From the first mail at half past seven to the last invoice at half past five: exactly where the app does something, and what it saves you.
Marieke does the planning and the administration; Jan is the technician who drives the visits. They work in the same app, on the same data. Marieke is usually at a screen in the office, Jan on a tablet held upright in the van.
Below is their day in ten steps. For each step: how it goes in real life, and what the app does at that moment. None of this is a roadmap; it is how the product is put together.
From a new enquiry to a sent report and invoice: follow the next step for each role.
1. Administration
The office reviews the work, turns it into a task and schedules the visit.
A question about pests arrives from a client or prospect.
In the app
The enquiry is ready with contact details and the recognised pest, ready to review and match to the right client.
The enquiry becomes concrete work for the team.
In the app
The office creates a task, adds the information the technician needs and assigns it to the right person.
The client and technician need a suitable time.
In the app
The planner shows available times and their reason, so the office can book the visit with confidence.
2. At the client
The technician completes the round, records findings and finishes the visit with the client.
The technician sees only the work prepared for them today.
In the app
Today shows the scheduled visit with the location, contact person and a clear action to start.
The technician works through the location and checks what is on the plan.
In the app
Checkpoints follow the walking route; status, activity, species and photos are recorded at once or safely saved until there is a connection.
The technician records what was found and what it means for the client.
In the app
Observations, catalogue pests and photos form the findings for the analysis and report.
The client sees what was done and found before the visit is submitted.
In the app
The client signs the summary, or the technician records why there was no signature. The visit is then ready for administration.
3. After the visit
After a submitted visit, the report and invoice can go to the client. A technician can do this too with the right permission.
The submitted visit becomes clear documentation for the client.
In the app
Administration sends the report and creates or sends the invoice. A technician can do this too when they have the right permission.
The work has been sent, but not everything is finished straight away.
In the app
Administration sees which reports, invoices or next actions still need attention.
In a one-person business, one person can do all three parts. Permissions still decide who may send a report or invoice, wherever they are working.
We are happy to walk through it with you, on your own clients and sites.