First 10 Things to Configure

Getting Started
Written By Marketing Team

Getting your ServiceTracker system configured correctly from the beginning will save time and help your team work more efficiently.

Here are the first ten areas we recommend reviewing.

1 - Company Information

  • Company logo

  • Contact details

  • Branding

2 - Users

  • Create user accounts

  • Assign roles

  • Configure permissions

3 - Security

  • Enable Multi-Factor Authentication

  • Configure password policies

  • Set up DKIM if using email notifications

4 - Vehicles & Resources

  • Add technicians

  • Create vehicles

  • Configure resource availability

5 - Products & Services

  • Add service types

  • Configure pricing

  • Set up materials

6 - Customers

  • Import or create customer records

  • Create sites

  • Organise customer information

7 - Contracts

  • Configure recurring contracts

  • Set service frequencies

  • Define billing schedules

8 - Scheduling

  • Review working hours

  • Configure calendars

  • Assign technicians

9 - Reports & Documents

  • Upload company documents

  • Configure service reports

  • Add Safety Data Sheets (SDS)

10 - Integrations

  • Connect your accounting software

  • Configure email settings

  • Enable any third-party integrations

Completing these steps will provide a solid foundation for your ServiceTracker implementation and help ensure your team is ready for a successful go live.

Marketing Team
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