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hi everyone thanks so much for joining uh my name is will I'm a client success manager here with The Pest management app and today we're going to be looking at the pest pack and the benefits that that bring uh to your Pest management app account uh so as a quick rundown the pest pack has been created to essentially eliminate the setup that you would otherwise have to do within your Pest management app account uh so our team have gone through seen what you have needed for your industry and created a really great pack so that when you create your account initially you can really start using it straight away as soon as you'd like uh so the pest pack includes a whole library of resources that are relevant to your industry so things like chemical sdss and those types of documents all in your account and ready to go we've also created a full Suite of Pest and Termite reports ranging from pre- purchase termite Timber pest right through to your general pest service reports so you'll have a full access to a full Suite of uh reports that are relevant to your industry for all of those different types of services you might provide uh We've also created a lots of different automated Communications that we'll be sending out in the background of your jobs reminding your clients and your team of those upcoming services that you may have uh but the best thing is that uh this pack is available in your account but you can also customize it however you'd like so if you wanting to add more resources or edit the forms that we've created or do things like change the communications that are sending out in the background you have the flexibility to do all of that and to customize anything that we've created uh but today we're going to spend a little bit of time going through those things that we have build for you so that you can see the value that that pest pack can bring to your account so what I'm going to do is I'm going to start with uh the pest uh management reports that we have created and we're going to use a Timber pest inspection report as an example just so that you can see what that report looks and feels like um as a quick rundown all of the reports that we've created there's 20 to 30 that you'll have access to straight away uh they're all compliant they're all to the Australian standards and they all follow a fairly similar flow in terms of the way that they look and feel just to add some consistency there so what I'm going to do I'm going to share that screen with you now and we'll go through firstly what one of the PDF copies looks like that your clients are going to receive so this and each of your different reports comes with a really nice front cover which can often be a really good way to start this report off rather than jumping straight into the report information uh so here you can see it's actually bringing in a photo of the client's property and when you're filling this report out on site it's going to actually ask you if you want to take a photo there and then or if you want to upload one that you may have already taken so selecting one from your camera roll or from your photo library but that photo that you select or take there will automatically push straight into the front cover here and straight away when that client receives that it's a nice personalized report that is specific to them they know it's not just some general report that you're sending to everyone uh so often that's a really nice way to start the report off especially from the client's point of view scrolling down you'll also have your logo and this whole report is going to be branded for your business so your logo your company colors you've got the title of the report there and it's also going to bring in the site address uh that has been selected within uh the report as well when you filled that one out um so a really nice way to start this report off before jumping into the rest of the report content once again this header is all going to be branded for you and your business too uh but this first page is all about a colorcoded contents page so each section of the report is a different color and it just makes it a lot easier to navigate when you've got a contents page and you can see which section is which um so once again that's uh the second page for the PDF that the client's going to receive and then we get down to all of the client details so things like their name address phone number and email address um two things that you should know about this section of the report and following through the rest of the report as well there are two different colors of text here so uh you can see their client name and client address that is black text whereas you've also got some gray text here so that's just an easy way to differentiate between what is specific to the client what you have actually entered into the report so things like client name and address and then the gray text is just showing you that that is general report text so it's not something that you're changing each time each time it's not uh yeah it's just there as report text ready for uh the client to read it'll automatically be in the report for both you and the client so just yeah easy to differen differentiate uh between the client details the inspection details and the general report text scrolling through we get to about the agreements that was signed before the inspection now we have actually created all of those agreements for you to uh for gaining that signature and approval before the inspection is due to be done uh we have actually created a really cool feature that's included within the pest pack as well called Web forms which works perfectly for this agreement process so basically the way that that works is you can pre-populate a form as you normally would filling out all of the agreement details but one when you save that form or agreement it's actually going to give you access to a link which you can then send straight to the client they receive that link it might be on their laptop it may be on their mobile device uh but they can click on the link it opens up the form on their own device they can see everything that you have typed into uh that