Features

Customer Management Read More

Account alerts

Service recommendations

Recurring service and billing setup

Customer billing history

Track tasks for customers & open issues

History & service notes

Lead & referral tracking

Send pre & post service communication

Communicate by paper, email, or text

Customer Portal access

Route Management Read More

Automatically assign geolocations

Drag & drop scheduling tools

Schedule based on the proximity with the Quick Scheduler feature

Map service stops with the Visual Routing Tool

Block times for tech time off

Optimize service order by route

Reassign routes with Route Editor

Track progress of tech's daily work

Automatically schedule future services

Fulfill customer schedule requests for a day, week and time

Quickly review and post daily work

Billing Read More

Budget friendly billing

Automatically send invoices and statements

Create payment plans for past due accounts

Accept credit card and ACH payments

Online customer payments

Easily view past due balances

Place past due accounts on service hold

Write off and cancel services in bulk

Monitor collections with Aging and Collection Reports

Reporting Read More

Trend reports

Production reports

Billing and collection reports

Sales reports

Cross-sell reports

Microsoft Power BI integration

Audit reports

Reporting writing tool

State and termite reporting with graphs

Commercial Service Management Read More

Commercial scanning workflow for 7 Mobile

Online Commercial Portal

Digital logbook and service requests

Location templates for detailed commercial servicing

Capture signatures electronically

Attach photos to service records

Condition tracking and reporting

Station scan and pest activity reporting

Commercial Trend Reports

Upload SDS documents

Mobile Read More

Mobile graphing

Mobile scheduling

Map service address from app

Service recommendations

View customer balances

Accept credit card or ACH from the field

Update geolocation onsite

Add property service areas

Commercial workflow for commercial techs

Capture both tech and customer signature

Attach photos to service record

Record pest, chemical, conducive conditions, and weather

Send post service emails from app

'Click to Call' feature

Internal office communication with ticketing system

Sales Portal Read More

Assign and track leads

Email notifications for new leads

Import leads and lists

Electronic service agreements

Set up Autopay or collect payment at time of sale

Track performance goals and results

Cross sell existing customers with cross-sell reports

Sales commission reporting

Sentricon Web Services Integration Read More

Setup and manage Sentricon sites with Sentricon Web Service integration

Install and scan stations from 7 Mobile

Track and review Sentricon installations and renewals

Submit monthly communication to Dow through 7 Software