Views by Role for Pest Control Teams
Owners, the scheduling desk, technicians and accounts each work in their own area of the same customer record. Each sees the part that concerns them.
One record, four seats
Pest control work passes between the office and the field. The scheduling desk plans the day, technicians treat on site, accounts bill the work and the owner reads the position. When contracts sit in one register, routes in another and dues in a ledger, each person sees only part of the job. Here all four read from one record.
What each role sees
A contract through four seats
- The enquiry is logged as a lead and an inspection is booked
- The AMC is saved and its visits are laid out from the start date
- Due visits are grouped by area and assigned to technicians
- The technician closes the service report on site with photos and the customer’s sign-off
- Accounts bill the visit as the contract specifies
- The AMC appears on the renewal list before its end date
Businesses the system suits
It suits pest control companies with a growing book of residential and commercial AMCs, and operators serving hotels, restaurants, hospitals and food factories that need service reports. It also suits owners who run technicians across several areas or cities, facility management companies that include pest control, and termite specialists who track long warranty periods.
What the client decides
Which screens and figures each person sees is agreed during implementation. The scheduling desk is trained on planning, and technicians are trained to close a job from a phone. The system records chemical use and training. It does not replace your licence or the rules on which chemicals you may use.
Frequently asked questions
Do technicians install anything on their phones?
No. The day’s jobs open in a phone browser with the address and history, and the service report is closed there with photos and the customer’s sign-off.
Can the owner see more than one branch?
Yes. Owners see visits done and missed, renewals, collections and chemical use across branches.
What does the scheduling desk see when an urgent call arrives?
Urgent call-outs appear beside today’s visits by area, and jobs can be moved or rescheduled to make room for them.
Can accounts see which customers owe money?
Yes. Accounts track invoices due by contract terms, payments received and customers with outstanding dues.
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