agreement and they're actually able to sign on screen there may be a few other questions that's asked of them like their name and the date uh but as as soon as they submit that firstly it all pushes back into your fortiz account so that you have access to it from there but it can also automatically send a copy of the PDF to both you and the clients so that firstly you know that it's been agreed to and it's all been signed and you don't have to send a copy to the client because it will automatically do that for you but that agreement process is just made so easy through the agreements and the web forms feature that we've created rather than maybe using a paper copy of agreement you have to scan it send it through to the client they have to then print it sign on a bit of paper scan it and send it back to you so it just eliminates that whole process and makes for a really easy agreement process to gain that client signature before the inspection is done uh so this section is purely just about the agreement that has been signed before this inspection was due to be done we then get to inspect an inspection summary which is really nicely color coded so that you can see see pretty clearly whether it's a positive or negative response to what's being said but the best part about this is that as you're filling out this report you're not having to touch this section at all so you'll see these questions as we go through the rest of the report and as you answer them it's actually going to pre-populate this summary for you uh so just a really nice way for the client to start things off once again rather than jumping into all of the detailed inspection information they've got to nice summary of the findings what's positive what's negative so in some way they know what areas may need a little bit more Focus as well um but just once again another nice way to start this report off about the property inspected so all of these types of questions are going to be multiple choice questions just to make it really quick and easy for you to fill this one out while you're on site uh so all of these ones will be drop- down lists you click on the drop- down list and select the option that's relevant in this case uh so here you've got options like site topography type of structure height of structure wall construction and floor type they will be checklists where you can check as many different options as you're needing to if there are multiple different uh types of flooring as an example but those multiple choice questions just make it really quick and easy to go through and quickly fill out this section of the report areas we were unable to inspect and why so the reports are also going to try and be a smart as possible for you when you're filling it out and we will look a little bit later about what it's going to look like to fill out one of these reports but if you were to select no to a question like this asking were there any obstructions it's not going to show any of these other questions just because they're not relevant in the report at all uh but if you select yes it's going to ask you quite a few more questions about why that is or where those areas were so that way you're not skipping or over all of these questions that aren't necessarily relevant in this case it's only going to show them when they become relevant in the report but this is what it looks like on the client's end um you can see the different areas that have been selected as hindered access areas what the obstructions were and those types of details and then being able to take photos within those as well and you can take as many photos as you're needing to being able to comment on those photos that you're taking too um so just really clear for that client to see they can see that there were obstructions where those obstructions were in each of those areas what the obstructions were and then having photo evidence of that as well um so it doesn't get much clearer than that um that's what these reports are designed to do because at the end of the day your client is the one that needs to know what's going on in their property so it's important that these reports are clear they're concise and it's just giving them all of the information that they're needing so some more photos there we'll skip down to the next section this is high high- risk areas and those details and we get to the findings and observations so things like were live termites found at the time of the inspection uh so once again using those colored buttons which when you're filling it out really easy just clicking yes or no or not applicable um but yeah once again really clear for the client when they receive this PDF yes it's red it's obviously negative so live termites were found at the time of the inspection and then commenting on things like the species and where they were found same thing with termite nests and termite damage being able to make comments on those areas there durable notice details wood borers seeing this is a Timber pest inspection report so termites and other Timber pests and further evidence and spaces for additional comments throughout the report as well we then get down to the conducive conditions to Timber pest attack so commenting on things like water leaks water tanks a lot of the different conducive conditions you'll come across are already in here ready to go um and you'll be able to comment on those and say whether that condition was met or not or if it was adequate or in inadequate depending on the conducive condition you're dealing with but as we scroll through right down the bottom of this section you've got things like ventilation mold external exposed Timbers and right down the bottom you do have the option to add other conducive conditions as well and be able to take photos of those comments on those once again um so really clear for the client to see what's going on within the inspection skipping down to the next part you then have all of the terms and conditions which are designed to cover you so this will automatically push into the report for you you don't have to do anything with this but it will ask you if you want to see them when filling out the form but as a default it's all closed up so