Service motions
The template starts with recognisable work, not a generic task type.
- Initial inspection and treatment plan
- General pest, termite or rodent treatment
- Follow-up and corrective treatment
- Recurring AMC service visit
- Complaint escalation and compliance-document handoff
Installed or entrusted assets
Every visit inherits the identity, location, entitlement and history needed to act responsibly.
- Client site, building, floor, room and treatment zone
- Pest finding, risk point and prior treatment history
- Bait station, trap or installed control-point identity
- Visit frequency, AMC scope and excluded areas
- Occupancy, access and customer safety constraints
Proof another role can trust
Evidence stays proportionate, permission-aware and attached to the exact job and asset.
- Inspection finding and mapped treatment area
- Chemical name, lot, dose and application route
- Privacy-safe before-and-after photographs where approved
- Safety instruction and restricted-access acknowledgement
- Client sign-off, open observation and next visit date
Commercial entitlement
Coverage, exclusions and external authority remain explicit before work becomes a claim or invoice.
- Treat recurring coverage as AMC scope, not a guarantee of eradication
- Generate visits from site, treatment type and agreed frequency
- Record callback, re-treatment and excluded-condition decisions
- Keep customer preparation and access obligations visible
Field custody
Availability means the right item, responsible custodian and reconciled return state are known.
- Issue chemicals by product, lot, quantity and responsible technician
- Track bait, traps, applicators, PPE and warning material
- Record consumed, returned, damaged and quarantined stock
- Prevent unapproved chemical substitution in the job record
06Payments and collections
Money at the handoff
The service result, invoice responsibility and actual settlement state remain distinct.
- Separate survey, one-time treatment, AMC and corrective extras
- Link accepted visit or service period to invoice readiness
- Record deductions, disputes and provider-confirmed collection
- Keep technician expense and customer billing as separate ledgers