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Solution home ServTraq Training Material

User Manual

  • Getting Started
  • 1. Change Settings and Password
  • 1.2 Payment Receipt Log
  • 2. Incoming Application Processing
  • 2.1 Customer Search/Incoming Contact Entry
  • 2.2 Customer Record
  • 2.3 Contact Entry Notes
  • 2.4 CSD Change Request
  • 2.5 Callbacks
  • 2.6 Customer Contacts
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CATEGORIES

ServTraq Training Material

Training Information 3

ServTraq Recorded Webinars 24

User Manual 14

ServTraq FAQs

Frequently Asked Questions 154

ServTraq Solutions

Written Guides 37

CSD Guides and Documents Released

Guides, Documents, and Approvals 4

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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