Software Features

A bundle of compelling features providing you with ease at every step.

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Sales CRM
Pricing & Quotation
Workorder Generation
Workorder Management
Mobile App
Batch Manage, Invoicing
Payments & Collection
Customer Portal
E-Logbook
WDO/Termite
Dream Pay

Sales CRM

Simplify & Streamline Your Sales Process
  • Industry-Specific CRM: Tailored for sales teams with visual tools and automation to boost efficiency and revenue.
  • Lead Management: Capture leads effortlessly and nurture them from simple contact information to fully-qualified prospects.
  • Automated Pricing & Paperless Agreements: Generate consistent pricing and simplified agreements automatically, with options for electronic signatures on the spot or remote authorization.
  • Marketing Automation: Automate follow-ups to improve your closing percentage and streamline customer engagement.
  • Advanced Dashboard & Reporting: Track KPIs easily with powerful dashboards and built-in graphing tools for better sales management.
  • Multi-Channel Sales Support: Enable your team to sell through various channels—face-to-face, phone, door-to-door, or web bots.
  • Commercial Sales Workflow: Designed for the unique needs of commercial agreements, offering a specialized workflow for ease of use.
DREAM Sales CRM offers an all-in-one solution for sales teams, simplifying processes and driving better results.

Pricing & Quotation

Provide Your Customers with Transparent Pricing Upfront!
Faster, Accurate Quotes
  • Customized Pricing: Easily create precise, tailored pricing for your pest control services based on customer needs and service complexity.
  • Automated Quotation Generation: DREAM’s automated system generates fast, accurate quotes, reducing manual effort and eliminating errors, resulting in quicker turnaround times for your customers.
  • Dynamic Adjustments: Adjust pricing on the fly to reflect service changes, add-ons, or custom requests, ensuring flexibility in your quotes.
  • Consistency Across Quotes: Ensure pricing consistency across different clients and service locations, maintaining professional and transparent communication.
  • Enhanced Client Satisfaction: By speeding up the quotation process and providing accurate estimates, you improve client satisfaction and increase the chances of closing deals.
With DREAM’s pricing and quotation feature, you can streamline the quote process, deliver consistent and accurate estimates, and enhance the overall client experience.

Setup & Workorder Generation

Dream allows users to create recurring work orders. such as monthly, every other month, and quarterly services. Dream generates your workorder and invoices based on payment preferences such as pay-as-you-go or monthly billing. Work order generation ensures all your services are scheduled and booking full potential of recurring revenue

Setup & Work Order Generation with DREAM: Simplify Your Service Operations
  • Effortless Service Setup: Streamline the setup of services and easily generate detailed work orders to ensure smooth operations. Recurring Work Orders: DREAM allows you to create and manage recurring work orders for services such as monthly, bi-monthly, or quarterly, automating your workflow.
  • Automated Work Orders & Invoicing: Generate work orders and invoices automatically based on your customers’ payment preferences—whether it’s pay-as-you-go or monthly billing.
  • Maximize Recurring Revenue: Ensure that all services are scheduled efficiently, capturing the full potential of your recurring revenue streams.
  • Task Assignment & Tracking: DREAM ensures that every task is properly assigned, tracked, and completed, offering real-time visibility into your service operations for enhanced productivity.
With DREAM’s work order generation, you can simplify operations, automate billing, and ensure seamless service scheduling for recurring revenue growth.

Workorder Management

Dreams software allows your customer service representative to manage the workorder seamlessly. It allows tools to generate workorder, manage and assign workorder using dispatch management tool, reduce driving distance and optimize your routes using route optimizer, visually cut the routes and shrink the routes using visual route manager and finally, our best fit tool allows your CSR to provide the best options for new or existing services.

Seamless Work Order Management with DREAM:
From Start to Finish Manage work orders effortlessly from creation to completion, ensuring timely service delivery and customer satisfaction. Track work order assignments, monitor service progress, and ensure completion, all in one platform, giving you full visibility into every task.

Dispatch Management

  • Efficient Task Assignment: DREAM’s dispatch management feature allows CSRs to easily create, manage, and assign work orders to the appropriate teams, ensuring that tasks are distributed efficiently.
  • Real-Time Tracking: Monitor each assignment in real-time, providing up-to-date insights into service progress and completion.
  • Automated Scheduling: Automate the scheduling of work orders based on priority, availability, and service requirements, reducing manual effort and ensuring timely service delivery.

