Pest Control Business HQ
Pest control and extermination companies
Run recurring treatment routes, keep service records, track supplies and unpaid invoices.
Use this templatePest Control Business HQ
Plan treatment routes from one page. Plan renewals and one-time calls land on the Service visits board, each technician sees their own list under Mine, and Mark done closes a visit. Products shows what to reorder; Invoices shows who owes you.
Dashboard
Planning treatment routes
Keeping treatment records
Handling callbacks and complaints
Customers
Homes and businesses on plans, and what they have paid.
| Customer | Type | Status | Phone | Neighborhood | Customer since | |
|---|---|---|---|---|---|---|
| Ingrid Zielinski | (843) 555-0196 | ingrid.zielinski@inbox-mail.net | Harbor Heights | Sep 8, 2026 | ||
| Basil Grayson | (843) 555-0133 | basil.grayson@inbox-mail.net | Willow Creek | Jul 15, 2026 | ||
| Mirela Navarro | (843) 555-0170 | mirela.navarro@inbox-mail.net | North Ridge | May 21, 2026 | ||
| Winston Yoshida | (843) 555-0107 | winston.yoshida@inbox-mail.net | Sunset Flats | Mar 27, 2026 | ||
| Nadia Fairbairn | (843) 555-0144 | nadia.fairbairn@inbox-mail.net | Maple Hollow | Jan 31, 2026 | ||
| Emeka Mbeki | (843) 555-0181 | emeka.mbeki@inbox-mail.net | Eastgate | Dec 7, 2025 | ||
| Solveig Underhill | (843) 555-0118 | solveig.underhill@inbox-mail.net | Riverbend | Oct 13, 2025 | ||
| Stellan Carrow | (843) 555-0155 | stellan.carrow@inbox-mail.net | Old Mill | Aug 19, 2025 |
Service visits
Every treatment visit, which technician has it, what it earns and the margin.
| Service visit | Status | Customer | Work type | Priority | Lead tech | Scheduled for |
|---|---|---|---|---|---|---|
| Quarterly perimeter treatment - Navarro | Completed | Mirela Navarro | Chidi Obuya | Sep 27, 2026 | ||
| Ant treatment - Carrow | Completed | Stellan Carrow | Margit Halloran | Oct 2, 2026 | ||
| Rodent exclusion - Zielinski | Completed | Ingrid Zielinski | Jasper Kincaid | Oct 6, 2026 | ||
| Termite inspection - Mbeki | Completed | Emeka Mbeki | Chidi Obuya | Oct 9, 2026 | ||
| Mosquito yard treatment - Brannigan | Completed | Lucinda Brannigan | Margit Halloran | Oct 12, 2026 | ||
| Wasp nest removal - Yoshida | Completed | Winston Yoshida | Jasper Kincaid | Oct 14, 2026 | ||
| Bed bug heat treatment - Jessup | Cancelled | Marisol Jessup | Chidi Obuya | Oct 10, 2026 | ||
| Commercial monthly service - Grayson | On hold | Basil Grayson | Margit Halloran | Oct 13, 2026 |
Products and equipment
Treatment products, traps and safety gear, with counts and reorder levels.
| Product | Category | Unit | Unit cost (USD) | On hand | Reorder at | Supplier |
|---|---|---|---|---|---|---|
| Residual spray concentrate | bottle | $48 | 10 | 5 | Lowcountry Pest Supply | |
| Granular bait | tub | $32 | 14 | 6 | Lowcountry Pest Supply | |
| Rodent bait stations | case | $58 | 6 | 3 | Palmetto Trap and Tool | |
| Snap traps, 12 pack | pack | $18 | 12 | 6 | Palmetto Trap and Tool | |
| Dust applicator | each | $24 | 4 | 2 | Palmetto Trap and Tool | |
| Sprayer tank, 2 gal | each | $68 | 5 | 3 | Palmetto Trap and Tool | |
| Shoe covers, box | box | $14 | 10 | 5 | Lowcountry Pest Supply | |
| Respirator cartridges | pair | $22 | 8 | 4 | Lowcountry Pest Supply |
Invoices
What has been billed, what is paid and what is overdue.
