admin tutorials

Take control of your ServiceTracker system with our Administration tutorials. These step-by-step video guides are designed for administrators who are responsible for configuring, maintaining and optimising ServiceTracker. From managing system settings and customisation options to maintaining data and supporting users, these tutorials will help you get the very best from your platform.

Learn how to configure system preferences, customise screens and fields, manage picklists, import data, maintain products and price books, and make ongoing improvements as your business evolves. Whether you're setting up new processes or refining existing ones, these tutorials will help you administer ServiceTracker efficiently while ensuring your system continues to meet your organisation's needs.

Discover how to tailor ServiceTracker to your business by configuring custom fields, page layouts, automation, reports, dashboards and business processes—without needing to rebuild your system as your business grows.

Navigating ServiceTracker: A Comprehensive Guide

Amending Schedules in ServiceTracker

Managing Prep and Waste - Making Prep inactive, deleting Prep and creating new records

Creating and Managing Alerts in Service Tracker: A Step-by-Step Guide

Creating and Managing Inspection Items (aka Control Points) In ServiceTracker

Converting Quotes to Contracts. Jobs and Work Orders in ServiceTracker

Managing Client Attachments in ServiceTracker

How to upload standard / shared documents to ServiceTracker

Adding data to ServiceTracker using buttons, views and related lists

Using the ServiceTracker Calendar

ServiceTracker Report Builder - The Basics

Creating and Managing Client Hierarchies in ServiceTracker for Customers and Sites

Creating Invoices Made Easy: A Step-by-Step Guide

Managing Activity (Tasks and Events) for all your customer interactions and Users

How to Terminate a Contract, Customer or Schedule in ServiceTracker

How to run Trend Analysis Reports and Add Analysis via the Desktop

Back to List

Creating new Schedules (Jobs and Contracts)

Using the ServiceTracker Console

Creating and Editing List Views in ServiceTracker

Creating Call Outs, Follow Ups, Extra Visits, QA Visits, Uplift and Removal Visits in ServiceTracker

Creating Effective Quotations and Enquiries in ServiceTracker

Vehicle Management and Checks in Service Tracker

How to reset Visit numbering in bulk (i.e. Visit 1 of X)

How to add Safety Data Sheets to the Prep items (Materials, Pesticides etc)