Help

The Setup page has 8 steps that tick themselves off as your data comes in. What each one is, where it lives, and why one may not tick.

For the owner

Sign in on the office website or the app, reset a forgotten password, and add a 6-digit code from an authenticator app.

For everyone

Open the invite link or scan its QR code, make your login, and you are in your company. Steps for the website and the app.

For everyone

Add a tech on the Team page, make their invite, and send it yourself by text or email. Barrierline does not send it for you.

For the office

The files to export from your old software, in CSV or Excel, before you cancel it. Or send us whatever your old software gives you.

For the owner

Add your files, check the totals against your old system, move everything in with one button, and undo the move for 30 days.

For the owner

The Today page: the top sentence, why a day is late, the board, Needs a look, the List, printing tomorrow, and a phone change that did not go through.

For the office

Read the week by tech, add or move a stop, put a route in order, load a day from a spreadsheet and fill the week from plans.

For the office

On Today, draw a tech’s route, move stops, hand on a day when a tech is out, and take a change back.

For the office

Get there, Start service, fill in the record, Finish service, and what to do when you can’t do the stop.

For techs

You keep working. Every tap saves on the phone first and goes to the office when there is signal.

For techs

Add photos and short videos, get the customer’s signature, and send the service report from your own phone.

For techs

Search for a customer, add a new one, read their page, and pause, cancel or stop serving a customer with the reason kept.

For the office

A callback is a return visit because the last treatment did not hold. Book it from the customer and say why, so Reports can count it.

For the office

Leads are customers who asked for a quote. Work each one from New to Won or Lost on the Leads page, and the tech who found it gets the credit.

For the office

Add a recurring plan to a customer, change it, pause it with a reason, resume it, and see why plans stopped.

For the office

Settings, Plans can keep visits booked 2, 4 or 8 weeks ahead each night, or stay off while your old software still schedules.

For the owner

Put each property’s stations on file, let techs scan them on every visit, then read the history or print it for an auditor.

For the office

The Inbox holds alerts from the stops, messages from techs and a To do list. You choose which alerts ping you in Settings.

For the office

Yes. The tech screens and the customer’s page have Spanish. Records and reports stay in English.

For techs

Search every product applied, export the rows the state lists, and fix a finished record without losing the tech’s original.

For the office

Supplies keeps each purchase and each disposal the way Arizona lists them, with the receipt, and never deletes one.

For the office

Arizona wants a termite report within 30 days. Records lists each one with its due date and builds the state’s upload file.

For the office

Write up an incident, record that you told the state, keep the copy you sent, and list the date you got each truck and trailer.

For the office

What an Arizona inspector asks for, what Barrierline keeps, what stays on paper, and how to pull each record.

For the owner

Store each product’s safety data sheet, your insurance or bond with its end date, and a signed contract for each customer. Get warned before it runs out.

For the office

The day each applicator started, their training, the gear you issued and the day they left, kept 3 years after they go.

For the office

Price visits, make one invoice per customer, give a discount or a credit, record checks and cash, see who owes, and print or export invoices.

For the office

Pick the name and reply address, confirm it, turn on visit reminders, and track who agreed to get email and who asked to stop.

For the owner

Every customer can have a link with no password to their visits. Copy it, send it yourself, and set your Google review link.

For the office

Put a bond or warranty on a customer, get warned before it ends, renew it with the invoice in one click, or end it and say why.

For the office

Pick a date range, read the numbers at the top, see which stops started late, and know why a rate says “Not enough visits yet (16)”.

For the owner

What the owner can do that office staff cannot, how to invite office staff, keep licenses current, remove people, and check hours.

For the owner

A job sheet says what a service treats and with what. A checklist is steps the tech ticks. Both are in Settings.

For the office

Put your products on file with their label facts, hide the ones you stopped using, and see about how much is left on each truck.

For the office

Download your records any time. To close the company, the owner uses Close the company in the app and has 90 days to download.

For the owner

What each sign-in message means on the website and in the phone app, and what to do about it.

For everyone

Remove the tech’s login on the Team page to cut off a lost phone, then get them going on a new one. Work never sent stays on the old phone.

For the office

Write to help@barrierline.com, from the app or any sign-in page, and say what you were doing.

For everyone