How to do the things you actually do in Pest AI
Straight answers to the tasks operators search for most: building workflows, pointing missed calls at the voice agent, connecting FieldRoutes, running campaigns, and getting your attribution honest.
10 guides available
Messaging
How do I turn on missed-call text-back?
Set up automatic missed-call text-back in Pest AI: trigger on unanswered calls, write the first message, handle replies, and stop after a booking.
About 20 minutes · BeginnerHow do I send an SMS campaign in Pest AI?
Build and send a pest control SMS campaign: pick the audience, register the number, write compliant copy, schedule sends, and track replies.
About 30 minutes · Intermediate
CRM & Data
How do I import my customer list into PestCRM?
Import a pest control customer list into PestCRM: clean the CSV, normalize phone numbers, map fields, dedupe, tag the batch, and verify the result.
About 40 minutes for a clean list · IntermediateHow do I set up a lead pipeline and stages?
Design a pest control sales pipeline in PestCRM: choose stages, define entry and exit rules, automate movement, and report on stage conversion.
About 35 minutes · IntermediateHow do I see where my leads came from?
Track where pest control leads come from: UTM tagging, call tracking, form capture, source fields in the CRM, and reporting on cost per booked job.
About 50 minutes to set up · Intermediate
Marketing
How do I automate Google review requests?
Automate review requests after completed pest control services: pick the trigger, time the ask, route unhappy customers, and track review volume.
About 25 minutes · BeginnerHow do I launch a PestMail direct mail campaign?
Launch a PestMail direct mail campaign: choose the audience, pick a route or list, design the piece, set the tracking number, and measure booked jobs.
About 45 minutes to build, then print and delivery time · Intermediate
Would rather not build any of it? We implement the systems, then train your team to run them. Existing partners can reach us any time through support.
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