Get Your Pest Control Invoice Template Free for Operations with airSlate SignNow

Pest control invoice template free for Operations

[Music] test routes has a powerful reporting dashboard at a glance you can see how many active customers you have the types of active subscriptions your revenue by service type and also the revenue you're receiving per month now on any of these reports if you have a question about where the data comes from or what the report means you can click the question mark in the bottom right hand corner and I'll bring up a description creating an account is easy just click new customer then enter in their information you can also choose what reminders they want assign the sales representative and choose a source you'll typically want to leave the special scheduling field blank but if there are important notes to record enter them here test routes is a Google partner so we try to verify the address to make sure you service the right house click Save and you've created a customer card now scheduling customers through the job pool is really easy you come up to the top and you click job pool it brings up all of the customers who are past due for service who want to pay you money but who you can't charge until you show up and actually do a service now you're going to want to make your routes tight and so you can filter this list down by city map code zip code or almost anything else and click refresh then it's just a matter of dragging and dropping the system will warn you if the customer already has a pending appointment dragging and dropping you can also click to map the route just to make sure your routes are tight an even better way to schedule is using our intelligent routing tools which allows you to schedule the entire month in just 20 minutes intelligent means it builds routes based on distance due dates and customer preferences use our filters to narrow down your customer list then click optimize choose to optimize by stops or the number of minutes in the technicians working day make your choice and then let the computer do the heavy lifting the pest routes mobile app will allow your business to be totally paperless plus it's easy to use this is the first screen your technician see it presents them a list of all of their scheduled appointments for the day the times are supposed to be they're the types of services that they are and any special notes checking into a customer's account is easy just click the customers name and then click check-in you will then see a Google Street View image of the property your app just helping to make sure you service the right location and then as you scroll down you'll be able to see all the information for past services recording chemical use is easy click the products tab indicate the products used write down the amount of the product you put down the insects you are targeting as well as the target sites then save the product and you're done the invoice tab allows the technician to see how much the customer owes for the service it also allows the technician to collect payment on site to complete the appointment you're going to want to click checkout that will time stamp it so you can know what time you left the property you'll then enter service notes about the work you completed now since it's often the same we make it so they can be pre-loaded and your technician can press a button and populate those notes then you'll want to enter in any notes for the office if it's an important note you're going to want to flag it that will alert the office that customer has special needs then with a click of a button you can pull local weather data for the site that you perform the service and then you'll collect the signatures after that the service is done