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