Sales
AI pest sales
The sales desk catches a lead from a missed call, an after-hours ring, a quote that is still open, or a web form. It qualifies the job and books the inspection onto the route.
Catch the lead
A missed call, an after-hours ring, or a web form starts the sales desk. The agent asks the pest, the property, and how soon they need someone.
Quote follow-up
When a quote is waiting, the same desk follows up. The lead does not depend on someone in the office noticing the missed call the next morning.
Book the inspection
The agent offers the next open window on the route and hands a booked job to the schedule. The CSR desk confirms from there.
Questions
Common questions
- What leads can the sales desk take?
- Missed calls, after-hours calls, web forms, and quotes that still need a follow-up.
- Does it give a price on its own?
- It qualifies and books the next step the workflow allows. Pricing stays in the rules that company set on the graph.
- What happens after the lead is booked?
- The visit sits on the route. The CSR desk confirms, reminds, and handles a reschedule.
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.
CSR
AI pest CSR
Keep the schedule and the customer in sync after the job is booked.
Routes
Field routes
The booked job lands on the route. CSR keeps the visit in sync.