PestPac Software Customer Portal

Customer Portal Website Training The Customer Portal provides your customers with access to their account information as well as an additional way for them to contact you. From this presentation you will learn about the following: Setting up Customer Portal in PestPac Customer access Logging In Account Information Diagrams Billing Service Reports & Trends Settings Contact Us

Customer Portal Setup The Customer Portal Setup can be accessed through the Company drop down Menu. On the Customer Portal Setup Screen you will see six sections that can be edited General, Call Log, Customization, , Password Rules, and Payment. Clicking the Show All button will allow you to see all the Areas at once.

In the General section you can Designate the Site Address used by the customer to access the Customer Portal Enter a Disclaimer to be displayed (the disclaimer pulls from the Letters Lookup Table) Select the Default Template for the customer’s Access Rights (you can create access templates in the Customer Portal Access Templates Lookup Table) Use the check box to determine whether or not to allow users to create their own accounts

In the Call Log section you can Enter Default Source and Note Codes for Calls that are entered from the Customer Portal (Please note Source and Note Codes pull from the Lookup Tables) Select Default recipients for each of the three types of Calls sent from the Customer Portal. You can choose any employee from the Employees Lookup Table. Enter the Message to be displayed when the user sends a Call via the Contact Us menu. A different message can be used for each of the three types of Contact

For the Header you can either select Standard or Custom. If Standard is selected you will be given the option of Browsing and Uploading an Image for your Left Logo & Right Logo. If Custom is selected you can enter in the Header information using HTML code

The Color Scheme options give you five basic schemes which you can select. In each scheme you can make changes to the different Text and Boarder colors. If you save the changes using the Save button at the top of the screen you will later be able to access your Scheme by selecting the Default Scheme and clicking the Saved Colors button. The Default Design Colors will always be the original Defaults for each Color Scheme. Live Preview will show you how your changes will effect the look of the Customer Portal screen.

From allows you to enter the address you would like any s sent from the Customer Portal to have as a from address. If you check ‘Send to customer when access is activated’ the customer will be sent an with their login information notifying them that they now have access to the Customer Portal. This will be triggered by the addition of a new Location and Bill-To or by checking the Enable Access field on a customer’s Bill-To. The Subject and Body boxes below that allow you to determine what the subject of the will be and what it will say. The Deficiencies Report Subject and Body fields allows you to determine the subject and message that will be contained in the sent with the Deficiencies Report.

The Inspection Report (With Prices) Subject and Body fields allows you to determine the subject and message that will be contained in the sent with the Inspection Report (With Prices). The Inspection Report (With out Prices) Subject and Body fields allows you to determine the subject and message that will be contained in the sent with the Inspection Report (Without Prices) Report. The Pest Findings Subject and Body fields allows you to determine the subject and message that will be contained in the sent with the Pest Findings Report.

From the Password Rules section you can Use the checkbox to make the passwords case sensitive Checking in the box to Enable Password Rules will show the rules that you can set Minimum and maximum length of the passwords Number of Uppercase characters that must be used Number of Lowercase characters that must be used Number of digits that must be used Number of symbols that must be used

From the Payment Section you can Enter the message to be displayed to the customer when they successfully process a payment Enter the message to be displayed to the customer when they attempt to make a payment on an account that is in Collection status Use the check box to determine whether or not a customer will be allowed to pay an amount other than the full balance of an Invoice

Lookup Tables The Lookup Tables are accessed through the Company drop down menu. Both the Note Codes and the Customer Portal Access Templates Lookup Tables affect the Customer Portal.

Lookup Tables (Note Codes) On the Note Codes Lookup Table click on an existing Note Code or click the ‘Add a Note Code’ button to access the Maintain Note Codes screen. Note Code- The Code entered here will be used on Calls and Notes to differentiate them Description- This is a detailed description of the Note Code Show on Customer Portal- Checking this box will cause any Note with this Code that are added to a Call to be visible in the Service Request screen in Customer Portal

Lookup Tables (Services) In the Services Lookup Table, check the ‘Include on Portal’ checkbox if you wish the invoices and inspection reports for that service to show within the Portal.

