ServTrackr
Help Center
Learn the basics and get up and running quickly with ServTrackr
Welcome to ServTrackr
Get started with ServTrackr, the all-in-one service management platform for home service businesses.
Setting Up Your ServTrackr Account
Step-by-step guide to setting up your ServTrackr account and configuring your business profile.
Creating Your First Project
Learn how to create and manage your first project in ServTrackr, from initial estimate to completion.
Adding and Managing Clients
Complete guide to adding new clients and managing customer information in ServTrackr.
Creating Professional Estimates
Learn how to create, customize, and send professional estimates to your clients in ServTrackr.
Sending Your First Invoice
Learn how to create and send professional invoices to get paid faster.
Setting Up the Mobile App
Get your team up and running with the ServTrackr mobile app for iOS and Android.
Managing Your Team
Add team members, set permissions, and manage your workforce in ServTrackr.
Calendar and Scheduling Basics
Master the ServTrackr calendar to manage your schedule and optimize your team's time.
Dashboard Overview
Learn how to navigate and customize your ServTrackr dashboard for maximum efficiency.