Summary
If you are interested in upgrading to the Business plan but don't know if it's right for you, review these articles and videos.
To upgrade from your current subscription, go to Settings/Billing & Subscription. Click the Select button at the bottom of the column and re-enter your credit card information. Click the Upgrade Subscription button.
Key Points
The Business plan includes:
Device Management
Calendar Map - drag appointments to a new route
Route Optimization
Technician Tracking - Google Mapping
Same Day Text Reminder - mapping tech's location
Note All Startup plan features are also included in the Business plan.
Device Management
Devices are tools you use to catch pests. They include tin cats, snap traps, ILTs, and so on. You attach a QR or bar code to each of these devices. When you’re on site, you just scan the device with our mobile app and add evidences, captures and the conditions you find in and about the trap.
From this information the customer can create a Trap & Trend report and save it for their auditor.
Settings - Device & Trap
Mobile app - Devices
includes Bar code Setup video
Trap & Trend Report
Apply a new QR code/Bar Code to a device without losing historical data
Inside inspection - how to document which rooms were inspected
Scanning devices every other visit
Device IDs - How to label Device IDs for easier viewing in a Work Order
Calendar Map - drag appointments to a new route
When you want to move appointments to another route or day sometimes it helps to have a visual as to where those stops are.
In the Calendar, move appointments by clicking your mouse in the calendar map while holding the shift key. This makes it easier to move appointments in one specific area. This is useful in scenarios such as:
end of day is cancelled due to rainout
truck breaks down and someone else needs to finish the day
tech is in labor
Route Optimization
Auto Routing is a powerful tool that pulls appointments from your Work Pool and non-confirmed appointments and creates an optimized route around your confirmed appointments. It is used in conjunction with Google. When you set up your criteria we send it to Google for the optimization. Google analyses the data and sends it back.
Auto Routing - how to use
includes Auto Routing Overview video
Calendar - automatically optimize a single route
Calendar search by street, city, or zip code
Technician Tracking - Google Mapping
You can see where your techs and appointments are from the Fieldwork Calendar.
Google Maps - what is the feature set?
Calendar Pindrops
Map Location Pin
Technicians - where are they?
Issues to consider when looking at a (slow) tech on the Calendar map
Tech's location and Time - viewing it after the fact
Same Day Text Reminder - mapping tech's location
While Same Day Text Reminder is available in all plans, Business and Pro plans also include a link in the text to Google Maps for the customer to see the tech's location.
Note The features of each plan are bundled together at a set price. We cannot bundle features across multiple plans or exclude features. Please know that the price includes all training and support, plus there are no contracts or signup fees.