Handheld Training Guides

Click on a link to below to access the training guide

that corresponds to your assigned handheld.

PestPac
PestPac Training version 1

Velocitor
Velocitor Quick Start Guide
Velocitor PesTrak Dual App Training

PesTrak
PesTrak Quick Start User Guide
PesTrak Training
PestPac Mobile
Marathon Data Systems

1
Table of Contents

The Handheld(HH) Today Screen P. 4 Checking the Battery P. 5 – 10

Changing Clock & Date P. 11 – 16 Terminology P. 17 – 18
Starting PestPac Mobile P. 19 – 20 Sync Data P. 21 – 25
Open an Order P. 26 – 32 Customer Info P. 33 – 37
Open or Associate Orders P. 38 – 42 Pause or Reset Order P. 43
Unpause an Order/Order Status P. 44 – 46 Areas P. 47
SubAreas P. 48 Area Inspection P. 49 – 50
Add New Area P. 51 – 56 Area Comment P. 57 – 59
Deactivate Area P. 60 Edit Area P. 61 – 62
Device Inspection P. 63 Device Material Application P. 64 – 77

2
 Table of Contents

Delete a Device P. 78 – 88 Pest Activity P. 89 – 92

Add New Device P. 93 – 105 Device Comment P. 106 – 107
Replace a Device P. 108 – 119 Remove a Device P. 120 – 123
Inaccessible Device P. 124 – 127 Area Application P. 128 – 132
Delete Area Application P. 133 – 138 Add a Deficiency P. 139 - 147
Resolve a Deficieny P. 148 – 153 Edit a Deficiency P. 154 – 161
Void a Deficiency P. 162 – 165 Service Complete P. 166 – 168
Complete Service P. 173 - 174
Obtain Signature P. 169 – 170 Compose Comment P. 171 - 172
Print Report P. 175 - 180

3
The HH Today Screen

When you turn on

the HH, the
system displays
the today screen.

4
Checking the Battery

To check the battery level

tap the Microsoft Windows
emblem.

5
Checking the Battery

Tap Settings.

6
Checking the Battery

On the Settings screen

tap the Power icon.

7
Checking The Battery

This screen will show

your battery levels.
-The Main Battery is
the battery used to
run the PDA. This
battery can last from
5-9 hours depending
on how much the
PDA is used.
-The Backup Battery
will hold a charge for
up to ten minutes.
8
Checking The Battery

To exit tap OK.

9
Checking The Battery

Tap X.

10
Changing Clock & Date

To change the
clock or date
tap the Microsoft
Windows
emblem.

11
Changing Clock & Date

Tap Settings.

12
Changing Clock & Date

Tap Clock & Alarms.

13
Changing Clock & Date

Change Date: Tap the

down arrow and choose
the correct date.
Change Time: Tap the
hour, minutes,
seconds, or AM/PM
then tap the up or
down arrow.
After completing
changes tap OK.
14
Changing Clock & Date

This message will

appear if any
changes have been
made. Tap Yes to
save the changes.
Tap No or Cancel to
not save the
changes.
15
Changing Clock & Date

Tap X.

16
Terminology
Areas
• Interior
• Exterior
• Bar
• Building Perimeter
• Dining Room
• Dumpster
• Food Prep Area
• Receiving/Storage
• Throughout

17
Terminology
Devices
• ABS (ant bait station)
• BT (bird trap)
• ILTS (sticky) or ILTG (grid): fly lights
• IRT (interior rodent trap): tin cats
• IST (insect sticky trap)
• MD (mating disruption)
• PT (pheromone trap)
• RBS (rodent bait station)
• RGB (rodent glue board)
• ST (snap trap)

18
Starting PestPac Mobile

Tap the Microsoft

Windows
emblem.

19
Starting PestPac Mobile

Tap PestPac Mobile.

20
Sync Data

The first screen

that appears is
the View All
Locations screen.
To download the
HH tap File, Sync.

21
Sync Data

Tap Sync.

22
Sync Data
The Company Key must
always be 120124.
The Username must be
your employee # with a
leading 0.
Tap Sync.
The sync process could
take a couple minutes.
23
Sync Data

When the
download is
complete this
screen will appear
telling how long it
took to download.
Tap Acknowledge.

24
Sync Data

To close the
download screen
and start a service
tap Close.

25
Open An Order

Tap the alpha box

for the location to
be serviced.

26
Open An Order
The alpha box will
expand to the letters
within that box.
Tap the letter for the
location to be
serviced.
Tap the Location.

27
Open An Order

Tap View Orders.

28
Open An Order

The orders still due this

month will appear.
If there are no orders
left due this month the
screen will look like this.
To view all orders
whether they are not
completed, completed,
or paused tap Status.
29
Open An Order

Tap View All.

30
Open An Order

All of the orders that have

not been completed and
downloaded will not
appear.
All orders still due or
paused will appear.
Tap the order to be
serviced.
31
Open An Order
Any special
instructions or
comments will
appear.
All deficiencies will
also appear.
Tap Acknowledged.

32
Customer Info

To see past service

history tap
Customer.

33
Customer Info

Tap any one of

these boxes to view
more customer
information.
To view the past
service history tap
History.

34
Customer Info
The past service
dates will appear.
To see the
material(s) applied
in the past tap
Material.

35
Customer Info

Scroll to the right to see

more application
specifics.
Tap Back to return to the
customer screen.

36
Customer Info

Tap back to return

to the order.

37
Open Or Associate Order(s)

Tap Time In.

38
Open Or Associate Order(s)

To open just this

order tap OK.
To associate an
order(s) tap Time In
To Multiple Orders.

39
Open Or Associate Order(s)

Put a checkmark
in front of the
order(s) to be
associated.
Tap the > arrow
to see more
orders.
Tap Save.
40
Open Or Associate Order(s)

The number of
orders that will
open will appear.
Tap OK.

41
Open Or Associate Order(s)

Tap Inspect.

42
Pause or Reset An Order
Tap the time in the upper
right corner
Tap Reset. The order date
& time will be reset to be
used another date.
Tap Pause. The order will
now be paused .
Tap Schedule to exit this
order.
43
Unpause an Order/Order Status

To unpause an
order tap on the
Location then tap
Status>View All.
The order will
appear.

44
Unpause An Order

Tap the Order.

45
Unpause An Order

Tap Paused>Unpause.

Tap Inspect.

46
Areas
Begin scanning bar codes.
The first level of areas will
appear.
The total number of
devices for this area will
display.
To open the next level of
area(s) tap Subareas.
47
Subareas

The subarea(s) will

appear. If there is
another level of
areas tap subareas
to open them.
Tap on the area to
display the devices.

48
Area Inspection
The areas for a location
will change color
depending on the
stage of the inspection.
White: Area needs to
be inspected and
deficiencies need to be
addressed.
49
Area Inspection
Green: the area has
been inspected and
deficiencies have
been addressed.
Yellow: Area has
been inspected but
all deficiencies have
not been addressed.
50
Add New Area

To add a new level

one area tap Add
To add a subarea to
an already existing
area tap on that
area then tap add.

51
Add New Area
To add a new area you
will need to be in the
screen where the area
will be added.
Open the keyboard and
input the name of the
new area.
For example: to add a
Truck Vestibule area.
Tap Save.
52
Add New Area
The new area will
appear.
This is where you
start scanning the
bar codes.
To see the subareas
or devices tap on
that area
53
Add New Area

To add another root area tap Add.

To add another subarea to a root area

tap Subareas then tap Add.

54
Add New Area

Enter the
name of
the new
area and
tap Save.

55
Add New Area

The new
Area title
will appear.

56
Area Comment
At any time an Area
Comment may be
added for any extra
notes that are not a
deficiency.
Any time Area Cmnt
appears on the
screen notes may be
added for that area.
57
Area Comment
Type the comment and tap
Done.
If you want this comment to
be saved to your Favorites
put a check mark in front of
Save As Favorite. This way
you can re-use this favorite
comment without retyping
it at any time by tapping in
Lookup/Favorites.

58
Area Comment

The area or device

you are in will
appear in the
upper left.

59
Deactivate Area
An area can be
deactivated but only
if there are no
devices in this area.
To deactivate tap and
hold on the area to
be deactivated. Tap
Deactivate This Area.