| Invoice | Status | Service visit | Customer | Amount (USD) | Issued | Due |
|---|---|---|---|---|---|---|
| INV-1040 | Overdue | Quarterly perimeter treatment - Navarro | Mirela Navarro | $117.60 | Sep 27, 2026 | Oct 11, 2026 |
| INV-1041 | Paid | Ant treatment - Carrow | Stellan Carrow | $272.80 | Oct 2, 2026 | Oct 16, 2026 |
| INV-1042 | Paid | Rodent exclusion - Zielinski | Ingrid Zielinski | $1,109.80 | Oct 6, 2026 | Oct 20, 2026 |
| INV-1043 | Sent | Termite inspection - Mbeki | Emeka Mbeki | $142.60 | Oct 9, 2026 | Oct 16, 2026 |
| INV-1044 | Sent | Mosquito yard treatment - Brannigan | Lucinda Brannigan | $147.50 | Oct 12, 2026 | Oct 22, 2026 |
| INV-1045 | Draft | Wasp nest removal - Yoshida | Winston Yoshida | $341.20 | Oct 14, 2026 | Oct 30, 2026 |
Visits by status, revenue by treatment type and unpaid invoices.
| Service visit | Status | Customer | Work type | Priority | Lead tech | Scheduled for |
|---|---|---|---|---|---|---|
| Quarterly perimeter treatment - Navarro | Completed | Mirela Navarro | Chidi Obuya | Sep 27, 2026 | ||
| Ant treatment - Carrow | Completed | Stellan Carrow | Margit Halloran | Oct 2, 2026 | ||
| Rodent exclusion - Zielinski | Completed | Ingrid Zielinski | Jasper Kincaid | Oct 6, 2026 | ||
| Termite inspection - Mbeki | Completed | Emeka Mbeki | Chidi Obuya | Oct 9, 2026 | ||
| Mosquito yard treatment - Brannigan | Completed | Lucinda Brannigan | Margit Halloran | Oct 12, 2026 | ||
| Wasp nest removal - Yoshida | Completed | Winston Yoshida | Jasper Kincaid | Oct 14, 2026 | ||
| Bed bug heat treatment - Jessup | Cancelled | Marisol Jessup | Chidi Obuya | Oct 10, 2026 | ||
| Commercial monthly service - Grayson | On hold | Basil Grayson | Margit Halloran | Oct 13, 2026 |
| Service visit | Status | Customer | Work type | Priority | Lead tech | Scheduled for |
|---|---|---|---|---|---|---|
| Quarterly perimeter treatment - Navarro | Completed | Mirela Navarro | Chidi Obuya | Sep 27, 2026 | ||
| Ant treatment - Carrow | Completed | Stellan Carrow | Margit Halloran | Oct 2, 2026 | ||
| Rodent exclusion - Zielinski | Completed | Ingrid Zielinski | Jasper Kincaid | Oct 6, 2026 | ||
| Termite inspection - Mbeki | Completed | Emeka Mbeki | Chidi Obuya | Oct 9, 2026 | ||
| Mosquito yard treatment - Brannigan | Completed | Lucinda Brannigan | Margit Halloran | Oct 12, 2026 | ||
| Wasp nest removal - Yoshida | Completed | Winston Yoshida | Jasper Kincaid | Oct 14, 2026 | ||
| Bed bug heat treatment - Jessup | Cancelled | Marisol Jessup | Chidi Obuya | Oct 10, 2026 | ||
| Commercial monthly service - Grayson | On hold | Basil Grayson | Margit Halloran | Oct 13, 2026 |
| Invoice | Status | Service visit | Customer | Amount (USD) | Issued | Due |
|---|---|---|---|---|---|---|
| INV-1040 | Overdue | Quarterly perimeter treatment - Navarro | Mirela Navarro | $117.60 | Sep 27, 2026 | Oct 11, 2026 |
| INV-1041 | Paid | Ant treatment - Carrow | Stellan Carrow | $272.80 | Oct 2, 2026 | Oct 16, 2026 |
| INV-1042 | Paid | Rodent exclusion - Zielinski | Ingrid Zielinski | $1,109.80 | Oct 6, 2026 | Oct 20, 2026 |
| INV-1043 | Sent | Termite inspection - Mbeki | Emeka Mbeki | $142.60 | Oct 9, 2026 | Oct 16, 2026 |
| INV-1044 | Sent | Mosquito yard treatment - Brannigan | Lucinda Brannigan | $147.50 | Oct 12, 2026 | Oct 22, 2026 |
| INV-1045 | Draft | Wasp nest removal - Yoshida | Winston Yoshida | $341.20 | Oct 14, 2026 | Oct 30, 2026 |
Overdue service visits
| Service visit | Status | Customer | Work type | Priority | Lead tech | Scheduled for |
|---|---|---|---|---|---|---|
| Quarterly perimeter treatment - Navarro | Completed | Mirela Navarro | Chidi Obuya | Sep 27, 2026 | ||
| Ant treatment - Carrow | Completed | Stellan Carrow | Margit Halloran | Oct 2, 2026 | ||
| Rodent exclusion - Zielinski | Completed | Ingrid Zielinski | Jasper Kincaid | Oct 6, 2026 | ||
