Case Study: Suburban Pest Management
Industry: Pest Control
Customer Since: February 2016
Forms: Sales Agreements • Job Proposals • Inspection • Checklists • Waivers • Estimates
AT-A-GLANCE
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.
Results:
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
“GoFormz had a nice, easy to use demo... it was seamless to get everything setup and rolled out!”