Purpose
To provide guidance and to establish procedures for Client Service Representatives as they need to enter a lead that corresponds to a bid or inspection.
Safety and Health
n/a
Materials and Equipment
Access to PestPac on a desktop format.
Procedure
To be done before scheduling an appointment with the client
- In PestPac, select Leads from the left menu.
- Select the gold Add button from the top right corner.
- Fill in the required fields with information from the client. These are the fields in RED.
- Make sure “Create Location on Save” is checked.
- Select the gold Add button from the top right corner. This will take you to the screen to add the Location.
- If the Location already exists, then a screen will pop up. Select “Create Lead for this Location.
- Work with the client to schedule the upcoming bid or inspection.
- Once scheduled, go back into the Lead and input the following:
- Pending Event
- Pending Date
- Salesperson. The salesperson will be the Technician who is scheduled onsite.
- Click Save.
Once the Technician gets onsite, more information will need to be entered. When verifying the work day, return to the Lead and enter the following:
- Service
- Target
- Proposed Value
- Comments: Any pertinent information regarding the bid/inspection.
Created
September 18, 2023
Revised
September 19, 2023
Comments
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