| Termite inspection - Mbeki | Completed | Emeka Mbeki | Chidi Obuya | Oct 9, 2026 | ||
| Mosquito yard treatment - Brannigan | Completed | Lucinda Brannigan | Margit Halloran | Oct 12, 2026 | ||
| Wasp nest removal - Yoshida | Completed | Winston Yoshida | Jasper Kincaid | Oct 14, 2026 | ||
| Bed bug heat treatment - Jessup | Cancelled | Marisol Jessup | Chidi Obuya | Oct 10, 2026 | ||
| Commercial monthly service - Grayson | On hold | Basil Grayson | Margit Halloran | Oct 13, 2026 |
My service visits
| Service visit | Status | Customer | Work type | Priority | Lead tech | Scheduled for |
|---|---|---|---|---|---|---|
| Quarterly perimeter treatment - Navarro | Completed | Mirela Navarro | Chidi Obuya | Sep 27, 2026 | ||
| Ant treatment - Carrow | Completed | Stellan Carrow | Margit Halloran | Oct 2, 2026 | ||
| Rodent exclusion - Zielinski | Completed | Ingrid Zielinski | Jasper Kincaid | Oct 6, 2026 | ||
| Termite inspection - Mbeki | Completed | Emeka Mbeki | Chidi Obuya | Oct 9, 2026 | ||
| Mosquito yard treatment - Brannigan | Completed | Lucinda Brannigan | Margit Halloran | Oct 12, 2026 | ||
| Wasp nest removal - Yoshida | Completed | Winston Yoshida | Jasper Kincaid | Oct 14, 2026 | ||
| Bed bug heat treatment - Jessup | Cancelled | Marisol Jessup | Chidi Obuya | Oct 10, 2026 | ||
| Commercial monthly service - Grayson | On hold | Basil Grayson | Margit Halloran | Oct 13, 2026 |
Overdue invoices
| Invoice | Status | Service visit | Customer | Amount (USD) | Issued | Due |
|---|---|---|---|---|---|---|
| INV-1040 | Overdue | Quarterly perimeter treatment - Navarro | Mirela Navarro | $117.60 | Sep 27, 2026 | Oct 11, 2026 |
| INV-1041 | Paid | Ant treatment - Carrow | Stellan Carrow | $272.80 | Oct 2, 2026 | Oct 16, 2026 |
| INV-1042 | Paid | Rodent exclusion - Zielinski | Ingrid Zielinski | $1,109.80 | Oct 6, 2026 | Oct 20, 2026 |
| INV-1043 | Sent | Termite inspection - Mbeki | Emeka Mbeki | $142.60 | Oct 9, 2026 | Oct 16, 2026 |
| INV-1044 | Sent | Mosquito yard treatment - Brannigan | Lucinda Brannigan | $147.50 | Oct 12, 2026 | Oct 22, 2026 |
| INV-1045 | Draft | Wasp nest removal - Yoshida | Winston Yoshida | $341.20 | Oct 14, 2026 | Oct 30, 2026 |
Quarterly plans make the business predictable. Plan routes a month ahead and keep each technician in one area per day.
Steps
On the first of each month, list plan customers due that month.
Group them by area and assign one technician per area.
Create each visit with a day and a window.
Text the customer the evening before.
Skipped visits
If the customer is not home, treat the exterior, leave a door hanger and reschedule the interior within the week.
Good records protect the customer and the company. Write them at the property, not later.
Every visit records
Date, time on and off, and technician
Pest targeted and areas treated
Products used and amounts
Notes on conditions found
After the visit
Save the notes on the visit row and keep local rules in mind. Records follow the legal retention period for your state.
A callback is a second chance. Treat it as free marketing.
Steps
Book the callback within 48 hours.
Send the same technician when possible.
Look for the cause: entry points, moisture, food.
Record what changed and tell the customer.
When it keeps coming back
Escalate to the route supervisor and offer an inspection with photos before spending more product.
What's inside
5 tables · 16 views · 1 form · 2 row actions · 1 agent5 pages
- Pest Control Business HQ
- Dashboard
- Planning treatment routes
- Keeping treatment records
- Handling callbacks and complaints
4 tables
- Customers2 views · 12 sample rows
- Service visits7 views · 21 sample rows
- Products and equipment2 views · 10 sample rows
- Invoices5 views · 6 sample rows
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