Doc Summary
Alert: SMS response from a customer or automated message from FieldRoutes indicating follow-up is needed.
Appointment: A scheduled service type with a specific date and time.
Appointment Card: The details of a scheduled appointment regarding time required, subscription, service type, notes a technician can see.
Auto Pay: Arrow Pest Control’s preferred payment method. Autopay indicates a customer has a credit card on file and the customer’s full balance is paid the following business day after a service type is marked “complete.”
Customer Card: The area that holds all account information regarding active and frozen subscriptions, billing information, notes, etc.
Customer Flag: Red flag appearing on the overview section of a customer card indicating important information.
Job Pool: Unscheduled active subscriptions for a specific due date period defined by the job pool. These active subscriptions are NOT yet scheduled.
Lead: A prospective customer’s interest in a new service.
Monthly Billing: Formerly known as convenience billing, monthly billing refers to the PREPAYMENT of services at a set amount each month that is charged on the 1st or 15th of the month.
Office: The branch/division divided by type of service and/or location of the physical location of the customer.
Red Note: Note type that technicians and office staff need to view in order to service a customer correctly.
Reminder: The email or SMS notification sent to a customer to remind them of the upcoming appointment in 1 or 2 days.
Renewal Date: Next payment date.
Renewal Notice: An email or snail mail message to a customer that a termite renewal is upcoming for their renewal period. These are sent 3-6 weeks prior to a customer’s renewal date.
Service Type: Any service (recurring, non-recurring, cost, no cost) the customer is receiving.
Source: The manner in which a new customer found out about Arrow. This is a required field for all new customers.
Special Scheduling: Field within the info section of a customer card indicating the customer has special scheduling needs. This field yields an ! in front of a customer name.
Task: User-specific message that follow-up is needed.
Subscription: The service (recurring or non-recurring) the customer is receiving that holds a billing charge.
Subscription Flag: Flag appearing only in a subscription relevant to that subscription only.