In every plan
The CRM for pest control
Your customers, their treatments and the devices you look after at each site, with the next check worked out and a reminder before it is due.
Every bait point and monitor, and when it is next checked
Record the rodent bait points, insect monitors, fly killers and proofing at a site with where each is. Sales Base works out the next check, bait points every two months to start with, and keeps a “devices due” list, soonest first. Choose the device on a treatment and record it as checked when you are done.
On Growth and above it can email the customer before each check, in your words and through your own mail server.
- Where each device is, with its type
- The next check worked out for you
- A devices-due list, overdue first
- Reminder emails to customers
Treatments, contracts and the products you use
Customers, treatments, service contracts and technicians, in your words. The starter price list has a rodent survey and treatment, wasp nest removal, an insect treatment, bed bug treatment, a business contract visit and proofing work, each with a checklist that reminds the technician to check for pets and children and to note the product used.
Keep a safety data sheet for every product, with a COSHH note and a review date, and record your technicians’ pest management, rodenticide stewardship and pesticide certificates with a reminder before they run out. These are your own records. They are not a regulator’s register or a customer’s pest log.
- Starter services with checklists
- Safety data sheets with review dates
- Certificates with expiry reminders
Quote, invoice and get paid
Send a numbered quote as a PDF that the customer can accept online, then an invoice with VAT from your own email address. On Growth and above customers can pay by card, PayPal or Direct Debit from the invoice, and payment reminders chase the late ones.
Works well with
Ready to spend less time on admin?
Start your 30-day free trial of Growth, no card needed and have your first client, booking and invoice set up today. Questions first? Talk to us.