• MILO
    • Policy & Procedures
    • Technology Help Guides
    • Service Protocols & VTM Materials
    • Frequently Asked Questions
    • Initial Training Guides
    • Legal & Licensing Information

Standards & Lead Reporting 2025

8
  • 2025 Standards – Commercial Service Center
  • 2025 Standards – Consumer Service Center
  • 2025 Standards – Consumer Service Center Pest Only
  • 2025 Standards – GreenUP Service Center
  • 2025 Standards – Landscape Lighting
  • 2025 Standards – New Construction Division
  • Lead Code Glossary & Use Case Guide
  • Lead Reporting & Coding

Standards & Lead Reporting 2026

9
  • 2026 Standards – Commercial Service Center
  • 2026 Standards – Consumer Service Center
  • 2026 Standards – Consumer Service Center PEST ONLY
  • 2026 Standards – GreenUP Service Center
  • 2026 Standards – Landscape Lighting Service Center
  • 2026 Standards – New Construction Division
  • 2026 Standards – Sales
  • Lead Code Glossary & Use Case Guide
  • Lead Reporting & Coding

C: Corporate

9
  • C0: Policy Definitions
  • C1: Management’s “Work in Field” Program
  • C2: Customer Communication
  • C3: Community Relations
  • C4: Limits of Authority
  • C5: Policy & Procedure Review Process
  • C6: Corporate Building Access
  • C7: Corporate Medical Emergency Response Plan
  • C8: Active Assailent Awareness and Response

100: Office Administration

12
  • 100: Correspondence
  • 101: Operating Hours
  • 102: Computer System Care
  • 103: Telephone Answering Service
  • 104: Internet & Email
  • 105: Welcome to Massey Quality Assurance Program
  • 106: Handling of Customer Keys
  • 107: Service Center Call Book
  • 108: Three LOGBOOK
  • 109: IT Hardware Lifecycle
  • 110: Email Signature
  • 1114: Multi-Family Prospecting and Sales

200: Job Descriptions

23
  • 201: General Manager
  • 201: Pest Prevention Service Manager
  • 201A: Facility Manager
  • 202: Pest Prevention Technician
  • 203: Termite Service Manager
  • 204: Residential Services Sales Inspector
  • 205: Sales Manager
  • 208: Termite Renewal Inspector
  • 209: Termite Technician
  • 211: Fumigation Lead Technician
  • 212: Fumigation Helper
  • 213: Office Manager
  • 214: Customer Service Specialist, Residential
  • 215: Baiting Technician
  • 216: Commercial Account Manager
  • 217: GreenUp Specialist
  • 218: GreenUp Service Manager
  • 219: PrevenTech Service Manager
  • 220: PrevenTech Technician
  • 221: Senior Commercial Account Executive
  • 222: Customer Service Specialist, Corporate
  • 225: Divisional Sales Manager, PrevenTech
  • 226: Director of Commercial Sales, Texas

300: Human Resources

52
  • 301: Human Resource Papers / Documents
  • 301A: Human Resource Files
  • 302: Employment Personnel Package
  • 303: Application/Reference Check
  • 304: Team Member Medical Questionnaire
  • 305: Vehicle Responsibility Agreement
  • 306: Motor Vehicle Records
  • 307: Workers Compensation History
  • 308: Dress & Grooming Standards
  • 309: Standard of Conduct
  • 310: Employee Withholding Allow Certificate (W-4)
  • 311: Group Insurance Enrollment
  • 312: Long Term Disability
  • 313: Dental Insurance Enrollment
  • 314: Life Insurance Enrollment
  • 315: Employee Status Form
  • 316: Sales Employee Compensation Plan
  • 317: Payroll Deduction Authorization Form
  • 318: Chemical Handling and Use
  • 319: Employment Agreement
  • 320: Employment Eligibility Verification
  • 321: Pest Control Identification Card
  • 322: Employee Handbook
  • 323: Employee Transmittal Record
  • 324: Team Member Referral Bonus Program
  • 325: Equal Employment Opportunity
  • 326: Approvals-New Employees/Salaries/Terminations
  • 327: Management Morale
  • 328: Employment of Family Members
  • 329: Envision the Future
  • 330: Probationary Employees
  • 331: Continued Employment
  • 332: Relocation/Moving Expense
  • 333: Contract/Casual Labor
  • 334: Uniforms
  • 335: Identification Badges
  • 339: Harassment, Policy Against
  • 340: Employee Problems and Grievances
  • 341: Overtime
  • 342: Absenteeism and Tardiness
  • 343: Team Member Discipline
  • 345: Exit Interviews, Resignations, Rehires
  • 346: Termination of Employment
  • 347: Approved Absences
  • 348: Leaves of Absence
  • 349: Gifts to Company Personnel
  • 350: Prohibited Acts
  • 351: Smoking Policy
  • 352: Performance Appraisal
  • 353: You are the Company
  • 354: Making a Difference
  • 357: Reasonable Accommodation for Individuals with Disabilities

