Features

Experience the All-Encompassing Solution for Pest Management Businesses.
A Single Platform Brimming with Comprehensive Features.

Sales

Boost your sales process with our comprehensive toolset. Seamlessly manage leads, automate follow-ups, and convert inquiries into actionable tasks. Our features are designed to optimize your pest control business' sales performance.

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Sales Lead Management
Seamlessly Manage New Leads and Enquiries with our Convenient App and Desktop Integration
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Sales Pipeline
All Leads go straight into Sales Pipeline to ensure nothing missed and every Lead followed up
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Automated Lead Follow Up
Automatically send sales brochures or information when new lead created
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Sales Lead Nurture
Drive Sales Growth with Automated Email and SMS Follow-Up Messages for Targeted Lead Engagement"
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Converting Sales Leads
Boost Productivity: Seamlessly Transform Leads into Quotes, Invoices, or New Jobs with One Click
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Smart Scripts
Smart Scripts collect all of the right information from the caller to ensure the technician knows all the right information
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Website add-on
Website "Quick Quote" automatically creates new Lead and send information
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CRM Database

Effectively manage your clients with our CRM module: store vital client information, track tasks, streamline communications, and maintain a record of jobs, reports, and photos - everything is under one roof. This all-inclusive customer database enhances your service delivery, fostering stronger client relationships.

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CRM Customer Database
Stores all customer information including Billing, Locations and People
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Tasks
Task Module: Track internal processes with checklists, reminders, and tags. Create recurring tasks instantly with Task Templates.
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Easy Communications
Utilize time-saving templates to send emails, SMS messages, and create letters in a matter of minutes
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Timeline & History
Timeline displays customer-related activities and events for comprehensive visibility and tracking.
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Jobs Record
Get a complete overview of the current, completed and future jobs you have scheduled
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Forms & Reports Record
Easily access and review the complete history of all completed Client Reports with just a few clicks.
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Photo Library
Easily access a gallery displaying all client report photos for convenient viewing and reference.
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Sales Leads
See all Leads or Opportunities for the Client and the Sales Lead History
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Website add-on
New website "Contact Us" form automatically added into CRM Customer Database
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Reporting
Generate Reports on everything related to your customers in seconds
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Assets Integrated
Easily monitor customer-linked Assets and their current status with our efficient asset management feature.
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Online Agreements

The Online Agreements module simplifies contract processes, offering pre-prepared agreements ready for use. Automated sending and on-screen signing features provide convenience to clients. Agreements are easily trackable, remaining attached to jobs and stored in client CRM files for easy retrieval, streamlining your operations.

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Full Suite of Agreements
All pre-purchase agreements as well as the rest of the required inspection agreements are ready to be used
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Automated Sending
Automatically send the appropriate Agreement to clients when a Job is created, saving you time and effort.
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Sign on Screen
Clients can conveniently view and sign agreements on any device by simply clicking on a provided link.
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View Status of Online Agreement
Track Agreement status in the Job Card for easy access and visibility of Agreement progress.
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Jobs Record
Get a complete overview of the current, completed and future jobs you have scheduled
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Attached to Job
Job retains attached agreement for future follow-up and review purposes, ensuring easy access and seamless management.
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Stored in Client CRM File
All Agreement and Reports automatically stored in the Customer CRM File
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Complete Reporting Suite

The Complete Pest Reporting Suite provides comprehensive, easy-to-read, and professional reports, using color-coding and visual contents for user-friendly navigation. Enjoy the flexibility of fully customizable reports and leverage our FormBank for various business needs. Plus, our solution allows for insightful data analysis from pest report details, enhancing your service delivery.

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Best Reports in the Industry
Our Reporting Suite is a beautiful, professional, easy-to-read, and technician-friendly solution for comprehensive data analysis and presentation.
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Colour Coded
Color-coding is used in all reports to enhance readability and make them more user-friendly.
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Sign on Screen
Clients can conveniently view and sign agreements on any device by simply clicking on a provided link.
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Visual Contents Pages
Icons and color-coded contents pages are included to assist customers in easily navigating through the Report.
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Editable Reports
Completely customisable reports tailored to fit your unique workflow and enhance your productivity.
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FormBank
Complete library of other Business Forms to use for all other aspects of your business
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Report on all Data Collected
Run reports on data collected in Pest Reports such as Quantities of Chemicals Used and so much more!
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Accounts

Streamline your payments with the Accounts module, integrating seamlessly with Xero, Quickbooks, and MYOB. Enjoy the convenience of automated invoicing from job templates and track invoice status within jobs and the integrated Client Portal. Enhance financial management and get paid faster.

