Takes a new customer from the first inspection to the quote in writing, tells them how to prepare for the first treatment, and sends the report after.
Text messages in this workflow
1.Request receivedSent when a new customer asks for an inspection online, so they know the request arrived and someone will be in touch. Useful for shops that take requests from a web form.
Barrier Pest Control: We got your request. We'll reach out shortly. Reply STOP to opt out.
Missed callSent when a customer's call goes unanswered, so they can book the inspection by text instead of calling another shop. Useful for shops that miss calls while out on a route.
Barrier Pest Control: We missed your call. Reply STOP to opt out.
2.Inspection bookedSent when the inspection is booked, so the customer has the date and window in writing and can be home for it.
Barrier Pest Control: Your appointment is set for Tue, Sep 15, 1-3 PM. Reply STOP to opt out.
3.Your quoteSent when the quote is ready after the inspection, with a link to review and approve it. Useful for shops that send the quote after the visit rather than at it.
Barrier Pest Control: Your quote is ready. Review at yourapp.com/quote/4821 Reply STOP to opt out.
Still openSent when a quote has gone unanswered for a while, with a link to approve it. Useful for shops that follow up on open quotes.
Barrier Pest Control: Your quote is good until Oct 12. Review at yourapp.com/quote/4821 Reply STOP to opt out.
4.Sign your agreementSent when the service agreement is ready, with a link to sign it, so both sides have the terms in writing. Useful for shops that sell plans on a signed agreement.
Barrier Pest Control: Your service agreement is ready. Please sign at yourapp.com/sign Reply STOP to opt out.
5.Visit bookedSent when the first treatment is booked, so the customer has the date and window in writing and can be home for it.
Barrier Pest Control: Your appointment is set for Fri, Sep 18, 9-11 AM. Reply STOP to opt out.
MovedSent when the first treatment moves to a new date, so the customer is not left waiting at home on the old one.
Barrier Pest Control: Your appointment is now Sat, Sep 19, 9-11 AM. Reply STOP to opt out.
Visit cancelledSent when the first treatment is cancelled, with a link to rebook, so a new customer is not left wondering and picks a new date.
Barrier Pest Control: Your appointment is cancelled. Reply STOP to opt out.
6.Before we comeSent before the first treatment with what to do to get the home ready, so the technician can treat inside without a second trip.
Barrier Pest Control: We'll be there Fri, Sep 18, 9-11 AM. Before then, please clear the kitchen cabinets and secure pets. Reply STOP to opt out.
7.Visit tomorrowSent the day before the first treatment, so someone is home to let the technician in.
Barrier Pest Control: Your appointment is coming up Fri, Sep 18, 9-11 AM. Reply STOP to opt out.
8.New stop to acceptGoes to the technician, not the customer: sent when a stop is added to the day's route, with the time and the address, and the technician replies Y to accept it. Useful for shops that add stops after the route goes out.Technician
Barrier Pest Control: New job at 118 Magnolia Ave, Sat 9/19, 9-11 AM. Reply STOP to opt out.
Accepted when the technician replies YSent to the technician when they reply Y, once the app has given them the stop.Technician
Barrier Pest Control: The job at 118 Magnolia Ave on Sat 9/19, 9-11 AM is yours. Reply STOP to opt out.
Passed when the technician replies NSent to the technician when they reply N, so they know their answer went through.Technician
Barrier Pest Control: You passed on the job at 118 Magnolia Ave, Sat 9/19, 9-11 AM. Reply STOP to opt out.
9.On the waySent when the technician heads to the first treatment, so the customer waiting at home knows when to expect them.
Barrier Pest Control: We're on the way and should arrive in about 20 min. Reply STOP to opt out.
Running lateSent when the technician is running behind, with the new arrival time, so the customer waiting at home can plan around it.
Barrier Pest Control: We're running late, expected about 10:40 AM. Reply STOP to opt out.
Could not get inSent when the technician could not get in for the first treatment, with a link to rebook, so the new customer can pick a new date right away.
Barrier Pest Control: Your visit didn't happen today (door was locked). Reply STOP to opt out.