that you don't have to scroll through all of this text all the time and right down the bottom we get to the contact the inspector section with all of your details so it'll automatically bring in things like your name license numbers so you won't have to touch this section at all and you're able to sign on screen or use your signature stamp which makes it neat and consistent each time as well and then client acknowledgement of the report right at the end so that is what one of those PDF copies looks like for the client to receive once you have completed the inspection and sent it off to them um so once again a really nice professional looking report and there's lots of automation that can happen in the background of reports like this as well uh you might have it so that as soon as this is submitted it automatically sends a copy of this report straight to the client so before you've even left the driveway of the property this client has received a really detailed Report with all of the details that you've entered into it and you can move straight on to your next job you don't have to go back home or to the office and um yeah go through it fill it out at home from memory or from the notes that you've written you can do this on site and the client can receive it as soon as it's done so that's a report we will look at filling out one of these reports a little bit later uh in the webinar but what we're going to do now is we're actually going to jump into the web portal and we're going to look at the library of resources that I was speaking about earlier so let's jump there now and if you you may or may not know this but there are two sides to your Pest management app account uh of course a lot of the on-site work will often be done from a mobile device like a phone or a tablet um and that gives you really easy access to things that you're needing but you do also have the web portal uh version available on the laptop or computer as well um so what we're going to do is we're actually going to look at the resources library from here so we'll click on resources up the top and we're going to go to view resources and this is where you can see every single resource that we have added to the account for you and you can use resources for lots of different things uh you can actually separate them into different folders so if we go and have a look at the folders that have been set up in this account you've got things like your swims you've got your different sdss uh you can have all of your different company documents registrations you might have Vehicle registrations or your uh Tex licenses stored in here so it's for any of those documents that you may have uh laying around the office or in the truck uh that can all be added to this resources uh folder here so that it's really easily accessible but on top of that you can also add things like expiry dates on all of your resources so if it is a Time resource with a time restraint on it uh you can say when it expires and you can have the system automatically notifying you when that is coming up for expiry and you can see up the top here uh you've got a little expiring tab here so I can see that there is one that has been has already expired and quite a few that have expired um so that way you can really clearly see what needs to be actioned further um but this is just an example of some of those resources that you'll have in your account and you can really easily search through all of those and find the ones that you're needing to find for the technician out on site they may be using a chemical and the client asks for some more information about it so they can click into the resources they swipe across that resource and they can really quickly and easily email it straight to that client from the mobile device so once again just giving really easy access to all of those resources that different people in the bus business may need but it also just means that you don't have all of that paper lying around the place that's replacing all of that and giving you easy access to all of those documents so that's the resources Library the next thing that we're going to take a look at is all of the automated Communications and job type templates that we've created for you uh so what we'll do is we're going to jump to the jobs tab now and we're going to go to job type templates um essentially what job type templates is is when you're creating a job you can select one of these job types and it's going to do quite a bit of Automation in the background for you uh but essentially your job types are just going to be a list of the different services that you're providing for your clients uh so you can see here there's quite a list of different services that will be available within your account uh things like uh you've got your certificates of installations you've got termite inspection [Music] termite inspections Timber pest inspections there's a couple of different pages in this account that we've got residential Pest Management commercial Pest Management so it's all in there ready to go and once again you can edit any of these you can add to this list if you provide additional services or uh if you don't provide them you can actually delete them by just selecting them on the right hand side there scrolling down select action delete and then just select go uh are really easy to remove them if you don't need some of those Services um but once again all of these job types that you're seeing here are set up with Automation in the background of them so we're going to use this Timber pest inspection one as an example click into Timber pest inspection and there are quite a few tabs running across the top of this screen but the first one here is job details where you can specify the title you can give this one a brief description as well uh this description will actually push straight into the job notes if you were to select this job type within a job as well um so that will appear in the job notes if you're wanting it to you can add things like an average duration to this particular job type or change the color that it appears as in the schedule of you so that you can really clearly see ah this is red so it's a a Timber pest inspection