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Accounting Integration
Seamlessly integrate with popular accounting software such as Xero, QuickBooks, and MYOB for streamlined financial management.
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Automated Invoicing
Color-coding is used in all reports to enhance readability and make them more user-friendly.
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Account Status
The current status of the invoice is easily viewable within the job and is automatically saved in the CRM system.
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Linked to Client Portal
user-friendly client portal enables clients to conveniently accept quotes online and streamline the process effortlessly - See Below.
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Invoicing

Elevate your business's efficiency with our Quoting feature. Swiftly create and email quotes, automate follow-ups, and convert quotes into invoices or jobs with a single click. Seamlessly integrate quotes from your website into the CRM and enable online quote acceptance.

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Integrated Invoicing
Standalone invoicing tools or integration with accounting software, we've got you covered for efficient financial management.
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Auto Attached to Jobs
Invoices are effortlessly generated, tailored to specific job requirements, thanks to automated processes and job classification.
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Automated Outstanding Invoice Chasing
Streamline your payment process by automatically tracking and following up on all unpaid invoices with personalized communication.
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Integrated Card Payments
Convenient on-site card payment acceptance while automating the seamless delivery of paid receipts for customer satisfaction.
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Client Portal Add-on
Quotations are easily accepted and processed by clients through an easy-to-use interface
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Quotes

Revolutionize your billing process with our Integrated Invoicing feature. Generate invoices automatically from job types, chase outstanding invoices, and accept on-site card payments with instant receipt issuance. With an added client portal, customers can view and settle invoices online, simplifying transactions.

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Integrated Quoting
Create beautiful and inspiring quotes effortlessly with a simple click and share them via email instantly.
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Automated Quote Follow ups
Automated follow up of all Quotes at scheduled times with customised messaging
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Click to Convert
With just a click, effortlessly transform your quote into an invoice or job within seconds for maximum convenience.
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Quick Quote Website Add-on
Automated Quick Quote feature seamlessly integrates with the CRM, streamlining lead management and customer interactions.
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Client Portal Add-on
user-friendly client portal enables clients to conveniently access invoices, review details, and make secure online payments.
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Jobs

Enhance job execution with our Job feature, providing categorized notes, automated time recording, job status updates, and safety form integrations. The mobile-friendly interface simplifies tasks for field users, integrating with report and bait station registers, allowing real-time updates and status tracking, ensuring smooth operations.

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View Contact, Location & Job Notes
Able to view all related notes categorised by Contact, Location or Job specific
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Travel & Job Time Record
Efficiently tracks travel, breaks, and job hours, automatically recording them for easy monitoring and management.
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Automated Job Status Updates
Automated updates keeping the customer informed including Running Late
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Safety First
Where required, Safety Form automatically added to job with mandatory option
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Mobile App Jobs
An easy-to-follow, concise guide outlining the sequential tasks for field users to record comprehensive job details.
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All Forms & Reports attached
Each Job automatically has the right Reports attached and pre-populated based on Job Details
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Integrated to Bait Station Register
Job and Forms automatically linked to Bait Station register for instant updating
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Live Updates
Effortlessly monitor job and report statuses in real time, right from the comfort of your office
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Pre-Job

Streamline your task allocation with the Pre-Job feature. Effortlessly create one-off or recurring jobs, utilize customizable schedulers and job templates with integrated invoicing. Benefit from automated appointment reminders, pre-inspection agreements, and smart routing optimization for technicians, ensuring no appointment is missed.

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One off & Recurring Jobs
Efficiently create and dispatch jobs in seconds, whether they are one-time tasks or recurring assignments.
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Scheduler
Integrated Scheduler offers customizable features to adapt to your unique work preferences seamlessly.
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Job Templates with Integrated Invoicing
Full suite of Job Type Templates included for more than 20 Services with Reports & Invoices
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Automated Appointment Reminders
Reminders automatically sent by email, SMS or letter to ensure no appointments are missed
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Client Agreements & Monitoring
Pre-Inspection Agreements automatically sent when job created based on Job Type
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Smart Routing Add-on
Pre-Inspection Agreements automatically sent when job created based on Job Type
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Job Follow Up

Our Job Follow Up feature automates post-job communications, sending thank you messages, testimonial requests, and customer surveys. It streamlines recurring jobs, auto-setting them to repeat with corresponding reminders, ensuring a comprehensive, hassle-free follow-up process for exceptional customer service.

