the serviceTracker Academy
Welcome to the ServiceTracker Academy – your complete learning hub for mastering ServiceTracker. Whether you're a new customer getting started or an experienced user looking to unlock more advanced features, our Academy provides step-by-step video tutorials covering every aspect of the platform. From CRM and quotations to scheduling, mobile working, inspections, reporting, invoicing and customer portals, you'll find everything you need to build confidence and get the most from your system.
Learn at your own pace with practical, easy-to-follow training designed for administrators, office staff, planners, technicians and managers. Our growing library of tutorials is regularly updated to help you discover new features, improve productivity and make the most of everything ServiceTracker has to offer.
Learn. Configure. Grow.
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getting started
Learning Paths
Every customer learns differently, which is why the ServiceTracker Academy offers two complementary learning paths. If you're looking to master how to use ServiceTracker in your day-to-day role, our Academy provides step-by-step tutorials covering everything from system setup and scheduling to mobile working, inspections, reporting and administration.
As ServiceTracker is built on the Salesforce platform, we also recommend exploring Salesforce Trailhead, Salesforce's free online learning platform, to develop a broader understanding of Salesforce features, administration and best practices. Together, these two learning paths will help you build the knowledge and confidence to get the very best from both ServiceTracker and Salesforce.
Helping you build valuable skills and unlock even more of the platform's capabilities.
Browse the video library
SETUP TUTORIALS
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Everything you need to get started with ServiceTracker. Browse our collection of short, easy-to-follow setup tutorials covering system configuration, administration, mobile, customer portal, integrations and security. Whether you're setting up a new system or enabling new features, these videos will guide you every step of the way.
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Integrate ServiceTracker with your favourite business applications. Browse our Connected Apps tutorials to learn how to configure third-party integrations, automate workflows and keep your business systems working together. From accounting software to communication tools, our step-by-step videos make getting connected quick and simple.
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Protect your ServiceTracker system with confidence. Our Security Tutorials cover Multi-Factor Authentication (MFA), DKIM, password policies and other essential security settings, helping you safeguard your business while following industry best practices.
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Get started with confidence. Our Navigation & Basics tutorials introduce the core features of ServiceTracker, helping you learn your way around the system, complete everyday tasks and build a solid understanding of the platform through easy-to-follow video guides.
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Control access with ease. Our User Management tutorials cover everything from creating users and assigning permissions to managing licences and maintaining secure access. Follow our simple video guides to keep your ServiceTracker users organised and productive.
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Keep your fleet and field teams organised. Our Vehicles & Resources tutorials explain how to configure vehicles, technicians and other resources, helping you improve scheduling, manage availability and keep your field operations running efficiently.
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Take control of your sales process. Our CRM, Sales & Quotation tutorials show you how to manage prospects, create professional quotations, track opportunities and convert more enquiries into customers using ServiceTracker's built-in CRM and sales tools.
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Take control of your recurring contracts. Our Contract Management tutorials cover everything from creating service contracts and scheduling recurring visits to managing pricing, renewals and customer agreements, helping you deliver a consistent, professional service while protecting recurring revenue.
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Take control of your field operations. Our Scheduling tutorials explain how to create and manage appointments, assign technicians, optimise routes and automate recurring visits, helping you deliver exceptional customer service while making the best use of your team's time.
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Automate customer communication with confidence. Our Alerts & Service Reports tutorials explain how to create professional service reports, configure automated email alerts and customise report layouts, helping you keep customers informed while reducing administration.
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Digitise your inspections from start to finish. Our Inspection Management tutorials explain how to configure inspection templates, record findings, capture evidence and generate professional reports, helping you improve consistency, reduce paperwork and demonstrate compliance on every visit.
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Simplify your billing process. Our Invoicing tutorials explain how to create professional invoices, manage billing, email customers and integrate with your accounting software, helping you reduce administration, improve accuracy and get paid faster.
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Stay organised and be prepared for every visit. Our Documents & Materials Prep tutorials explain how to manage company documents, safety information and job materials, ensuring your technicians have everything they need before they arrive on site while reducing paperwork and improving compliance.
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Make better business decisions with powerful reporting. Our Reporting tutorials explain how to create reports, analyse performance, monitor KPIs and gain valuable insights into your customers, contracts, technicians and compliance activities, helping you turn everyday data into smarter decisions.
ADMINISTRATION Tutorials
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Everything your technicians need, wherever they are. Our Mobile App tutorials explain how to manage jobs, complete inspections, capture signatures, add photos, record materials, create quotations and work offline using the ServiceTracker mobile app. Learn how to stay productive in the field while keeping your office updated in real time.
Click here to view all ServiceTracker Mobile Tutorial Videos
MOBILE Tutorials
customer portal Tutorials
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Empower your customers with 24/7 self-service access. Our Customer Portal tutorials explain how to configure and customise your portal, manage customer logins and securely share service reports, contracts, documents and business insights through an easy-to-use online portal.
Click here to view all ServiceTracker Portal Tutorial Videos
Hints & tips
best practices
