Have you discovered ‘Customer History’? PestaRoo maintains a dynamic, indexed view of all of your Customers, and it is powerful! From ‘Customer Info’, click on ‘History’ in the lower part of the screen. On the ‘Customer History’ layout, you can see the date of their first service, their last service, how many times you have …
Do you have more than 10 Sales Tax Jurisdictions to report? Instead of manually typing the data one-by-one to your state’s Sales Tax website, you may be able to upload your entire list in one step. To build this list, click on PestaRoo’s ‘Export Sales Tax by Jurisdiction (csv)’ report. And then export that file! …
The world is moving toward more and more mobility. PestaRoo provides, at no cost, access to core management details from your iPhone. You can see 1) sales by tech or service type for the last thirty days 2) daily, monthly, and annual stats 3) Last three deposits, 4) Un-deposited payments 5) Customer contacts and addresses, views your …
On the “More…” layer of Home Page is a wonderful function. It is search “All Notes”. This is a global search function for all notes in all areas from one place. If you have left your self a note about, for example, “Broken glass in the crawl space”, but you can’t remember where you wrote …
Want to find all email addresses? Enter Find mode (Command- F or Control-F) and type these three characters in the contact number field: “@” Then, press ‘Enter’ and you’ll have all customers with an email address! Of course you can combine this with any other criteria. For example, all customers in Santa Fe with an …
PestaRoo is very carefully designed to save you 10 seconds in dozens, or even hundreds of places. Here is why… Anything you do a couple dozen times a day, (entering a phone number, or entering products on a Invoice, selecting pests to control, or finding a customer) can amount to a major savings at year …
Value lists are used throughout PestaRoo to allow you to customize the product to fit your needs. These are normally edited from Home Page >> Value Lists. But in many cases, PestaRoo gives you the ability to edit a value list from where you are using it. These “In Situ” value lists are represented by an “[Edit]” …
A powerful advantage of PestaRoo, is that it supports unlimited contact numbers for a customer. (Or, Staff, Agency, Supplier, etc). The first five always display on Customer Choose Name. But if you have 6 or more, the full set is displayed by clicking on the ‘More” button that lights up when you have more than five. …
In addition to phone numbers, you can enter email addresses, and web sites in a customer’s contact numbers. And, both of these perform as hyperlinks when clicked. For example, clicking on an email address will open your default email program and create a new email. Clicking on a Website URL will open your browser to …
Most people use the the value list of Contact Types when entering phone numbers and emails. However, PestaRoo allows you to enter custom values anytime you wish. For example, “Marcia’s cell” or “Bill Email”. Entered these custom value can be more useful in many cases. These custom values do not effect the values in you value …
