Pest Control Customer Walkthrough

The complete customer experience — from browsing services to booking an appointment, accessing the customer portal, and exploring financing options. This walkthrough uses our General Pest Co. demo site to show exactly what your customers will see.

What This Covers: This walkthrough follows a customer named Sarah Johnson as she browses the General Pest Co. website, selects a service, books an appointment through the 4-step booking wizard, and explores the customer portal and financing options. Every screen shown here is a live screenshot from the running demo site.

1. The Company Homepage

When a customer visits your website, the first thing they see is your company homepage. This page is automatically generated from your Company Profile, Service Catalog, and Theme Studio settings. No coding is required — everything is configured through the admin panel.

The homepage includes your company name, tagline, a prominent call-to-action button ("Book a Service"), and a list of your most popular services with pricing. Customers can immediately see what you offer and how much it costs.

Screenshot 30 — The General Pest Co. homepage showing the company name, tagline, call-to-action button, and service cards with pricing. The green color scheme comes from the pest-pro theme configured in Theme Studio.

Company name and tagline pulled from Company Profile
Service cards with pricing pulled from Service Catalog
"Book a Service" call-to-action button links directly to the booking wizard
Contact information (phone, email, address) displayed in the footer
Fully responsive — works on phones, tablets, and desktops

2. Service Detail Page

When a customer clicks on a specific service, they see a detailed service page with the full description, pricing, and a "Book This Service" button. This page gives customers all the information they need to make a decision before booking.

Screenshot 31 — The General Pest Control service detail page showing the price ($189.95), full service description, and a prominent "Book This Service" button.

Each service page includes the service name, price, detailed description, what's included, and any relevant notes about preparation or follow-up. The "Book This Service" button takes the customer directly into the booking wizard with that service pre-selected.

3. Services Listing

Customers can also browse all available services on a single listing page. This shows every service you've configured in the Service Catalog with pricing and short descriptions. It's a great way for customers to compare services and find what they need.

Screenshot 39 — The full services listing page showing all 7 services offered by General Pest Co., each with pricing and a brief description.

4. Booking Wizard — Step by Step

The booking wizard is a 4-step process designed to be simple and fast. Customers can book an appointment in under 2 minutes. Each step collects only the information needed, with clear progress indicators showing where they are in the process.

1 Select a Service

The first step asks the customer to select which service they need. If they clicked "Book This Service" from a service page, this step is pre-filled. Otherwise, they choose from a dropdown list of all available services.

Screenshot 32 — Booking Step 1: The customer selects the service they need from a dropdown. The progress bar at the top shows they're on step 1 of 4.

2 Choose Date and Time

In step 2, the customer picks their preferred date and time slot. The calendar shows available dates, and the time slots are based on your business hours and technician availability configured in the admin panel.

Screenshot 33 — Booking Step 2: The customer selects a date and preferred time slot. Available time slots are shown based on your configured business hours.

3 Customer Information

Step 3 collects the customer's contact information and service address. This includes their name, phone number, email, and the property address where service will be performed. For returning customers, this information can be pre-filled from their customer portal account.

Screenshot 34 — Booking Step 3: Sarah Johnson fills in her name, phone, email, and service address at 742 Evergreen Terrace. All fields are validated in real-time.

4 Review and Confirm

The final step shows a complete summary of the booking for review. The customer can see the service selected, date and time, their contact information, and the estimated price. They can go back to any previous step to make changes, or click "Confirm Booking" to finalize.

Screenshot 35 — Booking Step 4: The complete booking summary showing General Pest Control for March 5, 2026 in the Morning slot, with customer details and the "Confirm Booking" button.

Booking Confirmed!

After confirming, the customer sees a success page with their confirmation ID and a personalized thank-you message. They also receive instructions about what to expect next — the booking request appears in the admin's Booking Requests queue, where it can be assigned to a technician via the Dispatch Board.

Screenshot 36 — Booking confirmed! The customer sees a unique confirmation ID, a thank-you message addressing them by name ("Thank you, Sarah!"), and next-step instructions.

What Happens Next: The booking request automatically appears in the admin's Booking Requests queue. From there, an admin can review the request, assign it to a technician on the Dispatch Board, and the technician receives it in their Tech Portal mobile app.

5. Customer Portal

The Customer Portal gives your customers a secure way to view their service history, upcoming appointments, and account details. Access is token-based — no password to remember. Customers enter their email and an access token that's sent to them after their first booking.

Screenshot 37 — The Customer Portal login page. Customers enter their email address and the access token they received. No password is required, making it simple and secure.

Token-Based Access: Instead of passwords, customers receive a unique access token after their first service. This eliminates forgotten-password issues and makes the portal simple to use. Tokens can be rotated from the admin panel if needed.

6. Financing Options

For larger jobs like termite treatment or full-home pest protection plans, the financing page helps customers understand their payment options. This page is powered by the Financing Module and integrates with Stripe for secure payment processing.

Screenshot 38 — The financing page showing accepted payment methods, available financing plans for larger services, and frequently asked questions about billing and payments.

Multiple payment methods supported (credit/debit cards via Stripe)
Financing plans for larger services (termite treatment, annual contracts)
Clear FAQ section addressing common billing questions
Secure checkout powered by Stripe — PCI compliant

Summary: The Complete Customer Journey

From the moment a customer lands on your website to booking an appointment, everything is designed to be fast, clear, and professional. Here's the complete flow:

Browse Homepage — See your company info, services, and pricing at a glance
View Service Details — Get full information about any specific service
Book an Appointment — 4-step wizard: select service, pick date/time, enter info, review & confirm
Receive Confirmation — Unique confirmation ID and next-step instructions
Access Customer Portal — Token-based login to view service history and upcoming appointments
Explore Financing — Payment options for larger services, powered by Stripe

See the Full Picture: This customer walkthrough is one of three role-based walkthroughs for the pest control module.

• Admin Walkthrough — Managing services, technicians, bookings, and invoices from the admin panel
• Technician Walkthrough — The field tech mobile app: check-in, work logs, chemical tracking, GPS, signatures
• Customer Walkthrough (you are here) — The public website, booking wizard, customer portal, and financing