Contracts, routes and treatment records that pass an audit
CRM for pest control companies
Recurring service agreements scheduled onto technician routes, every treatment recorded with the product and quantity used, and the compliance reports your commercial clients ask for produced without a filing cabinet.
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JobBoard: the pest control companies edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. JobBoard carries dispatch map, routes per technician and a phone view built for the van, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the pest control companies demo on its own page.
Who this is for
Built for pest control companies
Pest control operators with 2 to 40 technicians serving residential contracts and commercial sites such as restaurants, warehouses and property managers who require documented treatment records and site reports.
Treatment records with chemical logs
Every visit records the products used, quantities, application method and findings, against the site and the device. The regulator or the client's auditor can be given a complete report in one click.
Device maps for commercial sites
Bait stations and monitors are numbered on a site plan. Technicians check each device from their phone, log activity and the site report shows trends by device.
Routes by area and technician
Recurring visits are scheduled into routes with drive time in mind. Technicians see the day's stops, the site's history and any special instructions.
Renewals and price increases that happen
Contracts show their renewal date, customers get notice automatically and annual price increases are applied to the next invoice without anyone remembering.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Enquiry
- Inspection
- Proposal sent
- Contract signed
- Scheduled
- Active contract
- Renewal due
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- QuickBooks or Xero
- Google Maps routing
- SMS
- Stripe or direct debit
- Product label and safety data sheet library
- Google Calendar
Questions we get asked
How much does a pest control CRM cost?
A pest control CRM with service agreements, routes, treatment and device records, compliance reports and accounting sync is typically 9,900 to 14,900 US dollars fixed, delivered in six to eight weeks. A simpler contract and scheduling system on its own starts at 5,900. Technician logins are unlimited and cost nothing, whatever the size of the route team.
Does it produce compliance reports?
Yes. Site reports list every visit, the technician, products and quantities used, devices checked and findings, over any date range, as a PDF with your branding. Chemical usage reports by product and period are available for regulatory returns. Reports are generated per site or per client group, and can be scheduled to email the facilities manager on the first of each month.
Can technicians log treatments from their phone?
Yes. The visit screen shows the site's devices and history, lets the technician tick devices checked, log activity, select products from your list with quantities, add photos and collect a signature. It works offline in basements and plant rooms. Photos of activity and device condition are attached to the visit, and the office sees completed visits within minutes of the technician finishing.
Does it handle recurring contracts and billing?
Yes. Service agreements generate visits at their frequency, invoices are raised per visit or monthly as the contract states, synced to QuickBooks or Xero, and renewals and price increases are applied automatically with the customer notified in advance. Card and direct debit collection through Stripe or your bank's facility removes most of the chasing, and a report shows contracts with overdue balances.
Tell us how your pest control companies business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.