CSR
AI pest CSR
The CSR desk keeps a booked visit and the customer in sync. It confirms the appointment, catches a reschedule, and answers the questions that come in on service day.
The visit stays on the schedule
CSR confirms the appointment, sends the text, and catches a reschedule before the technician is already on the way.
Service-day questions
Customers call to ask when the technician will arrive, what to do about pets, or whether the visit is still on. The desk answers from the workflow instead of leaving a callback.
After the visit
Renewal reminders and a review request go out after the job, on the schedule the company set.
Questions
Common questions
- What does the CSR desk handle?
- Scheduling and rescheduling, service-day questions, renewal reminders, and a review request after the visit.
- Can a customer move an appointment?
- Yes, when the workflow allows it. The desk updates the visit and keeps the route in sync.
- How is this different from the sales desk?
- Sales qualifies a new lead and books the inspection. CSR keeps an existing visit, and the customer, in sync.
Related
Other desks
Workflows
Pest control workflows
Triggers and actions for the calls, forms, and follow-ups a coordinator used to handle by hand.
AI
AI pest control
Agents that answer, qualify, and book, inside the company's own workspace.
Sales
AI pest sales
Qualify the lead and book the inspection before the call goes cold.
Routes
Field routes
The booked job lands on the route. CSR keeps the visit in sync.