Performing a Bid – Spiders

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 about their issues and history with spiders and where they are seeing them.
9. Also ask them about their history with other insects, especially ants. This will help determine your treatment plan.
10. Inspect the problem areas looking for conducive conditions, harborage, and ways that the spider can gain entrance to the building.
11. Note all the information you gather inside on your field sheet.
12. Inspect the exterior of the house.
    1. With your measuring wheel, measure the perimeter of the home.
    2. Create a map of the footprint of the structure, including details like decks, doors, and fences. Make sure to include treatment obstacles such as ponds, edible plants, beehives, and other livestock.
    3. Inspect the eves, around lights, walls, foundations, and perimeter for pest activity. Look for ants trafficking, wasp nests, and spider web accumulation.
    4. Inspect the exterior for conducive conditions and any prep and maintenance that the client may need to take care of before treatment can be done. This can include storage, trimming, firewood, food sources, possible entry points, moisture damage, etc.
    5. Log all the information you have gathered on the exterior in your notes on the field sheet.
13. Preventative treatment for spiders can be done regardless of the activity that is observed while inspecting. Just be sure that the client understands that the service cannot eliminate all spiders but will reduce their numbers substantially.
14. For particularly bad infestations indoors you may want to include an interior baseboard application as part of the treatment plan. Be sure that the initial cost reflects this and that the client understands that they must evacuate the premises for at least four hours.
15. Using your knowledge of the account construct a bid for AGP service. You can also bid a 1X treatment but consistent ongoing service will always be the better option for spider control. For the current pricing guide, you can consult Pricing and warranty guide in the documents section of the Bamboo HR app.
16. 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. Always set realistic expectations with the client. We don’t want to make any promises we can’t deliver on.
17. 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.194 Initial or 1X service – Spiders)
18. 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.
19. Return to your vehicle when done and secure all equipment and make sure it is safe to travel.
20. 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.
21. 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).
22. Check off the account on your service route log.