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1 PestPac Mobile App Initial Setup The PestPac Mobile App is an iOS and Android based application that allows technicians to service accounts without the use of paper tickets. Some features include timing in and out of appointments, viewing location information and syncing data in real-time. Additional modules are available and require special licensing: IPM Module (Integrated Pest Management for areas, devices and conditions) Termite Inspection Module (can be used for WDI/WDO forms and/or Sentricon if you are an authorized operator) After following the initial setup instructions proceed to the training documentation on usage based on the features you are using. See the training link for additional setup and usage training documentation on PestPac Mobile App Advances Setup, PestPac Mobile App Training for Basic Usage or PestPac Mobile App Training for Advanced Usage depending on your needs. You can also access the documentation at: http://www.pestpac.com/training-documents Contents What devices and hardware are approved for use with the PestPac Mobile App? ............................... 2 What do I need to set up in PestPac to use the PestPac Mobile App? ................................................. 3 What are the access template options for the PestPac Mobile App and how do I set them up for my techs? ................................................................................................................................................. 11 What Printer Setup options are respected in the PestPac Mobile App? ............................................. 13 How do I install the PestPac Mobile App? .......................................................................................... 14 How do I log in to the PestPac Mobile App? ....................................................................................... 15 How do I use the PestPac Mobile App? .............................................................................................. 16

PestPac Mobile App Initial Setupsupport.pestpac.com/documents/PestPac-Mobile-App-Initial-Setup.pdf1 PestPac Mobile App Initial Setup The PestPac Mobile App is an iOS and Android based

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1

PestPac Mobile App Initial Setup

The PestPac Mobile App is an iOS and Android based application that allows technicians to service

accounts without the use of paper tickets. Some features include timing in and out of appointments,

viewing location information and syncing data in real-time. Additional modules are available and

require special licensing:

IPM Module (Integrated Pest Management for areas, devices and conditions)

Termite Inspection Module (can be used for WDI/WDO forms and/or Sentricon if you are an

authorized operator)

After following the initial setup instructions proceed to the training documentation on usage based on

the features you are using. See the training link for additional setup and usage training documentation

on PestPac Mobile App Advances Setup, PestPac Mobile App Training for Basic Usage or PestPac

Mobile App Training for Advanced Usage depending on your needs. You can also access the

documentation at: http://www.pestpac.com/training-documents

Contents

What devices and hardware are approved for use with the PestPac Mobile App? ............................... 2

What do I need to set up in PestPac to use the PestPac Mobile App? ................................................. 3

What are the access template options for the PestPac Mobile App and how do I set them up for my

techs? ................................................................................................................................................. 11

What Printer Setup options are respected in the PestPac Mobile App? ............................................. 13

How do I install the PestPac Mobile App? .......................................................................................... 14

How do I log in to the PestPac Mobile App? ....................................................................................... 15

How do I use the PestPac Mobile App? .............................................................................................. 16

2

What devices and hardware are approved for use with the PestPac Mobile App?

Mobile devices:

Currently iOS 8.0 and above and Android version 4.0.3 and above are approved.

iOS Devices:

iPhone Series - 4s, 5, 5c, 5s and higher

iPad/iPad Mini (3rd generation and higher) Android Devices:

Samsung Galaxy S4, Galaxy S5,

Google Nexus Tablets

Samsung Galaxy Tablet Series (excluding the Pro version)

Samsung Galaxy Note Series

Droid Razor HD

Motorola Moto X

Barcode scanning devices:

Socket 8Ci Bluetooth scanner works with iOS and Android

Motorola TC55 built-in scanner

Cordcorp 4405 works with iPhone 5 and 5s

Linear Pro 5 works with iPhone 5 and 5s

DOW Bluetooth compatible Android only devices for Sentrico:

Samsung Note 4

Samsung Galaxy 5

Samsung S3, 4, 5 and 6

Google Nexus Tablet 10”

Google Nexus 6

Moto X 2nd gen

HTC One M9

3

What do I need to set up in PestPac to use the PestPac Mobile App?

You must set up the following in PestPac before you can start using the PestPac Mobile app on your

device. Take care of these steps first.

Step 1: Turning on the module.

Go to Company and click on Company Setup.

Under Additional Modules click on PestPac Mobile App.