60
Edit Area

To edit an area
tap and hold on
the area.
Tap Edit This
Area.

61
Edit Area

Make
changes to
the Area
and tap
Save.

62
Device Inspection

To see
the
devices
in any
area tap
on that
area.

63
Device Material Application

To manually
inspect a
device tap
on the
device then
tap Inspect.

64
Device Material Application

Material
Application
To apply bait
to this RBS tap
Materials.

65
Device Material Application

The material
categories will
appear.
Scroll the > or < to
see more
categories.
Tap the material
category desired.
66
Device Material Application

Tap on the
rodent bait
to be
applied.

67
Device Material Application

Quantity: Enter the total

amount of solution
(pesticide & water) applied.
UOM: enter the unit of
measure.

68
Device Material Application
Undiluted Quantity:
enter the amount of
pesticide only applied.
UOM: enter the unit of
measure.
Dilution: Choose the
concentration.
Targets: tap on the
box.
69
Device Material Application

Input a checkmark
in front of the
target pests for
this application.
Five targets is the
maximum for any
application.
Tap Save.
70
Device Material Application

To change the
Application
Method tap App.
Method.

71
Device Material Application

Tap the
method.

72
Device Material Application
If a note is required
for this application
tap the Advanced
tab.
Tap in the Comment
field and type in
your note.

Tap Save.
73
Device Material Application

This is the screen that

will appear after the
application.
If you want to add
another material tap
Add.
If you want to delete
this application tap on
the material.
74
Device Material Application – Create Favorite
To create a favorite of
this application input
a checkmark in front
of Save As Favorite.
Enter a name for
your favorite then tap
OK.
Tap Save.

75
Device Material Application – Create Favorite

This material will

now be included
in your favorite
list.

76
Device Material Application – Create Favorite

This is what the

Favorites screen will
look like the next
time you tap
Materials.
To view the material
categories tap Show
All.
77
Delete a Device – Material Application

If a device
application needs
to be deleted tap
the area the device
resides in.

78
Delete a Device – Material Application

The devices that

have been
inspected will no
longer appear on
the area screen.
To see these
devices tap View.
79
Delete a Device – Material Application

Tap Filter.

80
Delete a Device – Material Application

Tap the circle in

front of
Inspected.
Tap Search.

81
Delete a Device – Material Application
The devices
will appear.
Tap the
device the
application
needs to be
deleted from
then tap
Inspect.
82
Delete a Device – Material Application

Tap Yes.

83
Delete a Device – Material Application

The Materials tab

will appear in yellow
designating there
has been an
application on this
device.
Tap Materials.
84
Delete a Device – Material Application

Tap on the material

to be deleted.

85
Delete a Device – Material Application

Tap
Delete.

86
Delete a Device – Material Application

Tap
Yes.

87
Delete a Device – Material Application
If there are no
other materials
for this device
you will be
returned to the
Favorites screen.
Continue
scanning devices.
88
Pest Activity

To record
activity in a
device tap
Pests.

89
Pest Activity
Input the # of pests
found in this device by
either opening the
keyboard or dragging the
bar.
Western Locations: You
can enter the exact
number of pests caught.
90
Pest Activity

Copesan Locations: You

can add the exact
number of pests caught
between 1 and 50 or
specifically 100, 150,
200, 300, or 500. If you
try to enter any number
not within this range this
message will appear. Tap
OK.
91
Pest Activity

Scroll up or
down to view
more pests
To return to the
general device
screen tap
General

92
Add New Device

Tap on the
area the new
device will be
added to.

93
Add New Device

Tap
Add.

94
Add New Device

Open the keyboard and

enter the device number.
Tap on Device Type.
***When two or more
orders have been
associated the service types
will appear. Just leave this
field alone. We do not
attach devices to service
types.
95
Add New Device

Tap on the device

type.

To see more device

types tap > .

96
Add New Device

To add a
new bait
station tap
RBS.

97
Add New Device

Scan the bar

code, put a
checkmark in
front of Inspect
Immediately
and tap Save.

98
Add New Device

The device
screen will
appear. You
can now add
bait or
material to
this device.

99
Add New Device

If the device does

not appear on this
screen it is because
it had already been
tagged as inspected.
To access the
already inspected
screen tap View.
100
Add New Device

Tap Filter.

101
Add New Device

Tap in the
circle in front
of Inspected.
Tap Search.

102
Add New Device

To add a
material or
service this
device tap
on the
device.

103
Add New Device

This
message
will
appear.
Tap Yes.

104
Add New Device

The device
screen will
appear.

105
Device Comment

To enter a comment
about this device
tap in the Servicing
Comments.

106
Device Comment

Tap Done to save

these comments.
This screen can be
exited without saving
the comment by
tapping Back.

107
Replace a Device

To replace a
device
highlight the
device to be
replaced and
tap Replace.
108
Replace a Device
Tap the down arrow for
the reason the device is
being replaced.
Scan the new bar code.
The bar code will
appear in this field.
Tap Save.

109
Replace a Device

The device you

replaced will be
removed from the
not inspected list.
To see this device
to apply a material
tap View.

110
Replace a Device

Tap Filter.

111
Replace a Device

Tap in the circle

in front of
Inspected.
Tap Search.

112
Replace a Device

Tap the device

just replaced and
tap Inspect.

113
Replace a Device

This message will

appear. Tap Yes.

114
Replace a Device

Tap Materials to
apply.

115
Replace a Device

To return to the
uninspected
device list tap
View.

116
Replace a Device

Tap Filter.

117
Replace a Device

Tap in the circle

in front of
Uninspected.
Tap Search.

118
Replace a Device

Scan the next bar

code.

119
Remove a Device

Highlight the device

that is to be
removed.
Tap Remove.

120
Remove a Device

Tap Save.

121
Remove a Device

Open the keyboard

and enter the
reason for this
device being
inaccessible.
Tap Done.

122
Remove a Device

The device will

come off of the
uninspected device
list.
Scan the next bar
code.

123
Inaccessible Device

Highlight the device

that is inaccessible.
Tap Skip.

124
Inaccessible Device

Tap the down

arrow for the
Reason the
device is
inaccessible.
Tap Save.

125
Inaccessible Device
Input the
reason the
device is
inaccessible.

Tap Done.

126
Inaccessible Device

The device will

come off of the
uninspected device
list.
Scan the next bar
code.

127
Area Application

Tap on the area the

pesticide is to be
applied to.

128
Area Application

To apply a pesticide to
the this area tap
Material.

129
Area Application

The material
categories will appear.
Scroll the > or < to see
more categories.
Tap the material
category desired.

130
Area Application

Tap pesticide
applied.

131
Area Application

Enter values
in required
fields and
tap Save.

132
Delete Area Application

Tap on the
Area the
application
was made in.

133
Delete Area Application

Tap
Materials.

134
Delete Area Application

Tap on the
application
to be
deleted.

135
Delete Area Application

Tap Delete.

136
Delete Area Application

Tap Yes.

137
Delete Area Application

The
material
that was
deleted will
no longer
appear.

138
Add a Deficiency

To enter a
deficiency tap the
area or subarea
the deficiency is
in.

139
Add a Deficiency

Tap
Deficiencies.

140
Add a Deficiency

Tap Add.

141
Add a Deficiency

Every deficiency will

have a Condition,
Severity, Action, and
Responsibility.
To enter the condition
tap Select.

142
Add a Deficiency

Scroll with the <

and > until you find
the condition to be
used.
Tap on the
condition to be
used.
Tap Done.
143
Add a Deficiency

Edit the condition by

opening the keyboard and
adding or deleting the
verbiage.
The action will automatically
fill in. If you want a different
action tap Select and repeat
the process for the
condition.
144
Add a Deficiency

Tap the Details tab.

Tap the severity for this
condition.
Tap the Action field to
enter the action needed
to resolve this condition.

145
Add a Deficiency

The responsibility and severity

of this condition will
automatically be selected but
you can change these by
tapping what you want to
change it to.
Tap Save.

146
Add a Deficiency

The new deficiency will

appear in red.
When done adding all
deficiencies for this area
tap Done or scan the
next bar code.

147
Resolve a Deficiency

To resolve
a
deficiency
tap on the
area.

148
Resolve a Deficiency

Tap
Deficiencies.

149
Resolve a Deficiency

Tap the deficiency to be

resolved.

