To apply a payment, go to: Receivables > Payment Posting

The Post Date at the top should already have today’s date. First, click the MOP (Method of Payment) box and select an option using the drop-down button.

Next, type in the Detail box any pertinent information such as a check number. Type in the numerical amount being paid in Payment Amt. and after inputting the Invoice #, the Billed Party Name and Balance fields should auto complete. Press ‘Enter’ on your keyboard to create a second line to post another payment. Click OK at the bottom to complete the payment posting.

To add to or edit your county list in Bugbase, go to: Administrator > Locations > Counties

In the Counties window, click on the blue arrow button to the right of the County ID text box to see all of the counties in the system. To open and edit a county, select it from the list and click OK.

To create a new county in the system you will need to enter in the County ID code (see below for full list) and the County Name. Mark the checkbox next to Active to be able to generate monthly chemical reports for that county even if no chemicals were applied during a given month. Click Save at the top when finished (located just underneath the Administrator menu option).

List of California county codes:

Create a Route ID. For example: “1″, “John Doe”, or “Pest”

Next, in the Assign To field, select the employee you want this route to be assigned. Then, type in a Route Name. For example: “Pest 1″, “John Doe” (to match the employee assigned to the route), or “Office”. The selection of the Schedule Group drop-down defines how the route is categorized in the Schedule. All other fields are optional.

Click Save at the top when finished. When you open the Schedule, you should see the newly created routes on the left and across the top.

To add a new diagram label in Bugbase, go to:  Administrator > WDO Admin > Sketch Labels.

In the Sketch Labels window, click on a blank line and enter the name of the new label. Press enter again to add a new blank line.

To remove an existing label, or change the order in which they appear, right click on the label.

When emailing reports, there are a couple options:

1.  Print and sign the report. Then scan it, compile it to a PDF, and email it.
2.  Insert a digital signature in Bugbase once, and save signed PDFs without any extra steps.

To create a digital signature, first sign a piece of paper, and scan the image into any photo editing software (such as Paint). Scan the image at 300 DPI, and crop the signature as closely as possible. We recommend cleaning up any distortion/discoloration caused by your scanner and make as much of the white-space around the signature as pure white as possible, otherwise you will end up with discoloration around the signature (see below comparison).

Once you have scanned the signature, you must save it as a Bitmap (.bmp) file on your computer. Some software will default to saving as a Jpeg (.jpg) file (or a .png file), but saving the image as anything other than a .bmp format will cause problems when printing.

Once your scanned signature is formatted properly, you can upload it to Bugbase.

To add an employee’s signature in Bugbase, go to:  Administrator > Personnel > Employees.

In the Employees window,  click on the blue arrow button to the right of the Employee ID text box to see a list of all the employees in your system.  Select the employee’s name from the list that you want to add a digital signature to, and click OK.  

The Employees window should now be filled with the selected employee’s personal information. Click Browse (next to the Signature File text box located on the right hand side of the window) to search for the emplyoee’s signature file.

Locate the folder where you saved your scanned signature, select it, and then click Open.

Click View File Placement to view the Signature Preview window so that you can see what the employee’s signature will look like on all of your printed forms.

The signature may need to be adjusted based on its distance from the signature line.  If it looks a little too high or low, close the Signature Preview window, and within the Employees window, choose a number from the Adjustment drop-down menu (positive numbers move the signature up from the line, negative numbers move it down). Click View File Placement again to see the new Signature Preview. Repeat this process until you get the signature where you want it on the line.

Once the signature is positioned the way you like it, close the Signature Preview window and click Save at the top when finished.

First, open the job you wish to email a document from. Then, click the Print button in the main toolbar at the top. Select the item you wish to email, then select PDF from the Print Option drop-down menu and click Process at the bottom of the window.

Now, select where you want to save the document on your computer. We recommend saving your PDFs in My Computer > Local Disc (C:) > Bugbase PDFs. If you have not yet created a folder for PDFs, you can do so by right clicking and selecting New > Folder.  Name the new folder Bugbase PDFs and then open the folder. Click Open to save the document.

Now that you have saved the document as a PDF, you can open your email program and attach it to an email.

To add an employee profile to Bugbase, go to: Administrator > Personnel > Employees

First, enter an Employee ID. We recommend using sequential numbers for the ID (i.e. 1, 2, 3 or 001, 002, 003). The highlighted fields shown below are the minimum amount of information required to create a profile for your licensed personnel.

After entering the Employee ID, Name, and License # you will need to check the spaces in the Active column next to the applicable License Types that the employee is licensed in (see above screen shot for example). This controls the areas of Bugbase in which the employee will be available as an option. Click Save at the top when finished.

To turn this feature on in Bugbase, go to Administrator > General Settings > Envelope Logo.

When you click on the Envelope Logo, it will have a little check mark next to it, indicating that envelopes printed from Bugbase will have your logo on them. To print an envelope in Bugbase, open a job, then click the Print icon in the main toolbar.  This will take you to the Print Options window.

Select Envelope for from the Print Options window, then click Process which will take you to the Available Addresses window. Choose the appropriate address, then click OK.

First, check the amount of RAM (installed memory) your computer holds by going to: Control Panel > View by: Small icons > System

If you have less than 500MB, consider keeping other applications closed when working in Bugbase, or upgrade the amount of RAM.

If your computer has plenty of memory, then try this:

In Bugbase, go to: Schedule > Scheduling Prefs and make sure the IP Address and Port fields are blank. If they’re not, delete the text in those fields, click OK, and close and reopen Bugbase.

Lastly, your anti-virus software could be constantly scanning files on your computer (including Bugbase) which could be the cause of the program freezing. If so, exceptions for Bugbase files need to be configured within the settings of the anti-virus software to prevent slowness and freezing in Bugbase.

In the Billing tab of the job, select the Billing Party you wish to create an invoice for from the drop-down list.

To create a new invoice make sure the Select Invoice drop-down menu is set to Add. The Invoice Date will default to today’s date, but can be manually changed. If you want to edit an existing invoice, select it from the Select Invoice drop-down menu.

Next, click Create Quick Invoice in the upper right hand corner of the window (to the right of Tasks).

Bugbase will default to creating a Completion invoice. To create an invoice for an inspection or a clear report, select the appropriate radio button to the right of the Billing Party field in the Quick Invoice window. The Details (the text that will print on the invoice) will change depending on the type of invoice you choose. You may also edit the Details field to say whatever you want (just click inside the box and type).

If the Billing Amt., Discount Amt., and Total Amt. fields are all correct, click Finish. Otherwise, input the numerical amounts you want in each field, and then click Finish.

The new invoice information should now show up as a line item in the main Billing window of the job.