pestpac mobile app training for basic usage...
TRANSCRIPT
PestPac Mobile App Training for Basic Usage
The PestPac Mobile App is an iOS and Android based application that allows
technicians to service accounts without the use of paper. Some features include timing
in and out of appointments, viewing location information and syncing data in real-time.
This document will cover basic training and usage for the app. Please refer to separate
documentation for advanced modules and features under the Training link in PestPac or
by going to: http://www.pestpac.com/training-documents
Contents
What is the basic usage and navigation of the PestPac Mobile App? ..................... 2
What is the basic usage and navigation of the PestPac Mobile App?
After logging in to the app it will default to the next work date of Service Orders with
each Service Order listing the time / Time range, name, address, service code and color
if assigned. Anything grayed out is already completed.
The Hamburger Icon in the top right corner has the options to create new orders, search
existing orders, lock your application, log out and read about the version. Tap on the
Hamburger Icon again to close this menu.
NOTE: If you see the following prompt when going into an order it means the office staff
is utilizing a feature called HH ALERT notes. In PestPac, if a note is added to a location
with the code of HHALERT it will appear for all orders tied to that location when
accessed from the PestPac Mobile App. An expiration date can be used if the message
only needs to appear for a set amount of time. If you do not see this, your company is
not utilizing this feature.
When going into an order with an HH ALERT for the first time it will appear like this. If
you tap on the Back Arrow in the top left corner it will bring you to the order and this
alert will continue to pop up each time you access an order for this location.
If you tap on Dismiss it will no longer pop up every time you access an order for this
location. Instead, it will appear as an alert at the top that you can tap on again in the
future to access. If you do not tap on dismiss then it will pop up every time you access
an order for this location in the future until the expiration date is reached if it was used.
The following screenshots review the tech options that are available in service orders
from the app.
1. The camera icon allows you to snap a picture of the property and attach it. A
picture will be pre-loaded by Google Maps and can be replaced if needed. Once
saved, it will be applied as the image for all orders for that location moving
forward. This also uploads to the Documents section of the Locatiohn as a jpeg
file.
2. The map icon loads a map of the location address if it is geocoded. If you
would like to use Google Maps for navigation be sure it is installed on your
device and it will also allow you to use the built-in Directions feature of Google
Maps.
3. The phone icon allows you to call the customer by tapping on a phone
number and being brought to the phone screen. If an email address exists you
can also tap on the email address to pull up your default email client on the
device.
4. The scheduled Time In and Duration are listed if they exist.
5. The (tap to edit) in Services allows you to add additional services or edit/delete
the existing service description, price and quantity if you are granted proper
access rights.
6. Total Price for this order will appear if access is granted.
7. Service Instructions, Location Instructions and Order Instructions will
appear here if they exist.
8. Balance for Bill To and Location along with the payment Terms for this account
will appear here if the tech has access granted. The option (tap to refresh) in the
Balance section requires a strong connection to use and ensures you are looking
at the latest totals in real time.
9. Contacts are listed if they exist on the Location. Tap on the pencil to add or edit
contacts.
10. Tap on the Forms & Attachments icon to view or add new WDI/WDO forms,
pictures or sketches. NOTE: WDI/WDO is only available if you have purchased
and set up the proper licensing fo rthe Termite Inspection Module.
11. The option (tap to expand) in the History section will show service instructions,
service history and material history. You can also print a previous Inspection
Report from this screen if you are set up with print capability.
12. The (tap to expand) in the Notes section will show location notes.
13. Reschedule brings up a calendar to choose a different day and time to perform
this service.
14. Associate orders allows you to combine multiple orders for the same location
that are NOT part of the same service setup if you would like to combine the
services to do together on the same order. If there are no potential orders found
to associate, the program will tell you so when you tap on the option.
15. Start will time in to the order and pull in the time and date stamp used for posting
history. Tap on Start when ready to Start the service order. *Note: If you use
timesheets you must start your timesheet before you can start the first order.*
After you start your order you have a few seconds to reset it if you didn’t really want to
start that order yet by tapping on the UNDO option before it disappears.
If you still need to reset once the option disappears you can tap on (tap to reset) to clear
out the Time In. You can also pause the order if you want to stop counting the time you
are spending there if you need to switch orders, take a break or come back at a later
time.
For Basic users, tapping on Activities brings you to the screen for adding Materials and
Comments. Check out the training documentation for additional information on setting
up materials in PestPac prior to using them in the PestPac Mobile app.
NOTE: If you have also purchased and set up the IPM module, additional options for
Area, Devices and Conditions will be available. Please refer to the advanced training
documentation for more info.
To add a Material tap on the plus sign icon.
If using Material Groups, make a selection from the Chemical Group screen. If you are
not using them tap on “Other” to access your material options. Populate the fields you
are using. Required fields will have the * symbol.
When you are finished entering the material information, tap on Create. This brings you
back to the Activities screen. Tap on the comment icon to add a comment. NOTE:
Tapping on the blue Done checkbox button at the bottom of the screen will bring you to
the Completion screen. If you have more work to do tap on the Back Arrow in the top
left corner.
Tap on the pencil icon to enter comment information and tap on Save when finished.
You also have the ability to select a comment from Favorites or Add this new comment
as a favorite. To remove a Favorite slide to the left in the app. General tech comments
can be entered/deleted on the server in the Instructions lookup table.
Tap the back arrow to go back to the main order screen. NOTE: Tapping on the blue
Done checkbox button at the bottom of the screen will bring you to the Completion
screen.
Tap on Done to complete the service and be brought to the Completion screen where
the following options are available:
1. Payment allows tech to collect Cash, Check or Credit Card payments if you are
set up to do so through PestPac.
2. Signature is where to collect tech and customer signatures based on the
required settings configured in Company Setup under PestPac Mobile App.
3. Print Report Is where to print an Inspection Report, Invoice or Service Order for
the current order if you have print capability configured. *If you have the Termite
Inspection Module you can also print WDI/WDO forms.
4. Email Report is where to email an Inspection report to the email on the account
as well as additional email addresses the tech can manually enter. NOTE: If you
have the Termite Inspection module you can also email those reports from here
and attach diagrams.
5. Not Serviced will appear if the tech has access rights to post an order as not
being completed and to provide a Not Serviced (NS) reason. If you do not want
techs using this feature disable it in the Access Templates.
6. Complete will post the order as finished to the posting batch in PestPac under
Customer and Post Service Orders for those with access.
7. Back Arrow brings you back to the previous screen if tapped on before
completing the order.
Once a Service Order has been completed you have the options to Re-Open (if given
access), Email Report or Print Report. Tapping on the Back Arrow will bring you to the
Appointments Screen.
After completing your services they will sync back to the server into a posting batch.
Someone in the office will be in charge of reviewing and releasing the orders for
invoicing.
For additional setup and training information refer to the Training link in PestPac or go
to: http://www.pestpac.com/training-documents