Difference between revisions of "Termite Report"
From Kiosk Documentations
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#The Lead Source field is optional, but it may be useful for marketing purposes. | #The Lead Source field is optional, but it may be useful for marketing purposes. | ||
#Input the information for the following categories: Ordered by, Property Owner, Report Sent to, Party of Interest. You can make filling these categories out a lot quicker by importing your own contacts into contacts. To use your preloaded contacts to quickly fill out the report, click on the [[File:Phonebook.png]] icon on the top right of every section. | #Input the information for the following categories: Ordered by, Property Owner, Report Sent to, Party of Interest. You can make filling these categories out a lot quicker by importing your own contacts into contacts. To use your preloaded contacts to quickly fill out the report, click on the [[File:Phonebook.png]] icon on the top right of every section. | ||
| + | #Indicate the type of report. | ||
| + | #Next, set the General Description of the Property by clicking on any of the codes on the left column. You can also use the live search bar by typing keywords or the code name to find a specific code. Upon selection, the text will appear on the right column. You can also edit the existing code and save it by clicking '''Save as new code'''. | ||
Revision as of 22:35, 6 June 2016
For an in depth walk-through on how to write a termite report with TermiteKiosk, click on the help icon 
located at the top right for a video tutorial.
Front Page
- When you make a new Termite Report, first input the information for the property inspected and escrow number.
- The inspecting company information should already be filled out by default.
You can edit any category that has a 
icon to the top left.
- Indicate the date of inspection by clicking on the calendar icon to the right. Click on any date to set it, and use the arrow keys on the top to change the month.
- The Lead Source field is optional, but it may be useful for marketing purposes.
- Input the information for the following categories: Ordered by, Property Owner, Report Sent to, Party of Interest. You can make filling these categories out a lot quicker by importing your own contacts into contacts. To use your preloaded contacts to quickly fill out the report, click on the
icon on the top right of every section. - Indicate the type of report.
- Next, set the General Description of the Property by clicking on any of the codes on the left column. You can also use the live search bar by typing keywords or the code name to find a specific code. Upon selection, the text will appear on the right column. You can also edit the existing code and save it by clicking Save as new code.
