2026 has begun, bringing new opportunities, fresh expectations, and a great moment to get your processes in order. With PestScan, you can start the year well-prepared and get the most out of your software. In this article, we’ll walk you through how to set everything up efficiently and use PestScan to support the growth of your business.
The Documents Module
Adding documents is an essential part of working in a clear, professional, and well-organized way. It also saves a lot of back-and-forth emailing with your customers. Here’s how to get started:
- Go to Documents in the office environment and upload all relevant files, such as:
- Safety data sheets
- Employee certificates
- Information sheets
- Make sure the documents are visible in the customer portal (do not check the “internal only” setting).
- Next, go to the Inventory module and link the appropriate documents to each product you added in step one.
- Then open the Employees module and attach the relevant documents to each employee.
If your customer uses the customer portal, they can now easily access all shared documents in one central place.
The Inventory Module
Take a moment to review your inventory. Is everything still up to date? Pay attention to the following points:
- Are the quantities for each product still correct? If you haven’t been tracking this yet, now is the perfect time to start.
- Check whether all safety sheets are linked to the correct products.
- Verify that the quantities per use are set correctly.
- Add icons to clearly display risks and characteristics for each material.
Keeping your inventory accurate helps you work more efficiently and prevents surprises later on.
Planning
Have you already scheduled appointments with your regular customers? Using the planning module to schedule recurring visits can save a lot of time. You can plan an entire series of appointments at once.
Make sure each appointment is assigned to the correct employee and add any necessary details where needed. That way, you’re fully prepared for the coming period.
Everything up to date? Then you’re ready to go! In 2026, you’ll only need to make adjustments when something changes. No more worrying about whether your data is complete or correctly set up. A fresh start feels good.
Not sure if you’ve covered everything? Take a look at our other blog articles for tips on optimizing your workflow with PestScan.