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 …
One of the customizable value lists in PestaRoo is Contact Types. This list is available from Home Page Value Lists and normally includes things like Home Phone, Work Cell, Husband Cell, Family Landline, etc. But the values in this list are fully editable. Put in the values that you are most likely to use. Take out …
The Phone Mask in PestaRoo automatically reformats an entered phone number into this style: “(XXX) YYY- ZZZZ”. This is a great time saver. It also turns the entire number red if you enter insufficient digits. This captures errors immediately. What about phone numbers with extensions? These, too, are covered. An extension is shown with an “x”, …
Since PestaRoo supports an unlimited number of Contact Numbers and Locations, Both of these customer fields have a ‘preferred flag’. Records so marked move to the top of the contact number (or location) portal, and into the first position on the technicians route sheet. You may select several numbers as preferred.
Some PreSched records describe work that is seasonal only. So, PestaRoo supports PreSched exclusions. You can either flag specific months where you don’t want the the WO to be created, or you may select an excluded range. Exclusion options are located on the “More…” page of PreScheds. Be sure to look at the other settings …
PreScheds may be either Weekly or Monthly. Weeklies trigger each Thursday or Friday. Monthlies trigger on the first calendar day that you launch PestaRoo in a given month. So, even if the 1st and 2nd days of a month are holidays, when you come in to work on the 3rd, the Monthly PreScheds will then …
PestaRoo’s PreSched system causes WO’s to be created automatically on the schedule that you choose: any number of weeks, or months between triggers. PreScheds are also fully logged. This allows you to view the full list of recent triggers, showing every date that a given PreSched has triggered, and the WO ID of the created Work …
From the Weekly or the Daily Schedule Book, you can view a map for all the Work Orders for a technician for a single date. Viewing this map is great way to make your trips fuel efficient.
The full set of US and Australian zip (postal) codes is built into PestaRoo to save you time when putting in new customers. Type in the zip, and the City, State, and County flow in instantly. And, from value lists, you can edit the list for those cases where two or more cities share the same …
When trying to measure our progress toward our goals, it helps to looks at the same day a year or even two years ago. PestaRoo provides this YTD progress as a snapshot, and shows you your top ten services and their dollars. Not only that, but PestaRoo also shows the same data for both one year …
