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Reading Termite Accounts

< 1 min read

AI Doc Summarizer Doc Summary
AI Doc Summarizer Thinking Thinking


Liquid Accounts #

  • What does the subscription screen tell us?
  • What do the frozen subscriptions tell us about property history?
  • What is the process in which a customer receives a renewal notice and pays/is serviced?
  • How can you tell if a perimeter needs to be completed with this renewal?
  • How do we know the renewal date is correct?
  • Is this customer on autopay or convenience billing?
  • How long of a history do we have at this property?
  • Is this customer’s renewal date correct? 
  • Why do they have a 0$ balance? 
  • How did I show the history of renewals? 


Sentricon Accounts #

  • What other frozen subscriptions does this customer also likely have?
  • What type of warranty does this customer have if they have never lapsed in payment?
  • What notes should be in this notes section? Is this renewal connected to the Sentricon site?

Has a Sentricon installation been done at property?  Where is their renewal date? What flag is on this account?

Updated on February 5, 2026
Understanding Recurring Billing Vs. AutopaymentFieldRoutes Tips and Tricks
Table of Contents
  • Liquid Accounts
  • Sentricon Accounts

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