PestiPro Software is provided with the understanding that Thomas Solutions is not engaged in rendering legal services. If legal advice or assistance is required, the services of a competent legal professional should be sought. Thomas Solutions specifically disclaims any liability, loss, or risk incurred as a consequence of the use, either direct or indirect, of any information presented herein, or contained in the installation version of the Software data files.

2-8-2006

Table of Contents

General User Guide

Technical Specifications. 2

Basics. . . . . . . . . . 2

Basic Data Entry. . . . . 3

Advanced Data Entry . . . 5

Schedule Function . . . . 6

Navigating the Scheduler. 7

Inspection Function . . . 7

Completion Function . . . 9

Invoicing . . . . . . . . 9

Main Screen Functions . . 11

Filter Discussion . . . . 12

Reporting . . . . . . . . 12

Administrative User Guide

Table Maintenance . . . . 15

Reporting . . . . . . . . 17

Utilities . . . . . . . . 19

Appendix . . . . . . . . . . . . . . . . . . . 20

Reporting Procedure . . . 21

Native Letter Plug-Ins. . 22

General User Guide – PestiPro

Technical Specifications – Software

Visual Foxpro 6/8 - native Foxpro tables

File/server – processing is client side – performance best on LAN with OS with capacity for Windows-based applications, tables reside on server.

Local workstations:

Windows 98/2000/ME/NT/XP

Best configuration – EXE local – requires < 2.5 meg for EXE and related files, and < 7 meg for run-time libraries – temp files folder on local drive.

Basics:

Types of Fields:

Textbox - Used for entry of data suitable for the field.

** Exit a textbox with <TAB> to "Save" the field contents.

Textbox with Listbox - Used for entry of data suitable for field, or selection of existing

matching data.

-Select TextBox contents as they appear with <TAB> or <ENTER>

-OR Dbl-Click name in ListBox to select

-OR <Up/Dn Arrow> to view next/previous existing data

Dropdown Listbox - Used to select a pre-defined entry. To select a listbox item:

-Click on your selection

-OR <Up/Dn Arrow> to position on desired item, then <ENTER> or <TAB>

-OR enter 1^st character of item to position on 1^st item beginning with

that character, then <ENTER> or <TAB>

Button - Used to accomplish various task as stated on the button. To select:

-Click on the button

-OR <TAB> to the button if possible, then <ENTER>

-OR press "F" key if one appears on the button (i.e. F7 to print a log entry)

Checkbox - Used to select or de-select as specified by related text

-Click

-OR <TAB> to the checkbox, then <SPACEBAR>

-<TAB> to move to next field

Editbox - Typically used for entry of unlimited text.

-Enter data as desired, then <ESCAPE> to exit, or click on DONE button

if one exists.

Grid - Used to enter, select, maintain, and view "like" records.

-Most grids can be exited by using <PAGE-UP> from the first record,

or <PAGE-DOWN> from the last record.

-Record (row) position can be changed by clicking, or with <Up/Dn Arrow>

-Cell (field) position can be changed by clicking, or with <TAB>

-Usually in a grid, one or more columns are read-only.

Most Important Keys:

<ESCAPE> - Use this key to back out of your current operation.

Also, use this key to exit the software.

<TAB> - Generally, this key will take you to the next field.

Also, use this key to exit textboxes so the contents are saved.

<ENTER> - Generally, this key is used to indicate you have made a selection,

either on a selected button, or on a selected listbox entry.

Terms:

“HOPP” = Home Owner Protection Policy for termite control

Basic Data Entry:

After opening , the main screen appears. Enter user name <TAB>. Enter password <TAB>.

PROPERTY field: Enter property as building# street. Typing the first few characters will automatically bring up a list of properties with similar letters. Look at ListBox.

If property is there :

-Select TextBox property with <TAB> or <ENTER>

OR Dbl-Click property in ListBox to select

OR <Up/Dn Arrow> to select another property in ListBox

If property is not there, continue typing property address.

-<TAB> out of field or <ENTER>.

"VALUE DOES NOT EXIST IN FILE - ADD NEW RECORD?" will appear.

Yes or No (Y/N).

Yes=Property information screen will appear.. Follow through and fill in as much information as possible. When completed, <ESC> or click [Done].

"SAVE NEW PROPERTY RECORD" Yes/No appears.

Choose Yes (Y) to continue with this property. Returns to main screen, with zip, map page, city, and county filled in.

No= Returns to property field.

Property typed in must be erased/deleted before new property entered.

"Existing Entries for This Property" ListBox will appear is there are any existing entries for this property.

<TAB> to create a NEW ENTRY (i.e. an Inspection, a Soil

Treatment, a Pest account, or a HOPP) for this property.

To select an EXISTING ENTRY, Dbl-Click or <ENTER> in ListBox (if more than one previous entry, <Up/Dn Arrow> to select entry), then <ENTER>

ORDERED BY Field: As you type, Frequent Ordered By’s will appear in ListBox. Closest existing Ordered By name match to characters typed will appear in TextBox.

**NOTE: A new Ordered By Name MUST be unique. If you do not want to “share” the Ordered By record with other properties, do NOT select an existing Ordered By record.

-Select TextBox name with <TAB> or <ENTER>

OR Dbl-Click name in ListBox to select

OR <Up/Dn Arrow> to see other names in ListBox

OR type new name of Ordered By in any format you choose, then <TAB> or <ENTER>. “VALUE DOES NOT EXIST IN FILE – ADD NEW RECORD?” will appear. Yes or no (Y/N). Choose yes (Y) to continue with this Ordered By record. Fill in as much information as possible.

NOTE for Ordered By selection:

-If you select “Owner” or “Tenant”, once you save the entry, the name will

populate from the Owner (or Tenant) of the property, and the address information

will populate from the property.

CONTACT: Contact defaults to the ORDERED BY record contact. Enter the contact name and phone if different than the default contact (For shared Ordered By’s).

BILL TO Field: As you type, Frequent Bill To’s will appear in ListBox. Closest existing Bill To name match to characters typed will appear in TextBox.

**NOTE: A new Bill To Name MUST be unique. If you do not want to “share” the Bill To record with other properties, do NOT select an existing Bill To record.

-Select TextBox name with <TAB> or <ENTER>

OR Dbl-Click name in ListBox to select

OR <Up/Dn Arrow> to see other names in ListBox

OR type new name of Bill To in any format you choose, then <TAB> or <ENTER>. “VALUE DOES NOT EXIST IN FILE – ADD NEW RECORD?” will appear. Yes or no (Y/N). Choose yes (Y) to continue with this Bill To record. Fill in as much information as possible.

NOTE for Bill To selection:

-If you select Owner, once you save the entry, the name will populate from the

Owner of the property, and the address information will populate from the

property.

-If you select Ordered By, once you save the entry, the name and address will

populate from the Ordered By record.

CONTACT: Contact defaults to the BILL TO record contact. Enter the contact name and phone if different than the default contact ( for shared Bill To’s).

LOG DATE field: Automatic for current day. Can be changed per need. (Suggested use: Order date of inspections or service.). < TAB>.

ESCROW#: Enter escrow number if applicable. <TAB>

LOAN TYPE: A listbox of loan types will dropdown. Select one if applicable. <TAB>

CLOSES: Enter escrow closing date if applicable. <TAB>

ESCROW STATUS: A dropdown listbox of escrow status’ will dropdown. Select one if applicable. <TAB>

REASON/TYPE OF SERVICE: (Complete(Original), Limited, Supplemental, Reinspection, Soil Treatment, Pest Control, Adjusting Invoice, Adjusting Entry) A Dropdown ListBox will appear. Select one. <TAB> FYI: To prevent an inspection that you have entered findings for from appearing on the WDO until it is ready, you can change the Type Of Service to “Hold for WDO”. Just change it back when you are ready for it to appear on the WDO.

