Performing a Bid – Box Elder Bugs, Stink Bugs, and other occasional invaders

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

1. Park with the flow of traffic on the street. Do not block driveways when possible.
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 building(s).
4. Time into this account via mobile or on the paperwork.
5. Bring your paperwork and inspection gear to the door. Do not cross over grass or landscape on your way if avoidable.
6. Ring the doorbell or knock; step back to give personal space.
7. Greet them, introduce yourself, and identify that you are with Good Earth Pest Company.
8. Ask them what pest problems they have been experiencing and what their history of pest problems has been. Particularly with ants. Also, collect any samples they may have.
9. Walk around the building and evaluate the service that needs to be done. Start with getting a positive id on what bug the client is having issues with. Find the areas they are congregating and the severity of the infestation.
10. While doing this inspection always check for ant issues to know if you will be able to use a repellant without making the ant problem worse.
11. Create a map and take any notes on your field sheet.
12. Using your knowledge of the account construct a bid for a one-time service as well as quarterly AGP service. For the current pricing guide, you can consult, Pricing and warranty guide PDF, in the documents section of the Bamboo HR app.
13. Reconvene with the client and present them the bid. Thoroughly explain the service and what it covers, how much it costs, and the warranty. Detail your findings outside and tell them what they need to do to prepare for the service and reduce pest pressure in general. Explain overwintering pest behavior and what to expect from the treatment. These services will reduce numbers, not eliminate the pest entirely. Always set realistic expectations with the client. We don’t want to make any promises we can’t deliver on.
14. Explain to the client that a repellant treatment can agitate any ants that may be in the structure. If they are going on quarterly service they can call us if there are any issues.
15. If the client decides to sign on right away, collect the proper signatures and leave them the pink copy of the service agreement. If the weather permits and there isn’t any crucial prep to be done, you can perform the initial on the spot. (See PS.182 Boxelder bugs, Stink bugs, and other occasional invaders.)
16. If the client doesn’t want to start right away, leave them the pink and yellow copies of the service agreement so they can return the yellow copy when they decide to sign on.
17. Return to your vehicle when done and secure all equipment and make sure it is safe to travel.
18. Enter all required information on the material applied into PestPac Mobile. Also, enter notes on the service provided today as well as any client concerns, observations you made, or necessary environmental changes (see PS.102 Entering material information and notes into PestPac Mobile). You are the first tech to be servicing this account, be sure that you update the location instructions with any pertinent information that other techs should know. Remember: Clients have access to your notes so they should always be professional and appropriate.
19. If it was a particularly pleasant interaction be sure to send a review invite via the Podium app (see PS.150 Sending a review invite using Podium Mobile).
20. Check off the account on your service route log.