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  • More
    • Home
    • Solutions
      • Customer Contact Tracking
      • Payment Assistance Svcs
      • Dwelling Assessment
      • Weatherization Services
      • Appointment Scheduling
      • Materials Tracking
      • Contract Reporting
    • Services
      • Services
      • Support
      • Compliance
    • Contact Us
    • About Us
      • About Us
      • Our Story
      • Our Service Partners

  • Home
  • Solutions
    • Customer Contact Tracking
    • Payment Assistance Svcs
    • Dwelling Assessment
    • Weatherization Services
    • Appointment Scheduling
    • Materials Tracking
    • Contract Reporting
  • Services
    • Services
    • Support
    • Compliance
  • Contact Us
  • About Us
    • About Us
    • Our Story
    • Our Service Partners

Assessment & Dwelling Services

The Assessment and Dwelling Service tool makes every dollar count by extracting Census Tract information on each Place of Service Address entered to identify dwellings in disadvantaged communities and leveraging opportunities where additional services may be offered under LIHEAP, LIWP, DOE, DWR, and other similar programs.


Through ServTraq’s Assessment and Dwelling Service solution, Service Providers are equipped with the right tools to manage jobs from beginning to end as efficiently as possible.


Track Jobs by Job Status 

The Assessment & Dwelling Service solution provides a path for dwellings to be promptly assessed and ultimately weatherized. The weatherization process is aided by automated Job Status updates that facilitate job management and enhance job progress transparency. 

  • Customize the Job Status List
  • Track Open Jobs and Progress Towards Completion 
  • Identify Weatherization Jobs Past or Nearing a Contractual Deadline


ServTraq Electronic Forms

Weatherization forms at your fingertips!

Our Electronic Forms library list continues to expand. Electronic forms are available for easy data collection on your phone or tablet. The agency, customer, and job information is defaulted to minimize data entry. Saved forms are stored in ServTraq so you can view, download, and print forms at any time. 

  • ServTraq E-Forms mirror CSD Paper Forms
  • Send a Digital Copy to the E-Mail Addresses Entered  

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