Pest control software · Built on Salesforce

Pest Control Actions and Recommendations

Raise it on site, rate the risk, and track it until it is done.

Proofing gaps, hygiene issues, damaged doors, bulb changes, pheromone changes: pest control visits uncover work that needs doing by you or the customer. ServiceTracker lets technicians raise actions and recommendations on site, with a risk rating, due date, photos and clear instructions.

Actions appear on the service report and in the customer portal, and stay open until they are completed. Recommendations can be turned into quotes, so useful advice becomes paid work.

Outstanding actions on a ServiceTracker pest control report showing action number, risk rating, due date, type and the corrective action required
Outstanding actions carried on the same report: each one has a risk rating, due date, type and clear instructions, so auditors can see corrective actions are tracked to completion.

Why actions and recommendations matter

Auditors want to see that problems are found, recorded and fixed. A good action system should:

  • Capture the issue on site, with photos and the exact location.
  • Rate the risk, so the most important work is done first.
  • Assign it to the customer or your own team, with a due date.
  • Track it until it is complete, with comments and evidence.
  • Report on it, so everyone can see what is outstanding.

Action and recommendation features

Raised on site

Technicians create actions in the mobile app during the visit.

Risk ratings

Rate each action high, medium or low, shown clearly on reports.

Types and due dates

Proofing, hygiene, customer actions, bulb, battery and pheromone changes, each with a due date.

Photos and locations

Attach photos and link actions to the device or area on the site plan.

Customer actions

Assign actions to the customer, who can follow their progress in the portal.

Quotes from recommendations

Turn a recommendation into a quote for proofing or extra work.

See actions being created in ServiceTracker

Short videos from our ServiceTracker training library.

Creating Actions

How an action is tracked

  1. Find. The technician spots an issue during the visit.
  2. Raise. An action is created with a risk rating, due date, photos and instructions.
  3. Share. It appears on the report and in the customer portal.
  4. Follow up. Open actions are checked on the next visit or a follow-up.
  5. Close. When the work is done, the action is completed with comments and evidence.

For technicians

Record issues quickly, with photos, and see what is outstanding on every site.

For the office

A live list of open actions across every customer, ready to follow up or quote.

For your customers

Clear, prioritised actions they can track through to completion.

Actions that lead somewhere

Open actions stay visible until they are closed, so nothing gets lost between visits. Combined with trend analysis, you can show customers and auditors exactly what was found, what was done and the effect it had.

Actions and recommendations FAQs

Can actions be assigned to the customer?

Yes. Actions can be assigned to the customer or your own team, and customers can follow them in the portal.

Do actions show on the service report?

Yes. Outstanding actions appear on the report with their risk rating, due date and photos.

Can a recommendation become a quote?

Yes. Recommendations can be turned into quotes for proofing or extra work.

Can I see all open actions?

Yes. Report on open actions by customer, site, type, risk and due date.

Make sure every issue gets fixed

Book a demo to see actions and recommendations in ServiceTracker.