The California WDO integration is a paid add-on designed specifically for pest control companies operating in California.
It automates the creation, management, and regulatory filing of state-required Wood Destroying Organism (WDO) inspection reports, helping your company stay compliant with California Department of Consumer Affairs (DCA) requirements.
To enable this integration for your company, please contact your Customer Success representative.
What Does It Do?
The California WDO integration provides a complete digital workflow for WDO inspections, including:
Standardized WDO inspection forms embedded directly in proposals
Automatic report numbering per location
State-compliant report file generation in DCA fixed-width format
Email delivery of compliance files to designated recipients
Notice of Completion forms for documenting completed work
Multi-location support with separate license numbers and report numbering per branch
Key Concepts
Report Types
When filling out a WDO form in a proposal, inspectors select a report type that maps to official California DCA activity codes:
Original Inspection — Activity Code 1
Limited Inspection — Activity Code 2
Supplemental Inspection — Activity Code 3
Reinspection — Activity Code 4
Notice of Work Completed and Not Completed — Activity Code 5
Corrected Report — Activity Code 6
Separated Report — Activity Code 7
Findings Categories
The WDO inspection form captures findings across standard California categories:
Subterranean Termites
Drywood Termites
Fungus / Dry Rot
Other Findings
Further Inspection Required
Each finding can be classified as:
Active Infestation
Conditions Conducive
Other / Unknown
Findings are linked directly to recommendations and pricing within the proposal.
Workflows
1. Initial Setup (Company Owner or Manager)
Before using the integration, configure it under: Settings → Integrations → California WDO
Required Fields
License Number: Your company’s state-issued license number.
Starting Report Number: The number from which auto-incrementing will begin (default: 1).
Delivery Email: The email address that will receive compliance report files.
Email Subject / Body: Optional customization for report delivery emails.
Multi-Location Setup
Companies with multiple branches can configure:
Unique license numbers per location
Separate report number sequences
Separate delivery email addresses
2. Creating an Inspection Proposal
When using a California WDO-enabled proposal template, the integration works automatically:
A California WDO form is embedded in the proposal.
The inspection date auto-populates with today’s date.
A report number is automatically assigned.
The inspector then:
Completes inspection findings
Selects the appropriate report type
Adds recommendations tied to pricing groups
All within the standard Smarter Launch proposal workflow.
3. Generating Compliance Report Files (Manager / Owner)
After proposals have been sent and accepted, managers can generate state-required compliance files.
Steps
Navigate to Settings → Integrations → California WDO
Select a date range
Defaults to the last 7 days
Maximum lookback: 90 days
Optionally filter by company location
Click Generate Report
What the System Does
Collects all proposals with WDO forms submitted within the date range
Groups them by company location
Generates a DCA-compliant fixed-width text file for each location
Packages the file(s) into a ZIP archive
Emails the report to configured delivery address(es)
Provides a download link directly in the app
4. Downloading a WDO Report for an Individual Proposal
On any proposal containing a WDO form, authorized users will see the following options:
Download California WDO Report: Downloads the state-formatted text file for that individual inspection.
Download California WDO PDF: Downloads a PDF version of the completed WDO inspection form.
5. Starting a Notice of Completion
Once a proposal has been accepted, a manager or inspector can initiate a Notice of Completion.
Steps
Open the accepted proposal.
Click Start Notice of Completion.
The system automatically creates a new Notice of Completion form attached to the proposal, pre-populates it with findings and recommendations from the original inspection, and checks accepted recommendations by default
The inspector then confirms:
Which recommendations were completed
Which secondary measures were completed
Which recommendations were not completed
After accepting the digital signature, a Notice of Completion PDF is generated and attached to the proposal. It remains available for download at any time.
Important: Notice of Completion forms are tied to a specific accepted proposal and are not duplicated when a proposal is copied.
Permissions
Company Owner
Full access
Configure integration
Generate reports
View all proposals
Company Manager
Generate reports
Start Notice of Completion
View proposals
Standard User
View proposals
Download WDO forms and reports
The integration is only active for companies with the California WDO add-on enabled. Companies without the integration will not see WDO-related forms or buttons.
Frequently Asked Questions
Can I use this integration if my company has multiple office locations?
Yes. Each branch can have its own license number, report numbering sequence, and delivery email address.
What format are compliance report files generated in?
Files are generated as fixed-width text files formatted to California DCA specifications and delivered as a ZIP archive. These files are suitable for direct submission or upload to state reporting systems.
How does report number sequencing work?
Report numbers automatically increment with each new proposal created. The sequence is tracked per location. You can set and adjust the starting number in integration settings.
Can I regenerate a report for a past date range?
Yes. You can generate reports for any date range up to 90 days in the past.
Will a Notice of Completion carry over if I duplicate a proposal?
No. Notices of Completion are specific to an accepted proposal and are not included when duplicating a proposal.
Getting Started
The California WDO integration is a paid add-on. To have it enabled for your company, please reach out to your Customer Success representative who can assist with setup and onboarding.
What to Expect During Onboarding
Because every pest control company operates differently, the California WDO integration involves a setup process to tailor the inspection forms and findings to match your specific workflows and language. This may include:
Custom Findings Verbiage: The inspection form contains multiple categories of findings (Subterranean Termites, Drywood Termites, Fungus/Dry Rot, etc.), each with recommendation text that your inspectors and customers will see. During onboarding, your Customer Success representative will work with you to configure this language to match how your team writes reports.
Recommendation and Pricing Setup: Findings are linked to your service plan pricing groups. Onboarding includes mapping your existing pricing and service items to the appropriate WDO finding categories so that accepted and declined recommendations are tracked accurately.
Form Layout Selection: The integration supports two standard form layouts (5 section and 11-section). Your team will select the format that best matches your current inspection process.
License and Location Configuration: Your company license number(s), starting report number(s), and delivery email address(es) will be configured for each of your locations.
Proposal Template Setup: A California WDO-enabled proposal template will be created or configured so your team can begin creating compliant inspection proposals right away.
Please Note: Depending on the complexity of your setup — particularly for companies with multiple locations, extensive findings verbiage, or custom pricing structures — there may be a one-time onboarding fee. Your Customer Success representative will discuss any applicable fees before work begins.