FieldRoutes: Customer Experience Checklist

Building a loyal customer base is essential in pest control.

This checklist covers the crucial tools that FieldRoutes companies have at their disposal to onboard their customers smoothly and turn them into long-term advocates. With FieldRoutes’ powerful features, pest control companies can save time, automate vital engagements with their customers, and deliver consistent, high-quality service that scales.

Here’s how:

1. FieldRoutes guides users through several steps, beginning with the creation of a new customer account, where sales tax is automatically calculated and all customer information and preferences can be accurately captured.
2. Digital service agreements can be generated and sent for signature via email or Short Message Service (SMS) texting to save time and smoothly kickstart the official customer relationship.
3. Customer communication preferences, whether it’s SMS, email or voicemail, can be easily recorded and updated.
4. FieldRoutes’ Customer Cards and Notes also facilitate detailed record-keeping, allowing for input of customer preferences and special instructions, ensuring both technicians and customers themselves are well-informed.
5. Some customers have strict scheduling restrictions or needs — including times, days, preferred technician and other preferences. The FieldRoutes platform offers excellent scheduling flexibility, even suggesting optimal scheduling times, and allows for automated appointment reminders by SMS, email or voicemail.
6. FieldRoutes makes it easy to set up a self-service customer portal where customers can view appointments, pay balances, leave reviews and set up AutoPay.
7. The software enables valuable automated communications, including welcome emails, follow-ups, customer portal invitations, post-service satisfaction checks, feedback requests, and renewal reminders.

By automating key experiences and providing tools for delivering superior service to customers, FieldRoutes enables pest control companies to save time and scale their operations more effectively.