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Customer Management for Pest Control Technicians

Customer Management for Pest Control Technicians

Keep every customer’s contact details, addresses, notes, files and full sales history, and send campaigns to the ones who haven’t been back.

Part of the $79/month plan, with unlimited users. 30 days free; a card is required at signup.

What gets in the way for pest control technicians, and what does IntelliDrive OS do about it?

No treatment history

Each sale records the treatment and products sold, with notes and photos, on the customer’s record.

Several properties per customer

Keep more than one address on the customer record.

Customers who stop calling

Send a campaign to customers with no purchase in 60 days or more.

What can you do with Customer Management in IntelliDrive OS?

Complete customer records

Name, company, email, two phone numbers, more than one address, tags and VIP status.

Notes and files

Keep pet and access instructions in the customer’s notes, and attach files and photos.

Full history

Every past sale, payment and warranty record for the customer in one place.

Find anyone fast

Search by full name or phone number. When you add a customer at the register, it checks for an existing record with the same phone or email.

Business accounts

Note a credit application on file, approve the account for on-account sales, link customers who bill to a parent account, and send statements.

Campaigns you send

Text or email a group such as customers with no purchase in 30 to 60 days, VIPs who haven’t been back, or new customers. You send each campaign yourself.

How does it work?

1

Add or find the customer

Search by name or phone, or add them at the register.

2

Ring up the sale

The sale, payment and warranty records attach to the customer.

3

Keep notes

Add pet and access instructions, files and photos.

4

Bring them back

Send a text or email campaign to a customer group.

What does it change for a pest control business?

Context on every repeat call

Past sales, warranties and notes are one search away.

Fewer duplicate records

The check at the register catches a second record for the same phone or email.

Repeat business you go after

Campaigns reach the customers who have not been back.

What doesn’t it do?

  • Campaigns are sent by you; nothing goes out automatically on a schedule.

Try it with your own pest control business

$79/month per business, billed monthly, with unlimited users.

The first 30 days are free. A card is required at signup and the first charge is on day 31.