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Switching pest control paper forms to mobile forms

Fresh off his appearance at an event to capture sales leads in the field, our fictional hero Joe turns his attention to the pest control industry. Our continuing paper forms versus mobile forms series examines how pest control technicians fill out paper forms and mobile forms in the field. Let’s have a look at how mobile forms from ProntoForms can truly make a difference.

Paper: Joe arrives at a residential home to perform pest control protection. A previous technician’s home assessment let Joe know exactly where his efforts should be concentrated. Joe looks at the affected area and decides that he needs to consult a reference table to make sure he utilizes the correct spray substance. It’s snowing outside and so Joe must put his coat back on, as well as his shoe snow covers before heading out to his truck. After reaching the truck, Joe searches for the paper reference table that he keeps for just such a situation. Finally, Joe locates the reference table and heads back into the house.

Mobile: Joe reaches the customer’s home to administer pest control protection. Armed with the original assessment information, Joe goes right to the affected area of the home. Upon glancing at the task ahead, Joe decides to consult his company’s reference table, ensuring he uses the right spray substance. He pulls out his smartphone and opens the ProntoForms App. Joe then accesses the look-up table functionality and instantly gets the information he needs.

Paper: After his job is done, Joe heads back to the truck to get a paper work order. He searches briefly before finally locating a pen. Joe then begins to fill out the work information; his hours worked, the substance he used and the charges to the customer. As Joe tries to add up the total, he laments the fact that he didnt bring a calculator and that math is not his strongsuit. Eventually, Joe figures out the correct total. Upon handing the work order to the customer for signature, the customer is a little confused. Joe’s handwriting is not particularly sharp and so the customer struggles to understand all of the charges involved. After all is satisfactorily explained, Joe is off. He gets back to his truck and realizes that even though this is the last customer of the day, he must return to the office to hand in the signed work order.

Mobile: After completing the work, Joe pulls out his smartphone again and begins filling in the mobile form work order from ProntoForms. The process goes quickly since Joe’s company takes advantage of easy-to-use dropdown menus and form field skip logic. Joe inputs all of the information and charges rapidly, taking advantage of the mobile form calculation function to add it all up. Then, he shows the customer all of the information on the screen and captures the customer’s signature. Joe then presses send and the mobile form work order is instantly sent back to the office. As a result, Joe can actually go right home. Meanwhile, since the company integrated ProntoForms with its back office system, all of the work order data collected is now on its server, properly named for easy access.

Talk about a sharp contrast in productivity. How will Joe next demonstrate the advantages of going paperless?

Got an opinion or a suggestion? Email blog@prontoforms.com.

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