150
Resolve a Deficiency

Tap Details.

151
Resolved a Deficiency

Tap
Resolved.
Tap Save.

152
Resolve a Deficiency

The resolved
deficiency will
turn Blue.

153
Edit a Deficiency

To edit a
deficiency tap
on the area.

154
Edit a Deficiency

Tap the
deficiency to
be edited.

155
Edit a Deficiency

Tap behind the

condition or action
and add or delete
any verbiage you
want changed.

156
Edit A Deficiency

If a deficiency is 90
days or older enter a
comment so the
customer is aware
this condition has
been documented
for over 90 days.
Tap Comments.
157
Edit a Deficiency

Tap Add
Comment.

158
Edit a Deficiency

Open the keyboard

and enter a comment
and enter today’s date
to show you have
checked this condition
and it is indeed still an
issue.

Tap Done.
159
Edit a Deficiency

Tap
Save.

160
Edit a Deficiency

An edited
deficiency that is
still open will
appear in pink.

161
Void a Deficiency

Tap the
deficiency to
be voided.

162
Void a Deficiency

To void a
deficiency open
that deficiency
and tap Details.

163
Void a Deficiency

Tap Void.

Tap
Save.

164
Void a Deficiency

All deficiencies
voided will be
Blue.
•Tap Done or
scan the next
bar code.

165
Service Complete

To complete
the service
from any
screen tap
Done.

166
Service Complete

If a complete
service was
performed
all areas
should be
green.
Tap Up or
Back.
167
Service Complete

The order
screen will
appear.
Tap
Complete.

168
Obtain Signature

To access
the
signature
screen tap
Obtain
Signatures.

169
Obtain Signature

The customer signs in

the top field, the
Technician signs the
bottom field.
Open the keyboard
and input the
customer’s name.
Tap Save.

170
Compose Comment

To add notes to
an order tap
Compose
Comment.

171
Compose Comment

Any order notes

will appear on
this screen.
Open the
keyboard and
input the
comment.
Tap Done.
172
Complete Service

After the signature has

been obtained and a
comment entered tap
Complete.

173
Complete Service

Tap Schedule to return

to the list of locations.
Verify the information is
correct on the printed
report. If any changes
need top be made tap
Re-Open and go back
into the order to make
the changes.

174
Print Report

To print the
report tap
Print
Inspection.

175
Print Report

Choose the
section of the
report to be
printed by taking
the checkmark
out of the
corresponding
box.
Tap Next.
176
Print Report

Choose the
printer by
tapping in
the printer
field.

177
Print Report

Tap on > until

the printer
desired
appears.
Tap on that
printer to
choose it.

178
Print Report

Tap in the
Choose a
printer port
field. Tap
on the port
to be used.
Usually
com 4 or
com 5.
179
Print Report

To print more
than one copy of
the report put a
checkmark in
front of Print and
tap the up arrow
for the desired
number.
Tap Print.
180
 ®

Steritech
OnBrand Mobile Technology Handheld Quick Reference Card
Starting the Device Previewing, Filtering, and Sorting
1. To change the screen to preview mode to view more
details about the customer tap the Preview icon.
Turn on device by pressing the yellow button or tap the 2. Use the Filter icon located in the upper right corner to
screen. The welcome screen appears each time the device filter work orders based on status: Open, Done,
is started, enter your password. Saved, and All.
3. Sort the list by tapping the column heading once to
Note: Password is identical to your Employee number. sort the column in ascending order.
Tap again to sort in descending order.
Main Menu
Adding Stops to the Route List
1. To add a customer stop to the Route List, tap the
The main menu provides access to various day to day Options menu located in the lower right corner and
Mobile Device Icons functionality. select Add Stops.
2. Tap the Location field, and then tap the keyboard
Keyboard Start/End Shift Toggle icon.
Displays on-screen Completes the Start and 3. Using the onscreen keyboard, type in three charac-
keyboard. End of Each Shift. ters of the location name. When finished tap the Save
icon.
Add Today’s Route List 4. To search, tap the search icon.
Add an item to the list Views stops scheduled 5. Tap to place checkmarks in the checkboxes next to
This function varies by for today and select each the stops you wish to add.
screen. service. 6. After all selections are made, tap OK.

Preview Mode Process Orders Customer Details

Use to switch between Uploads data from stop The Customer Details Screen allows you to view and edit
preview and normal Information. specific information about the selected customer.
viewing modes.
Info Library 1. Tap the Customer details icon to open the customer
Eraser Currently not in use. detail screen for the selected customer.
Clears the selected 2. Use the Contact tab to edit, add or delete information
items or signature. as needed.
Exit System 3. Use the History tab to view service dates.
Calendar Logs off the system and 4. Use the Notes tab to input notes to review later.
Opens pop-up calendar return to the Login 5. Use App. Materials to view all Steritech products.
to select a date. screen. 6. Rec. Review to review recommendations for the
location.
Filter 7. Tap Close to return to Route List. After viewing the
Starting Shift customer details you will be ready to your service.
Limit or expand items
in the current list.
Beginning a Service
1. Click on Start Shift menu option.
Customer Details 2. Input your vehicle ID. This can be obtained from the
Opens the customer Bar Code in Vehicle or Admin. Note: Use the Key-
details for the selected 1. Highlight a customer on the Route List and tap the
board Icon to enter Alpha Characters.
customer. select button.
3. Select OK
2. When you arrive, scan the Customer Location Bar
Search code inside the log book or tap Arrive.
Use to search data
Tasks Bar Menu 3. Review any unresolved recommendations, then tap
within a selected field. the Close button once finished.
The Tasks bar menu provides access to various
Signature functionality. Tap Tasks located at the bottom left corner Performing Services
Obtain signature of the of the main menu and tap Preferences to retrieve the
current customer. functionality below.
Review Service Setup Information
Bedbug Use the Printer tab to locate a printer, tap Scan to search . 1. Tap to highlight a Service Description under the Cus-
Use to document bedbug Highlight the desired printer and tap Set Printer to select. tomer Central menu, tap Select.
services provided. 2. Review the Service Program and Instructions.
Use the Clock tab to set the internal clock. 3. Select a License number and an Activity defaults
Tasks Bar Icons using the drop down menu, if applicable.
Use the Radio tab to turn on or off radio cell signals and 4. Tap Begin Now button to proceed.
monitoring logs, tap to remove checkbox to turn off a
Statistics Note: Activity Defaults dropdown select auto-fill dropdown
function, tap again to restore a function.
The Shift tab displays stops for regular service of a kitchen.
and work order status. Also
Note: Review the Tasks bar icons located under the
displays per hour production Note: Canada specialists use your Exterminator’s License
informational panel on the left side of this reference card
status. The Device tab number.
for additional tasks bar functionality.
displays device brightness
controls, available memory,
and device power source.
Using Today’s Route List Service or Inspect Zones and Devices
1. If the Zone or Device does not need to be serviced,
and only requires inspection, mark the Zone In-
Message Center Viewing Today’s Route List spected.
Currently not in use. 1. Tap Today’s Route List from the main menu to open. 2. Scan or tap to select the Zone/Device to be serviced.
2. Customers shown have at least one work order Bar Code zones appear in black.
Time Keeper scheduled for the current day. 3. Tap the Service Button. If scan zone omit.
Use this function to adjust 4. Mark each line item as necessary.
breaks, input The calendar icon located in the upper left corner will allow
work i.e. vehicle repairs. you to select and show all days or one specific day. To
show all days, tap to select the check box . To show one
specific day tap to deselect the checkbox.
 ®

