Transferring An Account

Transfer Process for Home Sales #

Ensure the customer has actually sold the home.

1. Pull out your transfer account slip.
2. Check the invoice tab to see if the previous homeowner owes a balance for when the customer owned the home.
3. If the customer owes a balance, the customer must remit payment to have the information transferred out of their name.
4. If the customer does not owe a balance, gather the move/sold date, gather the new homeowner information (most customers have at least the buyer’s name and email address). Gather the phone number if possible.
5. Remove the old homeowner’s credit card information from subscriptions and the BILLING tab if the customer has no balance.
6. Try to sell pest control or transfer existing pest control to the new home.
7. Ask for the square footage of the new home.
8. If the customer is in their yearlong contract, the salesperson must be office/FieldRoutes and not credited as a new sale.
9. Complete all additional fields on the transfer account slip.
10. Place PHO notes in the account with all the information for the PHO and update the account for the NHO info. Ensure the BILLING tab is also updated.
11. Review all data entry tabs in the customer card to ensure old homeowner information has been updated.
12. Turn in your slip to Anita to perform renewal research on the home.