servicetracker setup guides - how to conFigure servicetracker

Welcome to the ServiceTracker Setup Tutorials. Whether you're configuring your system for the first time or exploring new features, our step-by-step video guides will help you get up and running quickly. Learn how to configure ServiceTracker, manage users, set up the mobile app, customise your customer portal, connect third-party applications, and configure security settings such as Multi-Factor Authentication (MFA) and DKIM. Each tutorial is designed to make setup simple, helping you get the most from your ServiceTracker system.

Requesting a Free Trial System

The ServiceTracker Setup Area

How to Edit Picklists (Drop Down Screens) - Method 1

Customising Visit Reports and Quote Templates using Visualforce

Creating new Users and Resources

Automating your system with Flows. The Ability to create records, send emails, update records and much more

Updating your Company Name, Address and Telephone Number

Resetting Passwords in ServiceTracker

How to Edit Picklists (Drop Down Screens) - Method 2

Creating and Editing Customer Portals

Adding Products and Price books

How to add new Image tags to the ServiceTracker Mobile App when capturing and tagging images

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Updating your Company Logo

Custom Settings - Enhance your ServiceTracker Experience

Customizing your page layouts

Importing and Exporting Data

Managing Prep and Waste in ServiceTracker

Creating custom Email Templates for Alerts