Steritech
OnBrand Mobile Technology Handheld Quick Reference Card
Performing Services, continued Ending the Shift
1. Tap to End Shift. Click OK.
2. Review Time Keeper Start and Stop times for breaks
Record Zone and Device Details and added work orders. See Time Keeper functional-
1. Using the Activities tab, tap the Add Activity icon and ity on alternate side.
select Add Pest from the menu. 3. Tap Approve if accurate.
2. Target Pest Selection will display, select the appropri- 4. Tap Yes to confirm selection.
ate category from the dropdown and check all pest 5. Select Proceed.
boxes that apply, then tap Add. 6. After completion, the Start menu will appear.
3. Select the pest and update the Activity Level for the
that zone/device. Note: To perform End Shift function the unit must be con-
4. Document materials used by selecting Add Activity nected to an A/C power supply.
icon then tap to select Apply Material.
5. Select appropriate material list and check the applica- Customer Central Tasks Menu
ble products. Enter the Quantity/Lot # if applicable.
Basic Handling 6. Update the Application Method and Equipment Used.
7. Tap the Add Activity icon and select Steritech Correc- The Customer Central Tasks menu provides access to
tive Action to record a corrective action. various functionality. Tap Tasks located at the bottom left
Charging Mobile device 8. Place a check in all applicable check boxes. corner of the Customer Central screen to retrieve the
Make sure the device is fully en- functionality below.
gaged onto charging unit. Making Zone/Device Recommendations
1. Using the Recommendations tab, tap the Add Re- Request Assistance
Charging Mobile Printer comm. icon and select Add Pest from the menu. Use this function to send a message to administrator or
Hold the on/off button twice until 2. Select the appropriate recommendation category supervisor.
it begins flashing for charge using the drop down box.
mode. Reschedule Work order
3. Place a check inside all applicable recommendation
Select to change work order date and time.
boxes that apply, then tap Add icon. It will open to
Reboot Mobile device the recommendation for editing. Tap space and edit.
To perform a soft re-boot press Signature Names
To re-open tap and hold.
and hold the yellow button located Remove outdated contact names.
4. Select the Priority level and Escalation type using the
at he bottom of the device for appropriate dropdown box. Comments
approximately ten seconds. 5. Click Back to return to Zone and Devices selection Use this function to view, edit or create comments regard-
screen. ing the workorder. To edit tap and hold the stylus within
To perform a hard re-boot, take
the comment field.
battery out for hard re-boot. Note: Recommendations will pop up in zones from the
Note: Perform a hard re-boot only prior service. Select Repeat or Resolve to continue with Job Agreement
if a soft re-boot does not restore the zone. Use when providing non-contractual work (NCP’s).
the device.
Note: When using rooms created for bedbugs select the Sales Agreement
created room number then tap Service. Select the Bedbug Use to create sales invoicing.
icon and complete all three tabs Room, Infestation and
Bar Code Scanning Treatment then click Done. Service Agreement
Use to create service contracts.
Several areas of the mobile appli- Finishing the Work Order
cation support barcode scanning. 1. Continue completing the above steps for each device Note: To create a new agreement, tap the desired Agree-
The blue buttons located on the or zone on the current work order. ment then tap New. Next, tap the Add icon. Update all
upper left side of the mobile de- 2. Tap the Save button. appropriate data. After all data has been entered click Add
vice and the middle blue buttons 3. If follow-up protocol applies select yes or no and obtain signature then print.
locate either side of the ^ arrow select the date if necessary.
will trigger the scanning function- 4. The Customer Central Screen will display. Highlight Service Calendar
ality. then click Select to choose another service or com- View current, previous, or next month calendar.
plete the service report.
When scanning barcodes, it is Device Type Defaults
best to position your device ap- Note: If product sales are necessary for replacing stations Use to set up defaults for devices for Bar Code Accounts.
proximately six inches from the use the Customer Central Screen tasks menu and update To use highlight the device and then tap Select. Tap the
barcode, and scan at a 15 degree as applicable. Add Activity icon to add a pest.
angle. While the scanner will read
a barcode when held parallel to Completing the Service Report Note: You should usually add activities to the regular pest
the barcode, the accuracy is re- 1. Tap the Complete icon when you have completed list, not Steritech pests for audited accounts.
duced due to specular reflection. today’s service work for this customer.
The minor angle offset of 15 de- 2. The Service Summary screen will appear, review all Highlight the activity and tap to select document materials
grees reduces or eliminates information for accuracy. If errors are found tap used by selecting Add Activity icon then tap to select Apply
specular reflection and will help Cancel, then select the work order and correct all Material. Select appropriate material list and check the
you decrease the amount of time errors. applicable products. Enter the Quantity/Lot # if applicable.
it takes to scan the barcode. 3. Tap to select Signature and locate, and tap to select Update the Application Method and Equipment Used. Se-
the appropriate client’s name. If the name is not lect Back and either set up other devices or Save.
available in the Signer drop down, tap the first and
last name fields and input the new contact’s name. Zone/Room Management
For Support 4. Obtain the signature of the client’s contact. If key Use to add a Zone or Room that requires service.
account add Key Account in the No Signature box. Bed Bugs-To add a room tap to select Zone/Room Man-
For Support and assistance with 5. Sign your name in the Employee tab and select Com- agement. Next, tap the Rooms tab. Tap the Add icon.
the OnBrand Mobile Technology plete. Enter the Room number and designation. Click Save.
Handheld, contact: 6. Update the time on the report, if necessary. Next, use job agreement to enter non contractual work
IT Help Desk 7. Next, highlight and select print. and description of location.
(704) 971-4735
[email protected] Note: Re-open the work order if the printed report is Zone- To add a zone tap to select Zone/Room Manage-
incorrect. ment. Tap the Zone tab. Next tap the Add icon. Enter the
Zone description, Abbreviation and Route Point Location
Code. Select Interior or Active. Click Save.
Velocitor – PesTrak
Managing Dual
Applications on the MC65

1
Running Programs

To access “Running
Programs” tap on
the top menu bar
as shown below.

2
Running Programs
“Running Programs” will
appear in the list. In the
above example EPP and
PesTrak are the 2 programs
running. Click on the icon for
any running program to
switch to that program.
Do not use the “X” to close a
program.
Tapping the top menu bar
again will close the “Running
Programs” window.

3
Exiting EPP – Logon Screen

To Exit EPP from

the logon
screen select
“Exit System”

4
Exiting EPP – From Inside an EPP Service Account

Tap the Leave

button after
completing or
saving a work
order

5
Exiting EPP – From Inside an EPP Service Account

If prompted to
“Process completed
work orders?” tap Yes
if you have good
cellular signal strength
as indicated by the
strength icon at the top
of your screen.
6
Exiting EPP – From Inside an EPP Service Account

Tap the Main

Menu button
from the Route
List screen

7
Exiting EPP – From Inside an EPP Service Account

If you have not

previously Processed
Orders do so now as a
Best Practice to
prevent the loss of
work orders.
Then Tap Exit System
8
Exiting EPP – From Inside an EPP Service Account

➔To Exit EPP

from the
logon
screen
select “Exit
System”

9
PesTrak – How to Exit

To Exit
PesTrak tap
the green
back arrow

10
PesTrak – How to Exit

With no Running
Programs tapping on
the top menu bar will
open the Running
Programs windows
and show no Icons.

11
Starting EPP or PesTrak

To open EPP or PesTrak that

have been exited, press the
blue key on the keyboard
followed by the Windows flag
key to show the Start Screen
containing the EPP and
PesTrak icons
12
Starting EPP or PesTrak

Tap on EPP or
PesTrak to
open the
program again.

13
Starting EPP or PesTrak

The selected program will

open and will be visible
when the “Running
Programs” window is
selected by tapping the
top menu bar. Below
Shows only EPP running
14
Tips to Remember
1. Tap the top menu bar to access Running Programs.
2. Tap the icon of the Program you want to switch to.
3. Don’t use the “X” from the Running Programs
Window to close a program.
4. Tap the Blue key and then the Windows blue flag
key to access the Start Screen.
5. Tap the program you want to open (launch) located
on the Start Screen.
6. If you do not see the program scroll down the
screen and look for it.
15
Pest Activity Printing & Emailing Proof of Service





Recommendations Synchronizing

 Quick Start User Guide


 Version 2.5.19





Recording Non Treatment Times
Customer Signature




 




 Leads / Alerts / Change Customer Details

Status Tap the Status Button to record percent complete.

