Turn a one-time roach call into a quarterly plan customer
Puffly is a free CRM for pest control operators who win on recurring service and need every inspection, recheck and renewal to stay on the radar.
Where pest control company leads come from
Urgent Google searches
A wasp nest by the front door or a mouse in the kitchen makes people search and call right away. Speed of response often decides the job.
Real estate termite inspections
Buyers and sellers need a termite letter before closing. Realtors who trust you send a steady stream of inspections and treatment quotes.
Neighbors of current customers
When a truck treats one house, the people next door notice and ask. Ant and rodent problems tend to spread down a street.
HOAs and property managers
Apartment complexes and rental owners need regular treatments and quick responses when a tenant complains.
What slow follow up costs a pest control company
Someone with pests in the house wants them gone now, and will call the next company if you do not answer quickly. A termite inspection with a treatment quote can sit for days while the customer weighs the cost. Plan customers who never hear from you at renewal time often let the plan lapse without saying a word.
A pipeline that fits a pest control company
Puffly’s pipeline is yours to name. Here is one way a pest control company could lay it out.
- Call inType of pest, where they saw it, and how long it has been going on.
- Inspection doneYou have looked at the home and know the problem and the likely treatment.
- Initial treatment bookedThe first service is on the calendar, and the customer knows how to prepare.
- Quarterly plan activeThey signed up for recurring service and have a next visit date.
- Recheck or renewal dueFollow-up visits and yearly renewals wait here so none slip by.
Follow up moments worth a reminder
Termite treatment quote sent, no reply after four days
"Hi Laura, it's Jesse at Steadfast Pest. Any questions on the termite treatment quote? I can go over what the warranty covers if that helps you decide."
Initial treatment was two weeks ago and it's time for the recheck
"Hi Tom, it's been two weeks since our first visit. How are things in the kitchen? I can swing by Friday for a quick recheck at no charge."
A quarterly plan customer has not answered the renewal notice
"Hi Nadia, your pest plan is up for renewal soon. Want me to keep your quarterly visits going? I can leave the schedule exactly as it is."
Puff, your AI teammate, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.
The shape of the year
Spring brings ants and termite swarms, summer brings wasps and mosquitoes, and fall sends mice and rats indoors. Each wave is a chance to sign plan customers, so offer recurring service at the first visit, and use winter to work through inspection quotes and renewals.
Questions from pest control companies
Can I keep track of renewals and recheck visits?
Yes. Set a task on each contact for the next recheck or renewal date, and Puff will show you who needs a call so nothing slips.
What if someone calls with a wasp problem while I'm on a job?
You can turn on missed-call text back, an opt-in automation that lets the caller know you got their call. Puff Voice, a paid add-on, is an AI receptionist if you want calls answered.
Can I import my current plan customers?
Yes. Put them in a Google Sheet and import it, then use tasks and pipeline stages to keep track of quarterly visits and renewals.
Puffly for related trades
Start with the free CRM.
Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.
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