Feature Cheat Sheets

Feature Cheat Sheets are quick-reference guides designed to help you complete common tasks quickly without needing to watch a full training video.

Perfect for printing or saving on your desktop, these one-page guides provide a handy reminder of the most frequently used features in ServiceTracker.

Why Use Cheat Sheets?

Cheat Sheets help you:

• Learn faster

• Reduce mistakes

• Refresh your memory

• Train new employees

• Standardise processes

• Increase confidence

They're particularly useful for new starters or occasional users.

Popular Cheat Sheets

Scheduling

Quick reminders for:

• Creating visits

• Moving appointments

• Assigning technicians

• Rescheduling work

• Managing recurring visits

Mobile App

Includes:

• Completing visits

• Capturing signatures

• Taking photos

• Recording materials

• Synchronising data

Service Reports

Quick guide covering:

• Visit notes

• Recommendations

• Attachments

• Customer signatures

• Report delivery

CRM & Quotations

Reference guide for:

• Creating prospects

• Managing opportunities

• Producing quotations

• Converting to contracts

Invoicing

Covers:

• Creating invoices

• Billing contracts

• Credits

• Emailing invoices

• Accounting integrations

Reporting

Learn how to:

• Run reports

• Apply filters

• Export data

• Build dashboards

• Monitor KPIs

Keep Them Handy

Many customers print Cheat Sheets for:

• Office noticeboards

• Technician vehicles

• New starter packs

• Training sessions

They provide a simple reminder of the processes your team uses every day.

Continue Learning

Cheat Sheets are designed to complement the ServiceTracker Academy.

For more detailed guidance, watch the related video tutorials and follow the recommended learning paths to build your knowledge step by step.