We are also adding more features based on our ideas and user input. All the features are designed to give the Pest Controller a positive return on the investment in the software. We are totally confident that PestFriend will save you the initial cost within the first year of use.
PestFriend works on the basis of entering data once and using it many times. For example, the Customer / Site details are entered once but then are used for:-
▸ Quotes
▸ Invoices
▸ Repeating (Contract) Invoice definition.
▸ Delivery Notes
▸ Site Reports
Job Work Quotes
★ All typical jobs defined once as Standard Job Work list including a standard cost for the work.
★ Produce quotes in seconds from Standard Job Work lists.
★ Factor the Standard Price by Post Code to take account local extra costs.
★ Default quantity of 1 can be amended for task; will automatically recalculate value total.
★ Ability to override the price to take account of all circumstances.
★ No need to initially enter customer details for a telephone enquiry; change to real customer details when quote is accepted.
★ Quote details used to create an invoice with virtually no extra information required.
★ Gives history of Quotes raised and those converted to actual work.
Contract Work Quotes
★ Create a Contract Quote in seconds and never miss entering key information.
★ Allows you to create templates for various types of contracts (eg private house, business premises, factory, restaurant).
★ Add key information - customer, repeat period, pests groups covered / exclude specific pests, contract value and start date.
★ Then just print and pass to customer.
★ All key information required to set up the Repeating Contract Invoice feature is available.
Contract Work Invoices
★ Set up once then forget until need to change.
★ Key Information can come from Contract Work Quotes.
★ Prints all Invoices for current month in one pass.
★ Dates automatically advanced in line with repeat period for the contract.
★ Facilities to suspend contract payments when required - eg when a site is closed for building work.
★ Ability to review / override the creation of an Contract Work Invoice.
★ Contract Work Invoices and Job Work Invoices controlled via exactly the same features in PestFriend once they are created.
Job Work Invoices
★ Main input such as work description taken from Quote.
★ Can declare a deposit paid to reduce the final Invoice cost.
★ Can include a delivery charge (with optional VAT added) to cover material deliveries.
★ Invoices produced on site at time of visit or centrally on “Office” version of PestFriend.
★ Site produced Invoices sent to “Office” machine for a complete record of customer balances.
★ Monitor unpaid Invoices via the “Office” machine.
★ Produced a statement of outstanding balances by Site or for all Sites for a Customer.
Quick Invoices
★ A variant of the Job Work Invoice designed for simple repeat jobs such as Wasp Nests.
★ Can create a fully detailed Invoice in just a minute!
★ Includes facilities to add new Customers to your database.
★ Can record any payments made at the time.
★ No different to standard Invoices for Office processing.
Expenses
★ Includes ability to record Daily Mileage plus any private mileage.
★ Mileage entry includes visits made - can be cross checked against Site Reports created.
★ Technician can record any expenses incurred on the day they are incurred.
★ System generated ID enables the entry to be linked to a physical bill.
★ Expense feature
Site Reports
Just creating a Site Visit Report gives a mass of information which includes:-
▸ The report itself for the customer.
▸ Details stored as history ready to reprint at any time.
▸ A total of visits made to a site broken down by type of visit (Contract, Job Work, Emergency Call, Aborted Calls, etc.).
▸ Listings of Contract Sites overdue for a visit.
▸ Summary of Pests found by Site - useful in identifying infestations / extra sales opportunities.
▸ Materials used by Site.
▸ Material rotation
▸ Hours on site.
▸ Recommendations history.
▸ Fly Unit Service History.
▸ Barcode report showing areas / stations checked plus bait takes.
▸ Comment information for Sales leads
▸ Warnings for Technicians about potential problems via tick boxes and comments.
▸ Report and Recommendation analysis.
▸ Parking costs.
All these benefits are available by just creating a Site Report. However, even with all this added information, a site report will be created in fraction of the time used to handwrite or type a full report. With our reporting features creating reports within a minute, PestFriend could allow you to fit in an extra visit a day. Add in savings from eliminating NCR Pads and PestFriend becomes a very cost effective tool.
Savings
▸ Assorted NCR pads replaced by plain paper or just one design of pre-printed headed paper.
▸ Site Reports created quickly giving the opportunity of an extra visit a day.
▸ Automatic analysis of data just by creating input; enter information once but use it many times.
▸ Ability to highlight problems giving the potential of passing the cost to the customer.
▸ Ensure everything is included in work; no missed additional costs due to location, delivery, car parking or extra work.
▸ Ability to record new sales leads so that they do not get overlooked.
▸ Producing Job Work Invoices on site to enhance cash flow.
▸ Contract Invoices for a month produced in seconds without the danger of missing a customer.
Benefits.
★ Consistent pricing for the same work in the same area.
★ History of price charged on previous visits.
★ History of work carried out on previous visits.
★ Pricing which takes account of local conditions - nothing overlooked.
★ Job Work Invoices produced on site - improves cash flow.
★ Ability to monitor Invoice payments made during a site visit.
★ All Contract Invoices for a month created in seconds.
★ Minimises the opportunity of missing a Contract Invoice.
★ Invoices can be produced by site or directed to a Head Office.
★ Statements of outstanding Invoices to help chase overdue payment.
★ Analysis of Site Visit data highlights ongoing problems.
★ Reprint Site Reports with ease.
★ Never loose a copy of a Site Report
However the biggest benefit of all is that customers like the clarity of all the reporting - from Quotes through Invoicing to the various Site Reports available. It eliminates poorly written and barely legible documents creating a crisp efficient image of your company to potential customers.
PestFriend will enhance companies profits every month
by generating savings and time for extra jobs.
On the following pages you will find more detail of why we are so confident that PestFriend will give you a great marketing advantage over local competition --- as well as reducing the costs of providing a service to your customers.
To see the real benefits of PestFriend, just give us a call to arrange a demonstration.
