PestaRoo and the Mac OS iCloud
Are you running PestaRoo on a Mac? If so, here is a critical tip for performance. This Tip ONLY applies to the computer that is your PestaRoo host. Any other connected users in the office need not be concerned….
Customer History Tip
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 …
Exporting Jurisdiction Data
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! …
Dashboard for iPhones
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 …
Search All Notes
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 …
Finding all Emails
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 …
The Value of 10 Seconds
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 …
In Situ Value Lists
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]” …
Unlimited Contacts
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. …
Emails and Websites in Contacts
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 …