How the whole system works

1. Subscribe on the website Subscriptions are sold on the product website — not inside the app — and one subscription covers your whole company. Downloading the apps themselves is free; you sign in with the account from your subscription.
2. Sign in as the administrator The owner signs in with the administrator username and password. From the Owner app you set up the business and create the team.
3. Give each technician their own login Every technician gets their own username and password. That login is how the app knows whose route is whose — and who performed each service.
4. Put each technician's license number on their profile A technician's license number lives on their profile and is stamped automatically onto every record they produce. Nobody types it by hand at each stop, so it can't be misspelled or forgotten.
5. The owner can work a route too If you go out in the field yourself, you are assignable like any technician: you can run your own route end to end from inside the Owner app, with the same field flow and the same completion requirements. Your finished work bills your customers normally — and on the payroll sheet you appear as "Owner — not paid out", because owners don't pay themselves wages.
6. Pick your language The EN / ES button switches the entire app — every screen and every app-generated document — between English and Spanish. Nothing is left half in one language and half in the other. Names and notes you type yourself are never translated.

Each customer has a full record: who they are, how to reach them, and everything about the service at their property. Every contact field is tappable — the address opens maps/navigation, the phone number calls or texts, and email opens your mail app.

What a customer record holds

• Contacts — phone, email and service address, each one tap-to-use.
• Service programs — the services the customer is on, each with its frequency and its visits across the cycle (for example, a quarterly program with visits 1 to 4).
• Cleanouts — one-time initial or cleanout services, recorded separately from the recurring program.
• Devices on site — every device placed at the property: bait stations, traps and termite monitoring stations, listed so they can be checked on every visit.
• History — the past service reports for that customer, so the last visit's findings and applications are always one tap away.

Termite work runs on its own rhythm — monitoring that continues month after month, and contracts that come up for renewal once a year. The Owner app keeps both in view.

Monitoring contracts

Termite monitoring contracts are tracked as their own kind of program. The stations on site are part of the customer's devices, get checked on visits like any other device, and their status history builds up over the life of the contract.

The Renewals list

The Renewals list shows every contract that is coming due — who is due and in how many days — so renewals never sneak up on you or quietly lapse.

1. Open the Renewals list Contracts are listed by how soon they are due.
2. Tap renew One tap renews the customer's contract for the new period.
3. The invoice is created with it Renewing generates the invoice at the same time — no separate billing step to remember.

WDI inspection work orders

Wood-destroying insect (WDI) inspections — the inspections often needed for a real-estate closing — are handled as work orders structured on the NPMA-33 form, the standard WDI inspection report format. The work order carries the inspection's findings and ends with dual signatures: the inspector signs, and the customer (or their representative) signs — both on the record, as the form expects.

The Team area is where you manage everyone's login, license and standing. Each employee phone only ever holds that employee's own route — never the full customer list — so a lost phone is a small problem, not a company-wide one.

When someone leaves

• Set them Inactive — their login stops working immediately. Their route can be reassigned, and all of their history is preserved: every record they ever produced stays on file with their name and license on it, exactly as the law expects.
• Delete is refused when the technician has records — if a person has service reports or application records in the system, the app will not delete them. Records are never destroyed to tidy up a list; deactivate the login instead.

GPS track

For each technician you can see their GPS track — where the day's work actually happened, stop by stop — which backs up the route and the finished reports.

Inside a stop, the work screen walks the service in order. Everything you record here becomes part of the customer's report and the company's records.

Findings

Record what you actually found: pests seen, signs of activity (droppings, trails, webs, live insects), and conducive conditions — the things that invite pests, like standing water, wood-to-ground contact, gaps around pipes or clutter against the wall. Findings are what the customer reads in their report, and what the next visit compares against.

The checklist

The stop's service checklist covers the steps of the treatment. Work down it as you go — it keeps every visit consistent, whoever is on the route.

Device checks

Every device on site — each bait station, trap and termite station from the customer's record — is listed, and every station gets a status before the visit can close: checked and fine, serviced, replaced, damaged, and so on. Nothing on the property is silently skipped.

Photos

Take photos of what you found and what you did — activity, conditions, treated areas. At least one photo is required to finish a stop: the report that goes to the customer carries the picture with it.

Finishing a stop

When findings, checklist, device checks, photos and the application record are all complete, tap Finish. The app stamps the date and time on the service, locks the record (see section 5), sends the report to the customer, and the stop moves off your active route. Work you finish is what the office bills and what your pay is counted from — finishing properly is what makes both of those right.

Skipping a stop

Sometimes a service genuinely can't happen — gate locked, nobody home, dog in the yard. Tap Skip and give the reason. A skipped stop with a reason is useful information for the office; a stop that just vanishes is a mystery. The office sees the skip and the reason, and can reschedule from there.

Work orders

One-off jobs appear in your app alongside your route: work orders assigned to you by the office, and work orders you create yourself when you spot a job that needs doing. You run them with the same flow — findings, record, photos, finish.

Stuck, found a problem, or have an idea that would make the app better? Both apps carry a Support & feedback item in the menu — it sits right next to this Tutorial link.

1. Open Support & feedback You'll find it in the app's menu, in both the Owner and Employee apps.
2. Say what's happening Report a problem or suggest an improvement, in your own words.
3. Send It composes an email to our support team, with the app's name, your role and your language attached automatically — so we know which app and which version of the flow you're talking about, and your report lands with the people who build the app. Problems and ideas from the field are how the app gets better.