Covenant Wildlife — Systems & Automation Status
This page shows what’s already live, what’s finishing up, and what comes next — all built around how Covenant Wildlife operates today.
Phase 1 — Getting the basics in place
The goal here was to get clean data and communication in place without changing how your team works day to day.
What’s Live
- Customer info syncing automatically from Housecall Pro into the CRM
- Customer records update automatically when a job is completed
- Existing customers notified about pest control
- Online booking connected and working
- Discount delivery working as expected
- No changes required for technicians or office staff
What’s Pending
- SMS approval (A2P) in progress with carriers
- Text automations ready once approval clears
- Review requests - SMS pending approval
SMS approval is handled by carriers and typically takes about a week I expect it up and running by the 23rd.
Smart List View
Smart lists update based on real job activity and history.
Phase 2 — Making things easier for the office
This phase focuses on cutting down on manual follow-ups and loose ends for the office team.
- Automated follow-up for open estimates
- Housecall Pro workflow review with office staff
- Cleaner scheduling for recurring pest control
- Better appointment confirmations and reminders
Follow-Up Pipeline
Follow-ups are organized so nothing falls through the cracks.
Phase 3 — Bringing customers back automatically
Once everything above is stable, this phase focuses on repeat business without aggressive marketing.
- Seasonal pest reminders at the right time of year
- Following up with wildlife customers about pest control
- Reaching back out to customers who haven’t been serviced in a while
- Optional AI help for simple scheduling requests
AI Details
AI is only used where it saves time and doesn’t interfere with the office.
AI High-Level View
AI support is limited, controlled, and designed to assist
What I’ll Need (When Ready)
- Time with office staff to walk through Housecall Pro and RingCentral
- Agreement on how recurring pest services should be scheduled
- Confirmation of when and how customers should be contacted