The system
Keeping your customers informed, not frustrated.
Every layer of your new customer portal is designed to save you time, money, and customers: next service, billing, plan details, re-service requests, the assistant, and notifications.
The next visit is the first thing they see.
One of the most common questions: "When is someone coming out?" Portal 01 answers it before the phone is picked up, so customers can check their upcoming service whenever they want.
- Upcoming service date and arrival window
- Technician information ahead of the appointment
- Service history in one place, newest first
Billing questions answered without a call.
Customers see what they pay, how often they are billed, and the payment method on file — clearly, and without needing to reach the office.
- Billing amount and frequency in plain language
- Payment method shown as last four digits and expiration only
- Recent billing and payment activity available to review
Their service plan, made simple.
What the plan includes, how often service happens, and what falls outside it — written out so customers stop guessing and stop calling to ask.
- Covered pests and treatments listed clearly
- Service frequency and plan term shown up front
- What is not included, explained in plain language
A simpler way to ask for additional service.
Customers can request additional service right from the portal instead of starting with a phone call, and your company policies are handled consistently along the way.
- Requests submitted from the portal, not the phone
- Company policies handled consistently for every request
- Requests that are easier for the office to follow and manage
The common questions, answered quickly.
The built-in assistant gives customers quick answers to the questions your office hears every day — coverage, safety around kids and pets, and what to expect from a visit.
- Quick answers about plan coverage and service details
- Handles the repeat questions the office fields daily
- Connects customers with your team when they need one
Updates that get ahead of the phone call.
Appointment reminders, service updates, and request confirmations keep customers informed before they have a reason to call the office.
- Reminders ahead of an upcoming visit
- Confirmation when a request has been received
- Billing reminders that keep customers in the loop