Evaluator Pro: Irrigation

Transcription

1 Evaluator Pro: Irrigation User s Manual Version Appendix: 1. Background / History / Creation of Evaluator Pro: Irrigation 2. Creating New Account a. Registration process b. Administrator vs. User 3. Main Screen / Home Page a. Service Repairs b. New System Installation c. Completed Evaluations d. Evaluate tab (bottom) e. Weather tab f. Spec Sheets g. Account 4. ACCOUNT tab: Setting up your account a. Company Info b. Profile c. Billing d. Users 5. SPEC SHEETS tab a. Companies & categories b. Reference vs. Attaching docs to proposals 6. WEATHER tab a. WeatherBug weather app 7. EVALUATE tab a. SERVICE REPAIRS b. NEW SYSTEM INSTALLATION c. COMPLETED EVALUATIONS

2 8. TROUBLESHOOTING 9. Future Updates: a. Photo option for repairs b. Ongoing CSV file for completed evaluations c. Report display options / formats 1. Background / History / Creation of Evaluator Pro: Irrigation Thank you for your interest and / or investment in Evaluator Pro: Irrigation! I have been an irrigation contractor for many years, and I ve always faced many of the same issues when it came to irrigation proposals. From walking around with a clipboard & invoice paper for the homeowner, or gathering information on the commercial site only to generate a proposal at a later, the processes in the irrigation industry are outdated compared to the technology out in the world today. 3 years ago (after getting frustrated walking around with a clipboard & paper in the rain), the design of Evaluator Pro: Irrigation had begun (and a clipboard was smashed). After finding the perfect app / website developer in the summer of 2016, the concept was officially brought to a reality. Evaluator Pro: Irrigation is set to be released officially late November / early December, Creating a new account All new account setup will be completed on the website At this point, a user has a few choices to make. o Single user account. (1) main user, who has control of all billing & company info. All completed evaluations will go back to self. o Multiple user accounts. Main user selects quantity of additional users. All completed evaluations by these additional users, will go back to the main admin account user. These users do not have access to billing, profile & user functions. o Monthly. Users can choose to be billed at a monthly rate (reoccurring at $4.99 per user) instead of committing annually. o Annually. Users can choose to be billed annually (at time of purchase) at a rate of $29.99 per user.

3 TEST account. If you would like to demo Evaluator Pro: Irrigation, you can do so by using: Login: Password: Test Main Screen / Home Page Navigation o Service Repairs. Evaluate & propose existing systems o New System Installation. New or partial system installations. o Completed Evaluations: All prior completed evaluations will be listed by date in this section. Tips & Tricks: In the middle of an evaluation, you can click on other tabs such as Weather or Spec Sheets, while having your progress saved. Simply click back on EVALUATE, then back into the section you were working on. 4. ACCOUNT tab: Setting up your account o Company Info. Business name, address, & company logo uploaded here. o Profile. User name, address, password, & zip code entered here. o Billing. Subscription payment options here. NOTE: Evaluator Pro: Irrigation does NOT take, or store any credit card information. Our payment processor (BrainTree by PayPal), instead has an interface to which payment information goes directly to. o Users. Manage & add additional users as needed.

4 5. SPEC SHEETS tab o Company. Choose from all the top major manufacturer s Hunter, Rainbird, Weathermatic, Toro, Irritrol, K-Rain, Netafim, as well as a Miscellaneous category filled with TONS of information! o Categories. All PDF s are separated by COMPANY, as well as category to make it easier to locate exactly what you need, in the shortest amount of time. Rotary Heads, Spray Heads, Pipes, Controllers, etc. are just a few you will find in this section. In each category, you will see product spec sheets, as well as product sales brochures for every product on the market! If you don t see something you use simply send a quick to info@evaluator-pro.com, and we ll get it loaded ASAP! Do you use another manufacturer that s NOT currently on the list? NO PROBLEM, if it s sold in the irrigation market we ll load it in there for you! 6. WEATHER tab o WeatherBug radar. Quick and reliable weather radar map if the skies suddenly turn dark. Outside program (cannot control advertising on their page). 7. EVALUATE tab o Service Repairs. Customer Information tab. Information regarding site / property, & customer.

