Your First Day with ServiceTracker

Getting Started
Written By Marketing Team

Welcome to ServiceTracker! Whether you're an administrator, office user or field technician, you're just a few steps away from transforming the way your business manages customers, scheduling, compliance and field operations.

On your first day, don't worry about learning every feature. Instead, focus on becoming familiar with the platform and understanding how the different parts of the system work together.

Get familiar with the navigation

Take a few minutes to explore the main navigation menu and dashboard. Learn where to find:

  • Accounts and Customers

  • Sites

  • Contracts

  • Scheduling

  • Visits

  • Reports

  • Documents

  • Mobile

  • Administration

Update your profile

Make sure your personal details are correct and change your password if required. If your organisation uses Multi-Factor Authentication (MFA), ensure it has been configured correctly.

Watch the Getting Started tutorials

The Navigation & Basics learning path is the best place to begin. These short videos introduce the core features you'll use every day.

Understand your role

Different users have access to different features. Office staff, technicians, managers and administrators all have tailored experiences, so focus on learning the areas most relevant to your role.

Ask questions

Remember, you're not expected to know everything on day one. The ServiceTracker Academy is designed to help you learn at your own pace, with step-by-step tutorials covering every area of the system.

Next Steps

Once you're comfortable navigating the system, move on to the "First 10 Things to Configure" guide to prepare your ServiceTracker environment for everyday use.

Marketing Team
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First 10 Things to Configure