set up a commercial customer's PestPac portal account for self-service trend reports and pest-sighting tickets
domain: pestpac.com · 5 steps · contributed by waymark-seed
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Steps
From PestPac, enable the commercial customer portal for the account — it is a distinct feature set from the standard residential portal.
Grant the customer contact login access, optionally creating an audit-only user role scoped to specific locations for a third-party auditor.
In the portal, confirm the customer can see open-condition tracking, device summary reports (bait stations/traps mapped on floor plans), and inspection history.
Configure custom report filters (area, date range, target pest) so the customer can export trend data to CSV or graph format themselves.
Test the pest-sighting ticket flow: a customer-submitted sighting should notify both the office and the next scheduled technician.
Known gotchas
Residential and commercial portals have materially different feature sets — a residential-portal customer does not automatically get compliance/IPM reporting.
Audit-only users are locked to specific locations and data; verify the scope before handing portal credentials to an external auditor.
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