pestpac mobile app training for basic usage...

17
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

Upload: tranmien

Post on 19-Mar-2018

226 views

Category:

Documents


2 download

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.

To perform a service order tap on the service to load the Order screen.

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