Service Ticket Protocol Quiz

What is the purpose of preparing for pest control treatment?

• To ensure treatments are as effective as possible

• To increase the cost of the service

• To reduce the number of appointments

• To make the service more time-consuming

What pests require specific instructions to be given to the customer before treatment can begin?

• Bedbugs, Roaches, Moths, Fire Ants

• Termites, Bedbugs, Fleas, Weevils

• Wasps, Roaches, Moths, Bedbugs

• Bedbugs, Roaches, Moths, Fleas

Specific instructions given to the customer before treatments are noted on all

Service Tickets as

• Prep Info Given

• Reviewed Prep Instructions with Customer

• Customer has all Prep Info

• Prep Instructions Sent via email

Tags

important

What should NOT be included in the Service Ticket Instructions for Current Customers?
(Check All That Apply)

• What and Where the Pest Activity is

• Verbiage about why the client is requesting service

• Payment status and signature at service

• Broad terms like 'treat outside' or 'treat inside home'

Tags

important

When booking an appointment on a live technician's schedule,
what should you ALWAYS be VISIBLY confirming before placing the appointment in that time range or slot?

• The technician's specific skill in being able to treat that particular pest

• The distance of the appointment you are scheduling against the other locations visible on the technicians schedule for that day'

• The number of appointments visible on the schedule for that day should not exceed 20

• That the Service Instructions have been entered

What is the correct protocol when canceling appointments for ANY partner?

• Add an account note with the reason for the cancellation that includes the date/time range/tech name, check rate card for additional cancellation protocols

• Delete or post/void service tickets and check rate card for additional cancellation protocols

• Move the ticket off a technician's schedule no notification needed they will find it

• Immediate notify Partner of all cancellations by email/slack communication

What is the purpose of the Service Ticket Instructions?

• To include broad terms like 'treat outside' or 'treat inside home' so we dont miss any areas'

• To provide verbiage about why the client is requesting service

• To give straightforward instructions for the technician to read when he gets to the location so they know what needs to be done

• To document the customers call in requesting services

When Scheduling Appointments what should always included on EVERY appointment Service Ticket
but can vary for each Partner?

• The Cost of the Service Being Scheduled

• The Time Ranges of Availability to offer

• The Format for the way we write instructions for the technicians

What must ALWAYS be included in the Service Ticket when scheduling for NB (New Business)
No Matter What the Pest Issue is for.

• What is it, Where is it, Call when on the way, PREP INFO GIVEN, Service Sold, Price, Payment Status and Signature at Service

• What is it, Where is it, Call when on the way, Service Sold, Price, Payment Status and Signature at Service

• What is it Where is it, Prep Info Given and Signature at Service

• What is it, Where is it, Service Sold, Price, Payment Status and Signature at Service

What should you do
when scheduling an appointment, you ask the probing question- Where are you seeing the activity?
and the customer says - "it's all over the house"

• Enter the Service instructions to include exactly what the customer says-
  Activity is All over...

• Ask the Customer for clarification by saying-
  Where are you seeing the Most Activity and include that information in the Service Instructions

• Enter every room in the house by name into the Service Instructions:
  Livingroom, Kitchen, Bathroom, Bedroom, Basement, Attic, Crawlspace etc.

• Enter the Service instructions to state: Treat all areas inside home