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Pest control

The CRM that quotes at the entry point.

Daybook runs a pest control company end to end: a request becomes a booked service call, the technician inspects, treats and quotes on site from your own price list, and the treatment report is filled in on the phone — the product, its registration number, the rate, the re-entry time. Protection plans book their own visits and bill themselves. Then the invoice, with GST/HST by province.

The job “Priya Haddad — Rodents” in Daybook, and its brief: an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, what is time-sensitive, the key facts, what the customer asked for (each with the message it came from) and suggested next moves.

The rules the trade lives under

Built around the paperwork a pest control company already answers to.

  • Pesticide labels and treatment records

    The service and treatment report records the products applied — name, registration number, rate and where — and whether the re-entry time and precautions were given to the customer. On Crew and up.

  • Wildlife removal and exclusion

    A wildlife job does not close without the animal, the entry points, whether young were present, how it was removed, what it was sealed with, the photographs before and after and the customer’s sign-off.

  • Ontario’s rules for contracts signed at a client’s home

    A quote signed at an Ontario client’s home shows them their right to cancel for 10 days, and their copy is emailed with the last day to cancel.

  • Provincial OH&S hazard assessments (FLHA)

    FLHA forms in the crew app, on Crew and up: the hazards, the controls, the conditions and the techs on site, filled in on the phone at the start of the day and filed on the job the moment they land.

Daybook names these so you can see where it helps. It is not a compliance product: it does not hold an applicator’s licence, check a label rate, file a record with a regulator or know which animals your province lets you relocate. The sheets record what you did, the hazard assessment is yours to fill in, and the label and your province have the last word.

Three things that go wrong

The headaches every pest control company knows.

What was put down, and where

The customer rings three weeks later to ask what was used in the kitchen and whether the dog can go back in the garage. The answer is in a notebook in the truck.

In Daybook The service and treatment report keeps the pest found, where the activity was, the products applied with their registration numbers and rates, and whether the re-entry time was given — on the job, where the office can find it.

The follow-up nobody booked

The treatment was a first visit and a return in two weeks. The first happened; the second lived on a sticky note until the mice were back.

In Daybook The report carries the follow-up date, the return visit is booked from the same job, and a protection plan’s visits go on the schedule by themselves and keep coming.

The squirrels are back, and what did we seal

An exclusion goes out with a warranty, and a year on nobody can say which openings were sealed, or with what.

In Daybook The wildlife sheet wants the entry points, how the animal was removed, what was sealed and with what, and the photographs before and after, signed by the customer — and the job is not complete until it is filled in.

The brief

Everyone talks at once. The job gets one brief.

A job is a week of emails, texts, notes and updates from the crew. Daybook files each one on the job it belongs to and writes the brief: the gate code, the deadline, what the customer asked for, what you owe them and what they owe you — rewritten whenever something new arrives.

The brief and the Assistant

Texting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.

A job’s brief in Daybook: the gate code pinned at the top, a one-line summary, a time-sensitive deadline, key facts, what the customer requested, a suggestion, the next step and its date, and what is waiting on the customer.
1The gate code, pinned
2The deadline
3What the customer asked for
4What we owe, and the next step
5What the customer owes

A real capture of a contractor’s job. Daybook wrote every line of this brief from the messages on the job; only the five teal labels are added. A camp gets the same brief on a booking, a property manager on a work order.

The customerThe customer, textingThe officeA crew memberA crew memberA crew member
  • Our furnace keeps shutting offThe customer, by email
  • Side-wall vent. Narrow doorThe crew, from the site
  • Your quote is attachedThe office, by email
  • 3 photosThe crew, from the site
  • Done before the 24th?The customer, by text
  • Gate code 4471. Mind the dogThe office, to the crew
  • Checklist doneThe crew, from the site
  • The brief’s access code on a phone: 4471, with the customer’s own words — “The side gate code is 4471 — please close it behind you, we have a dog.”

    The gate code, pinned. Said once in an email, and now at the top of the job for the crew.

  • The brief’s time-sensitive line on a phone: send the thermostat finishes to Priya so she can sign and pay the deposit, by Tuesday, October 13, with a Text client button.

    The deadline. What is time-sensitive, and by when.

  • What the customer requested, in the brief on a phone: the thermostat finishes, and confirming the old furnace is taken away, each from Priya Raman’s email.

    What the customer asked for. Each request, with the message it came from.