Check the box for Use PestPac Mobile App.

Here you will see how many licenses you have available. Configure the options you want to use for

credit card payment batches and signatures then click Save.

4

Step 2: Configuring Access Rights.

Go to Company and click on Lookup Tables.

Click on Access Templates.

5

Click on the access template you want to set up for your technicians if it already exists or click on Add

Access Template or Clone Access Template if you are creating a new one.

Click into the Access Template you are editing. The following access right options exist for use with

the PestPac Mobile App.

NOTE: If you are using the Administrator template ALL options will be enabled. A separate template

will need to be created to make adjustments.

6

Under PestPac Mobile App Options:

Change Order Services and Pricing: If enabled, techs can edit the service codes and pricing from

within the service order in the app.

Create New Customers and Orders: If enabled, techs can create new locations and service orders

from within the app.

Show Future Orders: If disabled, techs will only see orders dated for the past, today and tomorrow.

Show Prices and Balances: If enabled, techs will see prices and balances on the main service

order screen and the payment screen.

Under PestPac Mobile App Advanced Options:

Associate Orders: If enabled, techs will be able to combine 2 or more orders for the same location

as long as they are from different setups and the orders are all assigned to the tech.

Check for Scheduling Conflicts: If enabled, the app will check for conflicts and not allow the tech to

schedule an order is another order exists during that same time.

Edit Order Types: If enabled, techs will be able to change the order types of Service Order,

Estimate, Production and Call-Back.

Force Scan for Device Activity: If enabled, techs will be forced to scan a barcode in order to inspect

a device. If disabled, techs will be able to tap on a device in the app to inspect it without having to

scan the barcode.

Geocode a Location: If enabled, the app will check to see where the tech’s current coordinates are

of their physical location when they start an order and if it doesn’t match the latitude and longitude

currently on the account it will ask if they would like to update them.

Post Orders as Not Serviced: If enabled, techs will be able to post an order as NS (not serviced)

and if disabled, the option won’t even show in the app.

Re-open a Completed Order: If enabled, a tech will have the ability to re-open an order once it has

been completed and change the status to in progress. If disabled, an order can not be re-opened

once completed.

Reschedule an Existing Order: If enabled, a tech can reschedule orders from the app.

Send Notifications: If enabled, techs will be able to send Tech Initiated Notifications from within the

app. Separate setup is required to configure this feature. This info can be found in the training

document called Service Notifications.

7

Use Timesheets: If enabled, techs will be required to utilize the Timesheets module to start and end

their day in the app. Separate setup is required to configure this feature. Please refer to the training

document called Timesheets for additional info on setting up this feature.

NOTE: After you have set up your access templates make sure the correct one is assigned to your

tech. This can be found by going to the Company menu, click on Lookup Tables and click on

Employees. Go into the Employee Lookup Table for the tech you are checking and it will be under

Access and Branch Access Rights.

Step 3: Set up your employees as PestPac Mobile App techs.

Go to Company and click on Lookup Tables.

Click on Employees under Frequently-Used Lookup Tables.

Click into the employee if they already exist or click on Add an Employee if setting up a new one.

8

Enter a First Name, Last Name, Email, Adjust Hours if different than EST time zone, and a Password.

Note that each technician will need a separate and unique email address.

Scroll down to Employee Type and check the boxes for User, Technician/Salesperson and Marathon

Mobile User if not already selected.

After checking the box for PestPac Mobile App User additional options will appear below. If you have

also purchased the Termite Inspection or IPM modules scroll down and check the appropriate options

for this technician under PestPac Mobile App Features. If you have not purchased these modules but

would like to use them please contact sales. You cannot utilize WDI/WDO, Sentricon or IPM (areas,

devices and conditions) features from the PestPac Mobile App without the appropriate licensing.

9

While still in the employee lookup table, go to Branch Access Rights under Access.

Under Access, select the access template for this technician under Company Wide and/or Branch

depending on your company access rules. Check the Tech box next to any branches they will work

in. Select the default radio button next to their main branch.

10

Finish entering any other employee specific information and click Save when finished.

11

What are the access template options for the PestPac Mobile App and how do I set them up for my techs?