job so all of them can be color coded too but scrolling down one really cool thing that these types can do for you is when you select this job type within a job it can actually automatically attach the right reports and agreements that you're needing for that particular type of service so in this case if we were to create a job and select the timber pest inspection job type it would automatically attach the timber pest inspection report and the agreement that we're requiring as well so that's just going to cut out a lot of that manual work that you need to do when creating a job so that it's just shortcutting that process and you can get it done really quickly and you know straight away the right reports are appearing on each job as you're creating them so that's the job Details page you then have job status updates and future reminders and this is where all of those automated Communications are going to be sitting in the background so if we click into job status updates this tab is all about sending Communications based on a specific job status uh so you can see up in the top leftand corner we have created one for you uh but you can add as many different job uh status updates as you'd like and the first step is to select the type of communication that you want sending out uh so this one as an example is an email but you also have options for SMS a letter being created and ready to be sent and then a task which is more designed for internal use so reminding someone that they then have to do something or tasking something to someone but this example is an email and it's set to trigger when you first create this job but you can see there are quite a few status trigger points there like when it's assigned to someone to do or when the job has been completed so there's lots of flexibility that you can have around when these communications are going to send but once again this example it's an email it's sending when you first create the job and it's going to go to the contacts email address so because when you're creating a job you're selecting the contact that it's for it straight away knows who to sends that uh communication to and then as we scroll down you can see the communication that is going to be sent out so this one is just simply saying hi it's bringing in the contact name thanks for booking this job type with your business name our technician will arrive at this time at this location on this date and then it's also actually automatically bringing in the web form link so this can automatically send the agreement as soon as you create the job which just shortcuts that process even further and then offering to answer any questions that they may have if they have them as well so those colored boxes they are what we call placeholders and they're just a way of really quickly and easily populating information into this communication so that it's specific to the client that it's being sent to and not just some general commu communication that's being sent to everyone and it's the same for everyone so that's going to bring in the client's name it's going to bring in things like the dates and times and location of the job based on the information that you're entering in when you create the job so it's really nice and specific with important information for that client that is being sent to and to edit something like this this is just a text box so you can type straight into it um so yeah really you can customize this however you'd like and if you're wanting to use more of these Place holders there is a little hint under the text box here saying press control space to view placeholder options so all we would need to do is press control space and you'll see there it brings up the list of all of the different pieces of information you can have populating into this message automatically uh so things like the client details or the contact details uh different job details or even your business or sender details as well so lots of different pieces of information you can have automatically populating in here but it's just as simple as clicking on the one that you want and you'll see that it pops straight into the communication there so this is just one example of a communication that you can have sending out another example might be you might want an SMS sending out when the job is completed it might just say something like thanks for coming to us for that service it's now complete and then you could even do things like link them to Google reviews or Facebook or wherever you do that type of thing but essentially you know as soon as you complete that job that SMS is going to send out with that that communication um so just a really easy way to communicate with the client around the different statuses of the job if we scroll up to Future reminders this is very similar to job status updates but the main difference is instead of sending these different Communications on a specific job status like job created or job completed you can set up a more specific time frame around when it's actually going to send uh so we've set up three for you in this case and the first one is set to send two days before the due date of that job um so you might have one sending when it's first created and then another reminder two days before which I think is a really good way to do it but this one is just giving them a quick reminder that you're scheduled to attend their property on this date and time and then once again giving them the option to get in touch with you as well um the second one that we've created is if this was maybe a recurring job where you're going back to the same property every year or so this is an example of what you can do you could have an email sending out 11 months after that first job was completed so there's a month before that next job is due to be done and it's just going to say something Al along the lines of we inspected your property at this location on this date last year and your annual Timber pest inspection is now due so really easy to lock in those future jobs that that clients uh may come to you for uh that recurring work is so big in the industry so it's best to to make the most of that when it comes through uh so this type of communication