10.Serviced todaySent after the treatment with a link to the report, which says what was applied and when children and pets can go back in.
Barrier Pest Control: Your visit report is ready. See it at yourapp.com/report/4821 Reply STOP to opt out.
11.ReceiptSent when the first treatment is paid, with a link to the receipt. Useful for shops whose customers want a receipt for every charge.
Barrier Pest Control: Your payment of $189 arrived. Thank you! See your receipt at yourapp.com/receipt Reply STOP to opt out.
Card declinedSent when the card for the first charge is declined, with a link to update it, so the customer knows the plan has not started yet.
Barrier Pest Control: Your card ending 4242 was declined. Pay another way at yourapp.com/pay Reply STOP to opt out.
12.How is it going?Sent about ten days after the first treatment to ask how it is going, so the shop hears about a problem before the customer cancels. Useful for shops that check in with new customers.
Barrier Pest Control: Rate your visit at yourapp.com/feedback Reply STOP to opt out.
Tells a plan customer when the next visit is, gets the gate open and the dog in, says what was done while they were out, and keeps the plan paid.
Text messages in this workflow
1.Next visit coming upSent when the next plan visit is due, with a way to book. Useful for shops that let customers book their own visits.
Barrier Pest Control: It's almost time for your quarterly treatment. Reply STOP to opt out.
2.Visit bookedSent a few days before a plan visit with the date and window, so the visit is never a surprise and a clash can be moved days ahead.
Barrier Pest Control: Your next visit is Wed, Oct 7, 8 AM-12 PM. Reply STOP to opt out.
MovedSent when a plan visit moves for rain or a full route, so the customer is not expecting a truck that is not coming.
Barrier Pest Control: Your appointment is now Fri, Oct 9, 8 AM-12 PM. Reply STOP to opt out.
Visit cancelledSent when a plan visit is cancelled, with a link to rebook, so the customer knows this quarter's treatment has not happened.
Barrier Pest Control: Your appointment is cancelled. Reply STOP to opt out.
3.Before we comeSent the day before a plan visit to ask for the gate unlocked and the dog inside, so the technician can treat the yard.
Barrier Pest Control: We'll be there Wed, Oct 7, 8 AM-12 PM. Before then, please unlock the side gate and bring pets inside. Reply STOP to opt out.
4.Visit tomorrowSent the day before a plan visit as a plain reminder of the date and window. Useful for shops whose plan visits need no prep from the customer.
Barrier Pest Control: Your appointment is coming up Wed, Oct 7, 8 AM-12 PM. Reply STOP to opt out.
5.An hour outSent about an hour before the window opens, so a customer who has to be home for an inside treatment can get there. Useful for shops that treat inside on plan visits.
Barrier Pest Control: Your appointment is today, Wed, Oct 7, 8 AM-12 PM. Reply STOP to opt out.
6.New stop to acceptGoes to the technician, not the customer: sent when a stop is added to the day's route, with the time and the address, and the technician replies Y to accept it. Useful for shops that add stops after the route goes out.Technician
Barrier Pest Control: New job at 118 Magnolia Ave, Wed 10/7, 8 AM-12 PM. Reply STOP to opt out.
Accepted when the technician replies YSent to the technician when they reply Y, once the app has given them the stop.Technician
Barrier Pest Control: The job at 118 Magnolia Ave on Wed 10/7, 8 AM-12 PM is yours. Reply STOP to opt out.
Passed when the technician replies NSent to the technician when they reply N, so they know their answer went through.Technician
Barrier Pest Control: You passed on the job at 118 Magnolia Ave, Wed 10/7, 8 AM-12 PM. Reply STOP to opt out.
7.On the waySent when the technician heads to a plan visit, so a customer who is home can bring the dog in before the technician reaches the yard.
Barrier Pest Control: We're on the way and should arrive in about 20 min. Reply STOP to opt out.
Running lateSent when the technician is running behind, with the new arrival time, so a customer keeping the dog in knows how long to wait.
Barrier Pest Control: We're running late, expected about 10:40 AM. Reply STOP to opt out.