Re: Supplementals and Reinspections: If this is a NEW entry for the property, and if the file “REPOP.TXT” exists in a Pestipro folder, and a Limited, Supplemental, or Complete inspection exists for the property from the preceding 4 months, the preceding inspection data will be used to populate this entry’s inspection data (note only incomplete items will be passed if reinspection). For historical and WDO purposes, supplementals and reinspections should be NEW entries for the property.

STATUS: Automatically populated with “Logged” when an entry is added. You can opt to select additional status’ at this or any other time, which will then populate the History of Entry grid.

ALERTS: This field is a display only. Property, Ordered By, Bill To, and entry level notes will also appear.

At this point the Basic Data Entry is complete. You must use < F 7> OR Click on Done button or press <Escape> to complete this entry and save information

*A question box will come up asking if you want to save changes. Yes or No.

Yes=Updates the information to database and returns a cleared screen.

No=Clears the information and does not save a new entry or changes to an existing

entry. Returns to a cleared screen.

NOTE for all DATA ENTRY DATE FIELDS:

<TAB> will populate year field with current year if not entered.

Advanced Data Entry:

Pertains to the block of buttons on lower left screen

PROPERTY: Information related to this property can be viewed and updated using this button.

ORDERED BY: The Ordered By record can be viewed and updated using this button.

BILL TO: The Bill To record can be viewed and updated using this button.

SCHEDULE: Work sheets for inspectors and field crew can be printed and crew sheet information entered using this button. If the SCHEDULER ADD-ON is in place, the inspector and/or crew can be scheduled for inspection and service also.

If the PEST ADD-ON is in place, you can schedule an initial pest visit and/or an on-request service. (See SCHEDULE function).

ENTRY NOTES: Information pertaining to this entry can be entered.

CHEMICALS: A pick list of chemicals can be selected from, and Quantity and How Applied can be entered. Note that once a chemical record is selected for a Monthly Pesticide Use Summary Report, you cannot modify or delete the chemical record. Note for PEST ADD-ON for a Pest Control entry, a chemical can be selected more than once and an application date entered (default is current date) which is assumed to be the date of service.

COMPLETION: Termite service completion, soil treatment, and fume log information can be entered, and completion reports printed using this button. Not relevant for Pest Control. (See COMPLETION function).

FINDINGS: For Termite, inspection information, findings and recommendations, and foundation diagram can be entered, and inspection report printed, using this button. (See FINDINGS function).

FINDINGS: For Pest, visit information, findings, auto-scheduling information, recurring charge(s), and foundation diagram can be entered. A work contract can be printed. (See FINDINGS function).

LETTERS: Letters created regarding this entry will be shown when this button is selected. (To generate a letter for this entry, use the PRINT-F9 button)

DUE $ (Invoicing): Pre-defined charges and payments can be entered and modified using this button. (See INVOICING function).

SCHEDULE FUNCTION

From main screen SCHEDULE button

BASIC FEATURES:

-Select the inspector, crew, applicator, and/or subcontractor for termite control, or the initial visit or on-request technician for Pest Control, from the dropdown Listboxes as relevant for this entry.

For the Field Crew Sheet:

-Select the CREW

-Select the CREW SHEET CLAUSES or INSTRUCTIONS button, and check the field crew clauses to appear on the Field Crew Work Sheet, and the Instructions to appear on all work sheets. Modify text of selected clauses as desired with F5.

-Enter COLLECT $ <Tab>

-Enter free text WORK ORDERED BY

-Enter DATE work was ordered

-F9 or click PRINT CREW SHEET button to print the Field Crew Work Sheet

For the Inspectors Work Sheet:

-Select the INSPECTOR

-F8 or click PRINT INSP WK SHT button to print the Inspectors Work Sheet (or if

this is a HOPP, a Yearly Control Service Work Sheet will print)

For the Initial Visit Pest Control Work Sheet:

-Select the PEST TECHNICIAN for the initial visit

-Override the INITIAL FEE if desired. Note that an Pest Initial Visit fee invoice line item will be generated for this entry.

-F8 or click PRINT FOR INITIAL button to print the Pest Control Work Sheet. You will be asked if you also want to print the Pest Control Report/Work Contract also at this time.

For the on-request pest control Tech Sheet:

-Select the ON-REQUEST SERVICE technician

-Enter COLLECT $ <Tab>

-Enter free text WORK ORDERED BY

-Enter DATE work was ordered

-F9 or click PRINT FOR ON-REQUEST button to print the Pest Control Technician Work Sheet. You will be asked if you also want to print the Invoice. If you respond yes, there must be un-printed line items in order for it to print. (Use main screen F9-Print to print an invoice of already printed line items).

FEATURES available with SCHEDULER ADD-ON:

-Pest Control features are ONLY available with both the SCHEDULER ADD-ON and the

Pest Control ADD-ON.

- NOTE:Termite Field Crew Work Sheets, Inspector Work Sheets, and Yearly Control Service Work Sheets for HOPPs, and Pest Control Technician Work Sheets and Invoices for Routes, can be printed in bulk if scheduled using OUTPUT-FOR STAFF- Print Schedules/Work Sheets.

Termite

-To schedule an inspection, check the Schedule Inspector box, and select the INSPECTOR

from the dropdown Listbox

-To schedule a service, check the Schedule Crew box, and select the CREW

from the dropdown Listbox

Pest Control

-To schedule a pest control initial visit, check the Schedule Initial Visit box, and select the technician from the dropdown Listbox

-To schedule an on-request pest service, check the Schedule On-Request Service box, and select the techician from the dropdown Listbox

-F3 or click the GO SCHEDULE button to launch the scheduler

-If scheduling an initial visit, and a technician is already scheduled for this property, you will receive informational messages to that affect.

-If scheduling a service, and a crew is already scheduled for this property, you will receive informational messages to that affect.

Navigating the scheduler:

-The starting date for viewing always defaults to the current system date. If you want to view a different month/year, click the desired month/year. If you want to view a different starting day, click the desired day in the upper right corner calendar.

OR you can enter a starting date by pressing F3, then enter the desired starting date, then <Tab>

-You have the option to view the schedule for the current “starting date” in other ways.

--To view the schedule for all inspectors and crew for the day, click on the BY WHO/TIME button.

--To view the schedule for all inspectors and crew within city for the day, click on the BY CITY/WHO button.

-To schedule the selected inspector or crew, click in the desired cell of the grid for the time and date. If multiple time increments are desired, click in them as well OR you can enter a number (1-9) and that many hours will be populated including the cell in which you clicked.

-Click DONE or <F7> when finished.

-To UNSCHEDULE, simply click on the populated grid cell(s). You can unschedule then reschedule other properties if necessary prior to scheduling the current property. Simply unschedule (see unscheduled property appear in the TO SCHEDULE box), then reschedule, then click on the Current Property (top left) to “reset” the property to be scheduled.

FINDINGS FUNCTION (Pest Control)

From main screen FINDINGS button

Enter date of visit if different than system date <Tab>.

Select TECHNICIAN from the dropdown Listbox of pest technicians, <Tab>.

Enter free text remarks to be printed on the Pest Control Report and Work Contract, <Tab>.

Enter the INITIAL FEE if different from the default <Tab>. An invoice line item for this

Amount will automatically be created.

For Auto-Schedule accounts, select the RECURRING button if you wish to enter or maintain a recurring monthly charge(s) for this Property. Select a charge and/or override the amount and beginning date. If the beginning date is in the current month/year, an invoice line item will be automatically generated.

Otherwise, only the Auto-Scheduler will generate this charge(s) monthly.

<Tab>

Enter SERVICE FREQUENCY as 1, 2, 3, or 4, and set the WEEK, MONTH, or YEAR checkbox.

Set the AUTO-SCHEDULE SERVICE checkbox for the monthly Auto-Scheduler to schedule this service and generate recurring charge(s) <Tab>.