  • The next step, in the brief on a phone: send Priya the thermostat finish options and confirm the old furnace removal, with a Book visit button.

    What we owe, and the next step. One next step, and a button that starts it.

  • Waiting on the customer, in the brief on a phone: pick a thermostat finish, sign the quote and pay the deposit, with the risk under it.

    What the customer owes. So nobody chases the wrong person.

Real captures of a contractor’s job. Daybook wrote every line of this brief from the messages on the job. A camp gets the same brief on a booking, a property manager on a work order.

The pest control toolkit.

On top of everything Daybook does for every one of its 44 trades — the full list is here — pest control gets its own shape. A visit is a service call, not a site visit; the button says Book a service call; and the drafts, the replies and the job summaries say inspection, treatment and follow-up, activity, entry point, exclusion, bait station, perimeter, re-entry time and protection plan the way a pest technician does.

The service call

A request becomes a booked call. Not a site visit.

Every request lands on one board with its service type — rodents, wasps, bed bugs, wildlife — and one button: Book a service call. The technician inspects, treats and quotes on site; when the call is done, the next step is Mark won.

The requests board in Daybook: “Brett Okonkwo — Bed bugs” and “Brightwater Property Group — Commercial contract”.

The service call

A request becomes a booked call. Not a site visit.

Every request lands on one board with its service type — rodents, wasps, bed bugs, wildlife — and one button: Book a service call. The technician inspects, treats and quotes on site; when the call is done, the next step is Mark won.

  • The requests board in Daybook: “Brett Okonkwo — Bed bugs” and “Brightwater Property Group — Commercial contract”.

    Every request, on your phone. Call the client or email them from the card, and book them in with the button under it.

  • The job on its page in Daybook, its steps across the top: Service call, Quote and Mark won.

    The job’s own page. Its steps across the top, the client a call or a text away, and its photos, notes and messages a swipe apart.

  • Seven service types: rodents, ants, wasps & insects, bed bugs, termites & wood-destroying insects, wildlife removal & exclusion, protection plan visits, commercial contracts
  • A carpenter ant is filed with the wood-destroying insects, a restaurant as a commercial contract, anything with fur or feathers as wildlife — sorted for you
  • Book a service call from the request — and plan the day’s route from the same board
  • An arrival window on the booking, and an On my way text that names who is coming, with a link to follow
  • Service call, then Quote, then Mark won — a quote is there when you want one, never in the way
  • Requests from your website’s book-a-service-call form land here as real requests
Scheduling

The price list

Priced by the call, the treatment and the plan.

A pest technician quotes from a price list, not an estimator — so yours starts labelled: the service call with its inspection and first treatment, the follow-up visit, rodent, ant, wasp and cockroach treatments, bed bugs by the room, wildlife inspections, one-way doors and exclusion by the foot, quarterly and annual protection plans, monthly commercial service, bait stations and traps by the piece. Your own prices go on it, and every quote and invoice reads from it.

Per treatment the call, the treatment, the room, the foot of exclusion and the plan — the way the trade is sold

The price list

Priced by the call, the treatment and the plan.

A pest technician quotes from a price list, not an estimator — so yours starts labelled: the service call with its inspection and first treatment, the follow-up visit, rodent, ant, wasp and cockroach treatments, bed bugs by the room, wildlife inspections, one-way doors and exclusion by the foot, quarterly and annual protection plans, monthly commercial service, bait stations and traps by the piece. Your own prices go on it, and every quote and invoice reads from it.

  • A labelled starter price list on day one, with your own prices on it
  • Service calls, treatments, wildlife, plans and contracts, stations and traps, products, exclusion materials, fees
  • Cost, price and markup beside each item
  • Quotes and invoices in a pest technician’s words — approved, or sent back for a revision, in the client’s portal
  • A price book that updates when you scan a supplier invoice — Crew and up
Quoting

The paperwork

Three sheets, written for pest technicians.

A service and treatment report with the pest, the activity, the products applied and the re-entry time. A protection plan visit with what was checked, the station activity and what was treated. A wildlife inspection and exclusion sheet with the entry points, the removal and what was sealed. They attach themselves to the right jobs, and the wildlife sheet will not let an exclusion close unfinished.

The checklists in Daybook: “Service & treatment report”.

The paperwork

Three sheets, written for pest technicians.

