Pest Control Management Solution – A Case Study

Situation:

The company is one of the leading pest control service providers for both residential and commercial units. They were maintaining their data regarding CRM and technicians’ visits onto a regular spreadsheet file. As they expanded, their operations demanded an intelligence system to overcome many problems, some of which we have listed below:

• No system in place to manage their data or workflow process. Spreadsheet was good for one computer. However, as they expanded, there were more managers and technicians on board. Hence, synchronization of files across various computers was mandatory and that task turned out to be an issue
• CRM data and notes (including pictures of their rendered services) were scattered all over the place.
• Scheduling was another issue. There was no intelligence in informing technicians to visit the other clients in the same locality, so as to save fuel cost and increase customer support
• Contracts with customers were getting expired with no alert notifications were sent out prior to it. This resulted in poor customer service and as a result, bad sales
• No control on warehouse quantity, low stock, purchase history etc., and this resulted in work delays, over stocking of inventory and therefore, loss to company
• No reporting or analytic tool was present to measure business growth in order to take future decisions.

Solution:

The organization was thus empowered with a solution which aided them in managing each service for their clients in the form of easily manageable ‘jobs’ that could be assigned to their technicians. Our Solution ensured improved quality of service. Travel time was greatly reduced and the organization could service more clients within the same time and in a more effective manner.

Key Features of the Solution:

• • Manages all your leads and customer/contacts within the application
  • Sends quotes to the customers directly from the system in a clean PDF template with your own design, logo etc.
  • Converts quotes into become contracts and assigns
    • number of visits for that company
    • determines the visit date and is flexible – this helps in scheduling jobs
    • decides warehouse items to be used during the visit
    • billing and other info
    • schedules technicians on-site keeping the area/address in consideration
  • Allows technicians to login and see their schedules
  • Allows technicians to mark their visit complete and also add notes
  • Allows you to pay technicians per visit – generate reports per technician
  • Manages warehouse with stock alerts, purchase, and entire stock history
  • Generates 100s of reports with customized report options
  • Personalizes to fit your business
  • No software. No downloads. Purely cloud-based. Use it as a SaaS (Software-as-a-Service) model.

If you have a similar requirement or want to improve workforce & workflow management system, then get in touch with our team to discuss how we can collectively improve the process to maximize your business profits.