Select the ROUTE suitable for the area of the property and the frequency of service <Tab>.

Set the checkbox for pest(s) identified in inspection, and enter free text location of pest. <TAB> from location to save!

Refer to You are now ready to do the diagram section of FINDINGS FUNCTION (Termite) for diagram instructions.

Click on PRINT button, or F9, to print the pest control report. A “Pest Control Report” entry will be created for the History of Entry on the main screen.

FINDINGS FUNCTION (Termite)

From main screen FINDINGS button

Enter date of inspection if different than system date <Tab>

Select Inspector from the dropdown Listbox

Select the INSPECTION AREAS button if inspection area text default is to be overridden. Check

the areas to have overridden text, then <Tab> to TEXT column and enter/modify text as

desired <Tab>.

Select the PROPERTY STDS button to select standard descriptions of the property. Check the

desired descriptions. (Shortcut for DOS Pestisys users – 1-character code will

automatically check).

<Tab> to PROPERTY DESCRIPTION editbox and modify text as desired, <Tab>

Select a TAG LOCATION from the dropdown Listbox

Enter any OTHER tag locations (free text) <Tab>

Select OTHER INSPECTIONS button to enter company name and date of other inspections.

<Insert> to create an additional entry.

Enter STAMP# (free text) <Tab>

Select CLAUSES button to select the standard text to appear on the inspection report. Modify

text of selected clauses as desired with F5. Select clauses either by checkmarks in grid,

or key number,comma in the textboxes provided (i.e. 12,10,45<tab>). Press <Done>

<Tab> to INSPECTION REMARKS to enter other text to appear on the inspection report.

(F2 will place you at the next occurrence of ## to replace with desired text.) <Tab>

Enter the INSPECTION FEE if different from the default <Tab>. An invoice line item for this

Amount will automatically be created.

Checkmark the WAIVE IF WORK TO BE DONE box if the inspection fee is to be waived for work done.

You are now positioned in the F&R grid.

-The program automatically “X”s the Subterranean, Drywood, Fungus/Dryrot, Further Inspection boxes if those literals are found in the Findings text, and the Other Findings box if there is a section2 finding .

OTHERWISE:

-Enter 0 <Tab> then CODE <Tab> for each (if any) of visible problems in accessible areas to “X” the appropriate box(es) on the Inspection Report (other “0” findings will not appear on the report, but may be entered if so desired): S for Subterranean Termites, K for Drywood Termites

F for Fungus/Rot, OT for Other Findings, FI for Further Inspection

-<INSERT> key to start a new line entry

-Enter the area 1-11 <Tab> - an alpha extension will automatically be assigned if not entered.

-Enter the finding code <Tab> - any default plugin and recommendation will appear.

-Enter PLUG-IN to replace first hyphen in text if desired, <Tab>

-Press F5 (or click in the F5 editbox below) to modify the default text as desired, then F5 to return to grid. <Tab>

-In the ADDL INFO column, enter up to 30-characters additional information which will append to the finding description, OR enter “S” to indicate this is a secondary recommendation (for purposes of printing on the Completion Report). <Tab>

Note that the program will automatically plug an “S” if the literal “secondary” is in the recommendation text.

-Enter recommendation code if not default <Tab>

-Enter PLUG-IN value to replace first hypen in the text if desired <Tab>

-Enter up to 14-characters abbreviated information for the invoice line item description for the charge generated via the Completion function.

-Press F6 (or click in the F6 editbox below) to modify the recommendation text,then F6 to return to grid. <Tab>

-Enter SECTION (“ “,1,or 2) for inspection report classification if not default<Tab>

-Enter ESTHRS if not default <Tab>

-Enter ESTCOST if not default <Tab>

-<INSERT> for next finding, etc…………

You are now ready to do the diagram

-Click the ON button to display a vertical strip of Findings on the left side of the screen.

-<F3> or click on DIAGRAM button

-MS-PAINT will be “launched”. If your workstation has Windows XP you will need to click the status bar button at the bottom of your screen that says Paint to maximize the Paint application.

-If a drawing for this property does not already exist, you will be prompted to select a standardized template to use as a base. Click on a template name, then click OKAY.

-See HOW TO use MS-Paint for diagrams.

-When done with your diagram, Click on File, Click on Save (or click the X in the upper right hand corner of the Paint window, and then respond Y to “Save…” prompt), then close MS-PAINT (Click the upper-right corner X, or Click File-Close).

*NOTE:* You should close MS-PAINT before exiting from the Inspection screen.

You are now ready to print the inspection report

Click on PRINT button, or F9, to print the inspection report. An “Inspection Report” entry will be created for the History of Entry on the main screen.

COMPLETION FUNCTION (Termite)

From main screen COMPLETION button,

Enter date of service <Tab>

Re: Completion date, the completion date alone can be changed using "Completed" or "Incomplete" Entry Activity selection via main screen. Does not affect "To WDO as 5" date. Best use: complete inspection where work is not to be done for purposes of paying commission.

-If you change the Service Date in the Completion screen, this will also change the Completion Date (if exists), and will clear the "To WDO as 5" date.

Select CLAUSES button to select the standard text to appear on the completion report. Modify text of selected clauses as desired with F5.

<Tab> to COMPLETION REMARKS, enter other text to appear on the completion report. <Tab>

You are now positioned in the Completed grid

Check the recommendations that have been completed, <Tab> to modify HOURS and PRICE

if different from estimated. An invoice line item for this amount will automatically be created.

If the inspection fee was set to be waived in the INSPECTION function, then the fee line item will be automatically set as waived.

NOTE: You can change the price here, and it will modify the existing line item, as long as the invoice has not been printed.

You are now ready to enter job expenses, if any - Click on JOB EXPENSES button

*NOTE: If expense items already exist, they will be dislayed. To select a new expense item,

<Up/Dn Arrow>to select type, then <ENTER>

Check REDUC if this expense item is a reduction prior to commission calculation

Enter quantity or override default per rate/flat rate/tax rate/flat tax if applicable

<TAB> out of each field

<F3> or Click on “New Expense Item” button for additional selections

You are now ready to enter information for Soil Treatment if applicable, and print the HUD forms

You are now ready to enter information for the Fumigation Log if applicable

You are now ready to print the inspection report

Click on PRINT button, or F9, to print the completion report. A “Completion Report” entry will be created for the History of Entry on the main screen. You will be asked if you want to print the invoice also.

INVOICING FUNCTION

From main screen DUE:$ button

NOTE: Invoice line items are automatically created by some processes.

-FINDING function creates and/or updates the Inspection Fee line item.

-COMPLETION function (Termite) creates/updates line items for each completed

recommendation.

-SCHEDULE function for Pest Control entry creates and/or updates an

Inspection Fee line item.

-AUTO-SCHEDULE PEST SERVICE – with the Pest Control Add-On, the auto-scheduler

generates the recurring monthly charge(s) set up in the FINDING function.

-For purposes of the P&L, if the word “Payment” or “Adjustment” appears in the description,

it is assumed payment information and will not be included. It is recommended that

adjustments to service charges should be entered with the service charge description,

and a negative flat rate (or negative qty*per), so that these types of entries are properly

reflected in the Revenue column.

After selecting the “DUE:$” button:

*NOTE: If line items already exist, they will be dislayed. To select a new line item,

<Up/Dn Arrow>to select type, then <ENTER>

Enter quantity or override default per rate/flat rate/tax rate/flat tax if applicable

and DATE if different than default.

<TAB> out of each field

<F3> or Click on “New Line Item” button for additional selections

Payments may be posted by entering a negative number (i.e. -10.00)

in the FLAT RATE field. If the word “Payment” appears in the description,

the program will convert a positive number to a negative number.

<F5> or Click on “Check#” to enter a check number for a line item with

“Payment” in the description.

**Note: Once an invoice line item is printed you will not be able to change or delete it

unless you have Administrative rights.

