Section: Pest Prevention
Subject: Activity Report
Approved by: David Armstrong
Effective Date: 1 March 1990
Last Reviewed Date: 1 March 1990
Policy Owner:
Policy #
Reports Needed to Complete the Accounts Receivable Summary Report: #
- Final Transaction Analysis
- Final Cash Deposit Report
- Alpha Trial Balance by Route
- Previous month Accounts Receivable Summary Report
NOTE: ALL PRODUCTION, DEPOSITS, SALES, SKIPS, AND CANCELLATIONS MUST BE BALANCED TO THE DOR AND ALL LOGS PRIOR TO FILLING OUT THE ACTIVITY REPORT.
Pest Control #
- Route # – Number of routes broken out by residential and commercial.
- Service # – Number of services performed by residential and commercial. Can be found on the transaction analysis, under type -0- and 1. Don’t forget to subtract the number of “No Charge – Code Z” services from the type total number of accounts serviced.
- Average per Route # – Divide the number of services by the number of routes = Average
- Route Charges $ – The dollar amount of services performed by residential and commercial. Can be found on the transaction analysis, under type -0- for residential and 1 for commercial.
- Per Route $ – Divide the $ amount of services performed by the number of routes = Averages.
- Skips # – From the Not Serviced Report for all routes, except 98, #99 broken down residential or commercial.
- Skips $ – Same as above.
- Skips % – Add the number of services, number of skips and the number of cancels on Line 1 residential/Line 2 commercial/Line 3 total for the total number of services available. Divide the number of skips by the total number of services available to get the percent. “ie 1.9 or 2.0)
- One-time Services # – Number of one-time services performed. The total of one-time services is on the transaction analysis. Enter on the residential line. Remember, only accounts that show on transaction analysis are counted on this report.
- One-time Services $ – Same as above.
- Initial Charge on Yearly Contract – From column Type 5 of the transaction analysis, the number of accounts is the count for the PC/IS only. Residential Line “B”, Commercial Line “D”, and the dollar amount is the combined totals of EIS and IS, Residential Line A & B, Commercial Line C & D.
- New Monthly Charge – From column type 5 of the transaction analysis, pick up only the # and $ amounts of PC/IS for residential Line “B”,and commercial Line “D”. The number count is the same as initial charge #.
- Cancelled Services – From the Growth/Loss Report, by PC route use net # & $ (cancel – minus – uncancel). Total residential routes and enter on Line 1, total commercial routes and enter on Line 2. The total should equal the # and $ listed on the Manual Cancellation Log. (Except Route 98 and 99)
- Pest Control $______: = The total of route charges, plus one-time services, plus initial charges on yearly contracts.
Lawn #
- Same as Pest Control except column (type) changes. (IE)
- Route # – same
- Service # – same except use type-2
- Average per route # – same
- Route charges $ – same except use type-2
- Per route – same
- Skips # – same except do not count route #98
- Skips $ – same Skips % – same
- One time services # – type-8
- One time services $ – type-8
- Initial charge on yearly contracts – same except use type-7
- New monthly charge – same except use type-7
- Cancelled services – same
- Lawn $________ – same
Termite #
- # & $ Fumigation – From the transaction analysis, column type 4, account types C & D.
- # & $ Subterranean – From the transaction analysis, column type 4, account types A & B.
- # & $ Pretreats – From the transaction analysis, column type 4, account R.
- # & $ RE Clearance – From the transaction analysis, column type 4, account type S.
- # & $ Vault Fume – From the transaction analysis, column type 4, account type T.
- TOTAL – From the transaction analysis, the total number and dollar value of column type 4.
- Renewals – From the transaction analysis, the total number and dollar value of column type 3.
- # & $ Cancelled Services – Use # & $ from monthly termite cancel printout, should equal your manual cancellation log for termite renewals.
- # & $ Reinspections Made – From the final DOR. TERMITE CONTROL $_____: Total of completions and renewal collections
# Of Employees on Payroll At Month-End #
$ of Employees on Payroll at Month-end – From the final Payroll Recap.
Leads #
Leads – From the final Branch Sales Recap.