Pre-visit notices and preparation instructions are sent manually to customers before their pest control appointments, requiring staff to compose personalized messages, send them via multiple channels, and log communications.
Automation generates and sends personalized pre-visit notices immediately when appointments are scheduled, delivers SMS reminders automatically before service, and logs all communications in the CRM.
The full workflow, from trigger to completion.
A new appointment is added to the scheduling system with confirmed date, customer contact, and service type.
The automation retrieves customer name, email, phone, property address, appointment date/time, and service type and.
The automation matches the service type to the correct pre-visit checklist and preparation instructions stored in a template library.
The automation composes a personalised email notice with customer name, appointment details, property address, and relevant preparation checklist.
The automation sends the generated email to the customer immediately upon appointment creation.
The automation schedules an SMS reminder to be sent 24 hours before the appointment.
The automation records the sent notice and scheduled reminder in the customer record and appointment notes for audit and follow-up.
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