Entering material information and notes into PestPac Mobile

1. Open the PestPac Mobile app on your mobile device.
2. Log in to your account using your work email and your password. Logging out and logging back in should be done every day to ensure that the program runs as smoothly as possible.
3. Your routed day will appear in a vertical list and you can select the account you are currently arriving at by tapping on it. Clock into the service ticket by tapping the orange start button.
4. The service ticket has all the information on the account that’s available to you. At the top, it has the account number and name of the client as well as their address. This is followed by the Location Instructions. These are the notes that the office and all the techs should be aware of any time that there is interaction with it. They can be updated and edited anytime by taping the chevron arrow to the right of the field. Remember to date anything you add so we know when the change happened.
5. Below the Location Instructions, you will find the scheduled arrival time and duration. This tells you when PestPac has you planned to be at your service call and for how long.
6. Furter below, you will find the type of service and Order Instructions. The Order Instructions have comments that are specific to your service that day. Pay special attention here because this is where CSRs will make notes for the Technician (client problems, requests, specific time frames, etc.)
7. After a service has been completed you will need to log materials and enter notes on the account. Enter the Activities screen by tapping on the Activities icon on the bottom right hand of the screen.
8. The Activities screen has two main sections. Materials, identified by the teardrop icon, and Comment, identified by a stylized notepad and pencil icon.

9. Enter Materials
   1. Tap the Materials icon and log your material by tapping on the orange + icon. This will bring you to to the Material Groups page.
   2. Select Default to view the full list of materials listed in alphabetical order.
   3. Select the material you wish to log by tapping on it. You can now fill out the material log for that specific product. Always be sure to include quantity, concentration, areas that you applied the product, and equipment that you used to apply it.
   4. Some of the fields have prefilled choices and some you will enter manually. You can also use the comments section for any other things that you may want to note (specific areas applied for example)
   5. If this is a product that you use often you can add it to your favorites by tapping on the star icon at the top right of the screen. It can be added with or without quantity.
   6. To finish entering the material press the Save icon to the top right of the screen.
   7. Repeat this with all the materials you used for the service.

10. Enter Tech Comments

Remember: Your notes are extremely important and should always tell a complete story. Also, Good Earth clients have access to your comments so make sure they are respectful and professional.

1. Tap the notepad icon and enter your notes by tapping on the comment field.
2. Any notes that the office needs to pay special attention to should be made first. Begin them with “OFFICE:”  then enter your note. This gets their attention and flags it as an important note. For example: “OFFICE: Please set client up as a courtesy call for locked gates” – You would then update the Location notes for this account also.
3. Make note of all information collected from your visit including:
   1. All services performed.
   2. Information gathered from rodent/insect monitors.
   3. Discussion with the client including any issues or questions they may have.
   4. Any obstacles that may have prevented a complete service.
   5. IPM related conditions that need to be communicated to the client.
   6. Changes to the account or service.
   7. Payment received for the service.
   8. Any other information that you want to document.
4. Notes can be saved as favorites as well as be copied from favorites by tapping the star icon at the top right of the screen.

NOTE: The voice-to-text function of your mobile device can act as a very useful tool in dictating your notes. However, make sure to always double check your comments for errors.

11. Once materials are logged and notes are entered, you can clock out of the service ticket by tapping done at the bottom of the screen. This will bring you to the completion screen where you can take payment with a credit or debit card by tapping “credit” and filling out the fields with the client’s card information. Only take a card payment in the field when you are performing an initial or 1X service after a bid. If you receive a card payment, make sure to put it in your service comments as a note to the office as well.
12. Conclude your service by tapping “Complete” at the bottom right corner.

NOTE: If you ever want to add pictures or videos to an account there is a documents section near the bottom of the front page of each account. It is identified with a paperclip icon. Tap on this and you will be given a selection of options to attach media to the notes and attachments section. Make sure to label the media properly.