Pest Control — New Service Request
Inbound pest control intake. Captures pest, severity, and occupant sensitivities driving product selection.
When this runs
classifies this work type when the caller says things like:
How the call goes
4 surface rules tied to missing field definitions. Urgent first.
Ask whether there are children, pets, or pregnant occupants — drives product selection.
urgentField: Children, pets, or pregnant occupants
Ask about allergies, asthma, or chemical sensitivities in the home.
urgentField: Allergies / asthma / chemical sensitivities
Confirm exactly what pest they're seeing — treatment differs by species.
importantField: Pest type
Ask whether this is a first sighting or an ongoing problem.
importantField: First sighting vs ongoing
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Promise complete eradication in one visit.
Guarantee a specific chemical or product before inspection.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm service address
- Confirm callback number
- Set prep expectations
- State next step
Then creates a job with:
- Caller name
- Callback number
- Service address
- Pest type
- Where they're being seen
- First sighting vs ongoing
- Children, pets, or pregnant occupants
- Allergies / asthma / chemical sensitivities
- Prior treatment (self or other company)
- Preferred appointment window
Ready to put this work type to work?
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