Reduce Costs Associated with Managing Your Customer Information
Eliminate the use of multiple software systems to manage your business. One unified system of record manages all of your customer information, service history, and account information in one place.
- Accounts and contract management for both one-time and recurring orders
- Seamlessly create a new agreement, schedule a job, and automatically create an account
- Offer flexible billing options based on flat rate services, actual or estimated hours on the job, or by unit of measure
- View and generate lists for marketing, leads, opportunities, and follow-ups
Flexible Service and Scheduling Options That Enhance Your Operation Efficiency
Build service packages and schedule, optimize, and view appointment details in seconds.
- Flexible scheduling and service packages
- View detailed schedules, resources, and work orders easily on one screen
- Convenient drag-and-drop capability to manage changes
- Intelligent route optimization calculates the most efficient travel routes and job distribution
Mobile Technology to Drive Field Productivity and First Time Service Quality
Eliminate back office and double work. Easily visualize, manage, and report on customer and inspection findings—all from a smartphone or other mobile device.
- Instant access to all customer data, schedules, and changes
- Record service details, track materials used, and fill out state inspections forms
- Accept customer payments, record signatures, and send service reports
- Text or email technician estimated time of arrival updates
One Integrated and Simplified Payment Solution
A streamlined, PCI Level 1 certified payment solution seamlessly integrated into WorkWave PestPac.
- A convenient and secure customer portal where clients can pay their bills online
- Insert a payment link in any communication, such as email or SMS
- Set up billing and payment method (credit card, eCheck, auto-bill)
- Securely accept and bill credit cards
Tools to Provide an Exceptional Customer Experience That Captures New Business
Word of mouth and customer referrals are the top sources for business growth. Listen to your customers and make interactions and communication simple to ensure exceptional service and grow your business.
- Tech Estimated Time of Arrival (ETA) text / email updates
- Paperless payment options
- Flexible scheduling windows
- Online booking tools
- Automated online review requests
- Customer satisfaction surveys
Built-In Reporting Tools to Build Your Business and Grow Your Revenue
In-depth reporting tools and dashboards for management insight
- Billing reports that provide summary and detail status of accounts receivable, customer ledger, revenue, invoice and payment details for proper accounting
- Advanced reporting and configurable list building that enables performance measures and new business development
- Dashboard with at-a-glance view of the schedule, status, and accounts receivable activity
- Real-time GPS tracking to ensure vehicles and technicians are on-task at expected locations