once again is acting like an automated admin assistant it's following up not only on the initial job that you're creating but it can also be following up in a year's time asking that client to book in again or just reminding them that you're there ready for that service so those automated Communications can be really really handy and a massive time saer in that job creation process both for initially creating the job and for automatically communicating with the client afterwards as well you do also have this line items tab which is a way to have this job type automatically creating an invoice for you and having that attached to the job um so in this case we can go and add a line item and we might select the timber pest inspection we might say that normally we charge $600 for that or something along those lines and now if we were to select this job type when creating a job it's automatically going to create an invoice for us with this line item in there so once again just shortcutting that process you can still edit the invoice if it's different for a particular client but it just means you're not having to create that invoice at all the job type selection is going to do that for you so that's job type templates what we might do now is we might actually jump into creating a job and I'll show you the different things that we've just seen happening Live While actually creating the job so what we'll do is we're just going to go up to the little plus button in the top right hand corner here and create the job this way but you can see from that menu there's lots of different quick actions that you've got and you can quickly create a quote or an invoice or a contact from wherever you are on the web portal uh but we'll create the job from here and what we can do now is the first first section on this page is selecting a client so this is connecting back to the contacts list that you'll have stored in your CRM so if it is an existing client you're going to be able to search for them and select them from this list but it may also be someone that you haven't done work for which in this case we'd be able to select add new client and add their details in and that will save them to the contacts list for next time uh in this example we're just going to select David pest as an example and then what you could do if this is was someone like a commercial client or it might be someone like a real estate agency they might have multiple different locations that you could be doing work at under their name so in that case you can go to location and select the location that is relevant to this particular job um and then that's the client details done over in the middle here you've got schedule visits where we're able to assign this job to one of our technicians to do and and we're able to select things like the dates and times that that job is going to be done at as well but that's nice and straightforward scrolling down you've got job details here and this is where that important job type section is sitting so if we open up job type we can see all of those services that we saw previously from that job type templates page but this is where we select the one that we're going to be completing for this particular client uh so we'll go and select Timber pest inspection there and you'll notice down in form progress down the bottom of the page it's automatically attached those reports like we said it would uh so you're not having to manually do that for every single job that you create you know that as soon as you select the job type it's automatically going to attach the right reports for you and then like we saw with those Communications as well as soon as we're finished with this job and dispatcher those automated Communications are ready to go in the background uh there is this note section here as well for any additional information that that client may have given you it may be something like information about pets that are going to be on site at the time uh it may be preferred access to the property gate codes door keys all of those different pieces of information that probably good for the technician to know on site add straight into latest note and when that technician opens the job up they'll see all of those notes that you've added and then lastly in the middle of the page here you do have financials which is your chance to attach things like a quote or an invoice for you so with the job type you can have that automatically creating the invoice otherwise you can just create it from scratch here or select an existing one that you may have already created for this client as well but we could just jump straight into new invoice and create the invoice from there as well once again that means for that person out on site completing the job they have really easy access to that invoice if it's something that you're wanting them to take care of of as well uh that client may ask for an additional service to be done on SES you can really easily edit that invoice whenever you're needing to as well one other thing that is good for you to know about this page when creating the job is this recurring tab here so if this was a job where you're going to be going to this property every 3 months every 6 months every year you can check this box here and select the interval type so how often you're going to be doing the same job for this client so we might use an annual job as an example so we'll select yearly there and essentially what you have just told the system to do is create the same job the same client same location this time next year as well and that's actually going to show up in your schedule as a different color so straight away you're going to be able to see that it's not one that you have manually created but one that the system has created for you and that way you know that it may not happen at that exact time it may not have been confirmed yet but that's where those automated Communications we were looking at come into play so if you had that communication sending out 11 months after that first job was completed it's going to send a month before this next job is due just reminding the client that that one is upcoming and then you might also have another