Lookup Tables (Customer Portal Access Templates) On the Customer Portal Access Template Lookup Table click on an existing Template or click the ‘Add Access Template’ button to access the Maintain Customer Portal Access Templates screen. The Customer Portal Access Template will dictate what customers can and can not do in the Customer Portal. Access Template- Enter the name of the Access Template Access Rights- Put a check next to each of the Access Rights you want to include on this Template Select All- Click to check all fields to be included Select None- Click to uncheck all fields

Accessing the Edit Corporation Screen Using Corporations in Pest Pac allows you to link multiple Locations together even if they have separate Bill-Tos The Edit Corporation can be accessed two ways. The first is from a Location belonging to that Corporation by clicking on the corporation at the bottom of the screen. (seen above) The second way to access the Edit Corporation screen is by using the Customer drop down menu and clicking on Select Corporation. (seen to the right) From there you can search for the Corporation you would like to edit using the Corporation Search screen. (seen below)

Edit Corporation Screen In this screen you can Enable access or select the option to Allow the user to create their own account. You can also choose the Access Template for the corporation and their password. When you first check Enable access, if you have the ‘Send to customer when access is activated’ option checked in the Customer Portal Setup, you will be given a pop-up box asking if you would like to send the customer an regarding access.

Bill-To Screen Located at the bottom of the Bill-To screen you will find the Customer Portal options In this screen you can Enable access or select the option to Allow the user to create their own account. You can also choose the Access Template for the corporation and their password. When you first check Enable access, if you have the ‘Send to customer when access is activated’ option checked in the Customer Portal Setup, you will be given a pop-up box asking if you would like to send the customer an regarding access.

Login Screen When going to the Customer Portal the customer will be presented with the Login screen. From here the customer has three options. They can Login by entering their and Password If they do not have access they can Request Access (providing that the Portal is setup to allow the customers to create their own account). They can request that an be sent to them containing their password by clicking on the Forgot Password link *Note if the user has multiple Bill-To accounts in PestPac with Customer Portal access enabled they will be given a choice after Logging in of which account they would like to view

Customer Portal Website Tutorial The website is broken down into six sections: Account Information Diagrams Billing Service Reports & Trends Settings Contact Us Each Section has a drop down menu accessed by hovering over the name of the section. On each screen there will be a link located at the top below the menu bar that will allow the user to navigate to the main screen of that section.

Account Information Menu Under the Account Information menu you will find the following options Account Summary My Documents Recent Services Service Contracts Service Requests Upcoming Services

Summary Left Side Shows a complete summary of the five most Recent Services, Upcoming Services, and most recent Documents. Clicking the View All Link above an of these will show you all records in that category. Clicking the Report link to the left of the service will display the Inspection Report for that service Clicking the Reschedule will bring the customer to the Contact Us >> Reschedule a Service screen where they can send a Call in PestPac requesting a different time or date for their service to be done Clicking the View link to the left of the Document will display that Document.

Summary Right Side Shows a complete summary of the five most recent Account Statements, Payments, and Service Contracts. Clicking the View All Link above an of these will show you all records in that category. Clicking the Make Payment link to the left of the statement will allow the customer to make a payment on that statement.

Deficiencies Shows the Open Deficiencies & Recommendations on the Locations attached to the Bill-To. link will send the Deficiency report to the customer’s address. Add Comment link will allow the customer to add a comment onto a Deficiency to be viewable in PestPac View Comments link will show the customer what Comments have been made by them and by their technician Clicking on a column header will sort by that column. The customer can also drag the header into the box directly above to group by.

My Documents The My Documents screen is separated into 3 tabs. The first tab is labeled My Documents and will include a list of current documents including site diagrams that are located in the Documents screen on the customer’s Location. You can choose which documents you want the customer’s to have access to by using the Include on Web Site feature. The View Document link will display the document. Clicking on a column header will sort by that column. The customer can also drag the header into the box directly above to group by.

My Documents Material Safety Data Sheets & Labels Here the customer can view the Material Safety Data Sheets and Labels used during their services. The MDS sheets and Labels can be uploaded to the Materials Lookup Table in PestPac. The View link will display the document. The Material Application Report link will display the report for the corresponding chemical. Clicking on a column header will sort by that column. The customer can also drag the header into the box directly above to group by.

My Documents Resources On the Resources tab the customer will see the Management links entered in PestPac with the Access set to Public or Customer. The View Document link will display the document. The View Website link will open the website in a new window. Clicking on a column header will sort by that column. The customer can also drag the header into the box directly above to group by.

Recent Services Allows you to search for services by date and view service information. You can view by the last 30 Days, 90 Days, 6 Months, 1 Year or a custom Date Range The View Report link will display the Inspection Report for that Service Clicking on a column header will sort by that column. The customer can also drag the header into the box directly above to group by.

Service Contracts Shows all the Service Contracts attached to the Bill-To. Clicking on a column header will sort by that column. The customer can also drag the header into the box directly above to group by.