400: Accounting

24
  • 401: Fixed Assets, Capital Expense Reports
  • 402: Travel and Entertainment Expenses
  • 402B: Travel and Entertainment Expenses Concur
  • 403: Sales Commission Report, Payroll
  • 404A: Production Commission Report, Residential & Commercial Services
  • 404B: Production Commission Report, Lawn, Tree, & Shrub Care
  • 405A: Payroll Time Clock
  • 405B: Payroll Recap
  • 406: Accounts Payable, Processing Invoices
  • 407: Accounts Payable, Invoice Register
  • 408: Petty Cash Procedures
  • 409: Adjustments on Customer Accounts
  • 410: Central Billing, Batch Sheets
  • 411: Deposits, Bank Instructions
  • 412: Lost Business Log
  • 413: New Business Log
  • 414: Sales and Backlog Reports
  • 415: Sales Journal
  • 416: Termite Commissions Worksheets
  • 421: Termite Files, Updating and Purging – Computer Branches
  • 422: Commercial Accounts Billing
  • 423: Classified Advertising
  • 424: Local Advertising
  • 425: Inter-Services Center Account Transfer

500: Fleet

6
  • 501: Vehicle Inspection & Repairs
  • 502: Vehicle Acquisitions/Transfer
  • 503: Vehicles, Assignments of Vehicles
  • 504: Vehicles, Personal Use of Company
  • 505: Safe Driving
  • 506: Telematics Coaching

600: Purchasing

6
  • 601 & SPP 801: Material and Supply Management
  • 602 & SPP 802: M&S Requisitioning/Purchasing
  • 602A & SPP 802A – Procedure, Create a D365 Purchase Requisition
  • 602B: Procedure, Order Non-Program M&S
  • 602C: Procedure, Approve a D365 Purchase Requisition
  • 603: Communications Policy

700: Pest Prevention

9
  • 701 & 901: Collections, Pest Prevention & Lawn
  • 703: Accounts Receivable Summary Report
  • 704: Activity Report
  • 705: Billing Calendar: Pest, Lawn, Termite
  • 706: Daily Posting, Pest Control – Procedures
  • 707: Cancellation Prevention
  • 708: Guide for Saving Customers
  • 709: Cancellation Codes
  • 710: Preventech Customer Care Procedures

800: Termite Administration

15
  • 800: Termite Renewal Price Increase
  • 801: Annual Bait and Termite Reinspection
  • 802: Termite Collection and P&P
  • 804: Form 1145 Policy & Procedures
  • 805: Pretreat Procedures
  • 805B: New Construction Pretreat Procedures
  • 806: Annual Renewal Collection P&P
  • 808: Stucco on Frame/Foam Below Grade
  • 809: Apartment/Condo WDO Inspections
  • 810: Termite Guarantee Transfer Fee/Renewal
  • 811: EPT Program Administrative Procedures
  • 812: Posting Re-Inspections
  • 813: Renewal Re-Instatement Program
  • 814: Conventional Sentricon Renewal Posting
  • 816: Cancelled Termite Reinstatement Program

900: Lawn Administration

3
  • 701 & 901: Collections, Pest Prevention & Lawn
  • 903: Daily Posting
  • 904: Lawn Treatment Posting/Notification

1000: Insurance & Claims

9
  • 1000: Termite Protection Evaluation Report
  • 1001: Customer Claims
  • 1002: Vehicle Claims
  • 1003: Workers Compensation
  • 1004: General Contractors
  • 1005: Spill Response, Material Handling & Safety
  • 1006: Emergency Preparedness, Severe Weather
  • 1007: Driver Distractions
  • 1008: Coronavirus Disease Policy

1100: All Sales Policies

22
  • 107: Service Center Call Book
  • 1101: General Sales Policy
  • 1101A/1116: New Fumigation Sales Using Sub-Contractor Labor
  • 1102: Daily Sales Accountability
  • 1102A: The Daily Check-In Report
  • 1103: Lead Log Policy
  • 1103A: Lead Log Policy
  • 1103B: Lead Log Procedure
  • 1104: Daily Sales Activity Report
  • 1104A: Daily Sales Activity Report
  • 1105: Credit Policies
  • 1106: Commercial Sales & Commissions
  • 1107: Service Center Recap
  • 1108: Discounts
  • 1112: Start Sheet
  • 1113: Appointment Log
  • 1114: Multi-Family Prospecting and Sales
  • 1115: New Construction Guarantee Delivery
  • 1117: Utilization & Supervision of Sub-Contractors for Non-Fumigation, New Sales Work
  • 1118: Pass-It-On Program
  • 1119: 3/6/9 Month new Homeowner Program
  • 1120: TeamUp Referral Program

