Verifying a Pest Day

1. From the main PestPac landing page, click Menu > Billing > Post Service Orders.
2. Find the Technician by name with the correct date and click Edit.
3. Write the batch number and your initials at the top of the paper route log.
4. Use the gold Search button in the upper right corner to view the Technician’s stops.
5. Review each service for completion, pay special attention to:
   • Time in/out
   • Materials used with quantity
   • Notes related to the office
   • Service cost – make sure that there is a cost associated with the service.
6. Next, review any bids that were performed:
   • If the bid was signed and materials were applied: Update the service type and dollar amount.
   • If the bid was signed but there was NO material application: Leave as is.
   • If the bid is not signed: Leave as a bid.
   • If there was no bid offered by the technician: Update the description to: Bid – no bid left.
7. When done, click the gold Done button.
8. Find the Technician and date again, now click Release.

50/50 Referrals: Be sure to Credit Menu prior to printing or emailing invoices. For the 50/50 referral, verify that the referring client is an active ongoing client.

9. In the left-hand menu, now select Menu > Billing > Print Invoices/Inspection Reports.
10. Enter the following information:
    • Starting and Ending Invoice Date (day that the technician worked)
    • Starting and Ending Batch Number.
    • Unclick Zero Balance towards the bottom of the right-side column.
    • Click the gold Print and Email buttons in the upper right corner.
11. Verify that all invoices were printed or emailed for clients who are not set up on Auto Pay.