Service Requests Shows Calls that were created by the customer using the Contact Us menu. Notes from Location Calls with the ‘Include on Portal’ option checked will also show. You can choose to see either Open or Closed Calls by selecting the corresponding tab. Entering a Start Date and/or End Date will allow you to display only the Calls matching the criteria after clicking on the Refresh button. The Add Comment link will allow the user to add an additional comment to the Call. The View Comments link will show all Notes on a Call that have a Note Code that has ‘Include On Portal’ turned on. Clicking on a column header will sort by that column.

Upcoming Services Allows you to search for upcoming services by date and view location information. You can view by the last 30 Days, 90 Days, 6 Months, 1 Year or a custom Date Range The Reschedule link will direct the customer to the Contact Us - Update Account Info screen where the customer can send a Call in PestPac to request their service be rescheduled Clicking on a column header will sort by that column. The customer can also drag the header into the box directly above to group by.

Diagrams Menu Under the Diagrams menu you will find the following options View Diagram List – Will show a list of all the Diagrams On the Diagram screen the customer can then click on a diagram to view it Each Diagram will be listed below View Diagram List and may be selected

Diagrams The customer can choose to Color by Evidence of Activity or by Pest Findings The Devices will be displayed on the graph The key at the bottom of the Diagram will show how many of each Device Type are present and the total number of Devices

Billing Menu Under the Billing menu you will find the following options Pay Online Update Credit Cards View Statement Recent Payments

Pay Online From this screen the Customer Pay an Invoice or Pay a Different Amount (if the option is turned on in the Portal Setup). Note- You must be using Element and PASS for this function. An Invoice that has an open balance will be displayed with a check box to the left As the customer selects Invoices to be paid they will be in the Invoice #’s box to the far left of the screen The customer can select a credit card or in the Payment Summary box Next to the Payment Summary box is a link for updating credit card information which will direct the customer to the Update Credit Cards screen Clicking on a column header will sort by that column.

Update Credit Cards From this screen the customer can Edit or Delete existing cards as well as Add a new card. Note- Element and PASS are needed to use this feature Clicking the Edit link next to an existing credit card will allow the customer to edit the card information Clicking the Delete link next to an existing credit card will allow the customer to delete the credit card Under Add New Credit Card the customer can click on the Add Card link next to the account. Clicking on any of the column headers will sort by that column.

View Statement On this screen the customer will see three different types on links. Printer Friendly Statement- Shows a printer friendly version of the current statement that can be printer by the customer View Invoice- Opens a new window where the customer can view/print the Invoice Make Payment- This link will re-direct the user to the Make a Payment screen Clicking on a column header will sort by that column. The customer can also drag the header into the box directly above to group by.

Recent Payments Allows you to search for Payments by date and view the Paid Invoice. You can view by the last 30 Days, 90 Days, 6 Months, 1 Year or a custom Date Range The View Paid Invoice link will display the Invoice for that payment Clicking on a column header will sort by that column. The customer can also drag the header into the box directly above to group by.

Service Reports & Trends Menu Under the Service Reports & Trends menu you will find the following options Inspection Report Service History Report Material Application Report Pest Findings Report Device Inspection Report Deficiency Report Favorite Reports

Inspection Report Report Options- The customer can use the options in this box to narrow down the results by Date Range. They can also choose to show the prices on the report and select whether they want to see it in Summary or Detail format. Save Report- In this field the customer can type a name for the report and click on the Save Report button to save this report to their Favorites. Locations- The customer can select which Locations they want to include. Explore- Clicking on this link will show the Areas and Devices on the Location Diagram- Clicking this link will open the Diagram. Clicking on a column header will sort by that column. The Inspection Report is a detailed service report which includes price, materials applied, areas inspected and pest findings.

Service History Report Report Options- The customer can use the options in this box to narrow down the results by Date Range. They can also select whether they want to see it in Summary or Detail format. Save Report- In this field the customer can type a name for the report and click on the Save Report button to save this report to their Favorites. Locations- The customer can select which Locations they want to include. Explore- Clicking on this link will show the Areas and Devices on the Location Diagram- Clicking this link will open the Diagram. Clicking on a column header will sort by that column. The Service History Report allows the customer to display the service history of one or more locations within a specified date range.

Material Application Report Report Options- The customer can use the options in this box to narrow down the results by Date Range and Materials to be included. They can also select which columns they want to include on the report and what format to view the report in Report, Graph, Raw Data, or they can View MSDS sheets & Labels. Save Report- In this field the customer can type a name for the report and click on the Save Report button to save this report to their Favorites. Locations- The customer can select which Locations they want to include. Explore- Clicking on this link will show the Areas and Devices on the Location Clicking on a column header will sort by that column The Material Application Report allows the customer to display the material application information within a specified date range.