5 System Basics. All of the basic irrigation components data is collected here. None of the fields are mandatory, however it is encouraged to capture as much information as possible. Add Basic information (and locations) about the system (existing, or new installation) such as Controller, T/ON Valve, Backflow device, Sensor(s), and Pipe sizing. Zone Details. o Location. Manually write-in location of zone (ex: Front lawn LEFT ) o Zone Type. Rotary, Spray, etc. o # of Heads. o Coverage Area. Add specific zone details such as LOCATION, TYPE, # of HEADS, & COVERAGE AREA for each individual zone. To get to the next zone, simply click ADD A ZONE.

6 ADD TASK (Repair). All tasks (repairs) are broken down first by categories (rotary, spray, etc.) to make it easier to locate specific repairs. o Repair Category. Rotary, Spray, Pipes, etc. o Task / Repair. o Notes. Add specific notes regarding the associated repair ( HEAVY roots ), or write-in a complete new repair ( Replace 1 ½ HP booster pump ) o QTY. Quantity of specific task / repair chosen. NOTE: this QTY bears no effect on calculating task PRICE. o Task Price. TOTAL price of all associated tasks for that zone. Ex: Zone 1 has (4) broken rotary head replacements (at $50.00 each). You would input (4) for the QTY, and 200 for the price. Do not include dollar sign ($). This will result in prices not being added / loaded correctly. When in doubt leave the dollar sign out! Tips & Tricks: Don t see your specific repair on the list? us at info@evaluator-pro.com and tell us what you re looking for, & we ll make it happen in some way / shape / form!

7 It helps to be specific with your repair identifications. Do you REALLY need to say if a spray nozzle is CLOGGED vs. BROKEN? Most likely not, but it might help the customer in the long run. As a contractor, if I see 30 clogged nozzles this would tell me something completely different than 30 broken spray nozzles on a system. FINISHED WITH ZONES. By clicking this button after entering your last zone #, it will bring you to an Evaluation Summary screen. Changes to Customer Information, System Basics, & Zone Details can be made at this time. SUBMITTING COMPLETED EVALUATIONS. By clicking on the YES, SUMBIT button, the evaluation will be finalized. If you are a SUB-USER of another account, your report will get ed directly to your supervisor. In SINGLE USER mode, the report will simply get saved in the Completed Evaluations section. NOTE: It is recommended to the proposal / report back to yourself first, & also attach the desired PDF spec / sales sheets as well. Then forward out to the customer. ADDING ADDITIONAL ADDRESSES. After the report / proposal is submitted, the user will also have the option to the evaluation to additional people. Simply type the address in of your boss / coworker / homeowner / etc., and the audit / proposal will be ed to them as well. ATTACHING SPEC SHEETS / BROCHURES. In the final step in creating a proposal in Evaluator Pro: Irrigation, the user will have the option to attach spec sheets and / or sales brochures of their choice to the proposal. Simply click on ATTACH SPECS / BROCHURES, and first choose your company / manufacturer (ex: Hunter, Rainbird, K-Rain, etc). Then choose the TYPE of document(s) you are looking to attach (Rotary, Spray, Controllers, etc.) 8. Troubleshooting / FAQ o Why am I seeing DOUBLE of everything in the dropdown menus, particularly the CONTROLLER & BACKFLOW? This seems to be a result of not updating your IOS software (if you are one of the many that delay, and delay), this issue should be resolved with an update.

8 o My s are showing up in SPAM, why? This issue we are currently working on to ensure that reports / proposals do not end up in the dreaded SPAM folder. It is recommended to all evaluations / reports to yourself first to check all entered information before sending out to the customer. We should have this bug fixed shortly. If this problem persists, please contact info@evaluator-pro.com. 9. Future UPDATES The great part of Evaluator Pro: Irrigation will be working closely with all contractors across the country to revise, tweek, and update the program. Some initial upgrades we are working on Ongoing CSV file created (and stored) in Completed Evaluations section. Pictures of actual repairs. Have a mainline break shooing 20 up in the air take a picture of it! Have a broken controller with a blank display take a picture of it! Multiple report display options. Resuming / Revising completed evaluations.