Workflows
Pest control workflows
A workflow is the graph a pest control company runs for Sales and CSR. A trigger starts the work. The desks qualify, book, and follow up inside that company's workspace.
One graph per company
Each pest control company gets a workspace. Phone numbers, customers, and routes stay inside it. The workflow is the graph of triggers and actions that workspace runs, not a script shared across tenants.
Where a workflow starts
An inbound call, a missed call, or a web form can start the same graph. The next steps ask the pest, the property, and how soon someone needs to be there, then offer the next open window.
Two desks on the graph
Sales catches the lead before it goes cold: missed-call recovery, after-hours lead capture, quote follow-up, and web form speed-to-lead. CSR keeps the schedule and the customer in sync: schedule and reschedule, service-day questions, renewal reminders, and a review request after the visit.
Questions
Common questions
- What is a pest control workflow in Front Desk?
- A graph of triggers and actions inside one company's workspace. A trigger starts the work. Sales and CSR agents take the steps a coordinator used to handle by hand.
- Can one workflow cover a missed call and a web lead?
- Yes. The same graph can start from a missed call, a web form, or a reschedule, then qualify and book from there.
- Who can change a workflow?
- Owners and admins of that workspace. The graph stays with the company that owns the phone numbers, customers, and routes.
Related
Other desks
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.
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.