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Automated Post Job Communications
Automated "Thanks for your Business, Testimonial Request, How did we do?, Customer Surveys
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Customer Satisfaction Surveys
Integrated webforms, simply include a link to the surveys in your post-job email and collect survey data
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Automated Recurring Jobs
Jobs automatically set up to repeat with all related reminders by email, sms or task
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Asset Management

Our Job Follow Up feature automates post-job communications, sending thank you messages, testimonial requests, and customer surveys. It streamlines recurring jobs, auto-setting them to repeat with corresponding reminders, ensuring a comprehensive, hassle-free follow-up process for exceptional customer service.

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Bait Station Asset Management
Comprehensive software platform for efficient and organized management of bait station assets.
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Custom Asset Types
Effortlessly design and tailor various Asset Types to meet your unique business needs
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Custom Asset Details
Modify and personalize the data captured for every Asset category according to your specific requirements.
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Asset Card
Automatically stores all information related to the Asset including Report, Job, Change Log
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Automated QR code
QR code automatically created for every asset or use your exising asset numbering system
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Upload Existing Assets
Import option to upload your existing assets with all numbering and Locations retained
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Integrated to CRM
All Assets are assigned to customers and available to view via the CRM Contact Card
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Integrated to Jobs
All Jobs can access the Asset Register and automically populate forms with Assets from client location
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Integrated to Locations and Zones
Asset are linked to Location which can be sub-categorized into Zones for specific reporting
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Health & Safety

Keep your team safe and comply with regulations using our Health & Safety feature. It enables you to associate safety forms with job types and store essential documents such as SWMS, chemical usage data, and supplier operating manuals. Stay organized and always ready for audits.

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Safety Forms & Compliance
Customized Safety Forms tailored to your specific Job Type ensure utmost safety for you and your entire team.
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Safety Documents
Upload and Store all SWMS, Chemical Usage, Supplier Operating Manuals and more
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Resources Document Management

Streamline your document management with our feature-rich tool. Store company policies, operating manuals, SDSs, and more for easy access anywhere. An included full SDS library and automated expiry alerts enhance safety compliance and efficiency.

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Integrated Document to access from App or Office
Store and access essential company policies, operating manuals, safety manuals, and other crucial documentation securely.
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Full Suite of Chemical SDS's
Full Online Library to store all documents, comes included with full SDS library
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Automated Expiry Alerts
Sends automated alerts as Documents approach their Expiration Date to ensure timely actions are taken.
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FormSketch - Precision Drawing tool

Elevate your pest control operations with FormSketch, the ultimate drawing tool designed for precision and efficiency. Effortlessly create accurate floor plans, annotate photos, and mark up images to highlight pest activity or treatment areas.

FormSketch operates seamlessly across mobile, tablet, and desktop devices, ensuring you can document and communicate critical information anytime, anywhere.

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Precision Floor Plans
Quickly draw and edit detailed floor plans, marking key areas like bait stations or infestation sites for clear communication with clients and your team.
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Photo Markup
Annotate images with arrows, shapes, and notes to highlight pest activity or treatment progress, enhancing your reports and client presentations.
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Easy Drawing Tools
Use intuitive tools to draw freehand, add lines, shapes, and industry-specific icons, making your documentation comprehensive and professional.
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Smart Legend
Automatically track and count icons with the Smart Legend feature, saving you time and keeping your floor plans organized.
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Multi-Page Projects
Manage complex jobs with ease by creating multiple pages for different areas or stages of your pest control projects.
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Cross-Device Compatibility
FormSketch works flawlessly on mobile, tablet, and desktop devices, ensuring you have the flexibility to create and edit plans wherever your work takes you.
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Team Records

Keep your team organized and efficient with our Team Records feature. Manage employee details, set role-based permissions, track qualifications with renewal alerts, record training activities, and store important documents. Plus, use instant notifications for smooth communication.

