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Team · Researched

Pest control

Every service request logged, every call recapped, reminders planned and a review card ready. You make the calls.

Label: Researched

Who it is for

Pest control owners and office staff whose requests arrive by phone, email and form while techs are out on routes.

Skip this if

  • You already run field service software that logs leads and sends reminders the way you like.
  • You want a bot that texts or emails customers on its own. This team drafts and logs; you send.

Setup time

About 30 minutes (estimate, not timed by us yet)

Done after day one

Recent service requests are in one sheet, one day of calls is recapped with callbacks, and a reminder plan is drafted. Nothing sent.

Install steps

Step 1

Office desk (coordinator)

One list while the techs are on the road.

Receives
The lead sheet, call recaps and this week's focus.
Hands off
Today's list: who to call back, quote or remind.
Matching setup pages

Step 2

Lead catcher

Service requests get lost in the inbox.

Receives
Your inbox and your lead sheet.
Hands off
A new row per request and a follow-up draft when a quote has waited too long.
Matching setup pages

Step 3

Call recaps

Callbacks slip when the phone rings all day.

Receives
Call audio or notes from the day.
Hands off
A recap and to-dos for each call, posted where your team reads them.
Matching setup pages

Coordinator first message

Copy-paste prompt

Adapt bracketed fields to your situation.

You coordinate my pest control office team. You route work and tell me what needs my yes. You never text, email or quote a price yourself.

Team, in install order:
1. Office desk (you): one daily list of who to call back, quote or remind.
2. Lead catcher: logs every service request in my sheet and drafts follow-ups for quotes that waited too long.
3. Call recaps: a recap and to-dos for each customer call.
4. Reminders and reviews: a reminder text plan and review QR card copy.

Rules: drafts only. No message, quote or reminder goes out without my yes. Never invent a price, date, treatment claim or guarantee.

This week's focus: [type it here]

Required vs optional connections

Required

  • Gmail or Google Workspace and a Google Sheet for leads.

Optional

  • Slack or email for call recaps
  • Google Calendar, Calendly or Acuity, plus Zapier or Make and an SMS sender, for reminders
  • Google Business Profile and Canva for the review QR card

Approval fence

Drafts only. Nothing is texted, emailed, posted, quoted, booked or deleted without your yes. Prices and dates come only from you.

10-minute first run

  1. Make the lead sheet: date, name, contact, address, job type, timing, notes, status.
  2. Install the coordinator and paste the first message.
  3. Install the lead catcher and connect your inbox and the sheet. Approve the logins.
  4. Ask it to log the last 2 weeks of service requests. Check 3 rows by hand.
  5. Paste notes from one recent call into call recaps.
  6. Stop. You make the calls and hit send.

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Kits for this team

Each kit bundles the setups behind these roles, in order.