CRM for Pest Control Companies

• The problem

  The follow-up bed bug treatment is never booked and the customer calls back furious.

  In Kompot.ai

  When the initial treatment job is marked done, a workflow creates a task to schedule the follow-up and messages the customer that it is coming. The second visit is a job of its own, so it sits on the calendar instead of in a technician's memory.

• The problem

  A customer claims a free re-treatment and nobody can tell whether the guarantee still applies.

  In Kompot.ai

  The signed service agreement with its guarantee terms is stored as a document, and the date the guarantee ends is a field on the customer. The office opens the record, sees the last treatment and that date, and books the callback or explains why it is not covered.

• The problem

  The technician cannot say what was applied at this address last time.

  In Kompot.ai

  Each job carries notes on the target pest, the areas treated and the products applied, with photos of the activity and the bait stations. The next technician reads the earlier jobs on the customer's page before deciding what to use.

• The problem

  The customer has not prepared the home, and the treatment is called off at the door.

  In Kompot.ai

  Keep prep sheets for bed bugs, fleas and fumigation as public knowledge base articles. A workflow sends the link by SMS or email once the job is booked, and a saved reply covers the usual questions about pets, children and food left out.

• The problem

  Quarterly plans lapse in the off-season because nobody watches the renewal.

  In Kompot.ai

  Bill the plan as a subscription invoice and keep its renewal date on the customer. A scheduled workflow raises a task ahead of that date and sends the customer a reminder, so the perimeter treatment is back on the calendar before the ants are.

What you keep on record

Treatment history

Target pest, areas treated and products applied at every visit, in the notes and photos of each job.

Service plan and guarantee

Plan type, renewal date and the end of the re-treatment guarantee on the customer, next to the signed agreement.

Property and safety notes

Pets, children, aquariums, allergies, crawl space access and gate codes, as custom fields on the customer.

Prep sheets

Preparation instructions for each kind of treatment as public knowledge base articles you can send by link.

Questions owners ask

Can I record which products were applied at each visit?

Yes. Technicians write the product, the amount and the areas treated in the job's notes and attach photos, and the notes stay in the customer's history. Kompot.ai keeps these records for you; it does not file regulatory reports.

How do quarterly or monthly service plans work?

The plan is billed as a subscription invoice, monthly or yearly, and its renewal date is saved on the customer. Each service visit is a job on the calendar, and a scheduled workflow reminds the office when the next round is due to be booked.

How are free re-treatments under guarantee handled?

Book the callback as a job with its own type, so it shows as a re-treatment and not as a new sale. The guarantee end date on the customer tells the office whether the visit is covered, and callbacks stay visible in the job table instead of hiding among paid visits.

Can commercial accounts such as restaurants be handled too?

Yes. Set the restaurant up as a contact, sign its service agreement by e-signature and book the monthly visits as jobs; the technician's notes and photos of each station go on the job. The signed documents export to PDF when the manager needs them for a health inspection.