New Customer Onboarding

Getting Started
Written By Marketing Team

A successful implementation starts with a structured onboarding process. By following a consistent approach, you'll ensure your team is confident and your data is ready before you go live.

Step 1 – Configure your system

Set up your company details, branding, users and security settings.

Step 2 – Import your data

Import customers, sites, contracts, products and services.

Step 3 – Configure scheduling

Set up technicians, vehicles, working hours and recurring service schedules.

Step 4 – Train your team

Use the ServiceTracker Academy to provide role-based training for administrators, office users and technicians.

Step 5 – Test everything

Complete a full end-to-end workflow:

  • Create a quotation

  • Convert to a contract

  • Schedule a visit

  • Complete the visit

  • Generate the service report

  • Produce the invoice

Step 6 – Go Live

Once testing has been completed successfully, you're ready to begin using ServiceTracker with confidence.

Remember, the Academy remains available after go live, allowing new employees to learn the system whenever they join your business.

Marketing Team
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