Sample Field Guide
← All tools
Sample Pest Co. · Sales, CSRs & Techs

What's the customer dealing with?

On the phone, at the door, or on the job: type what the customer tells you, in their words. Tap a match for the fix, the products we use, how it's priced, and what not to promise.

Branch

House rules for every call Company policy

What the badges mean

Customer sending photos? CSRSales

Insects

  • Close, focused photo.
  • Include something for size, like a coin or ruler.
  • Photograph more than one if they have them.

Droppings

  • Close photo.
  • Include approximate size.
  • A wider photo showing where they're finding them.

Holes and entry points

  • Close photo of the opening.
  • A wider photo showing where it sits on the structure.

Wildlife

  • Photo or video only if they can get it safely, from a distance.
  • Never tell a customer to approach, corner, capture, or handle wildlife to get a photo.