Office User Quick Start

As an office user, ServiceTracker becomes the hub of your daily operations, helping you manage customers, schedules, contracts and communication from one place.

Your daily routine

Start each day by reviewing:

• Today's schedule

• Outstanding actions

• New enquiries

• Customer communications

• Technician updates

Managing customers

Keep customer records accurate by maintaining:

• Contact information

• Sites

• Contracts

• Billing details

• Documents

Scheduling work

Assign technicians, monitor workloads and make schedule changes as required while keeping customers informed of any updates.

Customer communication

Use ServiceTracker to:

• Send quotations

• Email service reports

• Manage reminders

• Track customer requests

• Monitor outstanding recommendations

Reporting

Regularly review dashboards and reports to monitor productivity, contract performance and business activity.

With ServiceTracker managing your day-to-day operations, your office team can spend less time on administration and more time delivering excellent customer service.