The following access right options exist for use with the PestPac Mobile App. These can be accessed

by going to the Company Menu and clicking on Lookup Tables, then Access Templates and then click

into the name of the template you are editing for the techs.

NOTE: If you are using the Administrator template ALL options will be enabled. A separate template

will need to be created to make adjustments to access.

Under PestPac Mobile App Options:

Change Order Services and Pricing: If enabled, techs can edit the service codes and pricing from

within the service order in the app.

Create New Customers and Orders: If enabled, techs can create new locations and service orders

from within the app.

Show Future Orders: If disabled, techs will only see orders dated for the past, today and tomorrow.

Show Prices and Balances: If enabled, techs will see prices and balances on the main service

order screen and the payment screen.

12

Under PestPac Mobile App Advanced Options:

Associate Orders: If enabled, techs will be able to combine 2 or more orders for the same location

as long as they are from different setups and the orders are all assigned to the tech.

Check for Scheduling Conflicts: If enabled, the app will check for conflicts and not allow the tech to

schedule an order is another order exists during that same time.

Edit Order Types: If enabled, techs will be able to change the order types of Service Order,

Estimate, Production and Call-Back.

Force Scan for Device Activity: If enabled, techs will be forced to scan a barcode in order to inspect

a device. If disabled, techs will be able to tap on a device in the app to inspect it without having to

scan the barcode.

Geocode a Location: If enabled, the app will check to see where the tech’s current coordinates are

of their physical location when they start an order and if it doesn’t match the latitude and longitude

currently on the account it will ask if they would like to update them.

Post Orders as Not Serviced: If enabled, techs will be able to post an order as NS (not serviced)

and if disabled, the option won’t even show in the app.

Re-open a Completed Order: If enabled, a tech will have the ability to re-open an order once it has

been completed and change the status to in progress. If disabled, an order can not be re-opened

once completed.

Reschedule an Existing Order: If enabled, a tech can reschedule orders from the app.

Send Notifications: If enabled, techs will be able to send Tech Initiated Notifications from within the

app. Separate setup is required to configure this feature. This info can be found in the training

document called Service Notifications.

Use Timesheets: If enabled, techs will be required to utilize the Timesheets module to start and end

their day in the app. Separate setup is required to configure this feature. This info can be found in the

training document called Timesheets.

NOTE: After you have set up your access templates make sure the correct one is assigned to your

tech. This can be found by going to the Company menu, click on Lookup Tables and click on

Employees. Go into the Employee Lookup Table for the tech you are checking and it will be under

Access and Branch Access Rights.

13

What Printer Setup options are respected in the PestPac Mobile App?

The settings in Printer setup are company-wide and the options for Inspection Report, Invoice and

Service Orders are respected. Inspection Report is what will be respected if you print the Inspection

Report from the app or use the options for automated emails for Inspection Reports.

To review these settings go to Company and click on Printer/Email Setup.

Under Defaults click on Inspection Report.

Configure any settings needed and click on Save. Keep in mind that any changes made here are

respected company wide. Also, the information listed under Automated E-Mails will also be respected

when manually emailing from the application.

Repeat the same steps for Invoice and Mobile Defaults > Service Order as needed.

14

How do I install the PestPac Mobile App?

From the App Store on an iOS or Android device search for PestPac. Look for Marathon Mobile or

PestPac Mobile App and download the application. When download is finished tap on OPEN. You

may also see this logo depending on the version:

Apple Android

15

How do I log in to the PestPac Mobile App?

After opening the application enter the email address and password as it was set up in the Employee

lookup table and click on Log In. After clicking on Log In it will download fresh data from PestPac.

Now proceed to the PestPac Mobile App Training for Basic Usage or PestPac Mobile App Training for

Advanced Usage documentation depending on the licensed version you have.

16

How do I use the PestPac Mobile App?

Refer to the usage documentation under the Training link in PestPac or by going to

http://www.pestpac.com/training-documents. PestPac Mobile App documentation has been broken

down into PestPac Mobile App Initial Setup (this document), PestPac Mobile App Training for Basic

Usage (for basic licensing) and PestPac Mobile App Training for Advanced Usage (for WDI/WDO and

IPM licensing for using areas, devices and conditions). Be sure to use the documentation that

pertains to the license you have purchased and set up for your technicians. Note that it may be

different for different techs.