communication sending to someone in your team just maybe a week after that saying if you haven't heard from that client maybe give them a call just to check in and see if uh they're they're wanting to go ahead with that service so those Communications are really good for communicating with the clients but also really good for reminding you and your team of those upcoming jobs and making sure you're making the most of them but that recurring process just means you're not even having to book those future jobs in the system is going to do it for you and then it's also going to automatically follow up with Communications on that client as well once we've finished filling out all of the details that we're needing to we can dispatch this job and it's going to send it straight to the technician that we've assigned it to where they can jump into the app they can see all of the details that you've given them and they can complete the job when it's time to do that as well so what we're going to do now is we're actually going to jump over to the app and we're going to look at what it looks like from the technician's point of view um so I'm just going to jump into my app now okay so once again the app is a really great place for the technicians to be a able to access the different things in the account that they're needing to uh so whether that is jumping in and filling out a report whether it's accessing those jobs that you've assigned to them uh even with accounts jumping in and seeing previous quotes or invoices for a particular client as well so the technician on site has access to everything that they need uh but you can actually assign different permissions to different people within the account as well so you may not want or need some people accessing certain parts of the system and maybe it is invoicing or maybe is it is contact details so you are able to restrict access through the web portal uh selecting what you want each person in the account to be able to access uh but this is what the app looks like so a really clean and simple layout uh what we're going to do is we're going to click into the red jobs uh briefcase icon at the top of the page there and this is where we can see all of the jobs that have been assigned to this particular user uh running across the top of the page there you can see the jobs for just that day or for that week so we might go to the weekly option there and we can see a job that has been created for this particular user so lots of things that we can do from this or with this job from this page if we were to swipe towards the leftand side you can see quite a few different actions around what we can actually do with this job so we're able to edit it from the app if we were needing to and being able to reschedule it from this page really easily as well uh so that's the um actions options on the right hand side and on the left you have really easy options to communicate with this client from here so being able to quickly call them SMS send them a quick email and that just means that you're not having to leave the formati app or the jobs page to do that type of thing you know that you can do it all from the one place and it's all all there ready to go if it was time to do this job what we can do is we can actually click into it and it's going to take us to what it's kind of like the job card view it's giving you all of the information that you're needing so things like the client name locations job notes due dates all of those different pieces of information and you can actually get directions to this job from this page as well so you have that orange on Route button in the bottom left hand corner there that you can click on and once again it just means that you're not haing to leave the app to to get those directions you can do it from within the job page once again everything being in the one place for you you do have a couple of different colored action buttons down the bottom there as well so you can say when you've arrived if you were running a little bit late you can use that late button down the bottom there to quickly communicate with the client and let them know how long you'll be or what the delay is but just once again giving you all of those options from within the job rather than leaving the page having to do it in another app and then coming back to formati after that what we'll do is we'll cancel out of this one and let's say that we've arrived on site and we're ready to do this job for the client we can click the start job button down in the middle of the page there and you'll see that as soon as you do that it's going to make available the reports that we're needing for this particular type of job um so you can see right down the bottom you've got the timber pest inspection report that you can click on and that is going to open up this report on the app for the person to fill out while they're on site um so this is if you look back to that PDF that we were looking at before it's laid out in a very similar way and you'll see a lot of those different questions that we were seeing within the PDF um but because this report is quite long it is broken up into different subheaders uh so you can just as an example click on client details and it opens up that section and when you're done you can close it and that's just so that you're not having to scroll through all of these different questions to get to the section you're needing to find it's really do really easy to go through and navigate this report if you were needing to jump between different sections but if we open up client details you'll even see in here that a lot of the different client details have already been populated for us because this form is attached to the job and we assigned a client to this job the form already knows who it's for so it's going to try and be as smart as possible in that way for you as well um there's a question under the client email address here in the middle of the page asking if you want to send a copy of the report to the email address above when you submit this form so that's an example of some of the automation that can happen in the background of this form if you were to jump in and select uh yes to that question you can