Pest Findings Report Report Options- The customer can use the options in this box to narrow down the results by Date Range and Target Pests included. The customer can also choose to Include Findings of Evidence with No Pest Captured on Report, Include Data Labels on Graph, and/or Chart/Graph by Pest Group. The format choices given are Run Report, Run Summary, Graph-By Device Type, Graph-By Pest, Chart-By Types, & Export to Raw Data. Save Report- In this field the customer can type a name for the report and click on the Save Report button to save this report to their Favorites. Locations- The customer can select which Locations they want to include. Explore- Clicking on this link will show the Areas and Devices on the Location Diagram- Clicking this link will open the Diagram. Clicking on a column header will sort by that column. The Pest Findings Report allows the customer to display the pest findings within a specified date range.

Device Inspection Report Report Options- The customer can use the options in this box to narrow down the results by Date Range and Device Types included. The customer is given a choice of what sections they would like to be displayed Comments, Materials, Pest Findings, and Question Responses. They can also choose to only show Devices with activity and whether to sort by Date or Device Name. The format choices given are Run Report or Export to Raw Data. Save Report- In this field the customer can type a name for the report and click on the Save Report button to save this report to their Favorites. Locations- The customer can select which Locations they want to include. Explore- Clicking on this link will show the Areas and Devices on the Location Diagram- Clicking this link will open the Diagram. Clicking on a column header will sort by that column The Device Inspection Report allows the customer to display the results from inspecting the Devices within a specified date range.

Deficiency Report Report Options- The customer can use the options in this box to narrow down the results by Date, Status, Severity Level, Responsible Party, & Area Types. The customer can also choose to show Comments. The format choices given are Run Report, Chart-By Location, Chart-By Month & Export to Raw Data. Save Report- In this field the customer can type a name for the report and click on the Save Report button to save this report to their Favorites. Locations- The customer can select which Locations they want to include. Explore- Clicking on this link will show the Areas and Devices on the Location Diagram- Clicking this link will open the Diagram. Clicking on a column header will sort by that column. The Deficiency Report allows the customer to display the Deficiencies within a specified date range.

Favorite Reports From the Favorite Reports screen the customer will see all the reports they have saved. Clicking on the column header will sort by that column. The customer can then… Run the Report Export the Report Delete the Report

Settings Menu Under the Settings menu the customer will find the following options Alerts Manage Users Edit Profile

Alerts Alerts (All Locations)- The customer can use the check boxes to indicate under which circumstances they would like the Customer Portal to send them messages. Change Scope of Alert Settings- Allows the customer to setup different rules for different Locations. Clicking on a column header will sort by that column.

Manage Users On the Maintain User screen the customer can Add Sub-users who have access equal to or less than your own Edit Sub-users Delete Sub-users Clicking on a column header will sort by that column.

Manage Users >> User Information By clicking on the Edit button on the Maintain Users screen the customer will access the User Information screen. User Information- The customer can edit the Sub-user’s information as well as their Access Rights and what Locations they have access to. Clicking on a column header will sort by that column.

Edit Profile In the Edit Profile screen the customer can edit their Password and then save it by clicking the Save button. The password will be changed here and on their Bill-To or Corporation in PestPac.

Contact Us Menu Under the Settings menu the customer may select to contact the company in one of three ways. All three will cause a Call to appear in PestPac assigned to whoever is set as the Default recipient in the Customer Portal Setup for that type of contact. Request Service Ask Question Update Account Info

Request a Service Location- The customer can select which Location needs service by choosing from the drop down Area- The customer can select in which Area they are seeing Pests by clicking on the Select Area link (The Areas are pulled from the Areas & Devices on the Location) Pest Sighted- The customer can select what Pest the have seen by choosing from the drop down Name- Will default to the customer’s name as entered in the Customer Portal Phone- The customer will need to type it in - Will default to the address used for logging in Contact Me- The customer’s choice here will let the office know which way is best to reach them Time- The customer can select what time of day they would like to be contacted. Note- What the customer enters here will be displayed in the body of the Call in PestPac

Ask a Question The text entered in the Message box will display in the body of the Call in PestPac

Update Account Info The text entered in the Message box will display in the body of the Call in PestPac

This concludes the Advanced Accounting Tutorial. If you have additional questions, please contact our office at or through our support form at Customer Portal