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.

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.

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.
  

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.

Progress Thus Far

After you complete the inspection portion of your termite report, you can either:

1. Create an invoice for inspection
2. Print / E-mail the report
3. Or proceed to the completion of the report by clicking Next.

Contract

  Note: When indicating numerical prices, DO NOT put a dollar sign ($) in front of the value. For example, instead of $30.00, 30.00 is the correct way.

• A contract proposal page typically contains an itemized list of findings with price quotes for performing treatment services for those findings. If had already entered the price quotes on F&R page, the system has fetched the numbers for you. If not, you can click on the button to enter your quotes.
  
• Alternatively, you can also click on the tab Freehand Entry to make your own layout on top of the default.
  
• Agreement paragraph will precede the itemized quote section in the printed form of this contract / proposal page. You may customize this section by clicking on the icon. You may also add your custom paragraphs in Codebook >> Contract Paragraph.
• Finally, the footer is the signature line, and you may also edit the categories and text by clicking on the icon.

Follow-up Reminder

When you finish the Contract section of the report, you have the option to add a Follow-up Reminder.

1. First, click Add Follow-up Reminder in the center. Alternatively, you can also click on the button Add reminder... on the navigation located on the right.
2. Change the contact person to tie with the reminder as you see fit by clicking on the drop down arrow (The categories are "Ordered by, Report Sent to, Property Owner, and Party of Interest"). Upon selection, the information below will change depending on the corresponding persons in the termite report. Click on the down arrow icon to see more details of the contact.
3. Change the follow-up date and time information, and you can also add notes.
4. When complete, click . The reminder will be added to your calendar, which you can view by clicking on Calendar on the top navigation panel.

Crew Sheet

The crew sheet is a summary sheet containing information about the inspected property. Normally, the crew sheet is handed to the person who will be visiting the property to perform treatment.
Input the Appointment Date & Time, and Additional Notes if needed.