Schedule Recurring Pest Control Visits and Remind Customers
Keep recurring plans on track by auto-scheduling each customer's next quarterly visit and reminding them a few days before.
- 1
Find Due Customers
Add a
Schedule Triggerweekly and aCodenode selecting plans due for their next visit. - 2
Book the Visit
Add a
Google Calendarnode scheduling the next service on the route. - 3
Remind the Customer
Add a
Twilionode texting the visit date a few days ahead. - 4
Update the Record
Add a
Google Sheetsnode recording the scheduled date. - 5
Activate and Test
Activate the workflow and flag a test customer as due. Confirm booking and reminder work.
Frequently asked questions
Can I optimize routes?
Group due customers by area before booking so each service day covers a tight zone.
What about seasonal plans?
Adjust the interval by plan type so seasonal pests are covered at the right times.
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