This presentation will show you how to set up your system so that customers can view their account, make payments and schedule services online.

Transcription

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2 This presentation will show you how to set up your system so that customers can view their account, make payments and schedule services online. To begin, the person who handles your website and Marathon Data Systems must work together to set up the CAA on your company s website.

3 If you currently have a website, such as ask the person who handles your website to create a sub domain for use for CAA such as If you do not currently own a domain name, Marathon can set one up for you.

4 Once completed, your website consultant will need to create an A Record in DNS which will point the sub domain to an IP address we provide. If you are a purchase customer, the IP will need to point to your external IP address for PestPac. If you are an online customer logging into this address: use the following IP address:

5 Contact the Technical Support staff at Marathon Data Systems at and let them know when sub domain you would like to use for CAA.

6 Our programming staff will then set up CAA to work with the sub domain address for you.

7 Back in PestPac, you will need to select options in the Company Setup for the CAA.

8 From the Company Menu, select Company Setup.

9 Under Additional Modules, Select Customer Access Module

10 At the top are options for how you want the CAA to look including Headers and color scheme.

11 You may also setup Defaults for what information customers will be able to see when they log into the CAA.

12 The next set of slides will show you how to customize Bill-To accounts for use with the Customer Account Access Module.

13 From the location detail screen, click on the customer s Bill-to.

14 Click on Edit and scroll to the bottom of the screen.

15 The highlighted section houses all the options that customers will be able to view when they log in.

16 Web Access Password Information This field will be automatically filled in by the system with a unique account access password. If you are using the security module, the password created will respect the rules that are set up. If you are not using the security module, the system will create a random five character password. The password can be changed either by you or by the customer once they can access their account through your company web site. Note-If web access is enabled, you will not be able to save this screen unless a username and password is entered.

17 Check the Enable Web Access to turn on the CAA for a customer if it is not defaulted to checked in the Company Setup.

18 Uncheck any options that you do not want this customer to see when logged in.

19 Scroll to the top and click on Save when finished.

20 If this is the first time this customer s CAA access has been activated, you ll receive a prompt to send the customer an .

21 You many also specify which location documents a customer can see on the CAA.

22 Under Include on Website, if you do not want to include a specific location document, click on the blue YES to change it to NO.

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24 The next set of slides will show you how to create a list of all of your customers so that you can mass update them to enable web access.

25 Go to Location Search. Leave all fields blank and click on Search to create a list of all customers. Enter additional search criteria if you need to narrow down your results.

26 Go to Location Search. Leave all fields blank and click on Search.

27 Click Yes

28 Click on Add to List. Fill in the List Name and click OK. You can access this list in the future under Customer > List Management.

29 Go to Tools > Data Update Tools > Data Update Utility. Populate the screen as you see here. Select the Location List you created. Select the Data Table of Bill-Tos. Select the Update Data Field of Enable Portal Access. Match old value on: Specified. Leave Old Value Blank. Check the box for New Value. Click on Preview Update.

30 Click where it says Click here. This will pull up a file that you can open or save. Review this file and then click on Update Data. If your list is over 1,000 records it is recommended to run during off-peak hours. After you click Update Data, click on OK to the prompt. Your data is now updated.

31 The next set of slides will show you how to create a letter to to customers with their access information.

32 Go to Company > Lookup Tables > Letters > Add Letter. Give the letter a name, create the body of your letter and make sure to use the mail merge fields for username and password as shown in the example. Click on Help in PestPac for additional mail merge code options. Click Add when finished.

33 The next set of slides will show you how to the letter you have created to send to your customers informing them of their web access login.

34 Go to Customer > List Management. Select the list you created and click on Go. Click on Print.

35 Choose the report format of Letters. Select the letter you created and enter an subject. You can click on display to see a preview. Click on when ready to send.

36 The next set of slides will show you how your customers can view their account online.

37 This is the home page that customers will see when they log in. It make look different depending on what options you allow your customers to see.

38 On the Left hand side is the main menu that customers can use to navigate.

39 Customers can see a listing of upcoming services.

40 There will be a section for a summary of the most recent services.

41 They can also see a list of documents attached to their location.

42 If your company uses Marketing Text, the corresponding text will appear in the highlighted section.

43 In the Account Statement Menu, the customer can print out a statement.

44 A Sample Statement is shown here.

45 Customers can also see all open invoices.

46 A Sample Report is shown here.

47 In the Service History Menu, the most recent services will be shown. Customers can click on the buttons above to show services for different time frames.

48 A sample report is shown here.

49 The Open Service Orders screen is divided into different sections.

50 This section shows customer s services that are scheduled to be completed.

51 This section shows customers services that are scheduled based on the schedule in their service setups.

52 Customers can also choose what time frame they want to view.

53 The Payment History screen will show the customer s most recent payment. They can click on the buttons above to look at different time frames.

54 A sample report is shown here.

55 The Billing History screen shows the most recent invoice. The customer can click on the buttons above to view different time frames.

56 A sample report is shown here.

57 From the Device History screen, customers can view diagrams, pest findings and service history.

58 In the My Documents screen, customers can view any documents attached to their account by clicking on Open.

59 In the Material Usage History screen, customers can view materials that have been applied. They can click on the buttons above to view different time frames.

60 A sample report is shown here.

61 In the device inspections and pest findings screen, the customer can select which devices to run a report for and choose a given time frame.

62 A Sample Report is shown here.

63 The Deficiencies screen will show open deficiencies on the account. Customers can specify a specific time frame by clicking on the buttons above.

64 Customers can click on View to view the deficiency.

65 They can then add a note for the deficiency.

66 An will be sent to the person specified in PestPac to receive s sent from the CAA.

67 The next few slides will go over how a customer can make a payment and update credit card information using the CAA. The following examples use Marathon Data System s third party partner, Element, to process credit cards.

68 When customers go to Pay for a Service, they select which invoice they want to pay and how much to pay.

69 They can then choose a credit card already on file or a New Credit Card.

70 When New Credit Card is selected, the customer will see a pop up letting them know that they will be linked to Element s payment server.

71 They can then fill out the credit card information and click on Process Credit Card.

72 The customer will receive a confirmation that the payment has been made. The payment must be released in PestPac in order to finish the payment process.

73 The Update Credit Card screen will allow customers to change which credit card is linked to each service setup they have.

74 They can click on Update Card to update the current credit card on file. They will see a pop up from Element that will be used to update the card.

75 If the customer wants to remove a service setup from autobill, they can click on the Remove button.

76 To save changes, the customer must click on the Save Changes button.

77 A customer request a service here. The person who is set up to receive s in PestPac scaa set up will receive the request.

78 Customers can ask a question by filling out this screen. The name and contact information will be filled in automatically if available. The person who is set up in PestPac s CAA to receive s will get the question.

79 Customers can request changes to their information such as phone number changes here. The user who is set up in PestPac s CAA setup to receive s will get this update request.

80 Customers can start adding a new user by clicking on the Add User button.

81 Customers can define the new user setting here. They can specify what access the new user has.

82 Customers can change the password for the username they are currently logged in as here.

83 This concludes the Customer Account Access training. If you have any questions, please contact a customer service representative at