Go Live Checklist

Before your team starts using ServiceTracker every day, it's worth carrying out a final review to ensure everything is ready.

System

☐ Company details configured

☐ Branding uploaded

☐ Email settings tested

☐ Security reviewed

Users

☐ All users created

☐ Permissions checked

☐ Passwords issued

☐ MFA configured

Customers

☐ Customer records imported

☐ Sites verified

☐ Contracts created

☐ Service frequencies confirmed

Scheduling

☐ Resources configured

☐ Vehicles added

☐ Future visits generated

☐ Calendars checked

Mobile

☐ Mobile app installed

☐ Technicians logged in

☐ Offline sync tested

☐ Photos and signatures tested

Reports

☐ Service reports reviewed

☐ Email alerts tested

☐ Customer communications verified

Invoicing

☐ Pricing checked

☐ Invoice templates reviewed

☐ Accounting integration tested

Final Checks

☐ End-to-end testing completed

☐ Staff trained

☐ Backup completed

☐ Support contacts shared

Congratulations! Your ServiceTracker system is now ready to support your day-to-day operations.