COMMERCIAL PEST CONTROL CASE STUDY
The next opportunity was already on the service route.
Technicians notice customer needs while they work. Across four locations, Tech Sales Portal gives those opportunities a place to go and sales a way to track what happens next.
Commercial pest control · Four locations
TECHNICIAN LEADS IN ACTION
Field opportunities. Sales follow-up. Business done.
Across four locations, management reports the following approximate cumulative results.
Leads Submitted
Marked Sold
Total Proposed Dollars
Locations
Approximate cumulative figures reported by management. These estimates include activity beyond the three reports supplied for this case study. Proposal dollars represent work quoted, not collected revenue. Marked Sold reflects the recorded sales status.
THE EVERYDAY PROBLEM
“I’ll send it later” is a risky sales strategy.
A technician hears about a customer need during a service visit. Then the next stop starts, the phone rings, and that lead has to compete with the rest of the day.
A scrap of paper, a quick text, or an email can pass the details along. But none of them, by themselves, tells a manager whether someone called the customer.
The practical challenge is simple: make it easy to send the lead while the details are fresh, and give someone responsibility for what happens next.
- Make submission easy.
Put the lead form within reach during the workday. - Make the next step clear.
A manager reviews the lead and gets sales involved. - Keep the technician’s name attached.
Know who referred the opportunity.
THE FIELD SETUP
A QR code within reach. A manager involved.
The original case study described a rollout built around simple field tools and daily manager involvement.
Sales binders
Technicians had QR codes on their binders, alongside sales information and instructions for sending in leads.
Access in service vehicles
QR codes on dashboards or sun visors gave technicians another way to open the form during their day.
Daily manager involvement
A location manager distributed leads, watched submissions, and encouraged technicians to keep participating.
The binder had a job, too. Rep contact details, agreements, and business documents helped technicians answer questions or put the customer in touch with sales.
WHAT LEADERS CAN TAKE FROM THIS
The form helped. Management still had a job to do.
A manager still needs to review incoming leads, assign them to sales, and check that the result gets recorded. The portal makes that work easier to keep in view.
Three lessons for your location
- Put access where work happens.
Make the form easy to find when a technician notices a need. - Choose who receives the leads.
Give one manager responsibility for getting them to sales. - Review activity and outcomes.
Count submissions, check proposals, and record whether jobs sell.
KEEP TECHNICIANS INVOLVED
They can find the opportunity without handling the whole sale.
When a job needs a salesperson, technicians should have a simple way to refer it. Keeping their name on the lead helps management review referral commissions under the company’s rules.
The figures above do not show referral commissions paid. For your team, define what qualifies for a referral commission, how much it pays, and when it is paid.
PUT THE PROCESS TO WORK
What are your technicians finding that sales never hears about?
Tell us how leads reach your office today. We can help you work through a simpler way to collect them, assign them, and keep track of the result.
Use sample information when trying the technician portal.