go through you can fill out the report but when you complete up in the top right hand corner that is going to straight away send an email to the client with the PDF of this inspection report attached so once again that just means before you've even left the site the client receed this really professional looking document that we saw earlier but you might also be someone who wants to come back home or come back to the office and look over it first and that's fine so in that case you can just answer that question as no instead you can jump back into it later and whenever you are wanting to send it off just change it back to yes and submit it again um so really easy to get that report to the client whenever you are ready for that to send once again we did try and build these reports on top of multiple choice questions just to make it really quick and easy to fill out so things like people present on sites at the time you can select as many options as you're needing to uh weather conditions being able to tick and flick and then move through the rest of the report um what I might do I might jump to the findings and observations section and just show you a couple of things in there the first question here were live termites found at the time of the inspection so at the moment you can see because we haven't answered the question it's only showing additional comments and then we can kind of move down to the next section if we were to select no to that question it's going to do the same thing we can add comments if we're wanting to but we don't have to do that but you'll notice that as soon as we select yes it's going to open up some new questions that we need to then fill out so that's what I was talking about before when we were viewing that PDF it's only going to show you questions when they become relevant in the form or in the report and that's just so that you're not having to skip over all of these different questions that you're not necessarily needing for this inspection they're not relevant to this inspection so it's going to show you the questions as you need them this section is actually really cool especially for training purposes or if it is someone who might be new to the industry what you can do is there's a question here asking if you're wanting to view the termite images so you can select yes you can choose between the different species that it's showing here and just see a quick photo of what they actually look like to help you identif ify the species that you have found on site um so really quick and easy to view those termite images and then you can scroll through and select the ones that were present on site at the time selecting the areas that you were able to find those different termites as well and then adding additional details if you're needing to so once again it's only going to show those questions if you select that termites were F found on site while doing the inspection U but that just makes a really clear and smooth report and especially for the client they're only seeing these details if it's relevant to their property um so that's the same thing with termite nest and termite damage or workings that you found during the inspection um and uh you will find that throughout the report as well there's lots of different options to take photos as evidence of these different types of things as well so this is what the report looks like to actually fill it out on site we went through a lot of the different report options when we're looking at the PDF so we won't spend too long in here but this is just acting as a really good example of what the technician is going to see when they're on site uh they're able to jump into the job they're able to start the job and then this report is just sitting in the job ready to go so they're not even having to leave the form the job page at all to go into forms and fill it out from there they just jump into the job that they're doing and can really easily fill out the report from within the job page once this report has been finished there is actually the preview button down the bottom of the page there which just allows the technician to preview the PDF before sending it to the client if they were wanting to check over it first but otherwise they can just send it straight to the client or you might have it set up where if you've got admin people that look over these reports as well it sends a copy to the admin person first for them to look over and then the admin person can send it off when they're ready so lots of different actions and workflows that you can go through uh but it's flexible you can customize that however you like so that it's moving through the different stages that you wanted to what we'll do is we'll exit out of this form and we'll go back to the main job page and you'll also see that you've got all of the invoice details in the middle of the page as well so that's why attaching the invoice is often really helpful because you've got access to that invoice through that main job page once again uh so you can see the items that you've been that have been selected uh you can see how much has been paid or if the whole amount is still owing that first row of colored buttons there are all action buttons around that invoice so you've got that green edit button in the Middle where once again if that client maybe asked for an additional service to be done on site that wasn't originally quoted or invoiced for you can edit you can add new items you can change the item amounts and update that invoice from within the app or of course you can do that from the web portal as well uh you can also view the PDF of the invoice over on the left hand side there that red PDF button and once again that's just a really good way to check over this invoice first to make sure you're happy with it before sending it off to the client that will all be automatically branded for you as well with your company logo and all of your details and then over on the right hand side you've got an orange email button there as well where you can really quickly send this invoice PDF straight to the client that it needs to be sent to um so you've got all of those options within the job page and then once all of that