Help Menu - Appointments
Help Tltles
Getting Started
Appointments
Inspections
Work Authorization
Completions
Invoicing
VIDEO CLIPS
Adding New Property
Scheduling Appointment
Report Drawing
Upload Documents and Drawings
Finding and Recs
Printing Report
Scheduling Work
Completion and Invoicing
Pest Control Agreement
Scheduling Pest Control
Scheduling Yearly Control
Pesticide Use Reports
Utilities Menu
iPad Drawing App
FROM THE MAIN MENU 1. Select Property Search. FROM THE SEARCH SCREEN 1. Enter the street name or building number into the Search Criteria field. 2. If the property is located, click on the Schedule Appointment button located to the right of the property address. 3. If the property is not located, refer to INSPECTIONS in the Help Titles. FROM THE SERVICE HISTORY SCREEN 1. If you need to modify an existing appointment, click on the Edit Apt button for the corresponding appointment you wish to change. 2. If this is a new appointment click on the Add New Appointment button. FROM THE APPOINTMENT CALENDAR SCREEN 1. Use your cursor to select the date from the monthly calendar. Add a specific time, time comment, the technicians name, service type, service sub-type, initial pest service, and note. 2. Any of the following buttons will save your information and take you to the following pages: Property Information, Daily Schedule, Service History, Property Search, Print Menu, or Main Menu. 3. Choosing Daily Schedule or Service History will allow you to print the documentation related to the appointment you have scheduled.
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