Route Optimizer

  • Reduce Driving Distance: The route optimizer intelligently minimizes driving distances for field teams, helping you save time and fuel costs while increasing operational efficiency.
  • Dynamic Routing: Adjust and optimize routes on the fly based on changes in service needs or unexpected delays, keeping your operations flexible and adaptive.
  • Maximize Productivity: By streamlining routes, the optimizer enables field teams to cover more service appointments in less time, boosting overall productivity.

Visual Route Manager

  • Tailored Service Recommendations: The “Best-Fit” tool helps CSRs suggest the most appropriate services based on customer preferences, service history, and availability, ensuring the right solutions are offered for both new and existing customers.
These four core features of DREAM’s Work Order Management tool ensure that your operations run smoothly, tasks are efficiently managed, and customer satisfaction is consistently high.

Best Fit Tool

  • Interactive Route Planning: The visual route manager provides an intuitive, map-based interface to visualize and manage routes. You can easily modify, cut, or shrink routes for improved efficiency.
  • Custom Route Adjustments: Make real-time adjustments to routes based on location changes, last-minute appointments, or cancellations, ensuring seamless adaptability to service demands.
  • Increased Efficiency: This tool ensures that all routes are planned and executed in the most time-effective way, reducing downtime and optimizing service coverage.

Mobile App for Field Technicians

Empower Your Field Technicians
  • Seamless Service Execution: Equip your technicians with DREAM’s mobile app to easily conduct residential and commercial services, ensuring smooth operations in the field.
  • Capture Service Details: Technicians can capture before-and-after images and draw service graphs to ensure accuracy and clear communication with customers.
  • On-the-Spot Upselling: The app allows technicians to upsell services in real-time and instantly add them to the work order for increased revenue opportunities.
  • Lead Submission for Sales: Technicians can submit new leads directly through the app, enabling seamless follow-ups by the sales team.
  • Comprehensive Data Capture: Scan devices, log chemical usage, and record rodent activity effortlessly, all within a simple, intuitive workflow.
DREAM’s mobile app empowers your field team to deliver exceptional service, enhance sales opportunities, and improve overall efficiency.

Batch Management & Invoicing

Dream allows the back office CSRs to review all the workorders, correct any mistakes and release the day’s worth of work from the technician in the form of a batch. The system will automatically charge your customer or generate an invoice based on the customer’s preference.
Automated Batch Management & Invoicing with DREAM
  • Streamline Bulk Invoicing: Automate batch management and invoicing processes for accurate, efficient billing across multiple jobs.
  • CSR Review & Approval: DREAM enables back-office CSRs to review all work orders, correct any errors, and release daily batches of completed work from technicians.
  • Automated Billing: The system automatically charges customers or generates invoices based on their payment preferences, simplifying the entire billing process.
With DREAM’s batch management and invoicing automation, you can ensure smooth, error-free billing and maximize efficiency for your business operations.

Payments & Collection

Streamline the payment process with DREAM’s integrated tools. Easily manage collections, automate reminders, and offer flexible payment options for your customers.

Dream allows capturing the payment based on user preference of pay at the time of service or monthly recurring billing. Dream software’s collection module allows your accounting team to generate statements for different levels of collection letters based on your payment terms.

Simplified Payments & Collections with DREAM
  • Integrated Payment Management: Streamline your payment process with DREAM’s tools, allowing you to easily manage collections, automate payment reminders, and offer flexible payment options to customers.
  • Flexible Payment Options: Capture payments based on customer preferences—whether it’s pay-at-time-of-service or monthly recurring billing, ensuring convenience for every client.
  • Advanced Collections Module: DREAM’s collection module enables your accounting team to generate statements and send tiered collection letters based on payment terms, making it easier to manage overdue accounts.
With DREAM’s integrated payment and collections tools, you can enhance payment efficiency, reduce late payments, and simplify the entire billing process for your customers and team.

Customer Portal

Enhance customer experience with DREAM’s Customer Portal. Clients can view service history, schedule appointments, and track invoices all in one place.

E-Logbook

Digitally manage and store all service records with DREAM’s E-Logbook. Keep inspection logs and service history organized and easily accessible for compliance and auditing.

WDO/Termite Management

Optimize termite inspections and reporting with dedicated tools for WDO/Termite Management. Track treatments, generate reports, and ensure compliance with pest control industry standards.

Dream Pay

Handle transactions seamlessly with Dream Pay. Process payments, manage collections, and send invoices through a secure and easy-to-use payment platform.