Evolve Process (opening and closing a ticket in evolve)

Created by IT Michael Dozier, Modified on Wed, 26 Jul, 2023 at 1:25 PM by IT Michael Dozier

Evolve Process-Pest

  • Open Evolve on your smartphone.

  • Log in using your username and password.

    • Username: first&lastname (No space)

    • Password: Abc(lastfourofsocial)!

  • Select your preferred view; calendar, map, or timeline.

    • You can do this in the top right hand corner of the screen. 

  • Select current date.

  • Select the current service order.

  • Send the en-route message.

  • In the Log tab enter your arrival time.

    • Review Log Details

    • Add Follow-ups

  • In the Log tab scroll down to and select the Inspections Section, this is where you can add:

    • Products used

    • Devices

    • Pest sightings

  • In the Documents tab you can add:

    • Forms by clicking on the plus sign and then selecting the job specific form.

      • Fill out the job specific form. 

    • Pictures.

    • Voice recordings. 

  • Select the Log tab and clock out of the service.

  • Select Complete Service Order.

  • Ensure you emailed all pictures, forms, and voice recordings. 

  • Tickets need to be opened and closed on site at each and every job.


Approved by:

Norman

Joe Henrickson

Steven Martin  

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