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A Typical Day with PestaRoo
Letʼs take a walk through a day at a typical company with three technicians but only one person in the office. We will review those things that mark a normal day and how they all fit into the flow. Weʼll look at a handful of tasks that PestaRoo will help you
manage.
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Alerts
How do you NOT forget to followup on something you promised for a customer? Use PestaRooʼs Alerts! They allow you to create reminders for any date in the future for any customer! And when they come due, it shows up as a red labeled button on Home Page! Never forget a customer promise again!
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Custom Treatment Areas
Treatment Areas appear as checkboxes on your printed Work Orders. These may be customized for each Work Order and
even at the PreScheds that create Work Orders. This can be a nice time saver for your technician while improving upon your companyʼs disclosures.
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Customers and Locations
Learning to work with Customers and Locations mean recognizing the difference between these two things . . . A Customer is
who pays us, while a Location is where we do our work. Many accounting systems do not recognize this difference that is so
key to our industry.
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Adding Images and Documents
You can add any of these 4 graphic objects to “Images” in Agreements, Customers, Inspections, and Locations. In many cases a picture is worth a 1000 words! Store contracts, letters, inspection photos, and more. Wow!
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Check List for Getting Started
Here are a few things that you need to do or track down before you start using PestaRoo. Most of these drive value lists and so
ease the use of PestaRoo. Tend to these items and youʼll be up to speed in no time!
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15 Quick Concepts
These fifteen concepts will make it easy to start using PestaRoo and improve your business! Most of us hate reading directions, but these 15 items will give you a sizable boost. Youʼll be a power user in no time!
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Agreements and Renewals
One of the very valuable functions of PestaRoo is it’s ability to handle Renewals for Agreements. Up to three reminder letters may be automatically printed with the text of your choice and the interval. You may have different letter text and intervals for different Types of Agreements. Semi-Automatic and Fully Automatic methods are supported.
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