If you have not yet set up chemical tracking in Service Autopilot, there is a new Chemical
Tracking Setup Wizard.
The wizard takes you through simple steps for setting up your chemical products.
On the My Day page, click the link for the setup wizard at the top right of your screen.
When the Chemical Tracking Setup Wizard launches, you’ll see five tabs across
the top of the screen. Click each of the tabs and fill in the information:
1. Company Info
Under Company Info, fill in the type of work. You can select one or more
standard options or fill in a custom option.
The options are:
- Fertilization/Weed Control
- Interior Pest Control
- Exterior Pest Control
- Pool Cleaning
- Other
2. License Numbers
Under License Numbers, fill in the license numbers of your technicians.
3. Fields
Fill in the Application Methods, Locations, and Units.
- Select from a list of standard data or add your own.
- You can modify the standard data or delete it
4. Chemicals
The wizard supplies a list of chemical products based on the information you
set up in the Company Info step.
- Click any chemical products in the column on the right to select them.
When you select them, optional fields appear on the same line: Scientific
Name, EPA #, and Cost. - Fill in the fields if you wish.
- Click the trashcan icon to delete the line.
5. Services
- Click any chemical services in the column on the right to select them.
When you select a chemical service, optional fields appear on the same
line: Product, Start, and End. - Fill in the fields if you wish.
- Click the trashcan icon to delete the line.