• Post Transfer and Rejections 
• PPA's and other Reconciliation 

Inventory

• Introduction to Inventory
• Inventory Dashboard
• Add/Edit Material Items
• Reassign Special Order Items
• Add/Edit Vendor Profiles
• Add/Edit a Purchase Order
• Receive and Cost a Purchase Order
• Close a Purchase Order and Add an Invoice
• Payment Request and Invoice Payment

Additional Features 

• log a Payment Received
• Custom Reports
• Attach Files to a Payment Assistance Application or WX Job
• Merging Customer Records
• Searchable Notes
• Unlocking User Accounts and Resetting Passwords
• Mobile App Introduction & Features
• Mobile App Check in Feature
• Mobile App Post Inspection Form
• Edit Photos from App
• CALIHEAPAPPLY New Features
• Document Loader