is complete you can use that green complete button which completes the job that can then trigger some of those automated Communications like maybe sending some uh feedback or survey links that you might want them to receive but once that job is completed the technician can just move straight on to the next job that they have on for that day so that is the job process that's what the job page looks like once again within the job card you've got all of the client details you've got the location details dates times job notes but you've also got things like the formati specialist reports uh that you're needing for your industry or for that particular service and you've got all of the invoice details that are related to that particular job as well so everything that you're needing in the one place that job ends up being a really nice package of information for the technician with everything that they're needing to know so that they don't have to leave the page or jump between different apps to find that those pieces of information what I'm going to show you now is we're going to exit out of that job one other thing that we have uh set up for you is your submitted forms page and your submitted forms page is basically going to be where all of those reports that your technicians are filling out are going to be saved and stored uh so if you're using paper copies at the moment you might have sort some sort of filing cabinet or filing system to store those uh where whereas if you're using formati for all of those reports you're going to have really easy access to every single report that has ever been submitted in the account so you've got that green forms option up in the top leftand corner of the page there so you can click in and start filling out a new form from here but you've also got a couple of tabs running across the top of the page like saved and submitted uh so if we were to click into submitted as an example this is where you can see every single form that has ever been submitted Within account so your full history of work is sitting in here ready to go um under the search bar at the moment it's showing all submitted forms uh but one thing that is included within this pest pack is a bunch of different submitted form folders which we have created for you which are just a really easy way to categorize and organize those different types of forms that you might be filling out within the account so as an example we could jump into general pest forms and see every every single general pest form that we've completed within the account you might also have a case where a client called up you did a job for them a few years ago and they've lost that report that you had initially sent them so they might call you asking for another copy what you could do is you could go to the search bar you can search for their name or for their location depending on what information you have and then that's just a way of filtering this information so it's only going to show you the reports that you've done for that person and once you find the report that's is needing to be sent you can click into it and check over it first if you're wanting to or once again you've got that swipe option where you can preview the PDF or you can email that report straight to the client from the app if you are needing to um another really cool thing that you can do with this page is you might be doing a job uh where you're servicing a bunch of units and all of the units are pretty similar so instead of filling out a report for every every single one of those units from scratch you might do the first one and then choose to clone the submitted form that orange clone button there which is going to make an exact copy of that submitted form uh you've still got the original so the original isn't going to be touched at all it's just making an exact copy with the same information you can choose if it's using the same photos or if you're wanting to take new photos in there but that can be a really big time saer for as an example those units you might be servicing if you're doing lots and they're going to be fairly similar use that clone option and then you can just edit the submitted form rather than having to fill out a whole new report from scratch um but yeah that submitted form page is kind of acting as a digital filing cabinet and it's going to store every single submitted form that anyone has ever submitted within the account so that is the app that's the pest pack uh that's what we have created for you and that's what you're going to see when you jump back into your formati account if you're wanting to go ahead with this pest pack um the pest pack with all of those inclusions is an additional $19.99 per month for unlimited use of everything that you've just seen so it includes those formati or Pest management app specialist report covering the paperwork for your whole industry it includes that library of resources that we've created with all of your chemical sdss and all of those different folders it includes the job type template all of that automated communication that can be going out in the background of your job so all of that things like an automated admin assistant working for you in the background sending out those reminders all of that sitting within that pest pack at $19.99 per month um so if you would like to test that pest pack what I'll do I'll put a few QR codes up on the screen for you to use now um and this is just a way for you to really easily opt into that pest pack if you're wanting to have a go of it and use it in your account you'll also have the option to if you're new to this and you don't have an account yet you can sign up for um a a new Pest management app account by scanning that QR code or you can book into a for a demo as well and our team can show you through the benefits and personalize a session for you as well so I'll leave that up on the screen for a little while but I really appreciate your time today we'd love to answer any questions that you have as well so if you do have questions make sure you reach out to us but once again appreciate your time today and look forward to helping you through this pest pack and getting it customized for you thank you