Difference between revisions of "NPMA Report"
From Kiosk Documentations
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For an in depth walk-through on how to write a termite report with TermiteKiosk, click on the help icon [[File:Contexthelp.png]] located at the top right for a video tutorial.<br> | For an in depth walk-through on how to write a termite report with TermiteKiosk, click on the help icon [[File:Contexthelp.png]] located at the top right for a video tutorial.<br> | ||
| + | |||
| + | == Front Page == | ||
| + | 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. You may input it manually or you can click on the edit icon to select out of your list of inspectors. | ||
| + | *You can also 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. | ||
| + | |||
| + | Next, fill out the Findings & Recommendations sections. | ||
| + | *You can see that by default, option A is selected, meaning there was no visible evidence. When you select option B, you will see more text boxes appear. Input the information from the inspection. | ||
| + | |||
| + | Next, fill out the Recommendations section. | ||
| + | *Likewise you can also select to have no treatment which is the first option | ||
| + | |||
| + | In the next section, check all that apply. Select additional comments by clicking on the drop down menu. | ||
| + | |||
| + | You can choose to set the selected Tail section as default by checking the box on the right. | ||
| + | When you complete the Front Page of the report, you can proceed in two different ways: | ||
| + | |||
| + | You can choose to print or email the report completed thus far, or you can advance to the next step (adding Diagrams). | ||
| + | *Click on "Print/E-mail." Select all the aspects of the report you want printed or emailed. | ||
| + | *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. | ||
| + | |||
| + | Return to the Kiosk. To email the report, select "E-mail." | ||
| + | *You can edit the subject line and write a custom message in the text box. Check the boxes on the right to designate recipients. | ||
| + | |||
| + | The Front Page is complete. Click "Add Diagrams / Additional Notes" to proceed. | ||
| + | |||
| + | |||
| + | == Diagrams == | ||
| + | |||
| + | == Additional Notes == | ||
Revision as of 18:04, 12 July 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
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. You may input it manually or you can click on the edit icon to select out of your list of inspectors.
- You can also 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.
Next, fill out the Findings & Recommendations sections.
- You can see that by default, option A is selected, meaning there was no visible evidence. When you select option B, you will see more text boxes appear. Input the information from the inspection.
Next, fill out the Recommendations section.
- Likewise you can also select to have no treatment which is the first option
In the next section, check all that apply. Select additional comments by clicking on the drop down menu.
You can choose to set the selected Tail section as default by checking the box on the right. When you complete the Front Page of the report, you can proceed in two different ways:
You can choose to print or email the report completed thus far, or you can advance to the next step (adding Diagrams).
- Click on "Print/E-mail." Select all the aspects of the report you want printed or emailed.
- 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.
Return to the Kiosk. To email the report, select "E-mail."
- You can edit the subject line and write a custom message in the text box. Check the boxes on the right to designate recipients.
The Front Page is complete. Click "Add Diagrams / Additional Notes" to proceed.
