Our PestPac integration adds the following capabilities to your Smarter Launch account:
Ability to create a new contact within Smarter Launch and have that pushed to PestPac
Ability to search for a contact/location within Smarter Launch while creating a new proposal and immediately import that contact into Smarter Launch
Sent/Accepted proposals will be packaged up as a PDF and attached to the contact's selected location within PestPac
Team Members and Branches are automatically imported/linked into Smarter Launch
Smarter Launch is designed to automatically sync customer data to PestPac, provided all required fields and configurations are in place. Manual intervention, such as clicking “Push to PestPac,” is generally not necessary if the prerequisites are met.
When getting started with PestPac, you'll need to request your API credentials. To better understand what that form looks like and how to fill it out, we've put together a short video that you can review here: Link to the CRM API guide where you can find the full walkthrough and the form needed to submit to Pestpac: CRM API Guide Link Proper setup also includes configuring default tax codes for the PestPac branch associated with the customer to ensure successful syncing.
Prerequisites for Successful Syncing
To ensure successful syncing of customer data from Smarter Launch to PestPac, the following conditions must be met:
Valid Customer Type: Each customer record must include a valid Customer Type. Common Customer Types include:
R for Residential
C for Commercial
M for Multi-family Ensure this field is set before attempting to sync the customer.
Default Tax Code Configuration: The PestPac branch associated with the customer must have a default tax code configured. Without this, PestPac will reject the customer creation with an error. Configure a default tax code for the relevant branch to avoid this issue.
Troubleshooting Common Issues
If customers are not syncing as expected, follow these steps:
Verify Required Fields: Double-check that all required fields, including the Customer Type, are correctly filled out in Smarter Launch.
Check Default Tax Code: Confirm that the default tax code is set for the PestPac branch. If it is missing, configure it and attempt the sync again.
Avoid Manual Syncing: If the prerequisites are met, customers should sync automatically without needing to click “Push to PestPac.” If syncing still fails, revisit the prerequisites to ensure nothing is overlooked.
Additional Tips for Smooth Integration
Regularly review and update branch configurations in PestPac to ensure all required settings, such as tax codes, are in place.
Train your team to input accurate and complete customer data in Smarter Launch to minimize syncing errors.
Monitor syncing logs or error messages in Smarter Launch to quickly identify and resolve issues. By following these guidelines, you can ensure a smooth and efficient integration between Smarter Launch and PestPac.