Customer Management

Performing the day to day services of a pest business means managing your customers. From service to billing to customer communication, 7 Software helps you manage your customer base in a way that fits your business and how you best serve your customers.

 

Customer Profile

  • Quickly access account overview information for each of your customers
  • Notify office users of important account information with Account Alerts
  • Promote services with cross-selling and service recommendations
  • Increase collections with open balance indicators
  • Accept payment for services with an integrated credit card and ACH processing
  • Utilize the Ticket Tracking system to monitor important customer issues and requests
  • Record leads and email the sales team while interacting with a customer
a computer screen showing the key 7 computer software
 

Customer Servicing

  • Easily set up multiple service addresses for residential or commercial customers
  • Set up recurring services that are configured to the flow of your business
  • Quickly schedule upcoming services with the Quick Scheduler feature
  • Better understand the customer's account with service and note history

Customer Communication

  • Communicate with the customer the way they prefer: paper, email or text
  • Send pre and post service notifications to communicate upcoming or completed services
  • Provide your customers access to service and billing history with the online Customer Portal
  • Send renewal reminders to help customers know when their service is up for renewal 
  • Create email and letter templates for consistent customer communication