Could not get inSent when the technician could not get in, such as at a locked gate, with a link to rebook, so the customer knows the treatment was missed.
Barrier Pest Control: Your visit didn't happen today (gate was locked). Reply STOP to opt out.
8.Serviced todaySent after a plan visit with a link to the report, so a customer who was out knows the visit happened and what was done.
Barrier Pest Control: Your visit report is ready. See it at yourapp.com/report/4821 Reply STOP to opt out.
9.Payment receivedSent when a plan visit is charged to the card on file, with a link to the receipt. Useful for shops whose customers want a text for every charge.
Barrier Pest Control: Your payment of $89 arrived. Thank you! See your receipt at yourapp.com/receipt Reply STOP to opt out.
Card declinedSent when the card on file is declined for a plan visit, with a link to update it, so the customer knows the plan is not paid.
Barrier Pest Control: Your card ending 4242 was declined. Pay another way at yourapp.com/pay Reply STOP to opt out.
Plan cancelledSent when the customer cancels the plan, confirming that no more visits or charges will follow, so both sides have it in writing.
Barrier Pest Control: Your plan is cancelled. No more visits or charges will follow. Reply STOP to opt out.
10.Extra visit bookedSent when a plan customer reports bugs between visits and the shop books a free extra visit, so they have the date in writing.
Barrier Pest Control: Your appointment is set for Tue, Oct 20, 8 AM-12 PM. Reply STOP to opt out.
11.Still unpaidSent when a plan bill is still unpaid a few days after it goes out, with a link to pay. Useful for shops that bill plan customers rather than charge a card on file.
Barrier Pest Control: Your bill for $89 is past due. Pay at yourapp.com/pay Reply STOP to opt out.
Brings a termite customer back for the yearly inspection that keeps them covered, reports what was found, and renews the plan.
Text messages in this workflow
1.Inspection coming upSent about a month before the plan year ends, with a way to book the yearly inspection that keeps the termite coverage in force.
Barrier Pest Control: It's almost time for your yearly termite inspection. Reply STOP to opt out.
2.Inspection bookedSent when the termite inspection is booked, so the customer has the date and window in writing and can be home for it.
Barrier Pest Control: Your appointment is set for Tue, Nov 3, 9-11 AM. Reply STOP to opt out.
MovedSent when the inspection moves to a new date, so the customer is home on the right day to open the crawlspace.
Barrier Pest Control: Your appointment is now Thu, Nov 5, 9-11 AM. Reply STOP to opt out.
Visit cancelledSent when the inspection is cancelled, with a link to rebook, so the customer knows the yearly inspection still has to happen.
Barrier Pest Control: Your appointment is cancelled. Reply STOP to opt out.
Could not get inSent when the technician could not get in for the inspection, with a link to rebook the same day, because a missed inspection can void the coverage.
Barrier Pest Control: Your visit didn't happen today (door was locked). Reply STOP to opt out.
3.Inspection tomorrowSent the day before the inspection, so someone is home to open the crawlspace for a visit that comes only once a year.
Barrier Pest Control: Your appointment is coming up Tue, Nov 3, 9-11 AM. Reply STOP to opt out.
4.Inspection reportSent after the inspection with a link to the report, so the customer has a written record of what was found.
Barrier Pest Control: Your visit report is ready. See it at yourapp.com/report/4907 Reply STOP to opt out.
5.Renewal dueSent before the termite plan renews, with the amount and the due date, so the coverage does not lapse and a change in the amount is no surprise.
Barrier Pest Control: Your payment of $290 is due Nov 14. Pay at yourapp.com/pay Reply STOP to opt out.
6.Renewal paidSent when the renewal is paid, with a link to the receipt. Useful for shops whose customers want the receipt by text rather than by mail.
Barrier Pest Control: Your payment of $290 arrived. Thank you! See your receipt at yourapp.com/receipt Reply STOP to opt out.
Card declinedSent when the card for the renewal is declined, with a link to update it, so the customer knows the coverage is not renewed yet.
Barrier Pest Control: Your card ending 4242 was declined. Pay another way at yourapp.com/pay Reply STOP to opt out.