How to View Customer Documents in the App

This guide shows you, step by step, how to turn on document access for a technician and how to view a customer's documents afterwards.

Please note: Technicians can only view documents. Editing or deleting documents is not possible.

TABLE OF CONTENTS

• Part 1: Turn on document access (on your computer)
• Part 2: Sync the app (on your phone)
• Part 3: View a customer's documents (on your phone)
• Part 4: View documents through a workorder (alternative way)

Part 1: Turn on document access (on your computer)

Step 1: Open the web application

Open your internet browser (for example Chrome or Edge) on your computer and log in to the web application.

Step 2: Go to Employees

In the menu, click on Home, then click on Employees.

Step 3: Open the employee's profile

Find the employee who should be able to view customer documents. Click Edit next to their name.

Step 4: Go to Technician settings

In the employee's profile, click on the tab or section called Technician settings.

Step 5: Turn on document access

Check (tick) the box next to "Allow technician to access customer documents".

Step 6: Save your changes

Click the Save all button to save your changes.

Part 2: Sync the app (on your phone)

Step 7: Open the app on your phone

On your phone, open the Pestscan app.

Step 8: Sync the app

Tap Sync. This updates the app with the changes you just made.

Step 9: Log out

Tap to log out of the app.

Step 10: Log back in

Log back in with your username and password.

This step is important: the new settings only become active after you log out and log back in.

Part 3: View a customer's documents (on your phone)

Step 11: Go to Customers

In the app, tap on Customers.

Step 12: Find the customer location

Search for the customer location you want to view, and tap on it to select it.

Step 13: Open the location

Tap Open to open the customer location.

Step 14: View the documents

You will now see a button called Documents. Tap on it to view the documents for this location.

Part 4: View documents through a workorder (alternative way)

You can also check a customer's documents through a workorder. Here's how:

Step 15: Open a workorder

Open the workorder you are working on.

Step 16: Go to Customer

Tap on Customer.

Step 17: Go to Documents

Tap on Documents to view the documents for this customer.

✅ Done! You can now view the customer's documents in the app.

Reminder: documents can only be viewed, not edited or deleted.