Main Screen function buttons:

Pertains to the row of buttons in the top third of screen

SEARCH-F3

Ability to search by:

-Bill To Name (begins with)

-Bill To Contact (contains)

-Ordered By Name (begins with)

-Ordered By Contact (contains)

-Inspector Name

-Street (contains)

-City (begins with)

-Escrow # (contains)

-Transaction(Invoice)# (exact)

Click or [F3]

Scroll or click to field selected, enter information

Click on [Done]. The first record applicable to this search will appear on screen.

If this is not the record you are searching for click NEXT button, or press F5

to go to the next matching record, etc…..

OR:

Click SUMMARY, or press F2, to see the listbox of entries for the current

property.

At this point, you can select an entry, or create a new entry, for the current

property per Basic Data Entry instructions.

NEXT-F5

Will bring up next record(s) of SEARCH. Continue to click on NEXT until you have

located the record you are searching for. An information box will appear when current

selection is at end.

Press [OK].

PREVIOUS-F6

Will bring up the previous record(s) of SEARCH until selection is at the beginning.

Press [OK] at information box.

PRINT-F9

Print (1)entry shown on screen, (2) entry related invoice, or (3) letter .

Click on selection to print. You may abort your print request by

using the <ESCAPE> key.

DELETE-F8

To DELETE the entry shown on the screen. You will be asked to confirm if you wish

to delete this entry. NOTE: This will NOT delete a property or ordered-by or bill-to

record, only the currently displayed entry. If the invoice has a balance, or there is an

inspection date or a service date, or any chemical records attached, the entry will not

delete.

DONE-F7

Using DONE will save the current entry.

QUIT-F11

Using QUIT will save the current entry, and close PestiPro. Only available if a valid

user/password has been entered.

FUNCTIONS BAR MENU

Filter Discussion: Some reports provide the capability of defining "AND" filter(s) to use for data selection.

-In the screen for these reports, you will see a grid with a list of fields that can be used for filtering. You can select one or more of these fields by clicking the checkbox, or using your <Up/Dn Arrow> in the grid to position, then <SPACEBAR>.

-If the OPERATOR is RANGE, CONTAINS, EQUAL, GTEQ (greater or equal), LTEQ (less than or equal), then an entry in the VALUE cell is required.

-If the OPERATOR is RANGE, an entry in the THRU VALUE cell is required.

-Be sure to <TAB> after making entries in the VALUE and THRU VALUE cells.

-Dates must be entered in full, as MM/DD/YYYY (4-digit year).

-If a ".T." or ".F." appears in the VALUE cell, it indicates a toggle, and can be set to T (true) or F (false).

-The VALUE cells are case sensitive! So if you want Smith thru Smythe, put “Smith” in VALUE rather than "smith" or "SMITH".

Saving a Filter

-Report and letter filters can be saved for subsequent recall by entering a name for the filter into the “Save Filter As” field.

Recalling a Filter

-Filters already created for this report/letter can be recalled by selecting the Recall Filter button, the selecting the saved filter to recall.

Modifying a Filter

-Once a filter has been recalled, you can modify it by entering different values and/or un-checking current filter selections and/or checking new filter selections. The filter can then be saved as the same name, OR you can enter a new Save As Filter name to create a new saved filter.

Reporting:

Note: Some reports can be output to an Excel file as noted. The naming convention

for these files is UserCode+ReportType+MMDDYYYY+".XLS".

These files are created in the …..\DATA folder. Once created, the user must be

responsible for erasing these files as desired.

REPORTING

Entry Listing

-If “History, Dates, Notes, and Detail” is requested use

<SPACEBAR> to select.

-Click on type of report

-See Filter Discussion above

-Click “Process”

-You will be asked if you wish to output the report to Print, Display (to screen)

or Excel. Click on choice.

Service Type Statistics generates reports of counts statistics by

reason/service type.

Requires administrative level access.

ACCOUNTING

Commissions

Requires administrative level access.

Charge/Payment Summary

Requires administrative level access.

Account Summary

Requires administrative level access.

A/R Aging Report

Requires administrative level access.

Payments Posted Listing

-Enter “From” date <TAB>, “Thru” date <TAB>

-Click on “Process”

-You will be asked if you wish to output the report to Print, or Display

(to screen).

Red Flag Report

Requires administrative level access.

Profit and Loss

Requires administrative level access.

Posting Summary

Requires administrative level access.

REGULATORY

Monthly Pesticide Use Report

Requires administrative level access.

WDO Report/File

Requires administrative level access.

Fume Log

-Enter “From” date <TAB>, “Thru” date <TAB>

-Check to include Complete/Cancelled fumes

-Check to include Incomplete fumes

-Click on “Process”

-You will be asked if you wish to output the report to Print, or Display

(to screen).

FOR CUSTOMERS

Letters (Native) pre-defined letters and forms may be printed in bulk.

-Click on type of letter/form to be printed

-See Filter Discussion above

-Click on “Process”

-You will be asked if you wish to output the report to Print, or Display

(to screen). Click on choice.

Letters (MS-Word) This option requires the MS-Word Add-On Interface –

letter and form templates created in MS-Word may be printed in bulk

-See Filter Discussion above

-Select the template to be printed

-Click on “Process”

-You will be asked if you wish to output the report to Print, or Display

(to screen). Click on choice.

FOR STAFF

Print Schedules/Work Sheets This option requires the Scheduler Add-On.

For scheduled inspections and services, you can print in bulk the Field Crew Work

Sheets, the Inspector Work Sheets, Yearly Control Service Work Sheets (HOPPs),

and the Control Schedule.

With the PEST ADD-ON, you can print in bulk the Pest Route Work Sheets

the Pest Route Control Schedule, and Pest invoices.

-Enter “From” date <TAB>, “Thru” date <TAB>

-Check to print Inspectors Work Sheets (Yearly Control Service sheet will print

if entry is a HOPP)

-Check to print Field Crew Sheets

-Check to print the Control Schedule

-Check to print Pest Route Work Sheets

-Check to print the Pest Control Schedule

-Check to print Pest Service invoices. (Only invoices with unprinted line

items will print.)

-Select Technician’s button if you want only certain pest technicians

-Click on “Process”

-You will be asked if you wish to output the report to Print, or Display

(to screen).

FOR PEST

Pest Account Listing

-Click on type of report

-See Filter Discussion above

-Click “Process”

-You will be asked if you wish to output the report to Print, or Display

(to screen) . Click on choice.

Technician Summary

-Enter charge “From” date <TAB>, “Thru” date <TAB>

-Click on “Process”

-You will be asked if you wish to output the report to Print, or Display

(to screen).

Administrative User Guide

TABLE MAINTENANCE

**Note: The Bill To/Ordered By Type file, the F&R Codes, the Clauses/Disclaimers file, the Letter file, and the Zip Code/Cities file are populated with data upon installation that may or may not be of value, based on the intended use and the specific policies of the company. These should be reviewed, and deleted if not applicable. Please refer to the disclaimer on the front page of this document.

Unless otherwise noted, table maintenance level access required

Records may be added by clicking the Add button, or pressing <Insert>, or deleted by clicking

the Delete button,or pressing <Delete>, for the following common data types:

Bill To/Ordered By Types

-Enter a description as desired.

Chemicals

-Enter a chemical, manufacturer, registration#, how applied, percent,

default quantity, and UOM (as LB, OZ, PT, QT, or GA).

-If used for pest control rather than WDO, set the For Pest checkbox.

Invoice Line Items

-Enter a description, a per rate and/or a flat rate

and/or a tax rate and/or a flat tax if applicable, for charges and

-FYI, If a description has the word "payment" or “adjustment” in it,

it is treated as a payment for reporting purposes.

Users Administrative level access required

-Enter a user code (up to 6-characters)

-Enter a name and phone if desired

-Click Access button, or press <F7> to set user access.