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Employee & Contractor Management
Manage your employees and contractors efficiently, keeping track of roles, responsibilities, and tasks in a centralized system.
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Role Based Permissions & Visibility
Multiple user groups allow for granular permissions, including the ability for individual overrides.
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Qualifications & Alerts
Efficiently track and manage team qualifications, certifications, and receive automated alerts for renewals.
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Training Record with Alerts
Utilize automated alerts for seamless tracking and timely renewal/refresher reminders of all training activities.
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Team Documents
Securely store and manage all relevant staff documents and important notes.
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Notifications
Send immediate notifications directly to individual users' mobile applications for instant updates.
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QuoteAccept

QuoteAccept revolutionizes how you manage and receive approvals for your quotes. This feature empowers your customers to view and instantly accept quotes anytime, anywhere, using their phone, tablet, or computer. With QuoteAccept, you're not just speeding up the sales process; you're offering a convenient, modern solution for your clients. Say goodbye to delays in quote approvals and hello to accelerated business growth with QuoteAccept.

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Instant Quote Sharing and Acceptance
Quickly share quotes via Email, SMS, or QR code. Clients can accept with a click, speeding up your business process.
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Automated Quote Management
Automate follow-ups and customize messages for quicker quote acceptance, accessible on any device.
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Click to Convert
With just a click, effortlessly transform your quote into an invoice or job within seconds for maximum convenience.
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QR Codes for Quick Acceptance
Automated Quick Quote feature seamlessly integrates with the CRM, streamlining lead management and customer interactions.
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Client Portal Add-on
user-friendly client portal enables clients to conveniently access invoices, review details, and make secure online payments.
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With PayNow, you can easily share invoices through Email, SMS, or QR code, allowing customers to choose their preferred payment method from options like Google Pay, Apple Pay, and card payments.

Provide your customers with a hassle-free payment experience, enhancing their satisfaction and promoting quicker payments.

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Quick and Secure Online Payments
PayNow offers multiple payment methods for fast transactions. Easily share invoices via Email, SMS, or QR code, allowing customers to pay conveniently.
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Integrated and Efficient
Seamlessly integrated with the Pest Management App, PayNow ensures swift transactions and improved cash flow.
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View and Pay Invoices
Enable customers to easily view, manage, and securely pay their invoices online, hassle-free.
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QR Codes for Simplified Payments
Invoices include QR codes for quick and secure payments, enhancing the efficiency of transactions for both you and your clients.
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Smart Sites Add-On

Elevate your digital footprint with our Smart Sites add-on, a dynamic and integrated website solution that perfectly syncs with your Pest Management App. Effortlessly capture CRM contacts, sales leads, quotes, and job requests directly from your website. Our Smart Sites ensure you capitalize on every opportunity, seamlessly connecting your online presence with your business operations.

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Super fast with enterprise security
Experience fast, reliable, and secure hosting with Amazon Web Services, the pinnacle of enterprise architecture.
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Updateable Content and Service
New Sites offer preloaded content for immediate use and effortless customization to suit your needs.
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Contact Us links to Customer CRM
Contact Us form on website instantly creates a new CRM Contact and Sales Lead with Alert!
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Quick Quote links to Sales Pipeline
Quick Quote instantly creates a new Lead or Quote, providing an instant Alert for immediate action.
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Request a Job links to Scheduler
Request a Job automatically created an Unassigned Job in the Scheduler ready to confirm
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Client Portal links to Client Portal
Customers can easily access their Client Portal through the designated website's convenient Portal link feature.
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Pre-Inspection Agreements
Customer can access and complete your suite of Pre-Inspection Agreements straight from your website
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Client Portal

Revolutionize your customer interaction with our Client Portal. With personalized permissions, your clients can view and accept quotes, pay invoices, request new jobs or quotes, and access completed jobs, reports, and photo libraries. A unique way to provide transparency and foster trust.

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Customisable and Permission Based
You can manage permissions and visibility to control what your customers can view on your platform.
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View and Accept Quotes
Enable customers to easily view, evaluate, and promptly accept Quotes for enhanced business interactions.
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View and Pay Invoices
Enable customers to easily view, manage, and securely pay their invoices online, hassle-free.
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View Completed Jobs & Reports
Enable customers to easily access and review comprehensive information on all Jobs and Reports.
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Request New Quote or Job
Customers can conveniently submit requests for a fresh quote or initiate a new job effortlessly.
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View Photo Library
Customers can view all photos taken in Reports in high quality and download if needed
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Unlock the full potential of your Pest Control business.

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