PestPac is a powerful system that allows you to run your pest control business with ease, so long as you set it up properly, and that is where onboarding comes in! We offer a mixture of self-learning paths and full onboarding that includes detailed training webinars, a video library, documentation, and Q&A sessions with onboarding specialists to guide you along the way. Before rolling up your sleeves and diving in, we thought we’d share some of our top tips to help you be successful.
- Document your current processes, or at least include people who know them in and out. Having this done ahead of your onboarding will help keep things going smoothly, and also will give clues on who needs to be closely involved throughout the process.
- Create your team based on super users, those who know your industry, and those who know your business needs and current processes. Setting up new software will affect all areas of your business so you want to ensure that the way you set things up works best for your reporting needs, office staff processes, management, field techs, sales, etc. You want to make sure that the people involved will be cheerleaders and supporters for the rest of your organization.
- Communicate and set expectations with all employees, and keep them in the loop on the timeframe for onboarding, why you are setting up the new program, and how this will relate to simplifying their day-to-day tasks. This is the perfect opportunity to also emphasize how what they will be doing in the system relates to what others are using and the importance of accurate data.
- Think future growth needs and not just what you need right this second. Take this as an opportunity to review the current processes and business goals we mentioned earlier, and it will be totally worth the extra time investment now to be set up for success later down the road. Taking this approach will also mean that as you grow, training new employees and adjusting processes will be easier.
- Have training plans incorporating our available tools and resources and make the extra effort to ensure there is time allocated to complete it. Learning styles vary so we have webinars, video library resources, and documentation. Take full advantage of these in combination with Q&A sessions with our specialists.
- Create reserved times (with backup time buffered in too!) for completion of setup, onboarding, and training items. The more you put in upfront the more successful you will be in the long run. Since it’s natural in the industry to have last minute changes and priority business needs arise, it is also important to have backup time reserved just in case. To assist with planning, we recommend estimating weekly time blocks for action items (setting up customers, lookup tables, services) and time blocks for learning (watching webinars, completing Q&A sessions)
- Use the tools and resources provided. This may sound like a repeat of the training tip, but it’s super important. We’ve worked with hundreds of companies who have been where you are. We broke the onboarding process down into small digestible chunks that build upon one another to assist you throughout. Use what we’ve provided, and feel free to provide feedback to your onboarding specialist. We are always looking to make things simpler for our customers.
- Show up. You’ve made a significant investment of time and money. As quoted by many business professionals things can be “easy to do and easy not to do.” Treat the onboarding process as timed appointments with your customers and make it a priority.