-Enter a password (4-8 characters), <TAB>

-Confirm password, <TAB>

-Select appropriate accesses for this user:

-View Only - User can only peruse entries, no update, add, delete

- Utilities - User has access to functions requiring Utilities right

-Administrative - User has access to functions requiring

Administrative right

-Table Maintenance - User can maintain common data type tables

-Access Confidential Entries - User has access to entries flagged

as confidential

-Access Other Users Entries - User has access to entries other than

those entered by him/her

Zip Codes/City’s

Log Activity

Staff

I=Termite Inspector, C=Termite Crew, S=Sub-Contractor,

A=Applicator (see Soil Treatment Report),

T=Pest Technician (for Pest Inspections and On-Request service)

(requires Pest Add-On)

LICENSE# - if applicable

COMM% - Default commission percentage for this WDO inspector

BASE – Default base fee for this WDO inspector

F&R Codes

TYPE - F=Finding, R=Recommendation

CODE – if first character is non-numeric, it represents a generic finding.

Findings to be associated with a recommendation must begin with a digit.

DESCRIPTION – after <TAB> from the CODE field, press F5 or click in the

F5-box to enter a description. Press F5 when done.

PLUG-IN – if there is a dash in the description, you may define a default plug-in

SECTION – 1, 2, or space

RECOM – default recommendation if for a finding

EST HRS – if a recommendation, the estimated hours

EST COST – if a recommendation, the estimated cost

Native Letters/Forms

** If you are using the MS-Word Add-On Interface, this option is not relevant.

-Enter up to 10-characters to represent this letter, <TAB>

-Click Text button, or press <F7> to enter/maintain letter text

1) Suggested use is to modify existing sample letters for your company

2) OR Enter customized letter text, position cursor with <Arrow> keys,

and click on desired plug-in

3) NOTE that this is a very basic capability to generate letters and forms.

This is not a word processor. Letters will print with a fixed

company heading, or a logo if you wish, and then the letter

text with plug-ins in font Courier New, fontsize 10.

4) NOTE letters can be setup with plug-ins for information to appear,

OR with no plug-ins to generate a generic form

Clauses/Disclaimers

TYP: O=Inspection Report (WDO) Additional Notes and Remarks

S=Inspection Report (WDO) Top page 2

F=Field Crew Sheet (WDO) C=Completion Report remarks (WDO)

I=Termite and Pest work sheet instructions

P=Pest Control Work Sheet – additional instructions/information

NUMBER – a sequence in which to print

DESCRIPTION – after <TAB> from the NUMBER field, press F5 or click in the

F5-box to enter a description. Press F5 when done.

DEFAULT – set checkbox if this should be a default selection (override-able)

Job Expense Items

-Enter a description, a per rate and/or a flat rate and/or a tax rate and/or a flat

tax if applicable, for job related expense items.

REDUC – set the reduction checkbox if this item should be reduced from gross

before calculating an inspector commission.

Ag Stamps

-For every time the Monthly Pesticide Summary Report is run, a date and county will display. If a stamp was entered at that time it will also display. If a stamp has yet to be entered, the STAMP cell will be highlighted in maroon.

NOTE: This screen will also be available for entering stamps directly after

the report is run. This is a valuable feature in the event you ever need to prove

that the reports were created.

Routes (for Pest Control)

-Route can be up to 10-characters, DayOfWeek can be M , T, W, H, F, or S

(Monday, Tuesday, Wednesday, Thursday, Friday, Saturday)

-1^st,2^nd,3^rd,4^th can be 1 and/or 2 and/or 3 and/or 4

(i.e. 24 means 2^nd and 4th occurrence of the day in the month)

-Description – free text up to 30 characters

-Tech – First letter of name to display name (Upon exit of this screen, all pest account technician names are updated).
OUTPUT

REPORTING

Entry Listing

Service Type Statistics generates reports of counts statistics by

reason/service type.

Requires administrative level access.

-Click on report type

-Enter “From” date <TAB>, “Thru” date <TAB>

-“Based on Log Date” is a checkbox. To mark use

<SPACEBAR.>. Otherwise based on system entry date.

-Click on “Process”

-You will be asked if you wish to output the report to Print, Display (to screen)

or Excel. Click on choice.

ACCOUNTING

Commissions

Requires administrative level access.

-Select Paid and/or Pending PIF (awaiting customer payment) and/or

Unpaid (customer has paid in full, commission not yet paid).

-Enter Commission Paid From and Thru Dates for Paid reports

-Click “Process -You will be asked if you wish to output the report to Print, or Display

(to screen). Click on choice.

Charge/Payment Summary

Requires administrative level access.

-Click on report type

-See Filter Discussion above

-Click “Process - You will be asked if you wish to output the report to Print, Display (to screen)

or Excel. Click on choice.

Account Summary

Requires administrative level access.

-Select Statement and/or report(s) desired

-See Filter Discussion above

-Click on “Process”

-You will be asked if you wish to output the report to Print, or

Display (to screen). Click on choice.

A/R Aging Report

Requires administrative level access.

Payments Posted Listing

-Enter “From” date <TAB>, “Thru” date <TAB>

-You will be asked if you wish to output the report to Print, or

Display (to screen). Click on choice.

Red Flag Report

Requires administrative level access.

-Enter “From” date <TAB>, “Thru” date <TAB>

-You will be asked if you wish to output the report to Print, or

Display (to screen). Click on choice.

Profit and Loss

Requires administrative level access.

-Enter “From” date <TAB>, “Thru” date <TAB>

-You will be asked if you wish to output the report to Print, or

Display (to screen). Click on choice.

Posting Summary

Requires administrative level access.

-Enter “From” date <TAB>, “Thru” date <TAB>

-You will be asked if you wish to output the report to Print, or

Display (to screen). Click on choice.

REGULATORY

Monthly Pesticide Use Report

Requires administrative level access.

-Default thru date is last day of prior month. May be overridden for a reprint.

-Set the REPRINT checkbox if a reprint.

-You will be asked if you wish to output the report to Print, or

Display (to screen). Click on choice.

-You will automatically be taken the the County/Stamp Cross Reference screen

where you can input the county stamp numbers required by law.

WDO Report/File

Requires administrative level access.

Fume Log

UTILITIES

Payment Posting by Property

-Properties with a balance due will be displayed. Select the property making payment

with one of these 2 methods:

1. Enter the invoice# in the INVOICE# textbox. )If the cursor is not presently in the box, <TAB> will toggle between the grid and the textbox.) Press <ENTER>. If the invoice is already in the list, it will be selected in the grid. Otherwise, it will be added and then selected in the grid. Click on it or press <ENTER> to select for payment entry.

2. While in the grid, locate the property with UP or DOWN ARROWS or Scroll Bar. <ENTER> or Click on the selected property for payment entry.

The payment screen for this invoice will now appear:

-Enter the check# if relevant <Tab>.

-You may override the amount, select a different payment method, or override the date.

-Select DONE or F7 to complete the posting and return to the property grid.

You will be asked it you want to print a payment register and deposit slip(s) when exiting the property grid screen.

Payment Posting by Billed To

-Bill To’s with a balance due will be displayed. Select the “Bill To” name making payment.

-Enter the payment date, amount, method, and check# if relevant <Tab>.

-Select the invoice(s) this payment applies to.

-Select DONE to complete the posting.

Pay Commissions

-WDO inspections with service completed that are payed in full will display.

-Enter a payment date (and check# if relevant) to pay only specific commissions at this

time, or simply checkmark the “PAY ALL” checkbox and select DONE-F7 to pay all

commissions.

-Note that you can override the Base and % for the Amount to be recalculated.

Modify Commissions

-Select an inspector.

-Modify the commission amount, date, and/or check#. CHECK# can be used as needed.

-A history entry “Commission Modified” will be made, as well as a note placed in the

“Entry Notes” for this inspection.

