This guide is for exterminators. We've given you the tools to carry out the 3 most common methods of intervention in your profession :
1. For service calls
Most of you create a visit as soon as the customer calls, directly in the diary according to the employee's availability.
How to schedule a visit directly in the agenda
Select (drag & drop) a block of hours in the diary of the employee you wish to assign.
Click on New visit to automatically generate your work order
Search for a contact or create a contact, then click on Create a visit.
How to use and fill out the work order during field work
Locate the visit to be made in My day.
Send an "on my way" communication to my customer
Click on the address to access Google maps directions if needed
Click to start the visit once on site
Open the visit to fill in the work order
How to fill in the information specific to your work in the zones
End visit and add follow-up·s, if necessary
Complete the visit BEFORE clicking on Repeat visit in the action button. This will enable you to make a copy of your work order.
For a single copy : select the items you wish to copy by ticking the appropriate circles and Save. For a recurring visit sequence see : Create recurring visits
2. Monthly inspection
(i.e. commercial inspection contract, rental, condo association, etc.)
We recommend that you create quote templates so that you can copy them and modify minor details later.
Create a quote template. See guide : Create quote/contract template
Assign the quote template to a contact: How to assign a contact to the contract
Receive quote and pay online
Your customers will receive their quotes by e-mail.
They will be able to choose their payment method (from those you have selected).
They can accept the quote directly online.
They'll receive their invoice and can pay by credit card or direct debit.
They can also check the box to opt for pre-authorized debit for the duration of the quote.
Create a recurring visit
Open your accepted quote.
Click on the Visit icon to create your visit and click on (+Visit).
Enter the date of the first visit you will make to your customer (this date must be a fixed day).
Click on Repeat visit. See guide : Create recurring visits
NOTE: Recurring visits are virtual visits that are generated either automatically on a scheduled date or manually when you want to generate them.
When generated, the visits copy the zones, tasks and stations as well as the invoice (if checked) from the last completed visit. This way you can easily enter changes without copying the information.
Work carried out by the technician on the road
Thanks to zone recurrence and recopying, the technician only needs to validate the zone and chemical product information and modify it, if necessary. See the following guide for details :
Planning your schedules
Plannit's agenda allows you to create a new route according to the availability of your employees. Then with the help of the Planner you can associate all relevant visits in the same route using the filters (see example below ). Just right click on a selected visit to join it to a route.
3. Exterior treatments
How to write your quotes
We recommend that you make a template for your outside treatment quotes including your pricing items reflecting the different treatments for each of your roads.
To know how to make your routes click here : Recurring routes