Trades & Home Services
Pest Control Suite
Stop the quiet churn between treatments, keep every chemical log inspection-ready, and run tighter routes, without adding office staff.
Owner-run residential and commercial pest control operators with one to fifteen trucks, running technicians on recurring treatment routes (quarterly or bi-monthly), one-off jobs like bed bugs and wasps, and commercial IPM contracts, in the US, UK, or UAE.
Illustrative failure hypotheses
Questions for the audit to verify
Admin drag on the owner: manual pesticide logs, license-renewal tracking, warranty re-service juggling, and commercial IPM device reports eat hours that should go to selling plans
Seasonality whiplash: overwhelmed May through September, idle in the off-season, with no systematic surge planning or off-season reactivation to smooth the year
Proposed starting point
A pilot hypothesis to review
Designed role · approval required
Between-Visit Retention
Sends plain-language post-visit service summaries and mid-cycle check-ins that keep plan customers feeling looked after, attacking the no-pest cancellations that drive most churn.
The audit must validate the evidence, permissions, review boundary, and stop condition before this role enters a pilot scope.
Designed playbook
Proposed work streams and roles
These are configuration ideas to test during an audit. They are not autonomous workers or evidence of a live deployment.
Forma Core
Runs under every suite. The shared operating spine: front desk, follow-up, reputation, owner reporting, cash, and content.
Designed role descriptions ↓Close ↑
Front Desk
Captures and triages every inbound (email, web form, missed call, DM), then replies, classifies, and routes it to the right place.
Follow-Up Engine
Runs persistent, polite multi-touch follow-up on every quote, no-show, and stalled enquiry until it converts or is cleanly closed.
Reputation Engine
Asks happy customers for reviews at the right moment, drafts replies to every review, and routes negative feedback to a human first.
Owner's Digest
Compiles the weekly (and on-demand) operating picture into a plain-English brief: what happened, what's at risk, what needs a decision.
Money Flow
Issues and chases invoices, tracks AR aging, and reconciles payments so nothing slips and cash comes in faster.
Content Engine
Turns the brand kit into a steady cadence of social, email, and blog content, ready for one-click approval.
Retention & Recurring Revenue
Protect and grow the service-agreement book: keep plan customers feeling looked after between visits, save cancellations, convert one-off jobs into plans, and renew agreements without drama.
Designed role descriptions ↓Close ↑
Between-Visit Retention
Sends plain-language post-visit service summaries and mid-cycle check-ins that keep plan customers feeling looked after, attacking the no-pest cancellations that drive most churn.
Plan Win-Back
Intercepts cancellation requests with save offers and runs win-back sequences on lapsed plan customers, timed to seasonal pest pressure.
One-Off to Plan Converter
Converts completed one-off jobs (ants, wasps, bed bugs, rodents) into recurring service agreements while the relief of the fix is still fresh.
Agreement Renewal Manager
Runs annual service-agreement renewals, price adjustments, and failed card-on-file recovery for plan billing cycles, so renewal never depends on the office remembering.
Compliance & Documentation
Keep every pesticide record, license, IPM device log, and termite report complete, current, and inspection-ready across EPA and state rules, BPCA standards, and Dubai Municipality requirements.
Designed role descriptions ↓Close ↑
Pesticide Log & Compliance Keeper
Turns technician visit data into complete chemical-application records that satisfy EPA and state rules in the US, BPCA standards in the UK, and Dubai Municipality requirements in the UAE.
License & Certification Tracker
Tracks every applicator license, company registration, and municipal approval, and runs the renewal runway so no credential lapse ever takes a truck off the road.
IPM Device Monitoring Reporter
Compiles trap and bait-station scan data into the documentation packs commercial IPM accounts are contractually required to keep for their own audits.
Termite & WDO Report Builder
Drafts termite and wood-destroying-organism inspection reports in the mandated format from technician findings, fast enough that a property closing never waits on paperwork.
Routes & Field Operations
Squeeze more jobs out of every truck and every gallon: tight daily routes, smart urgent-job slotting, and warranty callbacks booked before the customer stews.
Designed role descriptions ↓Close ↑
Route & Dispatch Optimiser
A proposed role to scope and validate before any pilot use.
Warranty Re-Service Scheduler
Triages callbacks under guarantee, books the re-service into the nearest route before the customer stews, and tracks callback patterns by technician and treatment.
Seasonal Demand
Flatten the May-to-September whiplash: forecast the surge before it hits and fill the off-season with reactivation and preventative campaigns instead of idle trucks.
Designed role descriptions ↓Close ↑
Seasonal Surge & Reactivation Planner
Forecasts the May-to-September surge early enough to staff for it, and fills the off-season with reactivation and preventative campaigns instead of idle trucks.
Measurement design
Candidate measures to baseline
These labels do not claim a result. The audit must define the source, window, method, baseline, and owner before a metric can support a pilot decision.
Annual plan churn rate
A candidate metric; its source and baseline are not yet defined.
No-pest cancellation rate
A candidate metric; its source and baseline are not yet defined.
One-off-to-plan conversion rate
Share of one-off jobs converted into recurring service agreements, the cheapest recurring revenue the business will ever add.
Compliance record completeness
A candidate metric; its source and baseline are not yet defined.
Jobs per truck per day
A candidate metric; its source and baseline are not yet defined.
Off-season truck utilisation
Capacity filled between October and April through reactivation, preventative campaigns, and season-appropriate services.
Connector boundary
Availability is scoped per controlled pilot
Connector names in the internal playbook are planning inputs, not a public integration promise. Current code-live readers are bounded and require account-specific verification before use.
See the commerce pilot boundaries →Audit first
Validate the playbook against your operation.
Pricing, scope, data access, review boundaries, and success measures are agreed in writing before any paid work.
More in Trades & Home Services
Browse all suites →Commercial & Residential Cleaning Suite
Answer every ring, price the walkthrough same day, and keep recurring routes full when crews churn.
View suiteConstruction & Contractor Suite
Quote faster, keep every site moving, and never let a change order eat your margin.
View suiteFacilities Management Suite
Beat every SLA clock, protect every planned visit, and never lose a contract to paperwork.
View suite