Scheduling Master

-Requires the Scheduler Add-on –

Refer to “Navigating the Scheduler” for instructions

Auto-Schedule Pest Service

-Requires the Scheduler and Pest Control Add-ons

Automatically schedules the pest control routes for the month specified, and

generates the recurring monthly charge(s) for that month, and related invoices.

The parameters for auto-scheduling a property for service are maintained via

the INSPECTION button from the main screen when in the property’s Pest Control

entry.

-You may opt to JUST print a tentative schedule, OR Update the Master Schedule,

generate Monthly Recurring Charges, and Print Invoices. (The other option for printing

invoices is to let them print when doing the Output-Reports-Print Schedules/Work

Sheets.)

Export Data

Contact Thomas Solutions for more information

-Requires utilities access right

-Custom exports can be developed, i.e.:

-Payments, charges, other data

Workstation Printers

-Requires utilities access right

-Select invoice, report, and fax printer for current workstation.

Facility Variables:

-Requires administrative access right

-Phone: Primary site phone

-Fax: Primary site fax

-Email: Primary site email

-Timeout Seconds: time without activity this application closes itself

-Name List at # Characters: # of matching characters to enter before a listbox appears

-Last Purge Date: record or last purge date, display only

-Invoice Msg: message to print on invoice, typically where to send payment

-Save User Code: saves user code after entered first time

-Mail Server: Required for email capabilities. Contact Thomas Solutions for

assistance if you do not know how to locate your mail server name.

Appendix

PestiPro – Management Reporting Procedures

RECOMMENDED DAILY (If applicable):

(from/thru date = todays date)

Commissions Paid Summary

Posting Summary

Payment Posted Listing

Print Schedules/Work Sheets

RECOMMENDED WEEKLY:

WDO Report/File (for Structural Pest Board)

RECOMMENDED MONTHLY (Run before last day of month for next month):

Auto-Schedule Pest Service

RECOMMENDED MONTHLY (Run after last day of month for prior month):

Monthly Pesticide Use Reports (for Counties)

Account Summary – Statement of Account and Billed To Summary with recalled filter Balance Not Zero

A/R Aging Report

Profit and Loss

Commissions Paid Summary

Posting Summary

Fume Log

Native Letter Generator Plug-Ins

(Enter in letters in <xxxxxx> format exact)

PestiPro HOW TO’s

NOTE: Prior to utilizing this section of the documentation, please review the General User Guide for information on the various fields, and how to enter or select data for that specific field.

NOTE: These “HOW-TO’s” are one way of entering, categorizing, and maintaining your data. You may find a different method that is more suitable for your facility. However, these are a good starting point to gain familiarity with PestiPro.

HOW TO GET STARTED

-Contact Thomas Solutions if you have ANY questions.

TRY IT:

-Be sure that you have reviewed the User Guide, particularly the “Basics”. Remember, always exit a textbox or grid cell with a <Tab>, or Click on another control, to save the contents.

-Select your default printers for Reports and Invoices by selecting each button, then selecting the appropriate printer, then Click OKAY in the printer dialog box. Click EXIT when done.

-Contact CIG for initial User and Password of the Day if needed.

1. Add User and Staff

-Via the Code Maintenance menu bar option, add Users and Staff.

2. Review table entries.

-Via the Code Maintenance menu bar option, review and update as needed:

Chemicals, Invoice Line Items, F&R’s, Clauses&Disclaimers, Job Expense Items, Routes, etc.

MS-Word Templates (you must have purchased the MS-Word Interface ADD-ON Module, and have MS-Word on your machine to use this feature)

If you intend to use the MS-Word interface to print documents with PestiPro fields “plugged in”, you will need to set up the templates for these documents in MS-Word, with the relevant PestiPro “Custom Properties” placed as desired. Most companies set up a template containing all of the documents for their property contract. Letters (MS-Word documents) can be printed in PestiPro individually for a selected property from the main screen Print-F9 button, “Letter” selection, OR in a filtered batch from “Output-Letters”.

-In MS-Word, open the PestiPro Plugins template (in the \PESTY\MSDOTS folder). This will give you an idea of what fields from PestiPro can be included in your templates.

-If you currently have any document(s) in MS-Word that you want to use via PestiPro, you can:

----Open it, Select All, Copy, then close it.

----Paste it into the PestiPro Plugins template.

----Save As a relevant file name with a file type of Template (.DOT).

----Copy and Paste the PestiPro plugin fields (custom properties) where you want them (i.e. FACNAME at the top, ADDR1 where the property name belongs, etc….), then cut and delete what you don’t want in this particular template.

----Save the new template.

-If you want to create new templates in MS-Word that you want to use via PestiPro, you can:

----Open the PestiPro Plugins template.

----Save As a relevant file name with a file type of Template (.DOT) in C:\PESTY\MSDOTS folder.

----Enter the text, etc., for your template, and Copy and Paste the PestiPro plugin fields (custom properties) where you want them. Then cut and delete what you don’t want in this particular template.

----Save the new template.

Termite - HOW TO Enter an order for an inspection

-Enter new property or select existing property

-If property has pre-existing entries, <TAB> to indicate you are making a new entry

-Enter new Ordered By, or select existing Ordered By. Enter Contact if different than default

-Enter new Bill To, or select existing Bill To. Enter Contact if different than default

-Enter Escrow# and Closes date if applicable.

-Select Loan Type and Escrow Status if applicable.

-Select Type of Service for this inspection – for WDO purposes, should be Original, Supplemental,Limited, or Reinspection

-Select any additional Status’ as relevant

-At this point, all required information for an inspection order has been entered. You may elect to save at this point with < F7-Done> if there is no more relevant information at this time. This entry can now be accessed as needed at a later time.

-If you have private notes specific to this inspection, select the ENTRY NOTES button.

-If you want to print a facesheet of this entry, or perhaps an order confirmation letter, select the Print-F9 button.

-If you want to schedule the inspection at this time, and/or print the Inspectors Work Sheet, select the SCHEDULE button (refer to SCHEDULE FUNCTION documentation).

Termite - HOW TO generate the inspection report

-Select the inspected property

-Select the FINDINGS button (refer to FINDINGS FUNCTION documentation)

-Note: If this is a split billing, be sure to insert Area 0, Finding SPLIT in the F&R’s, and enter the split information in the findings text box. This will print on the work contract.

Termite - HOW TO schedule service, and/or generate the field crew work sheet

-Select the inspected property

-Select the SCHEDULE button (refer to SCHEDULE FUNCTION documentation)

Termite - HOW TO generate the completion report

-Select the inspected property.

-Select the CHEMICAL button. Select chemicals used, and enter quantity and how applied.

-Select the COMPLETION button (refer to COMPLETION FUNCTION documentation)

-Select the PRINT-F9 button, then INVOICE to print the invoice if desired

FYI, if selected, type “C” Clauses with special uses are:

NOTBYUS –Prints in 4^th box on Completion Report following items not checked complete

BOX1 – Prints in 1^st box on Completion Report.

BOX1ADD - Prints in 1^st box following unique or primary area+findings checked complete

BOX2 – Prints in 2^nd box n Completion Report.

BOX2ADD - Prints in 2nd box following non-unique/subsequent area+findings checked complete

If these codes don’t already exist, you can add them via Code Maintenance, Clauses&Disclaimers

Termite - HOW TO – pay commission on inspection fee only

-Select the inspected property entry for which the bid was refused.

-From the ENTRY ACTIVITY pick list, select “Incomplete” for bids that were not selected, or select “Completed” for inspections not requiring a Completion report. Save changes.

-As long as there is an inspector, and the entry is paid in full, it will appear in the Pay Commissions function.

