Performing a Bid – Commercial accounts

Review paperwork, both on your phone and on your service route log at the beginning of your day and before you travel to the service location. Confirm the service to be performed and pay attention to COW notifications, client’s concerns, or any other special remarks.

1. Try to find parking near the office (if there is one). Refrain from parking in spots reserved for tenants.
2. Review the Order Instructions and Location Instructions. Review your route log for hand-written notes.
3. Confirm the street address to make sure you are at the correct property.
4. Time into this account via mobile or on the paperwork.
5. Check-in at the office if there is one on-site. If not, then notify the onsite contact that you have arrived.
6. Greet them, introduce yourself, and identify that you are with Good Earth Pest Company.
7. Ask them about the issues that they have been dealing with.
8. Find out which buildings you are treating and how many there are.
9. Find out about any service restraints, i.e., special times of day, certain days of the week. Also, make sure they understand that you will need access to the exterior of all the buildings when you make your service. They will have to make sure there is somebody there to grant us access.
10. Inspect the property and create a map. You are trying to gauge how difficult the treatment will be. Is there a lot of storage? Are there locked fences and inaccessible areas? Are there a lot of webs on the buildings? Note anything that you think may be relevant on your field sheet.
11. Inspect any trash/recycling areas. We can include rodent bait boxes in these areas if they would like. We must get a signed odor disclosure before they can be installed.
12. Measure the linear footage of the exterior perimeter of all the buildings.
13. For any organic, unusual, extremely large, or school-related bids, bring back all the information you have on the account and work with your manager to construct a suitable proposal and customized service plan.
14. If you can bid the account onsite use the Commercial/Communal Housing Pricing Guide section in the Pricing and Warranty Guide on the BambooHR app to calculate an initial cost for start-up, as well as a monthly or EOM cost.
15. Return to your contact person and present them with the bid. Explain to them their coverages and warranties as well as what their service would look like and what you would be doing.
16. If they sign on the spot and you are able, you can perform the initial (see PS.176 Initial Service- Commercial Facility). Otherwise, you can leave them the bid and make your exit.
17. Return to your vehicle and secure all equipment, making sure everything is ready for safe travel.
18. Enter all location information into PestPac Mobile. Also, enter any client concerns, observations you made, or necessary environmental changes (see PS.102 Entering material information and notes into PestPac Mobile). Remember: Clients have access to your notes so they should always be professional and appropriate.
19. If you had a positive interaction with the client, send them a review invite using Podium (see GE.150 Sending review invitation using Podium mobile).
20. Time out using PestPac Mobile.
21. Check off the account on your service route log.