Difference between revisions of "Nevada Termite Report"

Latest revision as of 18:13, 21 July 2016

This is a walk-through of a Nevada Termite Report.

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.

At any time you can save your progress by clicking on Save located next to the top center where the report number is written.

General

The first step is to fill out the inspected property information.

• You can manually input the date of inspection, or you can click the calendar icon and select a date.
• Your company name will be automatically set as default, but you can always edit it by clicking on the pencil icon.
• The Lead Source field is an optional field that collects information to generate aggregate lead source reports. Information collected from this field is used to generate marketing reports for you in the Management Panel.
• Click on the pencil icon to view the list of lead sources you can choose from, or type in your own and click "Add New" at the bottom.
• Indicated who inspected the property, who the report was sent to, and the owner's contact information. You may input it manually or you can click on the calendar icon to select out of your contact list.
• Check the applicable boxes on the right. You may select more than one, or you can select all by checking on the first box (Select all).
• Inspected By: You can edit the inspector information by clicking on the pencil icon next to the name. Add a new inspector by simply clicking on "New Inspector" at the bottom left.

Details

Inspection Details

• To indicate the infestation, click all the bubbles that apply.
• Check where the location of the tag is.
• Indicate the conditions conductive to infestation.
• If applicable, type graph explanations in the square text box.

Treatment Details

• Indicate the treatment date by clicking on the calendar icon and selecting a date. Type in the area treated.
• Begin typing the pesticide name / code used. The live search will bring up options you can click to select. Input the remaining text boxes.

Diagrams

Here you can draw a diagram or upload a diagram from your computer.

1. Click on Upload Diagram and click on the icon.
2. Click Select File and choose from your computer.
   
3. Click on the magnifying icons to adjust the diagram to the white bounding box and crop it.
   
4. You can always add more diagrams by clicking on the plus icon and delete them with the X icon.
   

Drawing Tools:

• Use the rectangle tool, line tool, and many others to generate your diagram.
  
• Pencil tool allows you to draw freely, eraser tool erases.
  
• Click and drag the line tool to create a line from where you last clicked. You may choose to select a dotted line or an arrow line, or both.
  
• Click and drag using the rectangle tool, the circle tool works in the same way.
  
• For all the drawing tools, you may choose to vary the width of the strokes by clicking on any of the black circles on the bottom.
  

• With the text tool, first input text in the text box, then choose the size and type of font. To put the text on the diagram, click anywhere to place the text directly, or you can click, hold, and drag to reposition.
  
• Check italic, bold, or both to apply the text style.
  

• The arrows are the undo and redo functions respectively. Click undo to go back a step, redo to go forward.
  
• To erase everything currently on the drawing board, click “Clear.”
  
• You can change the background and the stroke colors. Bring up swatches by clicking on the background and stroke icons.
  

Progress Thus Far

You Have Completed The Nevada Wood Destroying Pests Inspection Report.

Click Create Invoice for Inspection to generate an invoice for the inspection.

• When you create an invoice you have the option to print or post the invoice. Printing the invoice will open it in a new tab.
  

Print/E-mail your report by clicking Print/E-mail below or on the navigation bar.

• A popup screen will appear, select all the pages of the report you want printed/e-mailed. Then click either or at the bottom.
• Printing will open a PDF in a new tab.
• E-mailing will require you to input an email title, message, and recipients of the e-mail. Click send when you are finished.

If you want to proceed to the Notes / F&R section, click Add Additional Notes (Optional).

Notes / F&R

If you feel that findings and recommendations indicated on front page is insufficient, and would like to indicate additional findings, recommendations, or notes, you can do so on this page.

1. In the Header section, select a Disclaimer and F&R Header from the existing codes by clicking on the drop down arrow to reveal the list.
2. Next, define the findings and recommendations for the findings you had indicated on the diagram. Click on Add Findings / Notes.
3. By clicking on any of the codes on the left column, the text will appear on the right column. You can also use the live search bar by typing keywords or the code name to find a specific code. You can also edit the existing code and save it by clicking Save as new code.

  You can change the organization of Findings & Recommendations by clicking on Options (located in the top navigation panel), and under General and F&R Codebook,
  select from Combined F&R or Modular F&R. Combined F&R groups both findings and recs together into one code, and Modular F&R separates the two.

1. Select the F&R Tail from the selection box. The section will be filled automatically.
2. The first Emergency Contacts category is by county, select your county in the drop down menu. Once you choose one, the system will remember the selection, and future termite reports will have your selected county already listed, unless you check the box to Never auto-select county emergency numbers.
3. Your custom Emergency Contacts can be preloaded from your Contacts.

  You can always edit upon/create a new code by clicking on the  icons on the top left of every section.

Invoice

You Have Completed The Nevada Wood Destroying Pests Inspection Report.

Click Create Invoice for Inspection to generate an invoice for the inspection.

• When you create an invoice you have the option to print or post the invoice. Printing the invoice will open it in a new tab.
  

Print/E-mail your report by clicking Print/E-mail below or on the navigation bar.

• A popup screen will appear, select all the pages of the report you want printed/e-mailed. Then click either or at the bottom.
• Printing will open a PDF in a new tab.
• E-mailing will require you to input an email title, message, and recipients of the e-mail. Click send when you are finished.

Adding Photos

Adding photographs to termite reports is not required, but can be helpful. Photos you upload will be attached to the end of the inspector report.

1. Click on Attach Photos located in the top navigation next to the report number.
2. Click on Upload photos, and from your computer select however many image files you need to add to the report.
3. The thumbnails of the images will appear, you can then choose to link the image to your Findings Code and/or add a short description by clicking on the icons.
4. Choose how you want to line up the photos when you print the report (1 photo per page, 2 per page, etc). Note that the more photos per page, the smaller the photos will print.

Print/E-mail

After every stage of the Termite Report, you are given an option to Print/E-mail the report. You can also click the Print/E-mail option in the navigation on the top right (Under Attach Photos).

1. When you click on Print/E-mail, check all the aspects you want printed/e-mailed, or Select All.
2. Depending on what action you want to do, click Print(PDF) or E-mail.
3. When you click on Print, a PDF will appear in a separate tab (it might take a while). To print, click on the printer icon located in the upper right corner.
4. When you click on E-mail, the E-mail Report appears. You can edit the subject line and write a custom message in the text box. Check the boxes on the right to designate recipients. When finished, hit Send.

Save Report as a PDF file

Due to the nature of the e-mail function (automatically generated, large volume), the e-mail may be put into the spam box or sometimes fail to send. This is entirely dependent on the policy of the e-mail server associated with the recipient's domain.
To have 100% control over your e-mails , click Print to generate a PDF in a new tab, right-click on the document and click Save as to save to your computer. Then you can send the report out from your own e-mail as a file attachment.