Important: DOW devices are NOT compatible with ios.

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1 PestPac Mobile App Usage for IPM and Termite Modules Important: DOW devices are NOT compatible with ios. This document will cover training for PestPac Mobile App based on the type of license you have. Within this document includes content for the IPM module (Integrated Pest Management for areas, devices and conditions), the Termite Inspection module (for WDI/WDO and/or Sentricon) and other advanced features. Please refer to the individual sections for the specific information you need. If you do not have the licensing required for a particular feature you will not see the options in the PestPac Mobile App. Note: Prior to using the app for IPM you must first set up areas, devices and conditions within PestPac. Refer to the Training Link in PestPac or go to: Contents I am finished with all of my setup, now how do I use the PestPac Mobile App with the IPM Module?... 2 How do I use the Termite Module? How do I perform a Sentricon service with the Termite Module?... 24

2 I am finished with all of my setup, now how do I use the PestPac Mobile App with the IPM Module? IPM stands for Integrated Pest Management and includes the features of areas, devices and conditions. Check out this video for an overview of using the IPM Module: Continue below for a walk through of using the IPM features. 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.

3 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.

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

5 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.

6 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.

7 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 address exists you can also tap on the address to pull up your default client on the device. 4. The scheduled Time In and Duration are listed if they exist.

8 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 for the Termite Inspection Module.

9 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.

10 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.

11 For IPM users, tapping on Activities brings you to the screen for Area, Materials, Pests, Conditions and Comments. If areas were set up ahead of time they will be listed here. General/Other means no areas exist yet.

12 Tap into an area to service that area or tap the Plus sign to add a new one. Title is required (name of the areas you are adding) and the Barcode is optional if you will be physically scanning the area to inspect it. The Parent Area will default to what you went into before adding this area and can be changed if needed. After entering the info for this new area tap on Create.

13 If you have several areas that you would like to sort, click on the Filter icon to sort by Due Today, Skipped or Not Inspected. Tapping on the option will filter, or click Cancel to go back to the Activities screen. and you canto add a Material tap on the plus sign icon.

14 If using Material Groups, make a selection from the Chemical Group screen. If not using this feature it will bring you directly to the Material Application screen. Populate the fields you are using. Required fields will have the * symbol.

15 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 posting screen.

16 Tap on the pencil icon to enter comment information and tap on Save when finished. You also have the ability to select a comment form favorites or Add this new comment as a favorite.

17 Tap the back arrow to go back to the main order screen.

18 Tap on Done to complete the service and be brought to the posting 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. 4. Report is where to an Inspection report to the on the account as well as additional addresses the tech can manually enter. NOTE: If you have the WDI/WDO module you can also those reports from here. 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 back in PestPac. 7. Back Arrow brings you back to the previous screen if tapped on before completing the order.

19 Once a Service Order has been completed you have the options to Re-Open(if given access), Report or Print Report. Tapping on the Back Arrow will bring you to the Appointments Screen.

20 How do I use the Termite Module? Once you are in an order scroll down. Then, tap on the pencil icon alongside Forms & Attachments.

21 Tap on the + sign next to (New Form) and select the WDI/WDO form you are using.

22 Fill in the information and then tap on Create.

23 Tap the back arrow, Done or Activities depending on what step of the order completion you are on at this point and continue with completing your Service Order.

24 How do I perform a Sentricon service with the Termite Module? Check out this video for a brief walk through of performing a Sentricon service using the Termite Module: Continue below for a walk through of using the Sentricon specific features once youa re familiar with the overall usage. Once you are in a Sentricon Order and have started it, tap on Activities and tap on Scan to add a new device or scan an existing.

25 In this example I am scanning a new Sentricon HD device to add. After tapping on Scan, tap on the Camera icon to scan the device.

26 Next, you can enter a device name and directions on how to locate it if applicable before you tap on Create.

27 By default a new device will be set to No Activity and No Action. If you were scanning an existing device you can adjust the options on this screen as needed. When finished, tap on Save if you are navigating to a different tab or you can tap on Scan to scan the next device. When you are finished on this screen tap the back arrow button on the top left to get back to the main order screen. You can then proceed with completing the order.