14. Bug Stomp Customer and Job Flow

What is the Bug Stomp Customer & Job Flow

Impression → Engagement → Lead → Qualified lead → Quote → Booking → Service → report → invoice → Payment → Receipt → Bookkeeping → Follow-up → Rebooking

What is step 1 of What is the Bug Stomp Customer & Job Flow

Impression

What is step 2 of What is the Bug Stomp Customer & Job Flow

Engagement

What is step 3 of What is the Bug Stomp Customer & Job Flow

Lead

What is step 4 of What is the Bug Stomp Customer & Job Flow

Qualified Lead

What is step 5 of What is the Bug Stomp Customer & Job Flow

Quote

What is step 6 of What is the Bug Stomp Customer & Job Flow

Booking

What is step 7 of What is the Bug Stomp Customer & Job Flow

Service

What is step 8 of What is the Bug Stomp Customer & Job Flow

Report

What is step 9 of What is the Bug Stomp Customer & Job Flow

Invoice

What is step 10 of What is the Bug Stomp Customer & Job Flow

Payment

What is step 11 of What is the Bug Stomp Customer & Job Flow

Receipt

What is step 12 of What is the Bug Stomp Customer & Job Flow

Bookjkeeping

What is step 13 of What is the Bug Stomp Customer & Job Flow

Follow-up

What is step 14 of What is the Bug Stomp Customer & Job Flow

Rebook

What is an impression?

Each time a customer sees or hears about Bug Stomp through
Advertising

What is engagement

The potential customer interacts with bug stomp by clicking on a advertisement, visiting the website, scanning a QR code, calling or sending a message

What is an lead?

When the potential customer makes an enquiry by recording their

• Contact details

• Address

• Pest problem/service they want

What is a qualified lead

A lead becomes a qualified lead when:

• The property is within the service area

• Bug stomp provides the service

• The customer has a genuine need and can purchase it

• Enough information has been collected to quote or inspect

What is a quote

What must a quote include

A quote gives the scope of work for a stated price

Once accepted it is a legally binding contract

Quote must include:

• Full Price

• Scope of work

• Exclusions

• Payment terms

• Quote validity

• Cancellation and warranty conditions

• possible additional charges

Booking

Record the accepted quote, appointment date and arrival window
Send confirmation, preparation instructions and a reminder

Service

Inspect the property, confirm the agreed scope of work complete the treatment by following the IPM workflow and obtain approval before completing any variation or additional work

Follow IPM workflow

Inspect

Identify

Diagnose

management/treatment

Monitor

Evaluate & Adjust

Report

Record pest found, areas inspected and treated, products used, photos, recommendations, customer instructions and warranty details

Invoice

Send the formal request for payment showing the completed service, price and payment terms

Payment

Receive the record the customers payment. Follow up overdue amounts when necessary

Receipt

issue receipts Providing confirmation that customers payments have been received

Bookkeeping

• Save the Quote

• Save the report

• Save the invoice

• Save the Receipt

• Save relevant photo

Categorise the income and job expenses

Match payment with bank statement

Transfer money into the company tax account and GST Tax account

Follow up

Request a google review, record warranty callbacks, resolve complaints ask for referrals and send the future service reminders

Rebooking

The customer books their next service and becomes a repeating customer