Difference between revisions of "Termite Report"

Revision as of 21:35, 7 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.

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

Front Page

1. When you make a new Termite Report, first input the information for the property inspected and escrow number.
2. The inspecting company information should already be filled out by default.

  You can edit any category that has a  icon to the top left.

1. 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.
2. The Lead Source field is optional, but it may be useful for marketing purposes.
3. 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.
4. Indicate the type of report.
5. 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.
6. Finish the front page of the report by selecting the Inspection tags and who inspected the property. Click Next to proceed.

Diagrams

Here you can draw a diagram or upload a diagram from your computer.
Click on “Upload Diagram” and click on the plus icon. Click “Select File” and choose from your computer.
Click on the magnifying icons to adjust the diagram to the white bounding box and crop it.
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.

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.

Findings and Recommendations

The Findings and Recommendations part of the report consists of a Header, F&R, and Tail sections.

1. Select Headers 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.

Contract