Next Visit / Finish Visit







Start of Day Locations / Barcode Scanning Icons Explained

1 2 3 4 5 6 7 8 9

Calendar / Schedule View

10 11 12 13 14 15 16 17 18 19 20 21 22

Work Orders
Location Details

Materials








Visit Details

Rapid Bait

Pausing a Work Order

 Technican Training Binder

Confidential – North America Pest Control - Revised November 2015

 Training Class Checklist Evalution
Technician:
Date:
Trained Need Assistance Understand
Preparing for Workday Place check mark in appropriate box below
Open PesTrak
Coworker Information
Download PDA
Get PestNet Premises
Scheduling Screen
Calender Review - Single Day / Multiple Days
Review Work Orders in PDA (scheduling screen)
-Scroll bar - Date, Time, Name, NET NLT Time, Address, Service Credit,
Visit Type, Service Description, Order #, and NET NLT Date
-Site Information - Highlight workorder tap (insert I icon)
Start Pay Clock
Start Day (Green Clock)
Completing Work Order
Start Work Order
Activate location(s)
1. Scan Barcode
2. If Barcode inaccessible
3. If no Barcode
Adding a location/device
1. Add location/device with barcode
2. Add location/device without barcode
Applying Preperation/Material
1. Prepartion/Material
2. Apply- Mixed Rate, Mixed Amount, Equipment,Method
3. Pest-Choose Target Pest (s)
4. Note- Information of Application
Rapid Bait
1. Select material
2. Insert with UP arrow
Recording Activity
1 Pest- Select
2 Level- Select Amount
3 Note- Information on Activity
Recommendation (New / Update / Close)
Recording a Recommendation (Deficiency)
1. Equipment, Sanitation, or Structure
2. Notes - Add Aditional Notes
4. Comment
5. Review doc on reviewing, updating, and closing recommendations
Comment
Record General Comments
Ending a Work Order
Summary/Review with customer
Payment
Customer signature / Non Available
Technician signature
Status
1. PC - Perform Complete
2. PP - Partially Performed
3. NP - Non Performed
Visit
1. Pre Scheduling (Date / Time / Confirmed)
2. Next Visit (Date / Time)
3. Scheduling Notes - Only note that goes back to iRIS
Finish
Print and/or email Service Reports (verify email before sending)
* Email is live in test environment. DO NOT EMAIL CUSTOMER!
Other Options
Lunch / Break

Get Orders (new work orders added)

Get Order Details (locations/devices)

Lead/Alerts/Customer Changes
End Day
End Day (Red)
Exit Program to Desk top
Other Features
Reprint
Pause
Orange on Visit screen - Select pencil to edit and/or re-open work order
Associated Work Orders
Editing Device
Building/Floor/Zone
Worksite Inspection Point / Inspection Point
Your Comments
 Critical Information
- PesTrak will automatically switch back to the production sever once fully exited, back
to main menu, and opened again.
- Always verify on the welcome screen of PesTrak which server you are working on!
- Email is live in the test environment. Do not send email unless the email is changed.
o Emails will be sent to customers if selected to email proof of service.
o If using email change email to trainers email address!

Scenario 1 – Teaching scenario with the technicians to show them the functions of PesTrak

Residential Service

 Enter Power spray/backpack material – Perimeter treatment.

o Talstar
 Record 2 mice caught on snap traps in basement
 Place bait in attic
 Spray Kitchen and bath
o Suspend
o Pavement ant activity
 Add inspection point “Shed”
o Record treated for yellow jackets
 General comment about service and thank you for business
 End work order (Visit)
 Record payment by check
o Check number 1234
o Amount $65.67
 Pre-schedule next appointment 4/23/09 at 4 o’clock Military time
 Add note about scheduling next appointment for office
 Print report
 Review remittance report (Collect Money back to office/No money give to customer to send with payment)

Revised November 2015 1

 Critical Information
- PesTrak will automatically switch back to the production sever once fully exited, back
to main menu, and opened again.
- Always verify on the welcome screen of PesTrak which server you are working on!
- Email is live in the test environment. Do not send email unless the email is changed.
o Emails will be sent to customers if selected to email proof of service.
o If using email change email to trainers email address!

Scenario 2

Fast Food Service

 Start service
 Roach activity in kitchen treat as needed
 Add 2 Insect Fly Lights (ILT) in kitchen
 Pavement ant activity in dining room treat as needed
 Add a recommendation
o Cracks in dining room
 Add final comment
 End job print

Scenario 3

 Non perform (NP) work order

Revised November 2015 2

 Critical Information
- PesTrak will automatically switch back to the production sever once fully exited, back
to main menu, and opened again.
- Always verify on the welcome screen of PesTrak which server you are working on!
- Email is live in the test environment. Do not send email unless the email is changed.
o Emails will be sent to customers if selected to email proof of service.
o If using email change email to trainers email address!

Scenario 4

Warehouse

 Create these traps and place barcode

o 4 RBS, 4 MRT, 2 ILT,
o Create 1 inspection point no barcode
 1 Inspection point = Lunch room

 After creating these devices re-scan the barcodes and record the activity below

 Rodent Bait station service information

o RBS 1 -- Replace Bait, Add Recommendation hole in wall, replace barcode
o BS 2 -- Replace Bait, More ½ eaten, Recommendation = Weeds
o RBS 3 -- Replace Bait,
o RBS 4 -- Replace Bait, Less ¼ eaten, Recommendation = Standing water

 Mechanical Rodent Trap

o MRT 1 – Glue boards, Activity 1 mouse
o MRT 2 – Glue boards
o MRT 3 – Glue boards - Recommendation = food spillage, Activity - German Roaches
about 20, Material - Treated with Suspend and Roach bait
o MRT 4 – Glue boards, Activity 2 Mice

 Fly traps
 ILT 1 - 20 House flies, 10 Night flyers, 4 Cluster flies
 ILT 2- 10 House flies, 128 Cluster flies

 Inspection point
 Lunch room – Over 50 Pavement ants at exit door treated with Dragnet and Drione Dust

 Make a general comment about service

 Finish work order

Revised November 2015 3

 Critical Information
- PesTrak will automatically switch back to the production sever once fully exited, back
to main menu, and opened again.
- Always verify on the welcome screen of PesTrak which server you are working on!
- Email is live in the test environment. Do not send email unless the email is changed.
o Emails will be sent to customers if selected to email proof of service.
o If using email change email to trainers email address!

Scenario 5

Administrative work order

Optional

 Associating work orders

 Sales work order (If Office does tech sales)
 Collection work order

Revised November 2015 4

 PesTrak Handheld Training
How to down load your PDA
Tap - PesTrak icon (Takes you to the Password Screen)
Type – 1927 is the Password
Tap - - (Takes you to Welcome to PesTrak) Shows Coworkers Information
Tap - - This will Sync the handheld with Scheduling Information (Takes you to today's date in schedule)
Tap - takes you to a calendar view
Tap and/or Slide – on day or group of days schedule that you want to view.
Tap - Takes you back to your schedule screen
Tap – Options - bottom left from Daily Schedule screen
Tap – Transmit –
Tap – Get Pestnet Premises - Takes you Fetch Pestnet Premises, Checkmarks are on services that are on
Schedule
Tap - - This will get all the devices for the work orders that were selected.
Tap - - Takes you back to Schedule screen.
**Downloading premises at start of day to ensure you have your devices.

How to Review Work orders in your PDA

Can be view even if you day is started or not started
From the scheduling screen
Scroll Bar – Use Scroll Bar and or right and left arrow to view information on work orders
Date of Service, Time, Name, NET/NLT Time, Address, Service Credit, Visit Type, Service
Description, Order No, and NET/NLT Date
View work order detail
Tap – Work order on Home Screen
Tap - This will display Site Information
Details – Name, Contract No, Premise No, Product, Order No, Visit Frequency, Annual Value
Special Instructions – Pest Covered
Risk – Any Risk Assessment i.e. Asbestos, Poor Lighting, etc….
Service Details - Description and Visit type
Order - Service Comments and Treatment Exceptions
Recommendations – Open Recommendaitons
Premises Tab- Worksite Information i.e. Address, Contact and phone number
Directions - How to get to your customers
Tap - Takes you back to Scheduling Screen

How to Start your Day (Payroll Clock)

Tap -Green - Start your Day, Clocks turns Red (This starts your payroll clock Can be done any time)
Message (Do you want to start your day) YES NO
When day is started you will have a box in front of each work order on Scheduling screen

Complete your Work order Information

To open work order
Tap - Will place a check mark in to the box of the work order you want to do
Tap - Takes you to the Instructions Screen. Each field displayed must be reviewed before the service can be started.
Clicking the or selecting each tab will mark each field as having been reviewed. Information on Customer and Services
example are Special instruction, Risk, Recommendations, service and work order.