Termite - HOW TO do a split billing

-For purposes of split billing, you need:

1-a record in F&R’s with Type=F, Code=SPLIT, and whatever default text you desire

(i.e. “Share of Cost: Homeowner, Association, PUD)

2-ADJUSTMENT records in Invoice Line Items

(i.e. Adustment – HO Share, Adjustment – ASSOC Share,

Adjustment – PUD Share)

***If an inspection has line item(s) containing both the words “Adjustment” and

“Share”, the TOTCHG cell on the Pay Commissions grid will be RED. This indicates

you may want to research that the other share Bill To’s have made payment prior to

paying the commission.

3-Charge records in Invoice Line Items

(i.e. Homeowner Share of Cost, etc…)

-When entering the Findings, enter an area “0”, finding=”SPLIT”. Enter text as desired,

i.e. “1A,2A HO 200.00 2B,2C Assoc 120.00”

This text will print under the Recommendations Breakdown on the Work Contract.

Then:

-This should be done after you have printed the completion report.

-Select the property/inspection.

-Select DUE for invoicing.

-Create invoice line items with the appropriate Adjustments,and a negative flat rate (see Invoicing Function)

-From the main screen for the inspections, select the PRINT-F9 button, then INVOICE to print the invoice if desired.

Now, CREATE NEW ENTRIES for the property.

-Select existing property on main screen.

-<TAB> to indicate you are making a new entry

-Select existing Ordered By (that originally ordered the inspection).

-Enter new Bill To, or select existing Bill To, that is to be billed for a share of the cost of the inspection/service. (i.e. Owner)

-Select “Adjusting Invoice” for Type of Service

-Select DUE for invoicing.

-Create invoice line items with the appropriate charge record for this Bill To’s share of cost.

-From the main screen for the inspections, select the PRINT-F9 button, then INVOICE to print the invoice if desired.

---Create new entries for this property for any other parties to be billed for a share of cost----

**IDEA**: use the area=0, finding=SPLIT to print any type of costing information under the Recommendation Breakdown on the Work Contract, i.e. “1A, 2A, and 3C combined into one charge”.
PestiPro – A Sample Split Billing Procedure for Escrow & Homeowner Associations(HOA)

1.a. Create a property entry with the Escrow Company as the Bill To, type of service “Complete (Original) Svc” (or “Limited Service”).

1.b. When doing the Inspection Report (FINDINGS button) for this entry, put your internal file#, if desired, in the “Stamp#” field.

2. Once work is completed, and you are ready to do the completion:

2.a. Recall the property entry that you did the inspection report on.

2.b. Enter any chemicals used (CHEMICAL button).

2.c. Select the INVOICING (or DUE) button, and create a new line item on the invoice for the Certification Fee, with the amount in the Flat Rate.

2.d. Back in the main screen for this entry, select the COMPLETION button to enter date of service, etc…, then print the Completion Report. This way, all charges will appear summarized on the Completion Report. Respond “NO” when asked if you want to print the invoice.

2.e. Back in the main screen for this entry, select the DUE (invoicing) button. Create a new line item with a negative flat rate to reverse the HOA share from this invoice (the Escrow invoice).

2.f. Back in the main screen, print the invoice for Escrow (PRINT-F9 button). It will automatically print twice.

3.a. Now clear the main screen (<ESCAPE> or click DONE-F7 button).

3.b. Recall the property, then <TAB> to create a NEW entry for this property. Set your ordered by and Bill To as the HOA. Set the Type of Service to “ADJUSTING INVOICE”.

3.c. Select the INVOICING (DUE) button, and create a new line item charge for the HOA Share with the amount in the Flat Rate.

3.d. Back in the main screen, print the invoice for the HOA (PRINT-F9 button). It will show your internal File# from the previous Inspection.

Note: This procedure insures that your receivables are correctly balanced in PestiPro, and both Escrow and HOA are being invoiced for the appropriate amount.

HOPPs

Termite - HOW TO enter a HOPP

-Enter new property or select existing property

-If property has pre-existing entries, <TAB> to indicate you are making a new entry

-Enter new Ordered By, or select existing an Ordered By (Typically “Owner”).

-Enter new Bill To, or select an existing Bill To. (Typically “Owner”)

-Put the beginning date of the HOPP contract in the Log Date.

-Select “HOPP” for Type of Service

-Select Status “HOPP Expires”

-Change “DATE” in the grid for the HOPP Expires entry to the HOPP expiration date, <Tab>

-Select any additional Status’ as relevant

-At this point, all required information for a HOPP has been entered. You may elect to save at this point with < F7-Done> if there is no more relevant information at this time. This entry can now be accessed as needed at a later time.

-If you have a charge that needs to be invoiced for the HOPP, select the DUE:$ (Invoicing) button (see INVOICING FUNCTION).

-If you want to print an invoice for the HOPP, select the PRINT-F9 button, and select INVOICE

-If you want to print the HOPP contract, select the PRINT-F9 button, and select LETTER. Then, select your customized HOPP letter.

-If you have private notes specific to this HOPP, select the ENTRY NOTES button.

Termite - HOW TO generate annual control service work sheets for HOPPs

-Select Reports – Entry Listing

-Select a sort sequence

-Recall Filter “HOPPS to SERVICE”

-Change the date in the grid for the LTEQ HOPP Expires Date, <tab>

This will produce a report of HOPPS that expire prior to the date you specify.

Now, for each entry on the list:

-Select the property.

-Select the most current HOPP entry for the property (or use SEARCH-F3 by Transaction#).

-Select the SCHEDULE button (see SCHEDULE FUNCTION documentation), select the inspector, select the PRINT INSP WK SHT – F8. This will generate the Yearly Control Service work sheet. This will populate the Inspection Date of this entry with the scheduled date, and create a History entry.

Termite - HOW TO enter INSPECTION RESULTS on a HOPP with findings requiring treatment OR on a HOPP with no findings for past 3 years

**The law requires an inspection report at least every 3 years whether or not there are findings.

-Select the property.

-<TAB> to indicate you are making a new entry.

-Enter new Ordered By, or select existing Ordered By (typically Owner).

-Enter new Bill To, or select existing Bill To (typically Owner).

-Select Type of Service for the inspection (i.e. Complete or Limited).

-Select any additional Status’ as relevant

-If you have private notes specific to this inspection, select the ENTRY NOTES button.

-Select the FINDINGS button (refer to FINDINGS FUNCTION documentation)

***At minimum enter the F&R area “0”, Finding “NO” (No change) or “OK” (Okay).

Termite - HOW TO enter completion of a HOPP inspection with findings requiring treatment

-Select the property and select the relevant inspection entry for the property (or use SEARCH-F3 by Transaction#)

-Select the CHEMICAL button. Select chemicals used, and enter quantity and how applied.

-Select the FINDINGS button, and at minimum enter the F&R area “0”, Finding “NO” (No change) or “OK” (Okay).

Termite - HOW TO generate HOPP renewal reminders

-Select Reports – Entry Listing

-Select a sort sequence

-Recall Filter “HOPP Renewal Reminder”

-Change the dates in the grid for the RANGE of Inspection Dates, <tab>

This will produce a report of HOPPS that had a Yearly Control Service in the range specified.

-After validating the entries, you may want to Select Report – Letters, and create a batch of your customized renewal letters based on the filter criteria you specify.

Termite - HOW TO enter an order for soil treatment

-Enter new property or select existing property

-If property has pre-existing entries, <TAB> to indicate you are making a new entry

-Enter new Ordered By, or select existing Ordered By. Enter Contact if different than default

-Enter new Bill To, or select existing Bill To. Enter Contact if different than default

-Select “Soil Treatment” for Type of Service

-Select SCHEDULE button (see SCHEDULE FUNCTION documentation) to schedule the treatment, or print a Field Crew Worksheet

Termite - HOW TO complete a soil treatment order and generate a soil treatment report

-Select the serviced property

-Select the CHEMICAL button. Select chemicals used, and enter quantity and how applied.

-Select the FINDINGS button, and at minimum select the inspector, and either enter an area/finding/recommendation for Soil Treatment, or an “O” type clause regarding Soil Treatment. Print the inspection report.

