Industry: Pest Control
Customer Since: February 2016
Forms: Sales Agreements • Job Proposals • Inspection • Checklists • Waivers • Estimates
Challenge: Sought a mobile forms solution that could centralize information flow, and provide consistency across the field inspection team’s job proposal and sales agreement processes, to help eliminate costly errors.
Solution: Implemented the GoFormz Platform to upload a daily sales leads database, auto-populating important customer information directly into the pest control forms that field inspectors complete on their mobile phones and tablets.
- Achieved consistency across all field inspector pest control forms, reduced manual errors, and ensured accurate customer information
- Simplified sales reporting by leveraging GoFormz to instantly generate detailed reports based on the daily sales agreements completed by field inspectors
- Saved both time (at least 20 hours per week) and money by streamlining the form submission process through the GoFormz auto-email and cloud storage features