A pest control CRM built around the agreement, the route and the application record.
A pest account is a subscription with chemicals attached. The software has to know what plan the customer is on, which day the truck comes, what the technician applied and where, and when the termite warranty renews. Generic field software treats each visit as a job and loses the thread. We build the thread in.
Pest control is run on agreements and records, and most CRMs track neither
Off-the-shelf field software assumes a trade where a call becomes a visit and the visit becomes an invoice, done by dinner. A pest company sells an initial service that converts into a quarterly or bimonthly agreement, bills a card on a schedule, promises a free re-service if the ants come back between visits, and renews a termite warranty once a year after an inspection. Each of those is a state the account lives in, with its own dates, and a dispatch board does not know they exist. The result is a spreadsheet beside the software and a renewal that gets missed.
Then there is the paperwork. Every stop produces an application record: the product, the amount, the concentration, the target pest, the site treated and the technician who applied it. Many states require you to keep those records and to produce them on request, and commercial accounts (restaurants, food plants, property managers) expect a logbook their inspectors can read. If the record lives on a paper ticket in the truck, it is one lost clipboard from a problem. The CRM has to make writing the record as fast as writing the invoice.
Finally, a pest route only pays when the stops are dense. The office needs to see where its agreements sit on a map, day by day, so it knows which streets to sell on, which day is overloaded, and whether a new lead on the far side of the county is worth the drive. That view does not exist in software that thinks in jobs instead of routes.
What a pest control CRM has to track
Anything on this list that lives on a clipboard, in a text thread or in the owner's head puts the account at risk.
The service agreement as the spine of the account
Plan type, frequency, start date, what is included, the price per visit or per month, the card on file, the renewal date and the cancellation terms. Visits are generated from the agreement, so a customer on a bimonthly plan never falls off the schedule because someone forgot to book the next one.
An application record on every stop
Product name and registration number from a list you maintain, amount and mix rate, target pest, areas treated, weather if the label cares, and the technician's name. Written on the phone before the truck leaves the driveway, attached to the visit, printable for a state inspector or a customer who asks.
Routes by service day with a density map
Stops grouped by day and ordered by drive, with a map that shows where active agreements cluster and where the gaps are. Sales sees which streets tighten a route; the office sees that Thursday is full before it books another Thursday.
Re-service requests tracked on their own
A callback between scheduled visits is logged separately from the regular stop, with the pest, the technician who did the original treatment and the product used, so you can see which accounts, products and technicians generate the most return trips.
Termite accounts with inspections and renewals
The treatment date, the method, the warranty terms, the annual inspection due date and the renewal fee, with bait station locations mapped per property so a new technician can find every station without the old one's memory.
Commercial accounts with logbooks and site maps
Device maps, trend reports by pest and by month, service frequency written into the contract, and the documentation an auditor or health inspector expects, kept on the account and exportable as a package when the customer asks.
How we build a pest control CRM
We built our first CRM for our own recurring service companies and fit this one to how your routes and your state's records actually run.
Your plans, your frequencies, your words
General pest quarterly, bimonthly, monthly mosquito, rodent monitoring, termite bait, whatever you sell, set up as agreements with their own visit rules, pricing and renewal behavior, named the way your technicians and your customers already talk about them.
A technician app that works in a crawl space
Big buttons, the day's stops in order, gate and pet notes, the product list preloaded, application fields that default to last visit's values, photos, a signature, and offline mode for basements with no signal. The record syncs when the phone finds a tower.
Notices that go out by themselves
The day-before text with the technician's name and the prep reminder, the on-the-way text, and the after-visit report with what was applied and what the customer should do next, all from your business number and logged on the account.
Recurring billing with renewals handled
Each visit or each month is charged to the card on file, failed payments get a retry and a text, termite renewals are billed when the inspection is logged, and the owner sees agreement revenue by month without an export.
Owner reporting that answers pest questions
Active agreements by plan, cancels and the reasons, re-service rate by technician and by product, route density per day, chemical use by technician, and renewals due in the next ninety days, on one screen.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for pest control, answered.
Is a custom CRM better than PestPac, GorillaDesk or FieldRoutes for a small pest company?
Those products serve many pest companies well and come with features a small operator may never touch. A custom build fits one company: your plans, your records, your route days and your reports, running in accounts you own with no per-technician fee. Our PestPac and GorillaDesk comparisons lay out both sides before you decide.
Can it keep the application records my state requires?
Yes. We read your state agency's record requirements with you and build the fields to match, including anything your commercial customers' auditors add. Rules on what to record and how long to keep it vary by state, so we treat the state's list as the specification.
Can we import accounts and history from our current software?
Yes. Customers, agreements, visit history, application records and card tokens are exported, mapped and loaded, and the two systems run side by side for a short period while the office checks the routes. The old data stays readable.
How do technicians log products in the field?
From a preloaded list of the products on your trucks, with the registration number and the usual mix rate attached. The technician picks the product, confirms the amount and the target pest, taps the areas treated, and the record is done before the next stop.
Does it handle termite bait stations?
Yes. Each station is mapped on the property with its number and last check date. The technician works through the stations on the annual or quarterly visit, logs activity per station, and the report goes to the customer and stays on the account.
Custom CRM for pest control. Owned by you.
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