To Be Completed ONLY After Estimate Is Signed By Client Or Electronic Signature Has Been Received.
Part 1: Applying the money to the Salesman.
1. Pull up account 2. Click on ESTIMATE on right side of account page near Add A Job. May need to click (1). 3. Click On ESTIMATE. 4. Make sure all jobs okayed by client are changed to WON. If this is an electronic signature, you may have to change these manually. 5. Click the boxes beside the WON jobs. 6. Click SCHEDULE as shown below. 7. Make sure all jobs are selected, then click SCHEDULE. 8. Click ADD A ONE TIME JOB. 9. Start Date should be date job was sold. Change Resource to whoever sold the job. You can find this information on the written estimate. Leave money/rate as is. 10. Click OK. 11. Scroll down and click SAVE AND CLOSE. 12. Pull up Scheduling/Dispatch for date job was sold. Click all boxes next to the jobs with client’s name. Click Actions, and select COMPLETE. This will create the invoice. 13. Click on client name from Dispatch. 14. You should see the full estimate amount in Red. Post the first 50% payment at this time, and second 50% payment on date job is scheduled for Oscar to complete.
(see notes on backing out Inspection Fee and 5% Discounts before posting payments)
Part 2: Setting up the Jobs for Oscar and Technician.
1. Click on ESTIMATE on right side of account page near Add A Job. May need to click (1). 2. Click On Estimate. 3. Click the boxes beside the WON jobs. 4. Click SCHEDULE as shown below. 5. Make sure all jobs are selected, then click SCHEDULE. 6. Click ADD A ONE TIME JOB. 7. Start Date should be the date job will be scheduled for Oscar. Change Resources to either Technician (trapping) or Oscar (exclusion) . 9. CHANGE RATES TO ZERO AT THIS TIME. VERY IMPORTANT! 10. Click OK. 11. Scroll down and click SAVE AND CLOSE. You have now set up the jobs for both Oscar and the Technician.
Part 3: Print Estimates.
1. Print 2 copies: 1 copy for Oscar, and 1 copy for Office. 2. White out money on Oscar’s copy, and make a copy of that. Shred Oscar’s original. 3. Write client phone number under address on Oscar’s copy. 4. Write Oscar and date of exclusion work on top of both Office and Oscar copy. 5. Write trim color on both Office and Oscar’s copy, if known. Otherwise, write color unknown.
Part 4: Set Up Trap Checks.
1. Set up trap checks for all trapping, indoor and outdoor. 2. Set up exclusion inspection on same date as last trap check. 3. Set up final exclusion sealing if necessary. 4. Set up Monthly Rat Maintenance if necessary. Beginning the following month.