Tap - Takes you to the Visit Details Screen of the work order
Tap – Location Tab to view all your Location (Device)
To record information you MUST Activate the Location (Device)

Confidential – North America Pest Control - Revised November 2015 Page 1 of 6

 You can activate your Location (Device) three different ways
First is by scanning the barcode - this will bring you to the Location Details screen
To replace a Barcode Tap Opt, Tap Replace Barcode, Scan New Barcode and tap

Second is when the barcode is not assessable you will need to Highlight the Location (Device)
Tap - will bring you to Unavailable Reason Screen
Tap - Drop Down select the reason why you did not scan then
Tap - This will save your entry and activate the Location (Device)
This will bring you to the Location Details screen

Third if device does not have barcode you will Highlight the Location (device)
Tap - which will bring up a text box that says
Activate selected location? (Device?) Yes or No
Tap - YES - Will Activate the Location (Device)
This will bring you to the Location Details screen

If Open Recommendation exist on Device then you will be taken to Recommendation Tab. At this point you have
3 option Review, Comment or Close: (Review Recommendation section of this Document) Page # 3

Add A Device by barcode

Scan Barcode takes you to Location Details
Tap – Building - select from options in drop down or press to add one or to edit. - To Save
Tap – Floor - select from options in drop down or press to add one or to edit. - To Save
Tap – Zone - select from options in drop down or press to add one or to edit. - To Save
Tap – Drop Down - Detector type, Detector, and Area and select from options provided.
Tap – Description enter description following standard format. Example ILT 001. Always place a space between type and
three (3) digit number.
Tap - To save location or tap to save and add multiple locations.

Add A Device without barcode – example: "Worksite inspection point" or "Service Area"
Tap - At the bottom takes you to Location Details
Tap – Building - select from options in drop down or press to add one or to edit. - To Save
Tap – Floor - select from options in drop down or press to add one or to edit. - To Save
Tap – Zone - select from options in drop down or press to add one or to edit. - To Save
Tap – Drop Down - Detector type, Detector, and Area and select from options provided.
Tap – Description enter description following standard format. Example ILT 001. Always place a space between type and
three (3) digit number.
Tap - To save location or tap to save and add multiple locations.

Applying Material to Location (device)

Tap – Preparation Tab (material)
Tap - At Bottom and then Tap - + sign next to the first letter will open Material list
Tap – Material that you used
Tap – Materials Mandatory fields Select Mixed Rate, Mixed Amt Applied, Equip Used, Application Method
Tap – Pest takes you to Target Pest another Mandatory field
Tap - + Sign next to target group
Tap – the Pest that you applied the material for
Tap - To add the target pest
Tap – Conditions Fill in it need
Tap – Note this is an application note used for detail on area applied
Tap - To save your entry and exit material screen. (Only for one Material or last Material)
Tap - To save your entry and add a second material on this device. (Mutilpal Materials on one device)

Confidential – North America Pest Control - Revised November 2015 Page 2 of 6

Recording Activity at this Location (device)
Tap – Activity Tab - This will take you to activity found screen
Tap - will add list of Activity pest
Tap - + Sign next to activity pest
Tap – Pest that you have the activity with
Tap – Drop Down at Level - Select number or add number
Tap - Note this is an activity note for detail on the activity
Tap - To save your entry and exit Activity screen. (Only for one Pest or last Pest)
Tap - To save your entry and add a second material on this device. (Mutilpal Pest on one device)
For recording activity for a Rodent Bait Station you must use (Rodent Feeding Activity)

Recording a Recommendation (Deficiency)

Tap – Recommendations Tab
Tap - At Bottom and then Tap - + sign next to the either Equipment, Sanitation or Structural
Tap – Recommendation that you want to use. Add more detail if needed
Tap - A message Says Would you like to add any comments YES or NO
Tap – No
Tap - will save Entry

Reviewing a Recommendation (Deficiency)

Tap - This will mark the recommendation as reviewd

Updating a Recommendation (Deficiency)

Scanning or Activating a device or location with open recommendation will take you to that recommendation
Tap – Recommendation that you want to update or close
Tap - This will open your Recommendation
Tap – Comment Tab
Tap - add comment to recommendation
Tap - will save Entry
Tap - Recommendations Tab
Tap - Return to Device screen

Closing a Recommendation (Deficiency)

Scanning or Activating a device or location with open recommendation will take you to that recommendation
Tap – Recommendation that you want to Close
Tap - This will open your Recommendation
Tap – To Close your Recommendation
Tap – You must add a comment to recommendation
Close Recommendation will be placed in the box which will close the recommendation
Tap - will save Entry

When done with this Location (device)

Scan - Next barcode
No barcode you must go back to the Location Tab then a Message Says- Is the current location completed?
YES or NO - Tap YES if completed
Then activate your next Location (device)
Remember you have to activate your Location (Device) one of the three ways
Once you completed all your Location (Devices) for this service you are ready to end your
workorder
General Service Comment
Tap – Note Tab This Note is located on the main level of the service and is used for General Comments
Tap - + - To select pre written comments or write your own comment. Will save automatically
Confidential – North America Pest Control - Revised November 2015 Page 3 of 6
 How to End your Work order

Tap - Take you to the Visit Details screen

Tap - Takes you to the Visit Summary screen (Summary of service)
Tap – Payment Tab Record Amount Received and Payment Type
Tap - Customer Tab - Customer sign, type name of signature if needed, also select Job Title
If Customer is not available you must
Tap - Then select unavailable reason
Tap – Technician Tab - Technician sign
Tap – Status Tab

Tap – Percentage Complete radio button for the % you did

Tap - Reason that you select from drop down if less than 100%
Tap – Action Select No Action or Re-schedule
Tap – Next Visit Record your Pre schedule appointment or next visit it not complete 100 %
If Pre Scheduling with customer Tap Confirmed box to place Check Mark to Confirm
Tap - To add a scheduling note which will go back to iRIS (This is the only Note that goes back to iRIS)
Tap – Finish
Tap - To complete work
- Print remittance report – Yes will generate remittance report (Only for COD Accounts)
Message Box – Print Options: print reports, email reports, print & email reports, do nothing.
If email reports or print & email reports select make sure customers email address is displayed or
entered in the provided field.
Tap – Finish
Tap – Standard or YRP to select the type of report. Tap Continue
Tap – Yes or No to order the report by device
Tap – Yes or No to print summary with of service with price. This will display the price on report in
PestNetOnline as well.
Note: Before service report is printed make sure:
Printer is powered on & Paper is loaded

Reviewing Scheduling Screen information

Home Tab – All work orders are Red, once they are completed they will turn green. If Order is paused it will turn
orange.
Visit Tab - All workorders here are completed and will be red until you sync. Then they will turn green. If
Order is paused it will be orange.
Leads/Alerts Tab – Will Show all Lead/Alerts or admin orders you created red not sent green sent
Work Tab - Will show time and service credit for the day

How to End your “Pay Clock” Day and Sync

Before you end your day you must complete all your work orders that are schedule for today.
(All Orders must be GREEN on Schedule and Visit tab for today's date)
Tap –Red Finish work YES or NO
Tap – YES – will end your clock and connect by phone to send information back to iRIS
Tap - to return to Welcome Screen
Tap - to exit PesTrak

At End of your day you must go out of the program and back to Desktop!!!

Confidential – North America Pest Control - Revised November 2015 Page 4 of 6

 Rapid Bait How to build and use it

Rapid bait is a way of recording a material multiple times on a work order. You must first add the material to
your first Location (Device). When you go to do your next Location (Device) you will see the material that you
enter before under Used Materials.
To reuse the material
Tap – The material under used Material
Tap - Will Move this Material and all information to this Location (Device)
If you wanted to edit this Material after the you should
Tap – the Material in the Perpetration used field
Tap - which will allow you to edit and then save the update information

Using Material Favorites

Tap - To record a favorite material

Tap - To access list of favorite materials, tap again to return to full preparations list.

How to Complete Associated Workorders

Associating Work orders (Service orders only)

When day is started you will have a box in front of the workorders
To associate workorders select all of the workorders for a worksite by placing a check mark in the boxes
Tap - to open all workorders associated. This will create one service report for all that are Associated
Now you will be able to review all associated Service details by using the toggle (key information about the
work orders)
Perform and enter all associated service information prior to ending your work order
Allocating time between associated orders
From the finish screen
Tap – White the list of associated orders will display.
Tap the first workorder you want to allocate time to. Enter time accordingly. (NOTE: the total number of minutes
allocated to a worksite will display on this screen; as time is allocated between workorders the number of minutes
will only display time remaining to allocate between remaining workorders.)

