The app in action
Two recordings and twenty-two screens from the app that runs today. No mockups.
Everything below comes from the real app on a real server. The client names and the amounts are test data; the screens are not.
An office day, in two minutes
Signing in, Today, the day board, the enquiries, tasks and visits, a quote, the money screen with an invoice, contracts, a client record, the assistant, the bookkeeper export and the settings. The real app on a real server; the client and the amounts are test data.
A field day, in ninety seconds
Signing in as the technician, My day with its timeline, the visit step by step: a checkpoint logged, findings, risks, recommendations, products, the client signing at the door with a name and a role, the wrap-up and the sync queue. The real app on a real server; the client and the amounts are test data.
The recordings are 900 by 1200, the size of a tablet held upright.
The morning in the office
What has come in and what needs a decision, before anybody gets into the van.
Today
The screen everyone starts on: the money that is stuck, each with an amount and the age of the oldest item, who is out and who is off sick, the contracts that need attention, and a licence about to expire. At the bottom, what changed since you were last here.
The diary
One technician reads as a week, everyone at once as a day board; the two buttons at the top switch between them. A holiday greys out, and a visit that clashes with the next one says so on the block itself.
Enquiries
Mail from the connected mailbox arrives here, new ones first, with the pest it recognised and the client matched on email address. "I'll take this" is a claim your colleague can see, not a lock.
The enquiry itself
The whole conversation is there, with the recognised pest and the matched client and site below it. From here you book a visit, build a quote, raise a task, or answer the mail inside the app. Closing it always takes a reason.
In the field
One screen per step, usable with gloves on, and working without a signal.
My day
The technician sees only their own day: a timeline with the driving time between two addresses, a Start button on the next visit, and On my way and Running late as buttons. Below it, what is waiting on them and what is free to pick up.
Checkpoints
The points are listed in walking order rather than by severity, with the floors as tabs and a counter per floor. At the bottom sits what is still holding up completion, on every step, with a button to the section that clears it.
Findings
The per-pest card is derived from the checkpoints, with the stations it came from underneath; you fill in where and what evidence, and set the severity. If you found nothing, there is a tickbox for that.
Signing at the door
The tablet turns round: what was done and found, the accepted risks and recommendations, and the products used with their removal dates. No price. You record how you got in, and the client signs with a name and a role.
The wrap-up
After the last step this shows what is still open and a note for the next visit. While anything is open the button says how much, and it waits.
The quote
Ten steps from client to a sent quote, and what the client sees of it.
The quote wizard
Ten steps from client to review, with the finished ones in green. At Risks sits what the AI wrote out of the pest details; you accept it, edit the wording, or dismiss it.
The quote
The number, the total, how long it is valid, who it went to and when, and what was promised. The client's answer lands here as soon as they click the link.
What the client sees
The link in the mail opens this page, with no account and no login. The client reads the PDF, accepts or declines, and can leave a note. Nothing is signed.
The money
From a finished visit to money in the bank, with everything that sticks on one list.
The money list
Seven stages under one another, each with an amount and the age of the oldest item: report not sent, billing not decided, draft, sent, overdue, disputed and contract period due. Ordered by how long the money has been sitting, one action per row.
The invoice
The due date with its term and where that came from, the VAT per rate, and what has been received. The chasing ladder sits below: the reminder went by itself, the formal notice is a person's decision, and a dispute pauses the whole ladder.
The report
The report is built from the accepted rows, with the signature underneath. You choose who it goes to, add a message and send it; the app remembers how often and when it already went.
The record
The client, the site and the contract: what you look up when somebody asks.
The client record
Everything about one client on tabs: what is outstanding in money, the recommendations still running, the open tasks, the notes for the next visit and the visits themselves with their status.
The site
Per site the preferred day and the treatment hours, the checkpoints with their latest status, the chemicals still out and the recent visits. Every point has a history of its own.
Contracts
Four numbers in place of a renewal calendar: behind schedule, ending inside 60 days, expired, and next visit not booked, each with the money per year at stake. One action per row.
The assistant
Questions in plain language, about your own day, your clients and your invoices.
The assistant
Typing is the default, speaking sits beside it. The questions you ask most often are ready as chips. It reads for itself; booking or moving anything waits for you to tap a confirmation.
The client portal
What your client can see for themselves, without you mailing anything.
The client's portal
The client signs in to their own view and sees the next visit, what is outstanding and the latest reports. Read-only, and only their own record.
A report on a phone
The same portal on a phone: the report of a visit with what was found, which products were used and whether it was signed, with the PDF one tap away.
Settings
Your team, your company, and what has to be in place per person.
Team
Who works in your company and in what role. Beside the name sits what still has to be sorted: no working pattern, no home base, or a licence about to expire.
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