A service and treatment report with the pest, the activity, the products applied and the re-entry time. A protection plan visit with what was checked, the station activity and what was treated. A wildlife inspection and exclusion sheet with the entry points, the removal and what was sealed. They attach themselves to the right jobs, and the wildlife sheet will not let an exclusion close unfinished.

  • Service & treatment report: the pest found, where and how much activity, entry points, the work done, the products applied — name, registration number, rate and where — stations and traps placed, re-entry time given, follow-up due
  • Protection plan visit: the visit, what was checked, station activity — fed out of total — what was treated, any new activity, next visit due
  • Wildlife inspection & exclusion: the animal, the entry points, young present, the removal method, what was sealed and with what, the exclusion warranty
  • Photographs and the customer’s sign-off — before and after on an exclusion
  • Attached to the right service types automatically — Crew and up
  • Yours to edit, and you can add your own
The crew app

Protection plans

The quarterly plan, sold once and booked for good.

A protection plan is how the trade keeps a customer. Set it up once — its price, how often it bills, the visits it includes — and put a client on it from their profile: the visits go on your schedule and keep coming, and the plan bills itself. A restaurant on a monthly contract is a recurring job whose visits stay on the schedule the same way.

Every quarter the visit on the schedule and the plan billed, without anybody remembering

Protection plans

The quarterly plan, sold once and booked for good.

A protection plan is how the trade keeps a customer. Set it up once — its price, how often it bills, the visits it includes — and put a client on it from their profile: the visits go on your schedule and keep coming, and the plan bills itself. A restaurant on a monthly contract is a recurring job whose visits stay on the schedule the same way.

  • Plans with their price, how often they bill and the visits they include
  • A home protection plan to start from — four visits a year, with your own price on it
  • Members, what plans bring in each month, and who renews in the next 30 days — on one page
  • A member’s discount one tap away on their quotes and invoices
  • Recurring jobs, weekly to yearly, that keep their visits on the schedule
  • A protection plan visit sheet for the visit itself: what was checked, the station activity, what was treated
Scheduling

Safety on site

The FLHA, filled in on the phone. Filed before the ladder goes up.

Pick the job and the address and the techs come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, the sheets and the photos, with no signal if it comes to that.

An FLHA in the crew app, “Seal the soffit and fit a one-way door at the roofline”: the task with its hazard and its control.

Safety on site

The FLHA, filled in on the phone. Filed before the ladder goes up.

Pick the job and the address and the techs come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, the sheets and the photos, with no signal if it comes to that.

  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.

    Their day. Hours, the FLHA and their jobs a tap away — and an update from a job on the go goes straight to the office.

  • A crew member’s list in the crew app, 11 active: “Robin Beaulieu — Termites & wood-destroying insects” and “Luis Whitfield — Wildlife removal & exclusion” among them, each with its address and its time.

    Their jobs. Every job they’re on, with its address, its booked day and a chat with the office.

  • An FLHA in the crew app, “Seal the soffit and fit a one-way door at the roofline”: the task with its hazard and its control.

    Before the work starts. Pick the job and the site, its contact and the crew fill in; they add each task with its hazard and its control, and submit it from the phone.

  • FLHA forms on Crew and up: job, site, conditions, tasks with hazard and control, the techs on site
  • Clock-in and timesheets from the phone in their pocket
  • The treatment report and the wildlife sheet filled in on the job
  • Photos taken where there is no signal, filed when it returns
The crew app

Getting paid

Invoiced off the call. Paid at the door.

The invoice is raised off what was agreed on site — the call, the treatment, the follow-up. With a Stripe card reader, the technician takes a card or Interac debit before the truck leaves. For the rest, a reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm.

A paid invoice in Daybook: SP-INV-0003, paid, $6,003.88.

Getting paid

Invoiced off the call. Paid at the door.

The invoice is raised off what was agreed on site — the call, the treatment, the follow-up. With a Stripe card reader, the technician takes a card or Interac debit before the truck leaves. For the rest, a reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm.

  • An invoice off the service call — offered the moment the job is marked complete, quote or no quote
  • A card or Interac debit taken at the door on a Stripe card reader; cash and cheques recorded on the spot
  • A technician you allow can quote from your price list, have it signed and take payment on their own jobs — and never sees your costs
  • An overdue invoice chases itself, with a Pay Now link
  • E-transfer matched for you to confirm; cards online; EFT
  • GST/HST by province, and the Sales Tax report ready for filing
Invoicing & payments

The techs

The phone already in their pocket.