-Select the COMPLETION button (refer to COMPLETION FUNCTION documentation), set the Recommendation to COMPLETED. Print the Completion Report. Then select the SOIL TREATMENT button to enter SOIL TREATMENT specific information and to print the Soil Treatment HUD report.

Termite - HOW TO Supplemental reports recommendation

Typical scenario:

-Issue initial inspection report in PestiPro (Complete-Original or Limited)

-Subsequent findings occur during field crew service visit or subsequent inspector visit

-Create a NEW entry in PestiPro with same Ordered By and Bill To, with Type of Service = Supplemental

-Assuming the presence of the file REPOP.TXT in a PestiPro folder, the prior inspection reports findings & recommendations, clauses, inspection areas text, inspectors remarks, loan and escrow data, tags, diagram, and stamp# will populate this entry.

-Enter additional findings and recommendations in this new (Supplemental) entry.

-Issue the supplemental inspection report. The Supplemental Inspection Report should include the findings and recommendations from the initial report.

-Some or all recommended work is done.

-Set items to complete, and issue the Completion Report via the Supplemental entry for the property (Yes to “…Complete for WDO?”).

RE: WDO

-BOTH the initial report and the Supplemental report will, and should be, reported on the WDO.

RE: Inspector Commission

-IF there was an inspection fee on the initial report that you need to pay commission on, bring up the entry for the INITIAL report, and select the Entry Activity “Incomplete”. Entries with an “Incomplete” status that are paid will be selected in the Pay Commissions utility.

RE: Completion

-It is recommended that you do not mark any items Completed on the initial report entry. If you do this, you will end up with 2 invoices (one for the items marked complete on the initial report that have a cost, and one for the items on the supplemental report that have a cost), because line item charges are generated when items are marked complete and there is a cost indicated. In addition, the “Cost of work completed” box on the Completion report will not reflect the charges from the initial report.

PEST ACCOUNT MANAGEMENT

PEST - HOW TO Enter an order for an initlal pest visit (create pest account)

-Enter new property or select existing property

-If property has pre-existing entries, <TAB> to indicate you are making a new entry

-Enter new Ordered By, or select existing Ordered By. Enter Contact if different than default

-Enter new Bill To, or select existing Bill To. Enter Contact if different than default

-Select Type of Service as Pest Control

-Select any additional Status’ as relevant

-At this point, all required information for an initial pest visit has been entered. You may elect to save at this point with < F7-Done> if there is no more relevant information at this time. This entry can now be accessed as needed at a later time.

-If you have private notes specific to this visit, select the ENTRY NOTES button.

-If you want to print a facesheet of this entry, or perhaps an order confirmation letter, select the Print-F9 button.

-If you want to schedule the pest visit at this time, and/or print the Pest Control Work Sheet and/or post an inspection fee and/or print the Pest Report and Work Contract (pre-inspection), select the SCHEDULE button (refer to SCHEDULE FUNCTION documentation).

PEST - HOW TO generate the initial pest report and work contract (post-visit), set up a recurring monthly charge, and/or specify auto-scheduler information for route scheduling

-Select the property’s pest control entry.

-Select the FINDINGS button (refer to FINDINGS FUNCTION documentation)

PEST - HOW TO schedule on-request service, and/or generate the technician’s pest service work sheet

-Select the property’s pest control entry.

-Select the SCHEDULE button (refer to SCHEDULE FUNCTION documentation)

PEST - HOW TO automatically schedule routes on a monthly basis

-Select the Utilities – Auto-Schedule Pest Service

-Refer to UTILITIES – Auto-Schedule Pest Service documentation

PEST - HOW TO print a route/initial pest visit/on-request schedule, and print the related technician’s pest service work sheets

-Select the Reports – Print Schedules/Work Sheets

-Refer to FOR STAFF – Print Schedules/Work Sheets documentation in the User Guide

HOW TO use MS-Paint for diagrams (a primer)

PestiPro will open MS-Paint with the diagram for the current entry if it exists, or else with the template that you select. The image attributes are set to black and white in the templates provided to you by PestiPro. If you want to set up your own MS-Paint templates for use with PestiPro, you can do so by opening paint, creating your template, and saving it in the \PESTY\DRAWTEMP folder. (It is recommended that you set the attributes of the file you are creating to Black & White vs. Color to conserve on disk space usage). It will then be made available by PestiPro as a template selection when you are creating a diagram from the Inspection Function.

Once MS-Paint opens the diagram, here is how to accomplish a few of the functions you need to produce a diagram:

Shapes:

-Left-click on the rectangle in the lower left portion of the toolbar that is on the left side of the screen.

-The mouse pointer will appear as a plus sign with a circle in the middle. Position the “circle” part of the plus sign on the image at a point where a corner of the structure is, then hold the left mouse key down and drag the mouse to form a rectangle or square as desired. Once you release the mouse key, the shape is drawn and cannot be altered. If you wish to redo the shape, left click on Edit at the top of the screen, then left click on Undo.

-Continue to create rectangles and squares as needed to replicate the structure.

Lines:

-Left-click on the line in the mid-portion of the toolbar (\).

- The mouse pointer will appear as a plus sign with a circle in the middle. Position the “circle” part of the plus sign where you want the line to begin. Hold the left mouse key down and drag the mouse to where the line should end. Once you release the mouse key, the line is drawn and cannot be altered. If you wish to redo the line, left click on Edit at the top of the screen, then left click on Undo.

- Continue to position, press, drag, and release to draw lines as needed.

Text:

-Left-click on the “A” on the toolbar.

-At the bottom of the toolbar, Left-click the very bottom control showing shapes with a transparent text box surrounding a green cube. The background of the control should turn blue. This will make you textbox transparent so the diagram underneath can be seen.

- The mouse pointer will appear as a plus sign with a circle in the middle. Position the “circle” part of the plus sign where you want the top left of the text to begin.

- Type the text you want, then left-click outside the textbox to “save” your text entry. If you wish to redo the text entry, left click on Edit at the top of the screen, then left click on Undo.

-Continue to left-click, enter text, and left-click outside the textbox as needed.

Save:

-Once you have finished your diagram, left-click on File at the top of the screen, then left-click on Save.

Close:

-To close MS-Paint, left-click on File, then left-click on Exit OR left-click on the “X” at the top right of the MS-Paint window.

Erasing:

MS-Paint creates a flat file, so once the diagram is saved, you cannot “Edit-Undo” actions performed prior to the save. However, you can erase any portion of of the diagram by one of these 2 methods:

1) Left-click on one of the dashed shapes at the top of the toolbar. Position on a starting corner for the deletion. Hold the left mouse key down, and drag the shape to surround the portion of the diagram to delete. Now, Right-click on the shape you have drawn, and left-click on Cut.

2) Left-click the Eraser in the left top portion of the toolbar. Left-click on a size for the eraser on the control that appears at the bottom of the toolbar. Position the “eraser” on the diagram where you want to erase. Hold the left mouse key down and drag the mouse to erase as desired.

PestiPro gives you the ability to Email Inspection and Completion reports

Requirements:

Windows XP

To confirm:

Left-click START, Right-click My Computer, left click Properties

General tab should say Microsoft Windows XP

MS Shared Fax Driver

To confirm:

Control Panel – Printers and Faxes – there should be a FAX printer

Right-click FAX, left click Properties – General Model should say Microsoft Shared Fax Driver

Windows Picture and Fax Viewer

To confirm:

My Computer – Tools – Folder Options – File Types tab –

Extension TIF (TIF Image) opens with Windows Picture and Fax Viewer

Outgoing SMTP Mail Server OR Microsoft Outlook

Enter your outgoing SMTP mail server in PestiPro – Utilities – Facility Variables – Mail Server (i.e. mail.yourisp.net)

If your ISP requires email authentication, you will need to have Microsoft Outlook (NOT Outlook Express).