Printing from the visits screen (Re-print)

Tap – Visits tab,

Tap - Work order or Visit that you want to reprint
Tap from lower part of the screen
Select report type to print Service Report, Detailed Service Report or Remittance.
Tap to start print process.

Future work and changes during day-

 Select work that you want to do from future days. Notify office to move in iRIS before synchronization
 Work added to day. Build in iRIS, and then synchronize, “Opt, Transmit, check for premises”.
o Average time is 15 to 30 Min
Taking Lunch and Breaks
 Opt, Other Visit, Other - Drop down -Select Break or Lunch
 Click to start Break or Lunch
 Click to end Break or Lunch
 Click to save. Break will be syncronized and will return to schedule screen.

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 Work Day Tab

This field will give you the following information about your current and previous Day of work.
Information will be Start and End Time, Time of your breaks, Total duration time, Time on Job, break and Lunch
times. You will also see total service credit value for the Day.

Things to Know

Handheld Locks Up If the handheld locks and the screen does not respond to screen taps, only then should you
soft reset the handheld in the PesTrak program. A soft reset will re-start the handheld. When the handheld come
back up, you will have to re-start PesTrak and open the work order on the Visit screen with the pencil.
Application Errors If you receive an error within PesTrak back out of the application, you must go to the
handheld desktop. Now re-start PesTrak and navigate back to work order and continue from where you left off
before application locked up.
Soft Reset You should always try and get out of the program PesTrak if possible before you do a soft reset.

Lead / Alert / Customer Change Detail

Lead—To record a Sales Lead.
Alert—To advise that the account is in jeopardy or the customer has raised an alert or concern.
Change Customer Details—To communicate to the office to make changes to Customer information, Address,
Zip Code, Contact, Job Title, Telephone number

No Devices on Worksite When you have no locations (devices) on a work order you will need to add a worksite
inspection point
Building “All” Floor “All” Zone “All” Device “Worksite Inspection Point

Device Description Prefix

Detector Description Prefix
Worksite Inspection Point INSP
When adding devices
to your worksite please
Inspection Point INSP
use the Description
Mechanical Rodent Trap MRT
Prefix so that we can
Insect Light Trap ILT
have uniformity.
Pheromone Trap PT
Reminder that all
Insect Bait Station ISB
numbers should have
Insect Sticky Trap IST
three digits so that the
Termite Station TER
Devices are in the right
Animal Trap AT
order.
Bird Trap BT
i.e. RBS 001, ILT 012,
Rodent Glue Board RGB IRT 156
Rodent Bait Station RBS
Bio Dispensing Unit BRDU
Snap Trap ST
Grease Trap / Interceptor GTI
Deodorizer ADU
Insecticide ADU
Termite Station Int TER

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 PesTrak Handheld Training
How to download your PDA
Tap - PesTrak icon (Takes you to the Password Screen)
Type – 1927 is the Password
Tap - - (Takes you to Welcome to PesTrak) Shows Coworkers Information
Tap - - This will Sync the handheld with Scheduling Information

Tap - - Select day to view or highlight days to view work orders

Tap - - To return to schedule
Contract Tab –Not Available in iRIS version.
Tap – Visits – To view services that have been completed
Tap – Leads/Alerts – To view or create a new lead
Tap – Work Day – To view a summary of your work day

Tap – Options bottom left from Home screen

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Tap – Transmit – Get Pestnet Premises- Takes you Fetch Pestnet Premises, checkmarks are on services that are on your
schedule.
Tap - - This will get all the work orders that were selected
Tap - - Takes you back to Schedule screen
**Download premises at start of the day to

How to Review Work orders in your PDA

From the “Home” screen you can view work order detail
Scroll Bar – Use Scroll Bar or right left arrows to view information on work orders.
Date, Time, Name, NET/NLT Time, Address, Service Credit, Visit Type, Service Description, Order No,
NET/NLT Date
Tap – Work order on Home Screen
Tap - This will display Site Information
Details – Name, Contract No, Premise No:, Product, Order Number, Visit Frequency, Annual Value
Special Instructions – Pest Covered
Risk – Any Risk Assessment i.e. Asbestos, Poor Lighting, etc….
Service Details - Description and Visit type
Order - Service Comments and Treatment Exceptions
Recommendations – List of any open Recommendations
Premises Tab- Worksite Information i.e. Address, Contact and phone number
Directions - How to get to your customers
Tap - Takes you back to Scheduling Screen

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 How to Start your Day (Payroll Clock)
You can start your day anytime you are in the program but it must be started before you start a work order.
Tap - - Start your Day
Message (Do you want to start your day) YES NO
Now the clock is red indicating the work day has started.

Start your Work order

When day is started you will have a box in front of the work orders.
Tap - Will place a check mark in to the box
Tap - Takes you to the Instructions Screen. Each field displayed must be reviewed before the service can be started.
Clicking the or selecting each tab will mark each field as having been reviewed. Information on Customer and
Services example are Special instruction, Risk, Recommendations, service and work order
Tap - Takes you to the Visit Detail Screen of the work order

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 You can activate your Location (Device) three different ways
First is by scanning the barcode - this will bring you to the Location Details screen

Second is when the barcode is not assessable you will need to Highlight the Location (Device)
Tap - will bring you to Unavailable Reason Screen
Tap - Drop Down select the reason why you did not scan
Tap - This will save your entry and activate the Location (Device) and bring you to the Location Details screen
Tap – Locations tab - message “Is the current location complete?” tap Yes No

Third if device does not have barcode you will Highlight the Location (device)
Tap - which will bring up a text box that says
Activate selected location? (Device?) Yes No
Tap - Yes - Will Activate the Location (Device) this will bring you to the Location Details screen

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Tap – Opt for additional options
Replace Barcode
Tap – Opt –Replace Barcode scan new barcode and Tap
Delete Location
Tap – Opt – Delete Location message “are you sure?” Yes No

Show provides the option to view additional information

View allows locations to be filtered by all, scanned, unavailable, unscanned, with activity, or with open recommendations
Information brings you to the Service Cover Details. Tap the to return to the location screen

If Open Recommendation exist on Device then you will be taken to Recommendation Tab. At this point you
have 3 option Review, Comment or Close:
(Review recommendation section of document, page: #)
Tap – to mark the recommendation as reviewed
Tap - To Add additional comments to the recommendation
Tap - To close the recommendation but must enter a comment

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Adding Locations
Add a Device by barcode – example: Rodent Bait Station, Interior Rodent Trap or Insect Fly Light
Scan Barcode takes you to Location Details
Tap – Building - select from options in drop down or press to add one or to edit. - To Save
Tap – Floor - select from options in drop down or press to add one or to edit. - To Save
Tap – Zone - select from options in drop down or press to add one or to edit. - To Save
Tap – Drop Down - Detector type, Detector, and Area and select from options provided.
Tap – Description enter description following standard format. Example ILT 001. Always place a space between type
and three (3) digit number.
Tap - To save location or tap
** To add multiple devices of the same type see page 17

Add A Device without barcode - example: "Worksite inspection point" or "Service Area"
Tap - At the bottom takes you to Location Details
Tap – Building - select from options in drop down or press to add one or to edit. - To Save
Tap – Floor - select from options in drop down or press to add one or to edit. - To Save
Tap – Zone - select from options in drop down or press to add one or to edit. - To Save
Tap – Drop Down - Detector type, Detector, and Area and select from options provided.
Tap – Description enter description following standard format. Example COMMON INSP
Tap - To save location
** To add multiple devices of the same type see page 17

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 Device Description Prefix
Detector Description Prefix
Worksite Inspection Point INSP
Inspection Point INSP
Mechanical Rodent Trap MRT
Insect Light Trap ILT
Pheromone Trap PT When adding devices to your
Insect Bait Station ISB worksite please use this
Insect Sticky Trap IST Description Prefix. Reminder
Termite Station TER that all numbers should have
Animal Trap AT three digits so that the Devices
Bird Trap BT
are in the right order.
Rodent Glue Board RGB Example: ILT 001
Rodent Bait Station RBS
Bio Dispensing Unit BRDU
Snap Trap ST
Grease Trap / Interceptor GTI
Deodorizer ADU
Insecticide ADU
Termite Station Int TER

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Applying Material to an work order
Tap – Preparations Tab
Tap - At Bottom and then Tap - + sign next to the first letter will open Material list (Highlight)
Tap – Material Tab and enter the amount applied, equipment used, application method, and area treated
Tap - To record a favorite material
Tap - To access list of favorite materials, tap again to return to full preparations list.

