TRADES & HOME SERVICES
Pest control CRM — enquiries, treatments and contracts
Answer first, treat properly, book the follow-up before you leave site, and keep the audit paperwork commercial clients are actually buying.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“Three operators were rung and whoever answered first got the job.”
- 02
“The follow-up was going to be booked "next week" and never was.”
- 03
“An auditor turned up and the visit records were in a van.”
THE SYSTEM
The pest control system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Built for your trade, not relabelled. These are the names you'll see in the system.
3 boards
- Leads & Quotes
- Treatments & Follow-ups
- Contracts & Scheduled Visits
3 forms
- Tell us what you are dealing with
- Commercial and food premises enquiry
- How did we do?
2 booking links
- Book an inspection (45 min)
- Commercial site walk-through (60 min)
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- enquiry to card to same-day callback
- inspection booked prompts the pets and children check
- treatment done triggers the follow-up reminder
- contract sites get their whole visit schedule at once
THE INSIGHT
“Activity often increases for a few days after a treatment — that is the treatment working, and it is the number one reason people ring saying it failed when it has not. There is an email in here that says so before the phone rings. **CTA** · See how a pest control business runs on it **Meta** · *Pest Control CRM Software for NZ Operators | Penguin Pilot* — Answer first, book the follow-up before you leave site, and have the audit records filed before the technician leaves the carpark. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
OTHER INDUSTRIES