Field seats are free and unlimited on Crew and Company, so every technician and helper has the app: the day’s calls, clock-in, the FLHA, the sheets, the photos — and the office sees it the moment it lands.

  • A crew member’s list in the crew app, 11 active: “Robin Beaulieu — Termites & wood-destroying insects” and “Luis Whitfield — Wildlife removal & exclusion” among them, each with its address and its time.
  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.
  • The job on its page in Daybook, its steps across the top: Service call, Quote and Mark won.
  • The checklists in Daybook: “Service & treatment report”.

The economics

Priced on the office. Free for the techs.

Most field-service software charges by the head, in another currency. Daybook charges the office seats, in Canadian dollars, and leaves the people setting the stations alone.

Workflow Field-service platforms priced per user Daybook
Currency Often billed in US dollars — the exchange rate and your card’s foreign fee ride along. Canadian dollars. Every plan, every add-on, printed on the pricing page.
The techs Typically an extra monthly fee for every field user past the plan’s cap. Field seats free and unlimited on Crew and Company — every technician and helper gets the app.
Pest control tools A generic job form; the product, the rate and the re-entry time live in a notebook. The service-call shape, a labelled pest control price list, three pest technician’s sheets, and protection plans that book and bill themselves.
Canadian tax and mileage Usually an accounting add-on, or by hand. GST/HST by province on every invoice, the Sales Tax report, a mileage log at your own rate, receipts read for you.
Your website Usually a separate builder, or a designer. A pest control site template on every plan, with a protection-plans page and a book-a-service-call form that mints a real request.

Nothing here is a discount, and there is no setup fee.

Three plans, priced in CAD.

Pest control runs on the trades rate card — every plan the same app, the office seats counted and the techs free from Crew up. Solo $99 / Crew $249 / Company $449 a month CAD. Office seats included on every plan. Field seats are free and unlimited on Crew and Company. Crew and Company include selling online, and Company also includes your own domain and texting — a plan without them can add them.

  • Solo — $99/mo CAD · 1 seat · no additions · Start on Solo
  • Crew — $249/mo CAD · 3 office seats · +$39/mo each after · Start on Crew
  • Company — $449/mo CAD · 10 office seats · +$39/mo each after · Start on Company

Start the free trial on CrewSee the plans

Switching

Moving from a spreadsheet, or from another platform.

There is no importer for another product’s export, and the page does not pretend there is. What there is gets a pest control company running in an afternoon.

Bring your client list

Upload a CSV or paste it in — names, phones, emails, addresses — and the clients are there. A QuickBooks client list imports straight across.

Put your prices on the list

The pest control price list is already labelled, from the service call to the bait station. Type your own prices in — or, on Crew and up, scan a supplier invoice and the price book fills with your real costs.

Your website, live day one

The pest control template is already written for the work, with a protection-plans page — your photographs and your words go in, and the book-a-service-call form drops requests straight into Daybook.

Questions pest control companies ask.

Does it keep the treatment records my province asks for?

It keeps what the technician recorded: the service and treatment report has the products applied — name, registration number, rate and where — whether the re-entry time was given, and a follow-up date, on the job. Whether that meets your province’s record-keeping rules is yours to check, and Daybook files nothing with a regulator.

Can I sell a quarterly protection plan?

Yes. Set the plan up with its price, how often it bills and the visits it includes, and put a client on it from their profile — the visits go on your schedule and keep coming, and the plan bills itself. The Plans page shows your members, what plans bring in each month and who renews in the next 30 days.

Which jobs will it not let me close?

A wildlife removal and exclusion. Its sheet wants the animal, the entry points, whether young were present, the removal method, what it was sealed with, the photographs before and after and the customer’s sign-off. It is yours to edit.

Is there a pest control estimator?

No — a pest technician quotes from a price list, so that is what Daybook gives you: the call, the treatment, bed bugs by the room, exclusion by the foot and the plan, labelled on day one, with your own prices on it.

What does a tech cost?

Nothing on Crew and Company — field seats are free and unlimited. The office seats are what is counted, and the pricing page prints exactly how many each plan includes.

Does it work in a crawlspace with no signal?

Clock-in, checklists and photos work with no signal and file themselves when the signal returns. The office sees them the moment they land.

Bring a real mouse call. Watch it booked.

Your own calls beat any feature list — start the trial, book one, mark it done and see what the job page already knows.

14-day free trial · No credit card · Bring your client list