Tap – Pest click on the type of pest and then

Tap - + sign to expand the list of pest
Tap - To add the target pest
Tap – Conditions and use the sliders to record weather conditions
Tap – Note this is an application note used for detail on area applied
Tap - This will save your entry
Tap - To apply another material if two or more material are used on this location or device

Tap - To save your entry

Tap - to re-open material application if any changes are need and tap to re-save

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Rapid Bait - To reuse material
Tap – The material under used preparations
Tap - Will Move this Material and all information to this Location (Device)
If you wanted to edit this Material after the you should
Tap – the Material in the Perpetration used field
Tap - which will allow you to edit and then save the update information

Recording Pest Activity

Tap – Activity Tab - This will take you to activity found screen
Tap - will add list of Activity pest
Tap - + Sign next to activity pest
Tap – Pest that you have the activity with
Tap - drop down under Location and enter pest observation location (Internal, External or Both), if available.
Tap – drop down under Level to select a range of pest or select actual count and enter the number of pest counted
Tap – Note to enter specific information about pest activity
Tap - This will save your entry
Tap - To save entry and add another pest

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Recommendations
When a device or location is scanned or activated that has an open recommendation you will automatically be taken to the
recommendation tab.

Reviewing a Recommendations
Tap – to mark the recommendation as reviewed

Recording a Recommendation (Deficiency)

Tap – Recommendations Tab
Tap - At Bottom
Tap - + sign next to the either Equipment, Sanitation or Structural
Tap – Recommendation that you want to use. Add more detail if needed
Tap - A message Says Would you like to add any comments YES or NO
Tap - will save Entry

Updating a Recommendation (Deficiency)

Scanning or Activating a device or location with open recommendation will take you to that recommendation
Tap – Recommendation that you want to update or close
Tap - This will open your Recommendation
Tap – Comment Tab
Tap - add comment to recommendation
Tap - will save Entry
Tap - Recommendations Tab
Tap - Return to Device screen

Closing a Recommendation (Deficiency)

Scanning or Activating a device or location with open recommendation will take you to that recommendation
Tap – Recommendation that you want to Close
Tap - This will open your Recommendation
Tap – To Close your Recommendation
Tap – You must add a comment to recommendation
Close Recommendation will be placed in the box which will close the recommendation
Tap - will save Entry

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Reviewing and Adding Tasks

Tap – Tasks tab

Tap - to add a task
Tap - + next to type of Tasks to expand list
Tap - to save Entry

When done with this Location (device)

Scan - Next barcode, no barcode you must go back to the Location Tab
Message - Is the current location completed? Yes No
Then activate your next Location (device)

General Service Comment

Tap – Notes tab

Tap - + - To select pre written comments or write your own comment. Will save automatically

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 How to End your Work Order
After all materials and activity have been documented on the PDA
Tap - Takes you to the Visit Summary screen (Summary of service)
Tap – Payment Tab - Displays Service Charge amount, allows payment received to be record, and payment type.

Tap – Customer Tab - Customer sign, type name of signature also select Job Title
If Customer is not available you must
Tap - If customer is not available and then select unavailable reason
Tap - To save reason and update
Tap – Technician Tab - Technician sign

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Tap – Status Tab – Select if order is 0%, 25%, 50%, 75%, 100% completed.
- Any order not 100% completed need to select Reason and Action

- Selecting Re-Schedule displays Next Visit Date below of the Pre-Scheduled Date allowing you to
request the order be rescheduled.
- Next Visit Date: Is used to reschedule any order that is Non-Performed (NP) or Partial Performed (PP)

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Pre-schedule Date:
Tap – Dropdown on Date/Time field to select Date/Time of visit
Tap - Dropdown on Not Earlier Than
Tap – Dropdown on Not Later Than
Tap – Confirmed box – if this box is not checked the information will not back it to iRIS
Tap - To add a scheduling note which will go back to iRIS (This is the only Note that goes back to iRIS)

Tap – Finish
Tap - To complete work
Print remittance report – Yes will generate remittance report
Message Box – Print Options: print reports, email reports, print & email reports, do nothing.
If email reports or print & email reports select make sure customers email address is displayed or
entered in the provided field.
Tap – Finish

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Tap – Standard or YRP to select the type of report.
Tap – Yes or No to order the report by device
Tap – Yes or No to print summary with of service with price. This will display the price on report in
PestNetOnline as well.

Tap - To return to schedule

Tap - To Edit special instructions screen.
Tap - To save changes or to close editing, will save changes made.

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 How To End Your “Pay Clock” Day
Before ending your day all visits must be completed

- Schedule Screen - Orders in Green are completed, orders in Orange are paused and orders in Red have not been
completed

Tap - Finish work YES or NO

Tap – YES – will end your clock

Tap - to return to Welcome Screen

Tap - to exit PesTrak

At End of your day you must go out of the program and back to Desktop!!!

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Adding Multiple Devices of The Same Type

Tap – Locations tab and symbol or Scan barcode takes to Location Details screen
Tap – Building - select from options in drop down or press to add one or to edit. - To Save
Tap – Floor - select from options in drop down or press to add one or to edit. - To Save
Tap – Zone - select from options in drop down or press to add one or to edit. - To Save
Tap – Drop Down - Detector type, Detector, and Area and select from options provided.
Tap – Description enter description following standard format. Example ILT 001. Always place a space between type
and three (3) digit number.
Tap - To activate multiple device – Symbol will have box around it
Tap - To save location or tap
Tap – Locations tab or Scan barcode for next device - Message “Is the current location complete?” Yes or No
Tap – Yes

Tap – Locations tab and symbol or Scan barcode takes to Location Details screen
- Building, Floor, Department, Detector Type, Detector, Area – will be saved from previous location
Tap – Description – enter device name
Tap - To save location or tap
Tap – Locations tab or Scan barcode for next device - Message “Is the current location complete?” Yes or No
Tap – Yes

Tap - When last multiple device has been added – Box surrounding symbol will disappear

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Associating Work orders (Service orders only)
To associate work orders select all of the work orders for a worksite by placing a check mark in the boxes
Tap - to open all work orders associated. This will create one service report for all that are Associated
Now you will be able to review all associated Service details by using the toggle
Perform and enter all associated service information prior to ending your work order

Tap – Status and use to toggle between orders to set the Percentage Complete for each order
Tap - to allocate time between jobs. Tap each job (highlighted) and use arrows to change duration
Once all time has been allocated both the Duration and Overtime Available boxes will be green
Tap the first work order you want to allocate time to. Enter time accordingly. (NOTE: the total number of minutes
allocated to a worksite will display on this screen; as time is allocated between work orders the number of minutes will
only display time remaining to allocate between remaining work orders.)
Tap - to save
Tap - to complete work order

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Taking Lunch and Breaks
Tap – Opt – Other Visit – Other
Tap – Dropdown next to Visit Type to select Break or Lunch
Tap - to start Break or Lunch time
Tap – Notes to add any special notes
Tap – to end Break or Lunch time
Tap - to save and sync

Reprinting a Service Report

Tap – Visits tab
Tap - Work order or Visit that you want to reprint
Tap - from lower part of the screen
Select report type to print Service Report, Detailed Service Report or Remittance.
Tap - to start print process.

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Recording a Lead, Alert, or Change
Tap – Leads/Alerts tab
Tap - to add a new Lead, Alert, or Change
Tap – Available Premise if adding Lead, Alert, Change for an existing customer
Tap – Customer, highlighted and click
Message “Do you want to use the information from the selected premises?” Yes NO
Tap – Yes Information will populate fields in form
Tap – Name, Address, Postcode, Contact, Position, Telephone and enter information if not existing customer
Tap – Details tab and enter information
Tap - to save and submit information to office

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