Creating Your Account
Getting started with ServTrackr is quick and easy. Follow these steps to create your account:
- Visit the ServTrackr signup page
- Enter your email address and create a secure password
- Verify your email address by clicking the link sent to your inbox
- Complete the initial setup wizard
Once verified, you'll be logged into your new ServTrackr dashboard where you can begin configuring your business.
Business Profile Setup
Your business profile is the foundation of your ServTrackr experience:
- Company Information: Enter your business name, address, phone number, and email
- Logo Upload: Upload your company logo to appear on estimates, invoices, and the client portal
- Service Areas: Define the geographic areas you serve
- Business Hours: Set your operating hours and availability
- Tax Settings: Configure sales tax rates for your locations
Setting Preferences
Customize ServTrackr to match your business workflow:
- Date & Time Format: Choose your preferred date and time display format
- Currency: Set your currency and decimal settings
- Notifications: Configure email and SMS notification preferences
- Templates: Set up default templates for estimates, invoices, and work orders
Connecting Integrations
Enhance ServTrackr by connecting with your favorite business tools:
- QuickBooks Online: Sync your financial data
- Google Calendar: Sync your schedule across platforms
- Stripe/Square: Accept payments online and in the field
- Mailchimp: Sync customer data for email marketing
Visit the Integrations page in your settings to connect these services and start syncing data.