PestPac daily report: the Morning Exception Report, with the rule for each line

The Morning Exception Report is a few lines that reach the owner before the first truck rolls and list only what needs a person today. In pest control it matters because the money repeats: the National Pest Management Association reported that recurring revenue made up 85.4% of residential service revenue in 2025. One cancelled quarterly account nobody noticed keeps costing you every quarter after.

The report has three lines, in this order:

1. Recurring accounts cancelled since yesterday, highest value first.
2. Open orders with no date.
3. A balance past your terms. This is the one owners miss.

On a good day the report is almost empty. That is the design: it only lists what needs a person. Below is the rule for each line, the PestPac report that feeds it, how to schedule those reports, and the API route if you want it faster.

Who this is for

Owners and office managers of pest control companies that run on PestPac and want one short read each morning instead of opening several reports. It assumes someone in the office can set up reports in PestPac. It does not need a developer unless you choose the API route.

What you need before you start

• A PestPac login that can use Report Writer and see renewals, service orders and receivables.
• Your payment terms written down (for example, net 30) and your rule for what counts as a high-value account.
• A destination for the files: an inbox or folder the report reader can open.
• One person who reads the report each morning and owns the follow-up.

PestPac's reporting page says Report Writer lets you automate recurring report generation, reports can run on a schedule and be delivered automatically, and they export to CSV. Reports can be filtered by date range, customer, service type, technician or branch. That is everything the three lines need.

Line 1: recurring accounts cancelled since yesterday, highest value first

The rule. List every recurring account whose status changed to cancelled (or suspended) since yesterday's report. Sort by the account's yearly value, highest first. Show the customer, the service plan, the cancel date and whether anyone has called.

Which report feeds it. PestPac lists a Renewals report under its financial reports and a Service Orders report under its operational reports (reporting page). Ask your WorkWave rep which report on your account carries the cancellation date and reason, and build the line from that one. Filter by date range to yesterday and today.

What a person does. Call the customer the same day. A cancellation that gets a call is sometimes a reschedule; one that gets no call is gone.

Watch out for. Accounts moved to a different service type can look like cancellations. Add a rule that skips an account if a new recurring service started for the same customer.

Line 2: open orders with no date

The rule. List open service orders with no scheduled date that are older than a set number of days (start with five). Oldest first, with customer, service type and branch.

Which report feeds it. The Service Orders report, filtered to open orders. PestPac's page also mentions a schedule-to-actual comparison among its report examples, which helps if your problem is orders that slip after they are scheduled (reporting page).

What a person does. Schedule it or close it. An order with no date is either work you will do and have not booked, or work that is not happening and should not sit on the list.

Watch out for. Seasonal or on-call orders that are meant to stay unscheduled. Tag them with a service type and filter that type out.

Line 3: a balance past your terms

The rule. List customers whose oldest open balance is past your payment terms. Oldest first, with the amount, days past terms and the last payment date.

Which report feeds it. PestPac names an AR aging report and a payment register among its report examples, and Collections and Invoices and Statements among its financial reports (reporting page). AR aging is the natural source for this line.

What a person does. Decide who gets a reminder, who gets a call, and who gets service paused. A collections message is a draft that a person approves before it goes out.

Watch out for. Customers on autopay whose card failed show up here too. Flag them separately; they need a card update, not a collections call.

Schedule the reports in Report Writer

1. Build each of the three reports in Report Writer with the filters above and save them under clear names, such as "MER 1 Cancellations", "MER 2 Undated orders" and "MER 3 Past terms".
2. Set each one to run on a schedule every weekday, at least an hour before your first route starts.
3. Choose CSV as the output so the file can be read reliably.
4. Set delivery to the inbox or folder you picked. Ask your WorkWave rep how scheduled output is delivered on your account if the options are unclear.
5. Run all three by hand once and check the columns: customer, account or order number, date, amount and status should all be there.
6. Point the report reader (a person with a sheet, or an agent) at the files and have it write the three lines in the order above.

The API route, through the WorkWave developer portal

Files once a day are enough for most companies. If you want cancellations flagged within the hour, the PestPac API reads the data directly. WorkWave's developer portal says you must be a PestPac customer or an approved developer working for one, that there is a one-time setup fee, and that further costs depend on data access and API calls per day. It points to APISales@workwave.com for a developer account or a trial. PestPac's pricing page lists API Integrations among the Enterprise plan features, so confirm your plan first.

If you go this way, ask for read access only and a separate login for the integration, so its activity is logged under its own name. Our PestPac AI integration guide covers access and credentials in more detail.

What the report looks like

This is an example with demo data for a made-up company, Greenfield Pest Control. It is not a client result.

Line	Today
1. Cancelled since yesterday	Whitaker, quarterly service, cancelled yesterday, no call logged
2. Open orders with no date	2 orders older than five days
3. Past your terms	Bell, $145, 38 days past terms

Each line comes with a suggested next step, such as "Call Mrs. Whitaker about her cancelled quarterly service." A person approves it or skips it. Nothing reaches a customer on its own, which is also Cortex's default: sending without approval is off.

How to tell it worked

1. Run it next to your current routine for two weeks. Every cancellation, undated order and past-due balance you found by hand also showed up in the report.
2. Every cancellation on line 1 got a call the same day.
3. Line 2 gets shorter week by week instead of longer.
4. Most mornings, the report has one or two lines in it, and some mornings none. If it lists twenty things every day, tighten the rules.
5. Once a month, check three flagged items against PestPac itself.

For the longer version of how PestPac reports feed a daily summary, read PestPac reporting automation. If you want help picking the reports and rules for your own account, that is what the free AI Operations Audit is for.