1200: Compensation

2
  • 1201: Guarantee
  • 1202: Part-Time Team Member Compensation

1400: Licensing & Certification

12
  • 1401: State Certification
  • 1402: General Manager / Certified Operator in Charge
  • 1403A: Texas Team Member Licensing
  • 1403B: Florida Team Member Licensing
  • 1403C: Georgia Team Member Licensing
  • 1403D: Louisiana Team Member Licensing
  • 1403E: North Carolina Team Member Licensing
  • 1403F: South Carolina Team Member Licensing
  • 1403G: Oklahoma Team Member Licensing
  • 1403H: Virginia Team Member Licensing
  • 1403I: Tennessee Team Member Licensing
  • 1403J: Alabama Team Member Licensing

1500: Training

6
  • 1501: Service Center Training Meeting
  • 1501A: Completing a VTM in Massey University
  • 1502 & SPP 902: Professional Development Program, Service
  • 1503: Digital Cameras
  • 1504: Internships
  • 1505: Professional Development Program, Sales

1600: Real Estate

1
  • 1600: Service Center Maintenance / Image

1700: Company Benefits

3
  • 1701: Paid Time Off
  • 1702: Holiday Pay for Customer Care
  • 1705: Educational Assistance

1800: Misc. Operating Reports

4
  • 1801: Daily Operations Report
  • 1801A: Greenup Division Daily Operations Report (D.O.R.)
  • 1802: Automated Extra Service Log Report
  • 1803: Web Page & Guest Book Retrieval and Distribution

1900: Filing

5
  • 1900: General
  • 1901: Pest Control
  • 1902: Lawn
  • 1903: Termite
  • 1904: Guidelines for Retention of Files & Records

2000: Budgeting

1
  • 2001: Purpose & Principles

2100: Sentricon® Administration

3
  • 2100: Sentricon® Administrative Procedures
  • 2101: Invoice Reconciliation
  • 2102: Termiting Baiting Protocols

2200: Marketing

1
  • 2201: Do Not Market

SPP 300: Route Organization

3
  • SPP 301: Routing, Scheduling, and Assigning Work
  • SPP 302: Routing, Scheduling, & Assigning Work Using Service Pro Web Mapping
  • SPP 304: Time Assignment Guideline Residential Accounts

SPP 400: Pest Prevention & Lawn Service Procedures

12
  • SPP 402: Scheduling Pest Prevention Services
  • SPP 403: Scheduling of Accounts
  • SPP 404: Production Control System
  • SPP 405: Service Report (Invoice)
  • SPP 406: Daily Check-In Session
  • SPP 406A: Lawn Check-In Procedure Mobile Version – DRAFT
  • SPP 407: Rescheduling Service Skips
  • SPP 410: Scheduling GreenUp Services
  • SPP 412: Landscape Service Reports
  • SPP 416: Irrigation Rate Card
  • SPP 417: Scheduling Irrigation Services
  • SPP 418: Using the Scheduler for Starts

SPP 500: Termite Service Procedures

8
  • SPP 503: Termite Service Schedule Log
  • SPP 505: Termite Production Assignments
  • SPP 507: Annual Termite Renewal Inspection
  • SPP 510: Termite Production Control Forms
  • SPP 513: Inspection Graph
  • SPP 514: Specification Sheets
  • SPP 515: Completion Certificate
  • SPP 516: Subterranean Termite Baiting Protocols

SPP 600: Complaint Management

1
  • SPP 602: Customer Complaints

SPP 700: Cancellation Management

1
  • SPP 702: Cancellation Prevention Procedure

SPP 800: M&S Control

9
  • 601 & SPP 801: Material and Supply Management
  • 602 & SPP 802: M&S Requisitioning/Purchasing
  • 602A & SPP 802A – Procedure, Create a D365 Purchase Requisition
  • SPP 803: Procedure, Receiving Purchasing Orders
  • SPP 804: Procedure, Transfer Product to a Truck
  • SPP 805: Procedure, GreenUp Daily Usage Summary Report
  • SPP 806: Procedure, Send and Receive Product Between Service Centers
  • SPP 807: Procedure, Create & Review the Counting Journal
  • SPP 808: Procedure, Generate an M&S Recap Report

SPP 900: Training

4
  • 1502 & SPP 902: Professional Development Program, Service
  • SPP 901: Mandatory Training Requirements
  • SPP 901A: Landscape Initial Training
  • SPP 903: Training Certificates
  • Home
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  • Policy & Procedures
  • 1400: Licensing & Certification

1400: Licensing & Certification

This category provides all necessary policies and procedures for maintaining employee licensing and certifications. It ensures that all team members, from general managers to certified operators, meet the professional standards required by various states to remain compliant with industry regulations.

  • 1401: State Certification
  • 1402: General Manager / Certified Operator in Charge
  • 1403A: Texas Team Member Licensing
  • 1403B: Florida Team Member Licensing
  • 1403C: Georgia Team Member Licensing
  • 1403D: Louisiana Team Member Licensing
  • 1403E: North Carolina Team Member Licensing
  • 1403F: South Carolina Team Member Licensing
  • 1403G: Oklahoma Team Member Licensing
  • 1403H: Virginia Team Member Licensing
  • 1403I: Tennessee Team Member Licensing
  • 1403J: Alabama Team Member Licensing

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