Our main goal was to make it easier for our customers to do business with us, as well as making life easier for our pest control technicians. Finding the perfect blend of software for pest control office managers and software for operations managers all in one solution was also very important to us.
Our primary use case is the distribution, signing, tracking and execution of contracts and service agreements. With Fluix, we are able to quickly fill out one of our agreement forms and then immediately send it off to a customer for signature.
Our technicians can also sign agreements in-person with a customer and send the document straight back to the office via Fluix. Once we get the agreement back, we are able to quickly upload it to our CRM – streamlining everything. Automation has made the whole process much faster and more efficient.
“Now I can say that not having to have paper forms not only saves us money, but saves us a great deal of time, too”.
We are also using other business automation tools, like auto texting and emailing services. In relation to those, I am most excited to be able to deliver relevant and interesting content to my customers quickly and easily.
In general, I believe the sooner a company starts considering digitization, the better. It is much easier to implement change when you are smaller than when you are a larger organization with existing workflows and systems.