getting started & navigation
New to ServiceTracker? Start here. Our Navigation & Basics tutorials are designed to help you become familiar with the system, understand where everything is and build confidence using the platform. Whether you're an administrator, office user or technician, these step-by-step videos will guide you through the core features and everyday tasks you'll use most often.
Learn how to navigate the ServiceTracker interface, search for records, manage your dashboard and make the most of the system's key features. These tutorials provide the perfect foundation before moving on to more advanced topics, helping you get up to speed quickly and make the most of your ServiceTracker experience.
Navigating ServiceTracker: A Comprehensive Guide
Adding data to ServiceTracker using buttons, views and related lists
Using the ServiceTracker Calendar
Creating and Managing Client Hierarchies in ServiceTracker for Customers and Sites
Managing Activity (Tasks and Events) for all your customer interactions and Users
Creating and Editing List Views in ServiceTracker